For mortgage brokers & loan officers
Every borrower answered first. Every pre-approval kept warm until there's an accepted offer.
You're on the phone with an underwriter, meeting a referral partner or clearing conditions to close on time. Selectlogiq answers the borrowers you can't get to, collects the basics before your first call, stays in touch with pre-approved buyers through a long house hunt, and asks for the review after the loan funds. An experienced team sets it up and runs it with you.
New inquiry
3 new
Application
2 active
Pre-approved
4 this week
Funded
—
Reviewed
—
What changes
What mortgage brokers & loan officers owners get back
Rate-shoppers reach you first
A borrower comparing lenders calls several shops in one afternoon. Yours answers, asks about purchase or refi, timing and property type, and books the application call while the other lenders are still returning voicemails.
Pre-approvals don't go quiet
A pre-approved buyer can look at houses for months. Regular check-ins in your voice keep you in the loop, so when they find the one, the updated letter comes from you — not from a lender someone else suggested.
Referral partners see you deliver
Agents send buyers to the loan officer whose clients speak up for them. Every funded loan gets a review request at the right moment, so your track record shows up where borrowers and agents look.
A day with the system running
Rates drop on a Tuesday
Past clients and new borrowers call about refinancing at the same time. Every caller is answered, asked about their current loan and goals, and booked for a call with you.
Week 6 of a buyer's house hunt
They've lost 2 offers and gone quiet. A check-in in your voice asks how the search is going, and the moment they find a house, you're the first call for an updated letter.
Funding day
The loan funds, the buyers get their keys and the agent sends a thank-you. That's when your review request goes out.
The work it books for you
Trained on the mortgage brokers & loan officers jobs you actually sell, so every call is sorted and booked into the right slot, the way you want it.
- Purchase loans
- Refinances & cash-out refis
- First-time homebuyers
- FHA & VA loans
- Conventional & jumbo loans
- Pre-approvals
- Self-employed & bank statement loans
- Investor & DSCR loans
- Home equity & HELOCs
- Reverse mortgages
- Construction loans
The system, mapped to mortgage brokers & loan officers
Two systems, one loop. Capture & Convert covers the first three steps; Reputation Manager covers the fourth.
- 1
Answer
Borrower calls, texts and web inquiries answered 24/7
Capture & Convert
- 2
Follow up
Pre-approved buyers kept in touch through the house hunt
Capture & Convert
- 3
Book & remind
Application calls, appraisals and signings booked, with reminders
Capture & Convert
- 4
Review
Review request after the loan funds
Reputation Manager
Growth playbook
The Mortgage Brokers & Loan Officers Playbook
5 plays built for how lending actually works — rate-shoppers, long house hunts and the referral partners who send you business.
01 Be the first lender who answers
Borrowers shop. They fill out a form, call a couple of lenders and go with the one who gets back to them with real answers. The system answers every call and text, asks your intake questions — purchase or refi, timing, property type, who referred them — and books the application call. Rate and program questions go to you, so nothing gets quoted that you haven't approved.
Plays we set up
- Every inquiry answered, nights and weekends included
- Intake questions asked before your first call
- Rate and program questions routed to you
- Calls answered
- All of them
- Purchase vs. refi
- Sorted
- Application calls
- Booked for the morning
02 Stay close through a long house hunt
A pre-approval only pays off if the buyer comes back to you when they write an offer. Between showings, lost bids and second thoughts, buyers drift. The system checks in on the schedule you set, answers the questions you've prepared answers for, and hands the conversation to you the moment they have a property in mind.
Plays we set up
- Check-ins through the whole house hunt
- Updated letter requests sent straight to you
- Past clients reminded you're there when they're ready to refinance
03 Keep the file moving to the closing table
Loans stall on the small things: a missing bank statement, an appraisal appointment nobody confirmed, a signing time the borrower forgot. Reminders go out before application calls, appraisals and signings, and borrowers get updates at the steps you choose. Everyone knows what's next, and nobody is left wondering where their loan stands.
Plays we set up
- Reminders before application calls, appraisals and signings
- Borrower updates at each step you choose
- Calls, texts and emails with each borrower in one place
You don’t have to build any of this. Every play comes set up, and our team tunes it to your business with you in your first week.
Hear it answer a call04 Ask for the review once the loan funds
Mid-process, borrowers are uploading documents and waiting on conditions. That's no time to ask. Reputation Manager waits until the loan funds or the keys are handed over, then sends a one-tap link. Every borrower gets the same chance to review, and your referral partners can see the results for themselves.
Plays we set up
- Request timed to funding or closing
- Replies to reviews on your main profiles, in your voice
- Recent reviews your referral partners can point buyers to
★★★★★
“Walked us through every step as first-time buyers and we closed right on time.”
