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.

Get the demo See how it works

< 60 sec

lead response time

24/7

SMS coverage

5 fields

captured before booking

ava.app/dashboard

Pipeline today

Vault Mortgage

Live

36Total leads

14Qualified

8Calls booked

Jordan M.Purchase · 720+ · 90 days

Qualified

Alyssa R.Refi · needs info

Nurture

Hi 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.

Instant SMS follow-up

Ava texts every new lead before the window of intent closes, using compliant opt-out language and your brokerage brand.

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.

Ava supports the consent language, STOP and HELP handling, branded sender text, and short conversational replies mortgage teams need for responsible follow-up.

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.