Close 2× more loans with an AI that works while you sleep .
The complete mortgage CRM built for loan officers. AI receptionist answers every call, prebuilt funnels for FHA / VA / USDA / Conv, 7 white-labeled calculators, review harvesting, database reactivation, and SEO-optimized blog posts — all in one login.
Who uses TheBigBot for Mortgage?
If you close loans — retail, wholesale, broker, or refi — this is built for you.
Mortgage Brokers
Single-broker shops to 50+ LO teams
Loan Officers
Individual LOs & senior loan officers
Independent Mortgage Banks
IMBs running retail or wholesale
Branch Managers
Multi-branch team leaders
Refi Specialists
Refinance-focused practices
VA / FHA Specialists
Government loan experts
Commercial Mortgage
Commercial & DSCR lenders
Real Estate Teams
RE agents referring into mortgage
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.
Calls die after 5pm.
Your team goes home. Refinance leads don't. They call the next broker.
Slow follow-up kills deals.
First LO who responds wins the loan. Always. Every single time.
Dead leads = dead money.
Your CRM is full of borrowers who ghosted. Most are now ready to refi.
Six AI systems built for loan officers.
Every feature comes with mortgage-specific copy, workflows, and AI tuning. No generic templates.
Never miss a loan call again.
Our AI answers every inbound call 24/7, speaks like a human, and knows mortgage lingo — FHA, VA, USDA, Conv, DTI, DSCR, refinance, purchase. It qualifies the lead, captures the 1003 basics, and books the consult in your calendar.
You can't answer every call. Voicemails don't convert. After-hours calls go straight to your competitor.
Answers calls instantly, pulls today's rates, answers borrower questions, books appointments — all tuned for mortgage conversations.
Capture the 62% of after-hours calls you're currently losing. Average broker adds $40K/yr in closed loans from previously missed calls.
Own your local Google ranking.
After every closed loan, our system automatically texts and emails the borrower to request a review. Happy borrowers go straight to Google. Unhappy ones come to you first to resolve privately.
You ask for reviews inconsistently. Your competitor has 400 and you have 23. New borrowers scroll past you.
Automated SMS + email asks for a review 48 hours after funding. Smart routing sends positives to Google, issues to your inbox.
LOs with 100+ Google reviews close 3× more organic leads. Google ranks you higher, borrowers trust you first.
Wake up your "dead" refi list — this week.
Our AI blasts an intelligent re-engagement sequence to every contact in your CRM. It identifies who's now a good refi candidate based on rate drops, equity changes, and life events — and books them for a call.
You have thousands of old leads and past borrowers sitting in a CRM doing nothing. Most are refinance-ready and don't know it.
AI-personalized SMS and email campaigns targeting your dormant contacts with today's rates and their estimated savings.
Average broker closes 8-12 refi loans in the first 30 days of running DBR. It's free money already sitting in your CRM.
Maria — rates dropped again 📉
Quick heads-up: FHA refi rates are now at 5.875% (you're at 7.2%). Based on your $320K loan, that's roughly $412/mo saved.
Want me to run the exact numbers? I've got 15 min tomorrow at 10am.
Book 15-min call →52 weeks of drip — done for you.
Every lead gets a full year of automated, brand-aligned touchpoints: rate alerts, borrower tips, holiday messages, birthday greetings, refi reminders. They never forget your name — and you never have to write an email.
Leads go cold in 72 hours. Past borrowers forget you by year 2. Writing marketing emails takes time you don't have.
Prebuilt 52-week sequences of SMS + email — written and tested by top-producing LOs. Plug in your branding and it's live.
Brokers running consistent nurture see 3× more referrals and 4× more repeat business. Stay top-of-mind, close more loans.
Three mortgage websites. Your logo, your colors.
Pick from three fully-built mortgage sites with 30+ loan pages, integrated calculators, 1003 forms, live chat, and booking — all SEO-optimized for the loans and regions you serve.
Your current website looks like 2015. It doesn't rank, doesn't convert, and takes months to update.
Three prebuilt, responsive websites — Purchase, Refi, Multi-loan. Drag-and-drop editor. Live in under an hour.
Every feature is connected: the form fills your CRM, the calculator captures leads, the booking hits your calendar. No duct tape.
Rank for mortgage keywords. Without writing a word.
Every week, our AI generates and publishes SEO-optimized mortgage content on your blog: loan-type explainers, first-time buyer guides, refi tips, rate analyses — targeting the exact keywords borrowers search.
You should be blogging. You don't have time. Your competitors rank above you on "FHA loan [your city]".
AI writes 4 SEO-optimized mortgage blog posts per month, publishes them to your site, and tracks rankings for you.
Organic traffic is the cheapest lead source. Brokers running this add 80-200 organic visitors/month within 90 days.
Seven calculators. White-labeled. Lead-capturing.
Embed on your site, your landing pages, or your partner realtor sites. Every calculation captures a lead.
FHA Loan
Payment + PMI + MIP for FHA borrowers.
VA Loan
Zero-down VA purchase calculator.
USDA Loan
Rural loan payment + guarantee fee.
Conventional
Full P&I with taxes & insurance.
Refinance
Break-even + monthly savings.
Affordability
How much home they can afford.
Mortgage
General payment + amortization.
All 7 included
With your logo + colors.
From ad to booked consult in 6 minutes.
When a borrower sees your Facebook ad, here's exactly what happens — fully automated.
Ad fires
Facebook/Google ad captures borrower info via mortgage funnel.
Workflow triggers
SMS + email sent within 60s with today's rates.
AI qualifies
Asks about loan type, credit, income, timeline.
Consult booked
Lead picks a time with your LO, calendar updates.
You close
Pre-qualified borrower lands in your 1003, ready to submit.
127 businesses. Four industries. One platform.
Real results from real operators — mortgage brokers, dentists, lawyers, and service business owners across the US.
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.
We went from 23 Google reviews to 187 in 90 days. Our practice moved from page 3 to #2 in local search. Game over for the competition.
After-hours calls used to go to voicemail. Now the AI answers every one, qualifies the case, and books a consult. Booked 11 new clients last month from calls I would've missed.
Summer rush used to bury us in missed calls. TheBigBot answers every single one, books the appointment, and dispatches the tech. Revenue up 34% this quarter.
The patient recall campaign alone filled 47 empty chair slots in month one. The ROI paid for a full year of the platform inside 30 days.
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.
I switched from GoHighLevel and cut my tech stack in half. The AI intake is night-and-day better — conversions up 62% on paid traffic.
Storm season used to drown us. Now the AI qualifies emergency vs. routine jobs, dispatches crews, and follows up on every quote. Closed 78% more roofs this year.
Cancellations crushed us every Monday. TheBigBot auto-reminders dropped no-shows by 71% and recovered $18K in monthly recurring revenue we were writing off.
One plan. Everything included.
No tiers, no feature gating. You get the full platform — all 20+ features — for one flat monthly price.
TheBigBot Package
The complete AI growth platform for service businesses.