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Vendi for Mortgage Brokers

AI loan-officer's desk — gather every prequal, book every consult.

Vendi qualifies, books, and nurtures so your LOs spend time closing, not chasing.

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Why this hurts now

What mortgage brokers businesses lose every week.

Prequal-form abandonment

Half your applicants drop off mid-form. A quick call saves them.

Rate-shop leakage

Rate inquiries are time-sensitive. Voicemail = competitor wins.

Realtor-partner referral gap

Realtor sends a lead — if it sits 4 hours, it's gone.

How Vendi handles it

Your mortgage brokers workflow, on autopilot.

  1. 1
    Inquiry in

    'I want to see what I qualify for' — Vendi answers.

  2. 2
    Pre-qualify

    Income, credit range, down payment, timeline — captured cleanly.

  3. 3
    Book

    30-min consult with the right LO.

  4. 4
    Pre-doc

    Auto-text the doc checklist before the call.

  5. 5
    Follow up

    5-touch cadence over 30 days for warm-but-not-ready leads.

  6. 6
    Refer

    Realtor partner thank-you + referral-ask after every close.

Use cases

Where Vendi shines for mortgage brokers.

  • Pre-qualification intake
  • Rate-inquiry response + consult booking
  • Realtor-partner referral handling
  • Refi-window proactive outreach when rates drop

Outcomes you'll see

The numbers that move.

  • Capture more leads with sub-minute response time.
  • Stop dropping realtor referrals — answer every one.
  • Auto-trigger refi outreach when rates move.

FAQs

Questions mortgage brokers owners always ask.

Does Vendi quote rates?

No — rates are quoted by your licensed LO. Vendi gathers info and books the call.

How does it integrate with LOS?

Encompass, Calyx, Lender Price, or webhook.

What about TCPA compliance?

Vendi honors your contact-consent settings and TCPA / Do-Not-Call rules.

Hire your AI mortgage brokers receptionist.

Set up in 10 minutes. Cancel anytime.

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