When a borrower inquires about rates, they're talking to 3–4 brokers. The one who responds first wins. Our system contacts every new lead within 5 minutes — evenings, weekends, holidays — so you're always first.
Free · No commitment · 20 minutes
When a prospective borrower submits an inquiry, they're rate shopping. If you don't respond within 5 minutes, they've already heard from another broker.
40% of mortgage inquiries come outside business hours. Every one that sits overnight is likely lost to a faster competitor.
You're juggling active applications, processing documents, and trying to respond to new leads. Something always falls through the cracks.
No more leads slipping through the cracks. Your follow-up runs on autopilot while you focus on processing active applications.
A new inquiry from Zillow, your website, Google Ads, or a referral partner triggers the automated sequence instantly.
Every lead gets a personalized email and text within 5 minutes — evenings, weekends, holidays. You're always the first broker to respond.
Strategic touchpoints at 24 hours, 3 days, and 7 days. Rate comparison info, document checklists, and a direct link to book a call with you.
Real results from independent mortgage brokers who automated their lead response.
I was losing 3-4 deals a month because I couldn't respond fast enough on evenings and weekends.
The automated sequence contacts leads within 5 minutes. My close rate went up 25% in the first quarter.
The document collection flow cut my back-and-forth emails in half. Clients get clear checklists automatically.
Rate shoppers used to slip through the cracks. Now they get 4 strategic follow-ups over 7 days.
I'm a solo broker processing 15-20 apps a month. This system gave me the follow-up capacity of a 3-person team.
Clients tell me I'm the most responsive broker they've worked with. They don't know it's automated.
Join 100+ brokers growing with ClosingsPro
An independent mortgage broker handling 15-20 loan applications per month as a solo operator. Generating leads through Zillow and Google Ads but struggling to follow up consistently.
New inquiries got a first response within a few hours during business hours, but nothing on evenings or weekends. Several prospects mentioned they had already spoken with another broker. Estimated 3-4 lost deals per month from slow response.
An automated follow-up sequence that contacts every new inquiry within 5 minutes via email, then follows up at 24 hours, 3 days, and 7 days. A separate document collection sequence reduces back-and-forth.
Response time dropped to under 5 minutes. 3-4 additional deals closed per month from recovered leads.
Encompass, Velocify, Shape, or even a spreadsheet. We plug into whatever you already use.
Month-to-month. If it's not working, cancel anytime. We keep clients because of results, not paperwork.
Multi-channel follow-up via email and SMS. Personalized messages that sound like they came from you, not a robot.
Automated checklists and reminders that collect pay stubs, tax returns, and bank statements without the back-and-forth emails.
Custom follow-up designed for rate-sensitive borrowers. Strategic touches that keep you top-of-mind while they compare.
We review performance data every month and refine your sequences. Open rates, reply rates, booking rates — all optimized.
No hidden fees. No long-term contracts. Cancel anytime.
Automated follow-up sequence (email + text), document collection flow, CRM integration
Unlimited leads, 7-day follow-up automation, monthly optimization, priority support
Cancel anytime — no questions asked
Most brokers are fully set up within 48 hours. We handle everything — you just approve the follow-up messages.
No. We connect to your existing CRM (Encompass, Velocify, Shape, etc.) or work standalone.
No long-term contract. Cancel anytime. Not seeing results in 30 days? We optimize for free or you walk.
Unlike your CRM's built-in drip, we use behavior-based timing with messages that reference the specific loan type and rate the lead inquired about.
Brokers typically recover 3-4 deals per month from faster response. Clearpath Lending in Denver saw immediate improvement in close rates.
Yes — book a free 20-minute demo. We'll show you the exact follow-up sequence. No commitment.
Book a free 20-minute call. We'll look at your current lead flow and show you exactly how automated follow-up would work for your brokerage.
Book a Free Demo CallFree · No commitment · 20 minutes