Mortgage brokers & loan officers · Loan officers
Answer purchase leads in minutes, gather pay stubs and bank statements without chasing, and keep borrowers and real estate agents updated from application to closing.
Where time leaks
Patterns we see in this industry. Your workflow will differ; discovery confirms which ones apply.
Purchase leads expect a call within minutes, and loan officers are often in meetings or on other calls.
Borrowers send documents in pieces, and processors wait for the last bank statement.
Real estate agents call to ask whether the loan is on track for closing.
Past clients are not contacted when rates or their situation change.
Named for compatibility only. No partnership or endorsement implied; we confirm API access for your plan during discovery.
Automation recipes
Trigger → steps → outcome. Each one is a scoped, fixed-price build.
Trigger New lead from website, agent referral or ad
Outcome Leads talk to a loan officer the same day
Typical stack: CRM, calendar, SMS
Trigger Application submitted
Outcome Files complete sooner
Typical stack: Floify or LOS portal
Trigger Loan status changes
Outcome Fewer status calls from agents
Typical stack: Encompass, SMS/email
Trigger Anniversary or market change you choose
Outcome Repeat and referral business
Typical stack: Total Expert or CRM
Interactive
Pick what starts it and what should happen next. Your workflow assembles live below. This is a planning tool; we confirm what your tools support during discovery.
Your workflow
Planning previewAdd at least one step on the left.
Tap "Start a missed call" and reply as the customer. Runs in your browser.
Incoming call…
Nobody can answer right now
Move the sliders to match your business.
Est. recovered / month
Est. per year
missed → re-engaged → won per month
Estimate = leads × missed % × re-engaged % × close % × deal value, using only the numbers you entered. Not a guarantee; excludes software and build costs.
Plan my text-back automationStep through "Speed-to-lead response" one stage at a time. Click any step.
ROI estimate
Preset for a small team. Change the numbers to match your business.
How we implement
We start with your LOS milestones and document lists, and your compliance team reviews every template before use.
Discovery call: We walk through your current process and tools (free, 30 minutes).
Workflow map & fixed quote: Written scope, software costs listed separately, compliance notes included.
Build in a test environment: Your accounts, test data first, then a supervised pilot.
Handover: Documentation, training and an optional support plan.
General information, not legal advice. Confirm requirements with your own counsel or compliance officer.
Want these automations running in your business?
Tell us your tools and the one task you'd remove first. We reply with a plan.
The broader playbook for the whole trade, including recipes that apply across specialties.
AI automation for Mortgage brokers & loan officers →FAQ
Next step
Two short steps. We reply by email, usually to set up a 30-minute discovery call.
What happens after you submit
We read it personally
A person reviews your note. No automated sales sequence.
We reply by email
Usually with 2–3 clarifying questions and times for a 30-minute call.
You get a written plan
Workflow map, fixed quote and listed software costs before any build. No obligation.
Prefer to talk? Call (214) 891-5650 or email info@fullstopsolutions.com.
Not ready to talk? Try the ROI calculator or readiness check. No email needed.
