01
First-ring response
Every borrower call answered in under two seconds — including evenings and weekends.
“A first-time buyer at 8:30 p.m. should have a 9 a.m. consult on the calendar.”
For mortgage lenders and brokers
AI Phone Agents Built for Mortgage Companies
Borrowers call 4 lenders — the first to respond captures 55% of applications. RevSquared answers instantly, qualifies borrowers, and books LO consultations 24/7 while your team works on closings.
Live on your number before lunch7-day free trialPre-tuned for Mortgage
37%
of mortgage calls go unanswered
55%
choose the first lender to respond
$8,000+
average revenue per funded loan
48%
of inquiries come outside business hours
The problem
Rate shoppers won't call back.
Five places funded loans walk to the next lender.
- 01
LOs tied up in closings
Underwriters, closings, applications — your LOs can't pick up. Rate shoppers call the next lender.
- 02
Every missed call is a loan
37% of calls go unanswered. Each funded loan generates $4,000–$12,000+ in fees and commissions.
- 03
Rate-drop call surges
When rates drop, refi inquiries triple. Your team can't handle pipeline and new prospects at once.
- 04
Pre-approval calls need detail
Income, credit, down payment, property type — generic answering services can't capture them.
- 05
Borrowers call after hours
Evenings and weekends are when borrowers actually have time to compare rates.
The fix
Built for mortgage, out of the box.
Every feature ships enabled on day one. No custom dev, no professional services invoice.
Mortgage-specific qualification
Asks purchase vs. refi, property type, price range, down payment, credit range, employment.
LO consult booking
Books consults on the right LO's calendar by loan type and language preference.
Borrower intake
Captures income range, debts, timeline, and pre-approval needs for a prepared first call.
Rate lock and closing routing
Routes rate-lock expirations, closing issues, and appraisal concerns to the assigned LO.
Realtor referral capture
Logs referring agent on every borrower call so your relationship side stays clean.
Calls your agent handles
Every call type. Every hour. Handled.
Time-sensitive
Routed to the assigned LO- Rate lock expiration alerts
- Closing date conflicts
- Appraisal disputes
- Pre-approval falling through
Routine calls
Logged for your processor- Application status updates
- Document submission requests
- Closing timeline questions
- Existing-loan servicing inquiries
New borrower intake
Pre-qualified for your LO- Purchase pre-approval requests
- Refinance inquiries
- VA, FHA, and special-program leads
- Real-estate agent referrals
In the real world
Three calls, three wins.
First-time buyer after open house
A buyer found their dream home and needs pre-approval before the weekend. Your agent collects income, credit range, down payment, and property price — then books a 9 a.m. consult and sends a document checklist.
Refi call surge
The Fed cuts rates and 60 refi calls hit before lunch. Your agent handles every one, identifies the 20 callers who'd save more than $200/month, and books consults — your LOs focus on the highest-value prospects.
Realtor referral emergency
A top agent's buyer's pre-approval fell through 10 days before closing. Your agent captures urgency, loan amount, and property details, then sends an emergency alert to your senior LO who calls back inside 30 minutes.
Works with what you have
Plugs into the tools you already use.
Salesforce, HubSpot, GoHighLevel, Calendly — one-click connect.
See all integrations
From the blog
Practical reading for Mortgage operators.
How to Run a Successful Reactivation Campaign (Step-By-Step From 60+ Real Deployments)
The first reactivation campaign I ever ran sent 4,000 texts and booked 78 appointments in three days. The sales team almost quit. Here's the exact playbook we've now run across 60+ deployments, including the GHL opt-out hack that saved our accounts and the legal framework you cannot skip.
Read more
Best AI Answering Service for Small Business: 2026 Guide
Most AI answering service roundups rank everyone equally. This one doesn't. An honest comparison of 12 platforms — with the revenue math, the self-improvement test, and a clear verdict on which one actually replaces a front-desk employee.
Read more
AI Receptionist for Plumbing Companies: Stop Losing Emergencies to Voicemail
Plumbing emergencies don't wait for business hours. An AI receptionist answers every call 24/7, triages burst pipes and sewer backups, and routes urgent jobs straight to your on-call plumber — starting at $147/month.
Read moreReady to never miss another borrower call?
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