Calls die after 5pm.
Your team goes home. Refinance leads don’t. They call the next broker.
62% of after-hours leads never call back.
The all-in-one mortgage CRM that turns leads into booked appointments.
AI receptionist answers every call, prebuilt funnels for FHA / VA / USDA / Conventional, 7 white-labeled calculators, review harvesting, database reactivation, and SEO-optimized blog posts — all in one login.
Book My 20-Minute Demo →
No pressure, no slide deck.A walkthrough tailored to your pipeline.
127+Brokerages
17K+Loan officers
5.3MLeads processed
3 daysAvg. setup
TheBigBot · Lead Inbox
AI ONLINE
f New Facebook mortgage lead · 10:31 AM
Hi, I saw your ad. I’m looking to buy in the next few months.Borrower · 10:31:06
Great — I can help you get started. Are you looking at a purchase or a refinance?TheBigBot AI · 10:31:12
Purchase. First-time buyer.Borrower · 10:31:48
Perfect. I can connect you with a loan officer for a quick consultation. Would tomorrow at 2:30 PM work?TheBigBot AI · 10:32:03
✓
Mortgage consultation bookedTomorrow · 2:30 PM · Calendar updated
Lead response6 secInstant follow-up
● LIVEAI just booked an apptWorks nights & weekends
Connects with
Meta
Google
SMS
Email
Phone
Calendar
Your LOS
The real leak
The deals you lost weren’t bad leads.
They were good leads who called after 5pm, waited 20 minutes for a callback, and picked the next LO on Google.
Slow follow-up kills deals.
The first LO who responds wins the loan. Always. Every single time.
78% of borrowers pick the first LO who replies.
Dead leads = dead money.
Your CRM is full of borrowers who ghosted. Most are now ready to refi.
$40K/yr avg in missed refi revenue from dead lists.
One connected platform
Every part of your mortgage business. One login.
Not a CRM with add-ons bolted on — nine systems that already work together, each preloaded with mortgage-specific copy, workflows and AI tuning.
AI Receptionist
Answers every call and chat, qualifies borrower intent, and books consultations around the clock.
Works nights, weekends & holidays
Database Reactivation
Wakes up dormant leads, unfinished applications and past borrowers with automated campaigns.
Your old list becomes a lead source
Review Harvesting
Auto-requests a review by SMS + email 48 hours after funding. Positives go to Google; issues come to you first.
Reviews compound your local rank
Client Nurture
SMS, email and AI follow-up sequences that keep working borrowers whose timing is “not yet.”
Multi-channel, fully automated
Websites & Funnels
Mortgage websites and prebuilt FHA / VA / USDA / Conventional funnels wired to your forms, calendar and pipeline.
Rebranded with your logo & NMLS
7 Mortgage Calculators
FHA, VA, USDA, Conventional, Refinance, Affordability and Mortgage — white-labeled lead capture tools.
Every calculation captures a lead
Appointment Booking
Qualified borrowers book straight into your loan officers’ calendars — no back-and-forth.
From ad click to booked consult
Mortgage CRM & Pipelines
Leads, conversations, stages and appointments in one pipeline built around how loans actually move.
No more spreadsheet triage
AI SEO Blog
SEO-optimized mortgage articles published under your brand to build organic, ad-free lead flow.
The cheapest lead source, automated
See the handoff
What happens when a Meta mortgage lead comes in.
The goal is not to replace your loan officer. It’s to make sure your LO enters the conversation after the early-stage follow-up work has already happened.
Mortgage Purchase CampaignExample workflow
f
New mortgage lead receivedMeta lead form → TheBigBot
⚡
Automated response sentSMS + email workflow starts
💬
Borrower repliesConversation continues automatically
🤖
AI qualifies the borrowerIntent, loan need and timing captured
✓
Qualified opportunity identifiedMoved to the right pipeline stage
📅
Consultation bookedLoan officer calendar updated automatically
Mortgage-native, not adapted
Built for mortgage from day one. Not a generic CRM in a costume.
