AI Follow-up Rep
Respond to every rate inquiry within seconds and nurture the borrower until they book or start an application.
Before
Web leads wait hours for a reply; the borrower starts an application with whoever answered first.
After
Every inquiry gets a call and text within seconds, then structured follow-up until the borrower books or opts out.
What it handles
- Call and text new rate inquiries within seconds of capture
- Collect purchase price, down payment, income type, and timeline
- Run multi-touch nurture until the borrower books or starts a Finmo application
- Route ready borrowers to the broker with a full summary
When it hands off to a human
The moment a borrower asks about rates, products, or qualification, it books them with the licensed broker instead of answering — no rate quotes, no lending advice, ever.
Works with your stack
Our live AI demo line is coming soon — join the list and we'll invite you to try it first.
/demo →Frequently asked questions
How fast is the first follow-up?
Seconds. The moment a rate inquiry lands, it calls and texts the borrower.
Will it discuss rates with the borrower?
No. It gathers the file details and books the rate conversation with you — the licensed broker handles rates and advice.
How long does it keep following up?
Until the borrower books, starts an application, or opts out — on a cadence you set, with opt-outs honored immediately.
Can it push borrowers into my application platform?
Yes — it sends your Finmo application link at the right moment and confirms the borrower started it.
Where do the notes go?
Every touch is logged to Salesforce with a summary and the next step.
Last updated: July 2026