Meet Emily.
Your rate-quote desk.
Borrowers shop three lenders in one evening. They apply with the one that responds first. Emily engages every lead in seconds, pre-qualifies the borrower, books the call, and keeps every file moving while you close.
One hire, six jobs
Engages every borrower lead in seconds
Pre-qualifies (price range, down payment, credit ballpark)
Books calls on your loan officers’ calendars
Sends doc checklists & chases missing items
Follows up on every pre-approval until it applies
Logs everything to your CRM / LOS
One hire that covers four salaries
To match what Emily does, a mortgage shop would staff four separate roles. Here's what that actually costs.
Lead Response Rep
Engages every borrower lead instantly
LO Assistant
Pre-qualifies & preps every file
Follow-Up Coordinator
Chases docs & pre-approvals
After-Hours Answering
Covers evenings, weekends & holidays
The first lender to respond funds the loan
Every hour of silence is a loan locking somewhere else. Rate-shoppers move in minutes, and the loan officer who calls back first usually takes the application, whatever the rate sheet says.
Every lead engaged in seconds
Zillow, Bankrate, agent referrals, and your website
While other lenders wait for morning
Borrowers shop at night (after the house hunt, after the kids)
Call booked with the right LO
Pre-qualified, scheduled, and logged before the competition wakes up
(Emily)
8:56 PM. A borrower finds the house.
They need a pre-approval fast. Emily gets them moving tonight.
LO call booked, tomorrow 9:30 AM · $520K purchase
Doc checklist sent · file opened in your LOS · LO briefed
6-second response at 8:56 PM
While two other lenders’ forms sat unanswered
Pre-qualified on the spot
Price range, down payment, and deadline captured
On the LO’s calendar first thing
With docs already in motion
File started in your LOS
No re-typing, no morning scramble
She runs the whole front office
Lead capture is the opening act. Emily also supports your existing customers, keeps operations moving, and grows revenue from the clients you already have.
Customer Support
- Rate & file-status questions answered instantly
- Explains conditions & next steps in plain language
- Calms nervous borrowers at 9 PM
Operations & Fulfillment
- Chases documents until the file is complete
- Coordinates appraisal & closing scheduling
- Milestone updates to borrower and agent
Upsells & Repeat Revenue
- Refi watch that alerts past clients when rates drop
- Agent-partner updates that win more referrals
- Review requests after every clear-to-close
Custom Launch in 2 Weeks or Less
From first interview to fully live in two weeks or less, no drawn-out onboarding, no waiting months to see her work.
Company Interview
We sit down with your team and map every skill & task Emily needs.
Buildout
Emily is built, trained on your business & wired into your tools.
Hands-On Training
Final tuning with your team until every answer sounds right.
Emily Goes Live
She starts working your leads & customers. Very simple.
Everything to hire her, nothing hidden
- In-depth interview & task mapping with your team
- Trained on your loan programs & process
- Doc checklist & follow-up sequences
- CRM / LOS integration & LO routing rules
- Complete Emily build, including her voice, skills & knowledge, trained on your business
- Calendar & appointment booking configured
- Salesforce / CRM integration & lead logging
- Channel setup for iMessage, WhatsApp, SMS, and Email
- Testing, hands-on training & tuning with your team
- Launch day support until she's flying solo
- Emily continuously learns your business as she works
- Train or update her knowledge anytime, just send a quick text
- Full monitoring of every action she takes
- All AI usage included at the volumes below
- iMessage, SMS & Email sending fees included
- Hosting & round-the-clock system monitoring
- 2 hours of support each month for tweaks, updates & new answers
- Capacity upgrades available anytime
- Cancel anytime
Need more? Double every number above for +$100/mo · Triple them for +$200/mo
Emily vs. a traditional hire
$12,000 one-time build, split across three milestones. Monthly includes iMessage, SMS & Email sending fees, with no separate delivery bill.