Borrower · sample
Reply drafted ✓05 Get found when borrowers search locally
Buyers and homeowners search "mortgage broker near me" and "mortgage lender near me", then compare reviews before they call. A complete Google Business Profile — the right category, the loan programs you offer, your real service area and office hours — plus fresh reviews is what puts you in that list.
Plays we set up
- Google Business Profile optimization — available now
- Listings cleaned up so your name, phone and website match everywhere
- New Visibility tools included as they launch — early adopters
Sample Home Lending
★★★★★ sample
Mortgage broker · Open now · Serves San Diego County
Profile complete ✓Conversations, names and reviews in the panels above are sample data, not client results.
It talks like your business
During setup we train the system on your services, your prices, your rules and the words your customers actually use. For mortgage brokers & loan officers, that means it’s at home with:
- pre-approval
- pre-qual
- rate lock
- Loan Estimate
- Closing Disclosure
- conditions
- clear to close
- underwriting
- appraisal
- DTI
- PITI
- points
- refi
- purchase
- funding
- NMLS
Keep the software you already use
Selectlogiq handles the front end — calls, texts, follow-up, reminders and reviews. Your job, booking and accounting software stays where it is. Here’s how we fit with the tools mortgage brokers & loan officers businesses use most.
Encompass
Runs alongsideLoan origination system
Keep running loans there while we handle calls, follow-up and reviews.
Arive
Runs alongsideLoan origination platform for brokers
Keep originating there; nothing changes.
Floify
Runs alongsideBorrower portal and document collection
Borrowers keep uploading documents there.
Total Expert
Runs alongsideMarketing and engagement for lenders
Keep your marketing there while we handle calls, follow-up and reviews.
BombBomb
Connects through ZapierVideo email and messages for relationships
Calendly
Connects directlyOnline scheduling for application calls
Booked calls land in the same system.
Outlook Calendar
Connects directlyCalendar and email
Application calls and signings book straight into it.
“Connects directly” means a built-in integration. “Connects through Zapier” means the tool has a public Zapier app; that can require a Zapier account of your own, and we set it up with you. “Runs alongside” means there’s no public connector, so we work next to it and send your team the details.
Connects directly with
What it can replace
- A separate answering service
- A missed-call text-back app
- A website chat widget
- An appointment-reminder app
- A review-request app
- A contact spreadsheet or basic CRM
Run the whole playbook without hiring anyone.
Everything above comes with Capture & Convert and Reputation Manager — set up with you by an experienced team and backed by live humans 24/7.
No contracts · No setup fee · Cancel anytime
Questions from mortgage brokers & loan officers businesses
Does this fit the rules mortgage lenders work under?+
Your industry's rules on texting, recordkeeping and advertising still apply to everything the system says and sends. Check with your compliance lead before anything goes live. Our team builds the scripts, follow-up and review requests around your rules. We make no compliance claims on your behalf.
Will it quote rates?+
Only what you approve. We set it up so rate, fee and program questions go to you or get a callback, and it only shares the information you've signed off on.
Do I have to stop using my LOS?+
No. Keep running loans in Encompass, Arive or whatever you use now. Selectlogiq handles the calls, the follow-up, the reminders and the reviews around it.
When should a loan officer ask for a review?+
After the loan funds, when the borrower has their keys or their new payment in place. You choose, and the request waits until then.
Does it work in Spanish?+
Yes. It speaks English and Spanish, including borrowers who switch between the two mid-call.
More professional, financial & real estate playbooks
Real Estate Agents & Teams
Sign calls and portal leads answered while you're at a showing, and someday leads still yours when someday comes.
Insurance Agencies
Quote requests answered while your team is on other calls, and open quotes followed up until they bind.
Financial Advisors
Referred prospects reach a discovery meeting, not your voicemail, and annual reviews book themselves.
Accountants & Bookkeepers
Tax-season calls answered, new clients booked for after the rush, and reviews asked for once the return is filed.
Law Firms & Attorneys
Potential clients reach your firm instead of the next result, and consultations actually show up.
Consultants & Coaches
Good-fit prospects book discovery calls, proposals get followed up, and client wins show up in your reviews.
Your next lead is calling right now. Let us make sure someone answers.
Book a 30-minute call. We will show you exactly where you are leaking money and how fast we can plug it. No pitch, no pressure — if it is not a fit, we will tell you.
Rather hear it first? (619) 859-7171 — it answers 24/7.
Pick a time that works
Select a 30-minute consultation window directly on our calendar.
Zero pressure: 30 minutes focused on your phone process & lead intake.
Live demonstration: Hear how the AI system answers and books appointments — or try it yourself right now.
Live in as little as 72 hours: We build everything around your existing business. Texting follows once the carriers approve it.
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