All-in-One AI CRM for Mortgage & Loan Brokers

Convert more leads, close loans faster, and stay compliant with intelligent automation and a centralized CRM tailored for the mortgage and lending industry

Between juggling lead follow-ups, document collection, pre-approvals, and regulatory compliance, running a mortgage brokerage can be chaotic. Agentli.ai helps you streamline the entire loan origination process—automating repetitive tasks, accelerating client communication, and freeing up your time to focus on closing more deals. All while staying organized, compliant, and responsive.

Common Use Cases for Mortgage & Loan Brokers

Lead Capture & Pre-Qualification

Automatically collect inquiries from your landing pages, social ads, or partner referrals. AI-driven workflows ask qualifying questions and sort prospects by loan type, credit profile, and readiness to proceed.

Client Onboarding & Document Collection

Send pre-built onboarding sequences with document request checklists, ID verification links, and secure upload portals—so clients can complete everything without back-and-forth emails.

Pre-Approval & Loan Pipeline Updates

Keep borrowers informed throughout the mortgage journey with real-time updates, milestone notifications, and automated reminders. Build trust and transparency without lifting a finger.

Appointment Booking & Calendar Sync

Allow clients to schedule consultations, follow-ups, and underwriting calls through your branded calendar. Automated reminders reduce no-shows and last-minute reschedules.

Testimonials, Referral & Review Generation

After funding, trigger automated sequences asking happy clients for Google reviews or referrals. Leverage positive experiences to bring in more business.

Missed Call Automation & Lead Recovery

AI receptionist answers calls 24/7, captures lead details, and books appointments—so you never lose a hot lead, even outside business hours.

How Agentli's Features Help Your Mortgage & Loan Business

AI-Powered Lead Nurture & Follow-Up

Every new lead is instantly enrolled in a smart workflow that sends texts, emails, and voicemail drops based on borrower intent and loan type. The AI tracks client behavior and engagement, adjusting its messaging to match where the lead is in their decision-making journey. This ensures that no lead goes cold and that prospects feel guided and supported through every step—without requiring your team to manually intervene.

Document & Compliance Automation

From loan application to final funding, the CRM automates everything from collecting bank statements and W2s to tracking e-signatures and generating audit trails. This not only saves hours of administrative work each week but also significantly reduces errors. Plus, built-in compliance tracking ensures you remain aligned with state and federal lending laws, offering peace of mind during audits or client disputes.

Voice AI Receptionist for Inbound Calls

Missed calls are a thing of the past. The AI assistant answers questions, explains your loan programs, and books consultations—even at night or on weekends. It acts like a full-time assistant who never sleeps, ensuring every caller receives a professional, consistent experience and every inquiry is captured and followed up on promptly.

Integrated eSigning, & Pipeline Management

Whether you're managing FHA, VA, or conventional loans, Agentli.ai provides you with a centralized command center for every deal. Clients can securely sign disclosures, upload required documents, and view next steps in a clean, mobile-friendly portal. Task tracking ensures that you and your team stay on top of each file without sticky notes or spreadsheet chaos.

Real-Time Alerts, Dashboards & Workflows

Stay ahead with smart notifications for key loan milestones, client inactivity, or document bottlenecks. Visual dashboards show where every borrower is in the process, helping you spot opportunities, avoid delays, and increase conversion speed. Automated workflows can trigger internal tasks or client-facing messages, keeping everything in motion—even when you're focused on other deals.

Review & Referral Automations

When a borrower funds their loan, the CRM identifies satisfied clients and sends personalized messages requesting a review or offering a referral incentive. These messages are timed for maximum impact and tailored to each client’s experience, helping you build a powerful reputation online and generate warm leads without lifting a finger.

These are just a few examples of how Agentli's CRM and AI features can help marketing and digital agencies run more efficiently, improve client engagement, and drive better results across campaigns. There are many more features designed to support and scale your business. Let me know if you'd like further elaboration or adjustments!

Darius Keaton, mortgage broker and founder of Keaton Lending Group in Columbus, OH, used to manage leads, applications, and follow-ups across several disconnected tools. After switching to Agentli, he unified everything into one platform, automated his outreach, and significantly reduced time spent on manual admin.

“I was wasting so much time jumping between platforms. With Agentli, everything’s centralized and automated. It’s like having a virtual assistant that never drops the ball.”

Darius Keaton, mortgage broker and founder of Keaton Lending Group in Columbus, OH, used to manage leads, applications, and follow-ups across several disconnected tools. After switching to Agentli, he unified everything into one platform, automated his outreach, and significantly reduced time spent on manual admin.

“I was wasting so much time jumping between platforms. With Agentli, everything’s centralized and automated. It’s like having a virtual assistant that never drops the ball.”

Darius Keaton

Owner

Keaton Lending Group | Columbus, Ohio