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AI for mortgage brokers and loan officers

Mortgage work that doesn't wait on you.

Leads, borrower updates and paperwork all need chasing. beaconAI builds tools that do the chasing, so mortgage brokers and loan officers keep the judgment calls.

What eats the day

  • Leads go cold while you are on another file.
  • Borrowers call for updates someone has to look up.
  • Proposals take too long to look right.

What we would build

  • Proposal tool

    Turns borrower details into a finished, professional proposal.

    Built for a client

  • AI calling agent

    Calls new leads fast and keeps follow-ups on schedule.

    Built for a real estate investor

  • Borrower updates

    Plain status messages, so your team takes fewer "where are we?" calls.

    We would scope this with you
Mortgage proposal tool

Dale, we had a lot of fun beta testing this with you. I use it every day and it really helps me stand out from the competition. I highly recommend to any producer that is looking to save time and put something out there that is aesthetically pleasing and professional. Congrats on the launch!

Randy VanceFounder & CEO, Boss Mortgage, LLC
See the tool: mortgageproposal.app

What would one fix be worth?

Pick the job that eats your team's week and set two numbers. It's an estimate, not a quote. On the call we check it against how you actually work.

The job you'd fix first

A real build: an AI caller phones new leads within minutes when no one on the team has.

16 hrs
Everyone together. Two people at 8 hours each is 16.
$45
Wage plus overhead.

Lead follow-up

Hours back every week4 to 8 hours
Time worth, a year$8,600 to $17,300
A First Build, from $2,500, pays back inabout 7 to 14 weeks

An estimate, not a quote: a quarter of the work is our cautious starting point, half is one client's real result. We build tools like this for clients.

Questions mortgage teams ask

How can AI help a mortgage broker or loan officer?

AI takes the chasing off your plate: following up with new leads, answering borrower status questions and building proposals. Your team keeps the judgment calls. We start with the one task that eats the most of your day.

Can AI build mortgage proposals?

Yes. We built a proposal tool for a mortgage company that turns borrower details into a finished, professional proposal. Its founder uses it every day.

Can AI follow up with new mortgage leads?

Yes. An AI calling agent can call a new lead within minutes when no one on your team has called first, then keep follow-ups on schedule. We built one for a real estate investor, and the same approach can be set up for mortgage leads.

What happens to borrower data?

How we handle your data, and your borrowers' data, is agreed in writing before work starts. We build around the tools you already use.

Where do we start?

Take the free 14-question assessment, or book a call and bring the one problem you would fix first. If AI isn't the right fix, we'll tell you.

Where to start

Start with one problem. We'll take it from there.

Book a call

Or take the free assessment. 14 questions, 5 minutes.