AI follow-up for mortgage loan officers
Warmline texts over iMessage and calls with an AI voice the moment a lead lands, qualifies them by loan type, and hands the ready ones to you, live on the phone or booked on your calendar.
Live calls: —
| Time | Lead | Loan | State | Channel | Status |
|---|---|---|---|---|---|
Warmline texts every new lead from your number and calls them with an AI agent built for mortgage, asks the right questions for their loan, and the moment they're ready, calls you and connects them or puts a time on your calendar. Every text, call and answer is written back to your CRM, and the compliance rules run on every single attempt.
A lead fills out a form at 12:00pm. By 12:01pm they've received a friendly text you can customize, plus an intro call from our AI agent — built specifically for mortgage.
During your send hours.
Purchase, refinance, HELOC or DSCR: the AI asks that loan type's questions one at a time, and never quotes rates or approval odds.
When a borrower is ready, Warmline rings you and connects them live, or books a time on your calendar.
Every text, call, answer and summary is written back to Follow Up Boss or Bonzo.
Warmline can do the work of a large call center or ISA team. It responds to every new lead right away, keeps following up until they answer or opt out, and hands your loan officers only the people who are ready to talk. That can reduce what you spend on staff and help you close more from the leads you already pay for.
Every new lead hears from you within a minute, during your send hours, without anyone watching the CRM.
No lead is forgotten on a busy day. Follow-up keeps going on schedule until they reply, book or opt out.
Loan officers spend their time on borrowers who are ready, not on dialing and leaving voicemails.
Cover what a team of callers or ISAs would do, without hiring, training or managing one.
Faster, steadier follow-up can turn more of the leads you already pay for into closed loans.
The first text and call go out within a minute of a lead arriving, inside the allowed hours for their state.
Blue-bubble texts with SMS fallback, plus a natural AI voice that never pretends to be a person and keeps the conversation moving.
When a borrower is ready, Warmline rings you, gives you a one-line brief, and connects the call when you press 1.
Leads flow in from your CRM and every touch, answer and summary flows back. Nothing to double-enter.
Consent checks, quiet hours, attempt caps and instant opt-outs run on every text and call. No setting can switch them off.
Designed by someone who has worked the leads, not by a call-center vendor guessing at mortgages.
Purchase, refinance, HELOC and DSCR each get their own questions and next steps.
Texts arrive as iMessage on iPhones, so they look like they came from a person, not a short code.
Warmline works inside Follow Up Boss or Bonzo. Your pipeline, stages and reports stay where they are.
Consent-checked campaigns reach back out to the leads already sitting in your database.
Reach every new lead while they're still shopping.
Turn last year's leads into this month's appointments.
Qualify rental-property buyers with the right questions.
Link Follow Up Boss or Bonzo and choose which lead sources Warmline works.
Get a dedicated texting and calling number for your leads.
Review the questions and messages for each loan type and make them yours.
Start with a dry run that decides but sends nothing, then switch on real follow-up.
Send windows, attempt caps and no-blast pacing are hard-coded on every attempt.
The exact consent wording, time and source are stored for every lead.
STOP or a plain "don't contact me" ends every channel at once.
Data is encrypted in transit and at rest, and access is locked to the right people.
Warmline is an AI assistant for mortgage loan officers. It texts your leads over iMessage (with SMS fallback), calls them with an AI voice, asks the right questions for their loan type, and hands the ready ones to you, either as a live transfer or a booked appointment.
No. Warmline plugs into your CRM and writes every text, call, answer and summary back to the lead's record. Your pipeline and reports stay where they are.
Follow Up Boss and Bonzo. GoHighLevel and Encompass are on the list for later.
Yes. You choose the name your assistant uses and pick its voice during setup.
English today. Spanish is coming.
Warmline only contacts leads with consent on file, and it stores the exact wording, time and source of that consent. Texts and calls stay inside each state's allowed hours with daily attempt caps, and any opt-out stops every channel immediately.
Book a demo. We'll walk through your lead sources and CRM, then set you up with a dry run that shows what Warmline would send before anything goes out for real.
Book a short demo and we'll show you the whole flow with your CRM, from first text to a booked call.
