AI Receptionist · Mortgage Brokers
Buyers and homeowners talk to more than one lender. Calls come at night and after weekend open houses, when your loan officer is on another call or at a closing. It picks up in two rings and takes the details.
AIThanks for calling Sample Harbor Mortgage. This call is recorded. I’m the company’s AI assistant. How can I help?
CallerHi, I’m Sam. We saw a house at an open house today and want to buy it.
AICongratulations on finding a place you like, Sam. Are you buying or refinancing?
CallerBuying. Our agent is Jordan, and we want to move before the holidays.
AIThanks, Sam. Your loan officer will want to talk about that home. What time works best to call you?
CallerWeeknights after six. Also, what documents do I need?
AIYour loan officer will send the document list. I won’t ask for documents on this call.
AICallback booked for weeknights after six. Your loan officer has your details and Jordan’s name.
Text to a licensed loan officerNew buyer call. Saw a home at an open house, agent is Jordan. Wants to move before the holidays. Asked about documents. Callback booked for weeknights after six. Number on file.
An AI receptionist for mortgage brokers answers your loan office phone at any hour. It answers questions from the information you give it. It takes buyer and refinance details, books callbacks on your loan officer’s calendar, and sends a summary after every call. It transfers urgent calls to a person right away, and it never quotes rates or says someone is approved.
01 / Where calls get lost
A buyer tours a home on Saturday and calls from the driveway. Your loan officer is at a closing, so the call goes to voicemail.
A real estate agent calls about a buyer who wants to move fast. Nobody answers, so the agent calls the next lender on the list.
A buyer fills out a form on Sunday night. The reply waits until Monday, and the buyer may already be talking to someone else.
02 / On the phone
It answers from the info you give us about your mortgage broker. Then it asks the questions you would ask.
03 / The rules it follows
04 / How it goes live
Three steps. We do the building.
Start online. Then fill out a short form: your hours, services, common questions, calendar and who gets urgent calls.
We build your receptionist on your mortgage broker. You call it, and we tune it until it sounds like you.
Your calls forward to it. We watch it, tune it as new questions come up, and send you a monthly report. Texting turns on once your carrier registration clears (A2P 10DLC).
The 30-day answer guarantee
In your first 30 days, every call routed to the AI is answered and logged in your report. If it isn’t, you can cancel with no further payments. It covers the AI Receptionist and every Desk.
We don’t promise rankings, revenue or ROI. We promise the phone gets answered and you can see it. Details are in the Service terms.
05 / The plan that fits
AI Receptionist + AI Speed-to-Lead
$797/ month
Bought one by one: $994 / month
Mortgage leads can come from web forms and ads, and buyers want a fast reply. Fusion Front Desk answers those leads by text and email in seconds, then follows up, alongside the phone line.
06 / Questions
Use the setup checklist to test the facts, calendar and handoff before real calls.
No. It never says someone qualifies or is approved. It takes the details and passes them to your loan officer, who decides what happens next.
No. If a caller asks, it says your loan officer will follow up. It takes the details and books a callback on the calendar you share with us.
No. It never asks for a Social Security number, bank details or income documents on a call. Those stay with your own process.
It transfers the call to a person right away. If nobody can take it, it takes a message and sends it to your loan officer with the agent’s callback number.
Yes. It offers only the times that are open on the calendar you share with us. It does not promise a call time that is not on that calendar.
Yes, if they ask. It never claims to be a person. Every call starts with a notice that it is recorded. Anyone who wants a person gets a warm transfer or a callback.
Most mortgage brokers start with the Fusion Front Desk: the AI Receptionist plus AI Speed-to-Lead, for $797 a month. The one-time build fee is $1,497. We waive it on a 6-month agreement. In Founding 25 (the first 25 clients, or until Dec 31, 2026), we waive it on a 3-month start. Phone calls only? The AI Receptionist alone is $497 a month.
Ready to start? You hear it plainly if AI isn’t the right fix.
07 / Keep reading
