Part of our Sales agents
AI agents for sales teams at mortgage brokers
Actionist is an AI automation tool whose agents operate the apps your mortgage brokerage sales team already uses, from retyping inquiries and rate sheets to drafted scenarios and replies waiting on the loan officer.
Loan officers get back the hours lost to lead logging, quote building, and chasing first-meeting paperwork.
AI Employees for Mortgage Brokers Sales in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- Every inquiry logged with its sourceZillow, Bankrate, LendingTree and website leads reach the CRM with the lead source and the referring agent filled in.
- Rate scenarios ready before the callSide by side 30 versus 15 year and points versus credit sheets are drafted from the day's rate sheet for you to price.
- Consultations booked without the diary danceOpen slots on each loan officer calendar are offered to the borrower, with a prep list for what to bring.
- Pre-approval packs that arrive finishedPaystubs, W-2s and statements are summarised into one sheet before the loan officer decides anything.
- Realtors told where their client standsBuyer's agents get a drafted status note for clients who agreed to share it, so they stop chasing you.
- Built around how your desk originatesThese are examples of what a mortgage sales agent can do. Build a custom agent for any job you repeat.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Mortgage Brokers Sales team's day.
Where the hours go
A Zillow or Bankrate inquiry sits in the shared inbox while the loan officer is mid-consultation, and by the time someone retypes it into the CRM the borrower has already talked to two other lenders.
An agent reads each portal notification and website form on a schedule, logs it with its source and referring agent, builds a one-page snapshot, and drafts the first reply for the loan officer to approve.
Every quote request means opening the lender rate sheet PDF, retyping figures into a spreadsheet, and rebuilding the same 30 year versus 15 year comparison, which is why quotes go out hours late.
An agent reads the rate sheet when it lands, lays out the program scenarios side by side from the numbers you enter, and queues a reply draft. You set the price and decide what the borrower sees.
A pre-approval stalls because the paystubs, W-2s and two months of bank statements arrive in three emails and a text, and nobody has laid them out in one place for the loan officer to review.
An agent tracks what has arrived against the checklist, drafts the reminder for what is missing, and builds the income and asset summary sheet. The loan officer decides, signs and sends the pre-approval letter.
Realtors keep asking where their buyer stands, quiet leads go unchased, and past clients with a note rate well above today's market are never called because nobody has time to look.
An agent drafts the partner status notes, lists the leads gone quiet, and flags past clients whose logged rate is above today's sheet, leaving the loan officer to decide who is worth a call.
Actionist Will Automate
What one automation looks like
A week with your Mortgage Brokers Sales agents
Some of the apps for your Mortgage Brokers Sales team
Some of the CRM, scheduling, document and messaging apps your mortgage sales agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
When a lead notification reaches the shared sales inbox or a web form is submitted, the agent reads it within about a minute, creates or merges the CRM record, tags the source, routes it by licence state and loan type, and writes the qualification snapshot. The drafted reply, with the consultation link, is held in Slack for the loan officer to approve or rewrite.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Inquiry response240 min / weekRetyping portal leads into the CRM
Between consultations someone opens each Zillow or Bankrate email, copies the borrower into the CRM, and guesses the source, usually after the borrower has heard from another lender.
Inquiry response Agent0 minAgent logs and drafts the first replyAn agent reads the notifications on schedule, logs each lead with its source and referring agent, and queues a drafted reply for the loan officer to approve in Slack.
- Rate scenarios200 min / weekRebuilding the quote spreadsheet by hand
Each quote starts from the rate sheet PDF, with figures retyped into a comparison and a note about points versus credits, so replies leave late and with the odd typo.
Rate scenarios Agent0 minAgent drafts the side by side sheetAn agent lays out the program scenarios from the day's rate sheet and the loan officer's inputs, attaches the sheet to a reply draft, and waits for the loan officer to price and approve.
- Consultations150 min / weekTexting back and forth to fix a time
A loan officer proposes a slot, hears back hours later, proposes another, then loses a share of the calls to no-shows nobody rebooks until the borrower has signed elsewhere.
Consultations Agent0 minAgent offers real slots and rebooks missesAn agent reads each calendar, offers two genuine times, drafts the confirmation and reminder, and queues a rebooking note when a consultation is marked missed.
- Pre-approval packs180 min / weekHunting for documents across inboxes
Paystubs sit in one email, a W-2 in a text, bank statements in a shared folder, and the loan officer reads them all again before deciding anything.
Pre-approval packs Agent0 minAgent summarises what arrivedAn agent checks the folder against the checklist, drafts the reminder for what is missing, and fills the income and asset summary sheet so the loan officer reviews one page.
- Follow-up and revival120 min / weekRemembering who has gone quiet
Leads that stop replying and past clients with an old, high note rate only come up when a loan officer happens to scroll the CRM, which in a busy month never happens.
Follow-up and revival Agent0 minAgent lists and drafts the nudgeAn agent surfaces leads with no reply, pre-approvals near expiry and past clients above today's rate, each with a drafted note, and the loan officer chooses who to contact.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~7 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
A sales agent that reads inquiries, rate sheets and borrower documents is only worth having if the licensed person stays in charge. Actionist is built so you see everything it touched, approve whatever reaches a borrower, and keep every credit and pricing decision.
Each first reply, quote email, reminder and rebooking note is drafted and held for approval in Slack or Telegram. Nothing reaches a borrower unless you widen that autonomy through Approval Modes.
The agent prepares scenarios and summary sheets. The loan officer sets the price, judges whether a borrower qualifies, and signs the pre-approval letter. The agent never pulls credit or locks a rate.
Each contact it creates, merges or tags is logged with a timestamp, so a branch manager can see what changed and why, and put it back if a record was wrong.
Incomes, balances and documents are treated as sensitive, kept encrypted, and are not used to train any model. If they must stay on your own infrastructure, you can self-host Actionist on a VPS.
More Mortgage Brokers teams
More use cases for Mortgage Brokers Sales teams
Frequently asked questions
Does my mortgage sales team need to be technical to use Actionist?
How do I get started with an agent for our loan officers?
How do I make customised AI agents for how our desk originates?
How quickly can I set a mortgage sales agent up?
Will it message a borrower without a loan officer seeing it first?
Does it decide who qualifies or what rate to quote?
What if our loan origination system or CRM has no API?
How is borrower financial data handled?
Can it answer our phone line or text borrowers on its own?
See an agent log an inquiry and draft the scenario in one pass
Book a free demo and watch an Actionist agent read a lead notification, build the snapshot, and queue a drafted reply and rate scenario, all waiting for the loan officer's approval.