KwickPhone for Mortgage Brokers · New-customer lead capture

Stop Losing Pre-Approvals While You’re Structuring a Complex Loan

KwickPhone captures new borrower details and intent instantly, even when you are hands-free with a rate lock deadline.

Hear it yourself — call (832) 979-1760 Get started — keep your number
New-customer lead capture for Mortgage Brokers — KwickPhone answers the phone

You are deep in underwriting a jumbo refinance, the clock is ticking on a rate lock, and your phone rings. You can’t answer without breaking concentration or risking the deal. That caller? They are ready to buy, but they won’t wait on hold. They hang up and call the next broker on their list, handing you a lost commission that never comes back.

KwickPhone answers immediately with a warm, professional voice that knows your exact services. It qualifies the caller for purchase or refinance, gathers their name, contact info, and loan intent, and logs it directly into your system. You stay focused on the closing file while every new lead is captured, qualified, and ready for you to follow up when your hands are free.

How it works

New-customer lead capture for Mortgage Brokers, handled.

Call (832) 979-1760 and try it
Questions
Will the AI give incorrect rate information?
No. KwickPhone is configured to only speak from your provided menu and approved messaging. It never invents rates or terms. If a question falls outside its approved knowledge base, it hands off to your team.
How do I get the leads captured by KwickPhone?
Every interaction is logged in real-time. You receive the caller's details and intent summary directly in your existing business system, so you can prioritize follow-ups based on their readiness to close.
Can I use this for both purchase and refinance inquiries?
Yes. The AI is trained to distinguish between different loan types (FHA, VA, Conventional) and tailor its qualifying questions to match the specific product the borrower is interested in.
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