AI Call Script
Mortgage Broker Answering Service Script
Mortgage leads shop multiple lenders simultaneously. InboundCollie answers every call, captures the loan scenario and urgency, and helps you be the first broker to follow up with a real conversation.
Average mortgage broker job value: $3,000–$12,000 per loan
InboundCollie AI Receptionist
Answering on behalf of your business • 24/7
Live
Thanks for calling. I'm the virtual receptionist here. Are you looking for a mortgage for a home purchase, or to refinance an existing mortgage?
Purchase — we're under contract on a house and we need to get our mortgage finalized.
Congratulations! Do you already have a pre-approval, or are you starting from scratch?
We have a pre-approval from our bank but the interest rate was higher than we expected. We're shopping around.
Smart move to shop — even half a percent matters on a 30-year loan. What's the purchase price, and how much are you putting down?
Purchase price is $385,000 and we're putting 20% down.
Great — 20% down avoids PMI, which is the right call. What's your closing date, so the broker knows how quickly they need to move?
Closing is May 15th, so about 6 weeks.
That's workable. Do you have a rough sense of your credit score range — just a ballpark?
We both have scores around 750.
Excellent — that puts you in the best tier for rates. What's the best number to reach you, and is there a good time of day for a callback?
After the call, InboundCollie sends you a complete lead summary before you call back.
What InboundCollie captures on every mortgage broker call
✓Loan purpose (purchase, refinance, cash-out refi)
✓Purchase price or current home value
✓Down payment amount or equity
✓Credit range (rough estimate)
✓Timeline (pre-approval need, closing date)
Start answering every mortgage broker call today
Set up in under 10 minutes. No contracts. Cancel anytime.