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AI receptionist for mortgage brokers
For loan officers whose buyers call from open houses on Sunday.
A couple walks out of a Sunday open house, likes the kitchen, and calls to ask if they can afford it. Tactly answers, takes their details and books a pre-approval call for Monday.
- TactlyCopperline Home Lending, I'm the virtual assistant and this call may be recorded. How can I help?
- CallerHey, it's Kwame. What's your thirty-year rate right now?
- TactlyI can't quote rates, Kwame, because they depend on your situation and change daily. A loan officer can give you an exact number. Are you buying or refinancing?
- CallerBuying. We found a place this afternoon.
- Looking up consult times
- TactlyCongratulations. I can book a call with a loan officer tomorrow at 8:30 or 12:00.
- Booked: Pre-approval consult, Mon 8:30 am
Can an AI receptionist work for mortgage brokers?
Tactly is an AI receptionist for mortgage brokers and loan officers. It answers in your company's name, explains the loan programs you list in your notes, collects the caller's name, timeline and purchase or refinance goal, and books consultations into open times on your calendar. It never quotes rates, payments or approval odds. Rate questions become a message for a loan officer, and each call is emailed to you with the transcript.
The problem
Missed calls are missed work.
Buyers make up their minds on evenings and weekends, after showings, which is exactly when a loan office is closed. The first lender who answers usually gets the pre-approval, and the agent hears that lender's name in the next conversation.
Rates move, and a number said on the phone can become a promise. That is why so many offices let calls ring through. Tactly answers every caller and gets the facts down, but leaves every number to a licensed loan officer.
Calls it handles
The calls mortgage brokers get every day.
Buyers wanting pre-approval
Tactly asks about timeline, price range and whether they have an agent, then books a consult with a loan officer.
What is today's rate?
It says rates depend on the borrower and change often, then takes contact details so a loan officer can follow up with a real quote.
Refinance questions
It records the current loan details the caller is willing to share and their goal, such as lowering a payment, for your team.
Agent calls about a file
During hours it transfers a realtor to the processor or loan officer line you named. After hours it takes the message.
Setup tips
What to put in your notes.
Tactly answers only from what you tell it. These are the lines that matter most for mortgage brokers.
- List the loan programs you offer by name, and note any you do not, so buyers are pointed in the right direction.
- Tell Tactly plainly never to quote a rate, payment or approval, and to book a consult whenever a caller asks.
- Add a named transfer number for Processing so agents and title offices reach the right desk during the day.
Plans for mortgage brokers
Starter
$49/mo
For a solo owner who mostly needs the missed calls covered.
- 100 AI-answered minutes a month
- Then $0.35 a minute
- Every feature included
- Most popular
Pro
$99/mo
For a busy shop that wants nights, weekends and lunch rushes handled.
- 250 AI-answered minutes a month
- Then $0.29 a minute
- Every feature included
Growth
$199/mo
For a team that sends a large share of its calls to the receptionist.
- 600 AI-answered minutes a month
- Then $0.25 a minute
- Every feature included
FAQ
Questions, answered
Will Tactly ever quote a mortgage rate?
No. It never quotes rates, payments or approval odds. It takes the caller's details and books a loan officer conversation.
Can it take a full loan application?
No. It collects basic contact details, goals and timeline. Applications and documents go through your usual process.
Can new leads go to my CRM automatically?
Yes. Each finished call can be sent to Zapier or an https webhook, which can pass the details on to your CRM.
Real estate, finance and insurance
Related industries
Stop sending callers to voicemail.
Set up your receptionist, make a free test call from your own phone, and switch it on when it sounds right.