Every rate inquiry captured before the borrower calls another lender.
Your AI line captures loan purpose, pre-qualifies basics, books the loan officer, and works leads the moment rates move. This is the Mortgage Broker template: a full site with a working voice greeting, a chat exchange, a services grid, and pricing already written for the trade. Type your business name and the whole thing rebrands.
What a Mortgage Broker site has to do
Loan intake — Purchase vs. refi, price range, and timeline captured up front.
Pre-qual basics — Credit-range and down-payment basics screened before the LO call.
Loan-officer booking — Qualified borrowers booked straight into the right LO's calendar.
Rate-drop outreach — Past leads re-engaged automatically when rates move in their favor.
The number behind it: 53%
of mortgage leads close with the first lender to respond That is the figure the whole preview is built around — a Mortgage Broker operation does not lose customers to a competitor's marketing, it loses them to a phone that rang out while the work was being done.
How the agent opens the call
"Thanks for calling {co} — are you buying a home, or looking to refinance?" In chat it runs the same way — a customer opens with "Thinking about refinancing, what are rates?" and the agent moves to a booking rather than to a brochure.
What the preview proves
Loan intake
Pre-qual screening
LO booking
Rate-drop callbacks
Pricing shown on the template
Live on your phone line in 21 days · from $1,997/mo Pricing on a Mortgage Broker site is not a detail — it is the single most-read block on the page, and leaving it off is why most trade sites convert badly.