You do not build anything. We do.
Here is exactly what happens from the day you sign up to the day the system is running on its own.
The timeline
You sign up
You pick your plan and book your setup call. That is the whole first step.
We build
We build you your own system for tracking leads, set up under your business name, so every text and email your leads get comes from you. We load your messaging, your calendar, your business hours, and your AI assistant's instructions. This is done before you get on the call, not during it.
We go live
One call with our team. We connect your lead sources, check everything with you, and start your texting registration. Carrier approval usually takes a few days to two weeks.
The system runs
Every new lead gets an email in seconds and a text right away, or at a polite hour if it comes in late. Follow-up keeps going for up to 60 days or until they engage. When a lead replies, the back and forth is handled for you, right through to a booked appointment on your calendar.
We reach out on both channels whenever a lead arrives with a phone number and an email. When only one comes through, we use it. When a lead opts out, we stop contacting them the way they asked, and you get an alert.
The Coaching Call
An optional 30-minute call near the end of your first live month, so you are confident using everything.
What you will be looking at
Every lead, every conversation, and every booking in one place.
What the AI actually does, and what it does not
What it does
- Answers in seconds, every time, including nights and weekends
- Texts back and forth in plain language, not a robotic script
- Answers the common questions about what you do and where you lend
- Sorts the leads so you know who is serious before you pick up the phone
- Offers real times from your live calendar and books the appointment
- Sends reminders so fewer people no-show
- Keeps following up for up to 60 days, or until a lead engages
- Stops the moment someone opts out or books
What it does not do
- It does not quote rates, pre-approve anyone, or give financial advice. Those questions get handed to you.
- It does not pretend to be you. It introduces itself as an assistant working with you.
- It does not blast. Follow-up is spaced out across 60 days, never daily.
- It does not replace your relationship with the client. It gets you to the conversation faster.
What a lead actually sees
A new lead comes in and gets a text back in seconds. What follows is a real back and forth that answers their questions, asks the ones that matter, and keeps moving toward a booked appointment on your calendar. Some leads book after two messages. Others take days. This is one that went quickly.
New Zillow lead, Saturday 8:46pm
Mike at Summit Lending
AI assistant
What we need from you
Three things, and that is it.
Your lead source logins
Your calendar
A phone number and business hours
Everything else is on us.
Ready for the details on cost? See the pricing page. Or read how this works for loan officers.
Try it free for 45 days.
$0 today. One setup call with our team. Cancel before day 45 and no monthly fee is charged.
Questions first? Ask Ivy in the chat, or call (877) 327-3030.