Why mortgage lending teams lose deals today
What Agenis runs for you
Rate-inquiry speed-to-lead
Purchase and refi inquiries get an instant call and text to lock attention before competing lenders reach out.
Pre-approval nurture
Buyers with a pre-approval but no property yet get steady check-ins so you're their lender when they go under contract.
Rate-drop reactivation
Past clients and prior denials are re-engaged automatically when market conditions make a refi or approval viable.
Realtor partner follow-up
Referrals from agent partners are contacted same-day and the referring agent is kept in the loop on status.
A connected mortgage lending lead lifecycle
Use one conversation timeline and a defined set of routing rules from the first inquiry through qualification, appointment, and longer-term follow-up.
Respond with source context
Start the approved response path for a rate inquiry, pre-approval request, referral, or older lead without asking for information already provided.
Collect the approved intake details
Ask only the questions your team has configured, record unknown answers clearly, and keep licensed guidance with the loan officer.
Create the right next step
Offer an eligible application or consultation time, or route the conversation to the appropriate human owner when review is required.
Continue with shared context
Use the conversation timeline to support reminders, document follow-up, reactivation, or a human handoff without restarting the intake.
Operational playbooks
Explore the workflows behind the lifecycle
See the triggers, conversation steps, channels, safety guardrails, and handoff paths for each workflow.
AI Lead Follow-Up
See how Agenis follows up with new leads across voice, SMS, and email, applies your qualification rules, and routes interested buyers to the right rep.
See the workflowAI Appointment Setting
See how Agenis qualifies inbound interest, guides buyers into an approved scheduling path, and keeps the conversation moving across voice, SMS, and email.
See the workflowLead Reactivation
See how Agenis works an approved reactivation list with contextual outreach, records each response, and routes renewed interest to the right follow-up path.
See the workflowInbound Lead Qualification
See how Agenis asks approved qualification questions, records structured answers, and routes each inbound lead to booking, nurture, or a human rep.
See the workflowAfter-Hours Lead Response
See how Agenis handles new inquiries outside office hours, captures intent, answers approved questions, and prepares a clear next step for your team.
See the workflowEvery channel, one AI agent
Voice calls, email, SMS, and WhatsApp coordinated in one sequence — with consent tracking, quiet hours, and instant opt-out built in.
Frequently asked questions
Can it pre-qualify borrowers before an LO call?
Yes. Agenis asks your screening questions — loan purpose, price range, credit tier, timeline, down payment — and only forwards borrowers who fit your criteria.
How does it handle sensitive borrower information?
Sequences capture only what you configure, opt-outs are honored, and every interaction is logged. It hands off to a licensed LO for anything requiring formal application or advice.
Does it work for both purchase and refinance pipelines?
Yes. Tag leads by loan type and run distinct sequences and scripts for purchase, refi, and reactivation so messaging always matches intent.
Put an AI sales team to work for your mortgage lending business
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