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Mortgage
Independent mortgage brokerage lifts closed loans 41% in 90 days
A 6-LO brokerage plugged in AI follow-up, rate-alert triggers, and a Trust Engine intake - and closed 41% more loans without adding headcount.
+41%
closed loans (90 days)
3.2x
pre-approval → application
-52%
manual follow-up time
The challenge
Two-thirds of pre-approvals never made it to application. LOs spent their day chasing paperwork instead of new business.
The approach
- AI follow-up sequence covering every lead source
- Rate-drop trigger firing on any beatable quote in the CRM
- Trust Engine intake replacing the initial 'discovery' call
- Weekly performance review powered by the analytics module
"We stopped losing loans to timing. The AI just keeps showing up until the borrower is ready."
- Broker/Owner, Southeast US brokerage