AI Sales Agents for Mortgage Brokers
Instant Lead Contact
Borrower Qualification
Database Reactivation
24/7 Availability
Why mortgage brokers choose Centerfy PRO
Seventy-eight percent of buyers go with the first lender who gives them a meaningful conversation. Centerfy PRO makes sure that lender is you — every time, at every hour.
First to Contact
AI calls every lead within sixty seconds of form submission, qualifying and booking before your competitors reach their voicemail.
More Loans Closed
Automated multi-touch follow-up converts leads that would otherwise sit in a CRM graveyard after two failed call attempts.
LOs Focused on Closing
Loan officers stop chasing cold leads and start spending time on pre-qualified consultations that are ready to move forward.
Built for how mortgage brokerages actually operate
Lead Qualification Calls
AI qualifies on loan type, credit range, employment type, purchase price, and down payment within the first sixty-second conversation.
Follow-Up Sequences
Persistent multi-channel outreach converts leads who do not answer the first call through voice, text, and email over multiple attempts.
Database Reactivation
Outbound campaigns to old contacts surface deals from previous leads who are now ready to move.
Mid-Process Client Support
Chat agent handles status updates, document checklist questions, and timeline inquiries so processors and LOs stay focused on closing.
Every tool designed to help brokers spend more time closing loans and less time chasing leads.
Go Live in Days—Not Months
1
Connect your lead sources
Integrate aggregator feeds, ad platforms, and your existing CRM in minutes.
2
Configure workflows
Set up qualification scripts, follow-up sequences, and reactivation campaigns for your brokerage.
3
Train your team
Quick onboarding with mortgage-specific templates and LO calendar integration.
4
Start booking consultations
Go live with instant lead contact and automated pipeline management from day one.
Built for mortgage brokerage workflows
Speed-to-lead contact
AI calls every new lead within sixty seconds of submission, regardless of hour, qualifying and booking before competitors respond.
Borrower qualification pipeline
Track every lead from initial inquiry through to booked LO consultation with automated follow-up at each stage.
Database reactivation campaigns
Outreach to hundreds of unconverted past contacts surfaces deals that cost nothing new to acquire.
Referral partner follow-up
When a realtor sends a referral, AI reaches out immediately with a warm introduction and moves them toward pre-approval.
Rate alert outreach
Automated campaigns to past clients and prospects start refinancing conversations when rates shift.
Mid-process support
Chat agent answers document checklist, timeline, and status questions so processors focus on closing files.
Lead Captured
AI Qualifies
LO Consultation
Application
Loan Closed
Works for every type of mortgage operation
Purchase Lending
First-time buyers and move-up buyers qualified on credit, income, and timeline, then booked with your loan officers.
Refinance & Rate Watch
Past clients and database contacts re-engaged with targeted outreach when rate conditions change.
Aggregator & Paid Leads
High-cost leads from Bankrate, LendingTree, and paid ads contacted in seconds to maximize your spend.
See how mortgage brokers close more loans with Centerfy PRO.
What Teams Typically Improve
80% Contact Rate
AI reaches leads in under sixty seconds, dramatically increasing the percentage who engage in a real conversation.
3x More Consultations Booked
Automated qualification and persistent follow-up fill loan officer calendars with pre-qualified borrowers.
40% More Loans Closed
Better qualification and consistent follow-up convert leads that would otherwise die after two failed attempts.
60% Less LO Admin
AI handles qualification calls and mid-process questions so loan officers focus on consultations and closings.
Results vary. Based on aggregated customer outcomes.
"We were spending $150 per lead from aggregators and half of them never got a call back the same day. Centerfy contacts every lead in under a minute now and our LOs wake up to a booked calendar. Our cost per closed loan dropped by a third."
— Branch Manager, Multi-LO Mortgage Brokerage
