Financial Services · Lending

Mortgage Pre-Qualification Intake

Qualify mortgage enquiries and route them to the right loan officer/product path quickly.

Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup

How it works

  1. Gathers basic qualification information (income range, down payment, property type, timeline) using a standard, compliant intake script via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk).
  2. With borrower consent, submits a soft credit pre-qualification check via the credit API — no lending decision made by the agent itself.
  3. Routes the lead to the appropriate loan officer based on loan type/complexity, matched via the LOS's specialization roster.
  4. Books the first consultation directly into the loan officer's calendar and sends required initial disclosures, both written to the LOS.

Data sources

LOS intake fields Soft-pull credit API Loan officer specialization roster

What it targets

  • Enquiries qualified and routed within 1 hour Target 90%
  • Enquiry-to-application conversion Target 35%