Turn rate questions and pre-approval requests into booked loan consultations — automatically. These are the 7 workflows that arrive already wired together when you pick Mortgage & Lending at signup — no importing, no building.
Fires the moment a new lead arrives.
The moment a rate or pre-approval inquiry comes in: add them to the pipeline, text instantly, and let the AI call and work them to a booked loan consultation.
See the walk-through →Fires when an appointment is booked.
Confirms a booked loan consultation by email + text, then sends a business-hours reminder to cut no-shows.
See the walk-through →Fires when an appointment is missed.
Recovers a missed loan consultation fast, then graduates to nurture if the borrower doesn't re-book.
See the walk-through →Fires when a deal goes quiet.
Re-engages a borrower who asked about a rate or started the process but went quiet, then hands warm ones back to the AI.
See the walk-through →Fires when a deal is marked lost.
Re-approaches a lost mortgage lead after 30 days; hands re-engaged borrowers back to the AI.
See the walk-through →Started by you, one contact or a whole list.
Long-term, low-pressure mortgage education for borrowers who aren't ready yet — with a soft consultation offer along the way.
See the walk-through →Fires when a contact opens an email.
Flags a hot borrower who's re-opening emails so a loan officer (or the AI) can reach out.
See the walk-through →You don't import this. Pick Mortgage & Lending at signup and all 7 of these workflows install themselves before onboarding ends. Already customized yours? Nothing here ever overwrites your edits.
See where this fits in the platform: the full product tour → · How workflows run · Autopilot & Agent Goals
Pick Mortgage & Lending at signup and the whole 7-workflow suite installs itself before onboarding ends — nothing to import, nothing to build.
Start FreeRead the docs