Mortgage
Rate locks expire. Closings slip. Your borrowers are calling.
AI agents and multilingual specialists that handle application status checks, document requests, and closing coordination in 65+ languages — keeping every loan on track.
What happens when a customer reaches out
Real scenarios, resolved by AI agents in real time.
Phone
"What's the status of my loan application?"
Number one mortgage call driver
- Borrower calls in Spanish asking for an update on their application
- AI pulls loan status from LOS and identifies current milestone
- Explains next steps and outstanding conditions in plain language
- Sends SMS summary with checklist of remaining items
Handled without escalation borrower updated
Web Chat
"My rate lock expires Friday — can we extend?"
Time-sensitive, high-stakes request
- Borrower opens chat panicked about an expiring rate lock
- AI checks lock expiration date and extension eligibility
- Calculates extension cost and presents options clearly
- Routes to loan officer with full context for approval
Escalated with full context extension processed
Email
"I uploaded my pay stubs but nothing happened"
Document upload confirmation gap
- Borrower emails in Vietnamese frustrated about missing upload acknowledgment
- AI checks document portal and confirms receipt of uploaded files
- Identifies one document still needed: bank statement page 2
- Sends confirmation receipt and specific request for missing page
Resolved automatically documents verified
WhatsApp
"When is my closing date?"
Closing coordination anxiety
- Borrower messages in Mandarin asking about their closing timeline
- AI retrieves closing date and outstanding pre-closing conditions
- Sends closing checklist with what borrower still needs to bring
- Confirms title company contact information and appointment details
Instant resolution closing confirmed
Your global support team
AI handles volume. These are the people behind the hard stuff.
65+ Languages
- Native-speaking agents in English, Spanish, Mandarin, and 60+ more
- Real-time AI translation for rare language pairs
- Cultural context training for every market we serve
Follow-the-Sun Coverage
- Operations in Philippines, Colombia, Pakistan, and 6 more countries
- Seamless handoff between time zones with shared context
- Holiday and weekend coverage without overtime costs
Mortgage-Trained Specialists
- Knowledgeable in TRID timelines, loan estimate requirements, and closing disclosures
- Experienced with LOS platforms: Encompass, Byte, LoanSphere, Calyx
- Trained in RESPA communication standards and borrower privacy protocols
Regulatory Compliance Built In
- TRID disclosure timeline enforcement and tracking
- RESPA Section 8 compliant communication handling
- ECOA and Fair Lending documentation standards
- HMDA data accuracy in borrower interaction records
See how AI keeps your pipeline moving without dropping a call
We'll walk through status updates, document collection, and closing coordination with your LOS.