Never lose a borrower to voicemail. Get an AI Mortgage Secretary.
Handle calls from borrowers, realtors, and past clients — 24/7. The first lender to pick up usually gets the application.
Incoming call handled
Sat 7:04 PM · 2m 33s
We just made an offer on a house — how fast can we get pre-approved?
Congratulations! I'll text you the application link right now and flag this for Sarah to call you back within the hour.
That would be amazing.
Pre-approval lead · flagged urgent
Application link sent by text
Trusted by loan officers, brokers & business owners
Built for how you work
Pre-approvals, refis, and realtor referrals go to whoever answers first. Your AI Secretary picks up every call, qualifies the lead, texts your booking link, and flags the urgent ones — even at 7pm on a Saturday.
- Lead qualification in hour one
- 7×
- Borrowers apply to one lender
- 77%
- Borrower calls outside 9–5
- 32%
Lead qualification in hour one
Borrowers apply to one lender
Borrower calls outside 9–5
Speed to lead
Every borrower call answered on the first ring — you're 7× more likely to qualify a lead reached within the hour.
Realtor referrals captured
Your referral sources reach a real voice on weekends; names and callback numbers land with you instantly.
Urgency flagged
Closing deadlines and time-sensitive equity asks are escalated so you know who to call back first.
Speaks mortgage
Conventional, FHA, VA, jumbo, DSCR, HELOC, new construction — plus the assistance programs borrowers ask for by nickname.
Every borrower call, answered
Real calls your AI handles end to end — listen to a few.
Pre-approval leads
A buyer calls about a down-payment-assistance program; your AI names the program, texts your booking link, and logs the lead.
Why it matters
77% of borrowers apply to just one lender — the first to engage usually keeps the loan.
Refinance & equity
A past client needs $85,000 of equity out by tomorrow; your AI captures the amount and the deadline, and flags it urgent.
Why it matters
Time-sensitive deals die in voicemail — urgency flags tell you who to call back first.
Realtor referrals
A realtor calls in a buyer on a Saturday; your AI takes the referral's name and offers your scheduling link.
Why it matters
32% of borrower calls land outside 9–5, weekdays — exactly when buyers are out looking at houses.
Application help
A borrower is halfway into the wrong loan application; your AI spots it, tells her to stop, and books the callback.
Why it matters
A borrower stuck in the wrong form gives up — or stalls the file for a week.
Closing deadlines
It's 7pm and the seller's agent needs written assurance the HELOC will close; your AI gets the exact ask and escalates it.
Why it matters
When there's an offer on the line, the lender who can't be reached loses the next referral too.
Caller reactions
A caller stops mid-message to ask where she can get an assistant like this one.
Why it matters
Voicemail has never impressed a caller.
Get live this week
Forward your line and configure your AI in minutes — then plug into your systems as deeply as you need.
- 1
Download & configure
Pick Mortgage as your industry — pre-approval intake, refi and equity questions, referral capture, and mortgage terminology come pre-loaded.
- 2
Add your people & programs
Processors, loan partners, and the realtors who send you business — plus the programs you write, the states you're licensed in, and your hours.
- 3
Forward your calls
Forward when busy, after-hours only, or full-time. Your AI learns from every call it takes.
What customers say
“YouSquared turns cold calls into warm leads. Instead of two or three new listings a week, I'm getting five to seven — my income has doubled.”
Brad Johnson
Owner, Senemar & Associates
“My AI, Sarah, actually gets to know my contacts — she remembers past conversations and even develops inside jokes with them.”
Christine Taylor
Owner, Taylor Insurance Group