Mortgage Broker Solution

Close More Loans with Intelligent Automation

Automate lead qualification, document collection, status updates, and client communication to help mortgage brokers close loans faster and scale operations.

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TRID compliant
LOS integration ready
TCPA compliant

Streamline the Entire Loan Journey

From initial inquiry to post-closing follow-up, automate every touchpoint

Lead Qualification & Screening
Automatically qualify leads and gather initial information before agent contact
  • Pre-qualify leads 24/7
  • Collect credit score, income, DTI
  • Schedule consultations instantly
  • Filter out unqualified prospects
Document Collection
Automate reminders and follow-ups for missing loan documents
  • Reduce processing time by 50%
  • Automated document checklists
  • Missing item notifications
  • Deadline reminders
Application Status Updates
Keep borrowers informed throughout the loan process
  • Real-time milestone notifications
  • Underwriting status updates
  • Closing date confirmations
  • Reduce "Where's my loan?" calls
Rate Updates & Alerts
Notify clients about favorable rate changes and refinance opportunities
  • Automated rate drop alerts
  • Refinance opportunity notifications
  • Pre-approval reminders
  • Market condition updates
Appointment Scheduling
AI-powered booking for consultations, closings, and follow-ups
  • 24/7 scheduling availability
  • Automated confirmations
  • Reschedule management
  • Calendar synchronization
Post-Closing Follow-Up
Maintain relationships for future refinancing and referrals
  • Annual mortgage reviews
  • Referral request campaigns
  • Home anniversary greetings
  • Refinance opportunity alerts

Automated Journey from Lead to Close

AI handles routine communication so you can focus on closing loans

1
Lead Capture & Qualification
AI screens leads 24/7, collects initial information, and schedules appointments
2
Application Submission
Automated reminders for application completion and initial document upload
3
Document Collection
Persistent follow-up for missing documents with deadline tracking
4
Processing & Underwriting
Status updates at every milestone, condition clearance reminders
5
Closing & Beyond
Closing preparation, post-closing surveys, and long-term relationship nurturing

Complete Mortgage Broker Platform

Everything you need to manage leads and close loans efficiently

Lead Management
  • Automated lead capture
  • Pre-qualification screening
  • Credit score collection
  • Loan type determination
  • Priority lead scoring
Loan Processing
  • Document request automation
  • Status update notifications
  • Milestone tracking
  • Appraisal scheduling
  • Closing coordination
Client Communication
  • Rate lock notifications
  • Underwriting updates
  • Condition clearance reminders
  • Closing preparation calls
  • Post-closing satisfaction surveys
Compliance & Security
  • TRID compliance
  • TCPA-compliant calling
  • Secure data handling
  • Call recording & archiving
  • Audit trail documentation
Compliance Built-In

Stay Compliant with Confidence

Built-in compliance features to protect your business

TRID Compliance
  • • Disclosure timing requirements
  • • 3-day waiting periods
  • • Loan estimate distribution
  • • Closing disclosure management
TCPA Compliance
  • • Consent documentation
  • • Do Not Call list integration
  • • Call time restrictions
  • • Opt-out management
Record Keeping
  • • Automated call recording
  • • Secure cloud storage
  • • Searchable transcripts
  • • Audit trail documentation
Data Security
  • • End-to-end encryption
  • • SOC 2 Type II certified
  • • GLBA compliance
  • • Regular security audits

Support for All Loan Types

Customized workflows for different mortgage products

Purchase Loans
First-time buyers, move-up buyers, investment properties
Refinancing
Rate & term refinance, cash-out refinance, streamline refi
FHA/VA Loans
Government-backed loans with specific requirements
Jumbo Loans
High-value properties requiring specialized handling
Commercial Mortgages
Business properties and investment real estate

Real Results for Mortgage Brokers

Average improvements across our mortgage broker customers

45%

Faster loan processing

60%

More qualified leads

35%

Increase in referrals

50%

Reduction in no-shows

"FoneSwift has been a game-changer for our brokerage. We're closing 40% more loans with the same team size. The automated lead qualification and document collection features alone have saved us hundreds of hours per month. Our clients love the proactive status updates."

Robert Chen

Principal Broker, First Choice Mortgage

Integrates with Your LOS

Seamlessly connect with popular loan origination systems

Encompass
Calyx Point
Byte
Lodasoft
Mortgage Cadence
SimpleNexus
Blend
Total Expert
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Ready to Close More Loans?

See how mortgage brokers are using FoneSwift to qualify more leads, process loans faster, and grow their business

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