From Lead to Close: AI + CRM Automation for a Mortgage & Loan Broker

See how Darius Keaton streamlined his mortgage business, boosted conversions, and eliminated operational bottlenecks using Agentli's AI-powered CRM automation.

Darius Keaton

Keaton Lending Group

Columbus, Ohio

Use Case: Mortgage & Loan Broker Workflow with AI + CRM Integration

Darius Keaton, the founder of Keaton Lending Group, built a successful independent mortgage and loan brokerage in Columbus, Ohio. But as demand grew, Darius struggled to manage high lead volume, redundant paperwork, and disorganized client follow-ups.

His team faced increasing challenges:

  • Inconsistent lead nurturing caused hot prospects to go cold.

  • Manually chasing documents for pre-approvals slowed down the loan cycle.

  • Missed calls after hours meant losing buyers ready to move fast.

  • Compliance risks emerged due to delays in disclosures and signature tracking.

As a result, deals stalled, clients became frustrated, and referrals started to decline. Darius knew that to stay competitive, he needed a solution that could keep up with the speed of the real estate and lending world.

Solution with Agentli.ai

After integrating Agentli.ai, Darius fully transformed his operations. His brokerage now runs on a smart, AI-enhanced CRM that captures leads, automates communication, and keeps every borrower moving toward close—faster and more reliably.

Workflow Breakdown (Before vs. After)

  1. AI-Powered Lead Capture & Pre-Qualification

  • Before: Leads came in through Zillow, website forms, and agent referrals, but there was no system to sort by urgency or loan readiness. Many got buried in spreadsheets or delayed responses.

  • After: Agentli.ai automatically segments leads by creditworthiness, loan type, and urgency—triggering tailored follow-ups and assigning tasks to the right loan officer.

  • Result: Lead response time dropped by 60%, and high-intent borrower conversions rose by 38%.

  1. 24/7 AI Voice Assistant for Call Handling & Appointment Scheduling

  • Before: Darius lost potential clients after hours and during peak hours when his team was too busy to answer every inquiry.

  • After: The AI receptionist answers calls anytime, pre-qualifies borrowers, captures key details, and books pre-approval consultations on autopilot.

  • Result: Captured 29% more inbound leads and boosted booked consultations by 24%, especially after business hours.

  1. Automated Document Requests & Pre-Approval Checklist

  • Before: Darius manually chased borrowers for W2s, bank statements, and credit reports, delaying pre-approvals and stressing out applicants.

  • After: Agentli.ai automates secure document requests, sends reminders, and tracks progress in real-time to ensure all paperwork is collected upfront.

  • Result: Document collection time dropped by 52%, and application-to-pre-approval cycles sped up by 44%.

  1. Loan Pipeline Visibility & Milestone Automation

  • Before: Borrowers had no visibility on their application status, and Darius’s team fielded dozens of “What’s next?” messages daily.

  • After: Clients receive real-time updates as their file progresses—from appraisal to underwriting to clear-to-close—via SMS and email.

  • Result: Reduced client follow-up calls by 31% and improved satisfaction scores by 19%.

  1. AI-Driven Email & SMS Nurturing

  • Before: Generic drip emails left clients disengaged and uninformed during crucial stages of the lending process.

  • After: AI personalizes follow-ups based on the borrower’s loan type, stage in the process, and urgency—keeping them informed and involved.

  • Result: Email open rates jumped by 43%, and borrower retention improved by 28% across long application cycles.

  1. Compliance Reminders & E-Signature Automation

  • Before: Darius risked delays and non-compliance by manually handling disclosure deadlines and missing e-signatures.

  • After: Agentli.ai tracks compliance checkpoints, auto-sends time-sensitive disclosures, and integrates with secure e-signature tools.

  • Result: Cut compliance-related errors by 58% and prevented multiple loan fall-throughs due to missed timelines.

  1. Review Requests & Referral Automation

  • Before: Darius relied on word of mouth and didn’t have a structured system to ask satisfied clients for reviews or referrals.

  • After: The platform identifies happy clients post-closing and sends personalized review requests and referral prompts.

  • Result: 5-star reviews increased by 47%, and inbound referral leads grew by 21%.

Results & Impact

Lead Qualification & Response

38% increase in high-intent client conversions and 60% faster lead response.

Document Collection & Compliance

52% faster pre-approvals and 58% reduction in compliance errors.

Engagement & Follow-Ups

43% increase in email open rates and 28% stronger borrower retention.

Appointments & Closings

24% increase in booked consultations and 19% faster time-to-close.

Reputation & Referrals

47% more 5-star reviews and 21% lift in referred business.

Operational Efficiency & Team Productivity

36% reduction in manual admin workload, allowing the team to focus more on client relationships and strategic growth.

"Agentli.ai is the assistant I didn’t know I needed for my mortgage business."

Before Agentli.ai, we were stuck in a constant loop of chasing documents, playing phone tag with leads, and scrambling to meet compliance deadlines. We were doing everything manually, and it showed—slower closes, lost leads, and stressed-out clients.

Now, leads are handled instantly, documents are collected automatically, and our pipeline just flows. The AI voice assistant books appointments even after hours, and our emails and texts are actually getting responses. We’ve sped up closings and increased our monthly revenue without adding more staff.

If you’re in the lending business and want to stay ahead—this is the system to do it.

Darius Keaton

Founder, Keaton Lending Group

Columbus, Ohio