The intelligence layer for mortgage origination
Know who to call. Know when to call. Know what to say. Convert the conversation into a funded loan.
THE PROBLEM
The mortgage tech stack is broken
Loan officers juggle disconnected tools, manual processes, and cold data. Warm leads slip through the cracks every day.
Fragmented tools
Loan officers juggle 4-7 disconnected products. CRM here, lead gen there, data somewhere else.
No intelligence
Your tools send messages but can't tell you who to call, when to call, or what to say.
Missed opportunities
Warm leads go cold because your speed-to-lead is measured in hours, not seconds.
THE PLATFORM
Three layers. One platform.
MortgageAI connects your data, applies intelligence, and activates the right action at the right time.
01
Data Sources
Credit triggers, property data, rate feeds, behavioral signals
02
AI Intelligence
Scoring, intent detection, timing optimization, personalized talking points
03
Activation
Smart outreach, real-time call assist, one-click proposals, application capture
Unlike Bonzo, Surefire, or Total Expert, MortgageAI connects all three layers into a single system that gets smarter with every interaction.
FEATURES
Built for loan officers who close
Every feature is designed to move a prospect closer to a funded loan. Nothing more, nothing less.
AI Call Assist
Ready in 15 seconds
Get AI-generated talking points, a live scenario calculator, and one-click proposals — before the borrower hangs up.
Smart Scoring
Updated daily
AI scores every contact by conversion likelihood. Your daily hot list tells you exactly who to call and why.
Application Capture
One click to LOS
Pre-filled applications from enriched data. Borrowers confirm, not enter from scratch. Digital consent to funded loan.
Rate Intelligence
Instant alerts
When rates drop below your borrowers' thresholds, personalized outreach fires automatically via their preferred channel.
WHY SWITCH
Replace your entire stack
One platform replaces the patchwork of tools you are paying for today.
| Feature | MortgageAI | Traditional Stack |
|---|---|---|
| Intelligence Layer | ||
| Call Assist | ||
| Application Capture | ||
| AI Personalization | ||
| Self-Improving Models | ||
| LOS Integration | ||
| Monthly Cost | $799/mo all-in | $4,000–8,000/mo for 3 products |
PRICING
Simple, transparent pricing
Start with a free pilot. Scale when you see results.
Starter
For solo LOs and small teams
- 3 seats
- 500 enrichments/mo
- Basic AI scoring
- Call assist
- 2,000 sends/mo
Pro
For growing brokerages
- 10 seats
- 2,500 enrichments/mo
- Full AI scoring + intent
- All playbooks
- A/B testing
- 10,000 sends/mo
Enterprise
For large operations
- Unlimited seats
- Unlimited enrichments
- Custom integrations
- API access
- Dedicated support
- SOC 2
EARLY ACCESS
Trusted by forward-thinking mortgage professionals
“MortgageAI told me exactly who to call and what to say. I closed 3 more loans in my first month.”
Early Access User — Producing Loan Officer, Ohio
Ready to close more loans?
Join the next generation of AI-powered mortgage professionals.