Instant SMS follow-up
Ava texts every new lead before the window of intent closes, using compliant opt-out language and your brokerage brand.
AI SMS lead assistant for mortgage teams
Turn paid mortgage leads into booked conversations.
Ava follows up by text, qualifies each prospect naturally, and hands your loan officers a cleaner pipeline with the full SMS thread attached.
Ava is operated by Phi Unit Research Partners Inc (Phi Unit), the registered sender of all Ava SMS messages.
< 60 sec
lead response time
24/7
SMS coverage
5 fields
captured before booking
Example client view (broker shown is illustrative)
ava.app/dashboard
Pipeline today · example client
LiveVault Mortgage
36Total leads
14Qualified
8Calls booked
JM
Jordan M.Purchase · 720+ · 90 days
QualifiedAR
Alyssa R.Refi · needs info
NurtureHi Jordan, this is Ava from Vault Mortgage. Are you looking to purchase or refinance?
Purchase, hopefully this summer.
Great. What price range are you considering?
The product
Ava gives every broker a patient, always-on first responder.
Mortgage-specific qualification
The assistant gathers the details loan officers need without turning the conversation into a long intake form.
Live lead visibility
Brokers can see every conversation, pre-qual field, and lead status from one simple dashboard.
Booking handoff
Once a lead is ready, Ava sends the scheduling link and marks the opportunity for follow-up.
Workflow
From ad submission to scheduled consultation.
Ava is built for the messy middle after a lead form: fast response, natural qualification, status tracking, and a simple handoff when the lead is worth a call.
Step 1
0:00
New Meta lead
Ava receives the form submission and starts the SMS thread.
Step 2
2 min
Pre-qualifying
Purchase or refi, credit score, budget, down payment, and timeline.
Step 3
Booked
Ready lead
Qualified prospects get the broker calendar link automatically.
Built for compliance-conscious SMS
Clear opt-in, clear opt-out, broker-branded messages.
Phi Unit Research Partners Inc is the registered sender of all Ava SMS messages, on behalf of mortgage broker clients. Every message uses TCPA-aligned consent language, supports STOP and HELP, identifies the broker the consumer signed up with, and stays inside customer-care follow-up — no marketing blasts.
Best fit
Teams that need speed without another seat to manage.
- Mortgage brokers running paid lead forms
- Small lending teams without full-time SDR coverage
- Loan officers who want cleaner call prep
- Brokerages testing AI without rebuilding their CRM
Lead generation
See what Ava would do with your current lead flow.
Share a few details and we’ll map Ava onto your existing ads, intake, calendar, and broker handoff process.
The strongest demo uses your real intake motion: where leads arrive, how quickly they are contacted, which details your team needs, and when a prospect should be handed to a loan officer.