AI Receptionist for Mortgage Brokers
Built for mortgage brokers, loan officers & lending teams
Every Rate Shopper Reaches a Real Conversation
Hailey is an AI receptionist for mortgage brokers — she picks up every refi and purchase call in under a second, qualifies on loan amount and timing, books LO calls, and captures TCPA-compliant consent 24/7. Rate-drop days won't blow up your inbox.
Trusted by mortgage brokers across the US to capture every lead and stop losing applications to faster lenders.
Live in 24-48 hours. Forward your number, set your loan rules, done.
A mortgage answering service built for rate-shopper volume
Hailey is an AI receptionist for mortgage brokers that answers every call 24/7 — built specifically for purchase and refi lead intake, TCPA-compliant consent capture, and LO routing.
Answers Before the Third Ring
Every call picked up in under a second — even on rate-drop days when 80 calls hit before the office opens.
Qualifies Purchase & Refi Leads
Captures loan purpose, target amount, property type, credit bucket, employment situation, and timeline — your LO walks into a pre-qualified intake.
TCPA-Compliant Consent Capture
Hailey captures explicit consent for follow-up calls and texts before any marketing outreach — your compliance team stays clean on every lead.
Books LO Calls in Real Time
Schedules loan-officer calls directly into Encompass, LendingPad, Salesforce, or your LOS — synced to LO availability and license state.
Routes Existing-Client Requests
Active borrowers asking about doc status, closing, or rate lock get routed to the assigned LO or processor with the loan file context.
Covers After Hours & Weekends
Open 24/7/365. The Saturday morning rate-shopper gets booked instead of submitting their info to LendingTree for 12 callbacks.
Built for mortgage intake reality
Every lead and client situation your team faces — handled automatically, around the clock.
Purchase Lead Intake
First-time buyer calls about pre-approval. Hailey captures purchase price target, down payment, credit bucket, and timeline — books the assigned LO and sends the pre-approval doc list.
Refi Rate-Drop Day
Rates drop 25 bps overnight. Hailey handles 60 refi calls in parallel — qualifies each on current rate vs. proposed, books the high-margin ones first, and emails the rate-lock packet.
Pre-Qualification Triage
Caller's credit might not qualify. Hailey runs basic prequal questions, captures the situation, and either books the LO or routes the lead to a credit-repair partner with consent.
Existing-Loan Status Check
Borrower mid-process calls about doc status. Hailey identifies the loan, pulls the file from Encompass, and routes to the processor with the latest status.
Saturday Rate Shopper
Caller comparing rates at 10 AM Saturday. Hailey captures the scenario, sends a quote-eligible packet, and books a Monday-morning LO call before the caller submits to four other lenders.
Realtor Partner Routing
Realtor calls about a buyer pre-approval. Hailey identifies the partner, routes to the buyer's-side LO, and books the joint call to lock in the relationship.
Your LOs will thank you — try Hailey free.
Book Your Demo →Hailey vs. the alternatives
Live answering services don't follow TCPA scripts. Voicemail loses leads to whichever LO picks up. Hailey does both jobs better, at a fraction of the cost.
| Hailey AI | Live Answering Service | Voicemail / No Answer | |
|---|---|---|---|
| Monthly cost | Flat monthly rate | $300–$2,000+ per month | $0 upfront |
| Hours covered | 24/7, 365 days | Business hours mostly | — |
| Missed calls | Zero | Hold queues on rate days | Every call missed |
| TCPA consent capture | Explicit, recorded | Varies by operator | No |
| Lead qualification | Loan + credit + timeline | Name and number only | No |
| Books into Encompass/LendingPad | Real-time, integrated | Manual data entry | No |
| Handles rate-drop surges | Unlimited parallel | Hold times kill leads | N/A |
| Knows mortgage vocabulary | Trained on LTV, DTI, jumbo, etc. | Generic scripts | — |
| Setup time | 24-48 hours | 2–4 weeks | — |
Works with your mortgage software
See it handle a real rate-drop day in 15 minutes.
Book a Free Demo →From sign-up to first qualified lead in 24 hours
Forward Your Main Line
Point your existing brokerage number to Hailey in under three minutes. No new hardware, no IT call.
Set Your Loan Rules
Tell Hailey your licensed states, loan products (conventional, FHA, VA, jumbo), minimum loan amounts, qualifying questions, and LO assignment logic. She adapts to your operation.
Start Capturing Every Lead
Hailey begins answering, qualifying, capturing consent, and booking immediately — sending your team a TCPA-clean lead brief after every call.
Ready before the next rate move? Most brokers are live same day.
Get Started in Minutes →See what missed mortgage calls are costing you
Adjust the sliders to match your brokerage. Most mortgage shops lose more leads to voicemail on rate-drop days than they realize.
About your practice
Your estimated losses
New patients lost per week
8
Revenue lost per month
$22,516
Revenue lost per year
$270,192
Estimates based on US mortgage industry averages. Actual results vary by loan mix, geography, and conversion rate.
Turn missed calls into funded loans
Mortgage brokers miss an average of 35% of inbound calls — and rate-drop days make it worse. That's funded commissions walking straight to whichever lender picked up first. Hailey makes sure that never happens.
- Capture 100% of rate-drop calls including weekends
- Save your LOs 15+ hours a week on early-stage intake
- Capture TCPA consent on every call for compliant follow-up
- Qualify leads on loan amount and credit before LO time is spent
- Beat LendingTree-style multi-callback scenarios with instant pickup
"Last rate drop we used to get crushed — phones ringing, LOs missing calls, leads disappearing. Hailey handled 73 calls that day, qualified every one with credit and loan amount, and booked the high-margin refis with our top LOs first. Closed 11 of them."
Got Questions?
Everything you need to know about Hailey for Mortgage Brokers.
An AI receptionist for mortgage brokers handles your brokerage's calls when LOs are heads-down on applications — qualifying purchase and refi leads, capturing TCPA-compliant consent, and booking LO calls 24/7. Hailey is an AI version that runs every minute of every day.
Yes. Hailey is configured with TCPA-aware scripting and captures explicit consent for follow-up calls and texts before any marketing outreach. You define the consent language and Hailey applies it on every lead.
Yes. Hailey captures loan purpose, target amount, property type, credit bucket, employment, and timeline — so your LO only spends time on leads that fit your underwriting criteria.
Yes. Hailey integrates with Encompass, LendingPad, Calyx Point, Lender Price, Salesforce, BombBomb, Surefire, and Google Calendar to check LO availability and book in real time.
Traditional live mortgage answering services run $300–$2,000+ per month with per-minute overages during rate-drop surges. Hailey is a flat monthly rate with no per-call fees and no overage surcharges.
Yes. Hailey identifies the borrower, pulls the loan file from Encompass, and routes the call to the assigned LO or processor with the latest doc and underwriting status attached.
No. Hailey uses natural-language voice AI that handles complex mortgage vocabulary like LTV, DTI, jumbo loans, rate lock, conventional vs FHA, and underwriting conditions. Most callers don't realize they're talking to an AI.
Every rate-shopper call you miss is a loan the lender across town just funded.
Book a 15-minute demo and hear Hailey handle a real mortgage intake — live, no sign-up needed.
Book a Free Demo →Across All Industries.
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