The AI is trained on FHA, VA, USDA, Conventional, DTI, DSCR, LTV, PMI, MIP, refinance and cash-out workflows — and loan officers approved the scripts. You start from a working mortgage operating system, not a blank canvas.
Compliance-aware by design. The AI never quotes specific rates without disclosures — it quotes ranges from your rate sheet and routes locked quotes to a consult. All disclosures are templated in; TRID / RESPA-friendly.
Handles every corner of your book
Purchase leads
Refinance leads
FHA
VA
USDA
Conventional
DSCR
Cash-out
Past borrowers
Realtor referrals
Database reactivation
Long-term nurture
Proof from the pipeline
Mortgage operators, in their own words.
★★★★★
“The AI receptionist booked 14 appointments in my first week without me lifting a finger. This is pure revenue I wasn’t seeing before — and it never sleeps.”
MJ
Marcus JohnsonMortgage Broker · Austin TX
★★★★★
“Database reactivation woke up $2.1M in dormant prospects. My pipeline doubled. My assistant thinks I hired four new people — I just flipped one switch.”
DA
David AndersonLoan Officer · Dallas
Rated 5.0★ across 253 reviews · 127+ brokerages · 17K+ loan officers on the platform
Simple pricing, no contract
Know the number before the call.
Most platforms hide pricing behind the demo. Here’s ours up front — the demo is for seeing the system on your lead flow, not for discovering the price.
For getting live fast
Authority Launch
$197/mo
Live in 3 days
- Mortgage website + funnels, rebranded to you
- AI receptionist, chatbot & automation workflows
- 7 white-labeled mortgage calculators
For building authority
Authority Pro
$497/mo
Live in 7 days
- Everything in Launch
- Ongoing content & social engine under your brand
- Weekly publishing — no lifting a finger
- All 20 platform features included
$499 one-time setup · No contract · 14-day guarantee
Hear it before you buy it
See TheBigBot running on your mortgage lead flow.
How new Meta leads enter the system
How the AI answers, qualifies and books
How your dead database gets reactivated
How funnels, calculators and calendar connect
Whether it fits your LOS and current stack
Free personalized walkthrough
Book your 20-minute mortgage demo.
No pressure, no slide deck — a 20-minute walkthrough tailored to your pipeline. If the fit isn’t there, you’ll know that quickly too.
Book My Demo →Mortgage-specific•Live workflow•No generic deck
Questions
What mortgage teams usually ask.
Does the AI know mortgage lingo?+
Yes. It's trained on FHA, VA, USDA, Conventional, DTI, DSCR, LTV, PMI, MIP, refinance, cash-out, and every major mortgage workflow. Loan officers approved the scripts.
Is this compliant with TRID / RESPA?+
The platform is compliant-friendly and never quotes specific rates without disclosures. All disclosures are templated in. We recommend your compliance officer review any custom scripts.
Does it integrate with Encompass / Arive / LendingPad?+
TheBigBot offers native integrations with some LOS platforms, and connects to virtually anything else through Zapier, Make, or webhooks. Share your LOS during the demo and we'll confirm whether it's a native integration or a Zapier/Make connection.
Can the AI receptionist quote rates?+
It quotes rate ranges pulled from your rate sheet (not binding) and always recommends a consult for a locked quote. Fully disclosure-compliant.
Can I use my current phone number?+
Yes — port it over, or add a new dedicated line we provide free.
Can I bring my existing lead database?+
Yes. Existing contacts can be imported for CRM use, nurture and reactivation workflows, subject to your messaging-consent and compliance requirements.
Your next lead is already comparing lenders
Mortgage leads move fast. Your follow-up should move faster.
See how TheBigBot answers, qualifies, nurtures and books your mortgage leads — while your loan officers focus on closing.
Book My 20-Minute Demo →⭐⭐⭐⭐⭐ 5.0 · No contract · 14-day guarantee
Not ready to book? Watch the recorded demo or start the 14-day free trial.