Mortgage lead follow-up
Call whilethe lead is fresh.
A first home starts with questions. Bearworks makes the first call, captures the basics, and hands off to your loan officer.
Hear the first call.See the handoff.
A first-time buyer has weekend tours lined up. Your LO gets the context to take it from here.
First-time buyer · Raleigh, NC
First home.
First conversation.
Hi Dana, this is Northwind Home Loans' AI assistant. You asked about buying your first home in Raleigh. Is now a good time?
Read the conversation
- AI assistant
Hi Dana, this is Northwind Home Loans' AI assistant. You asked about buying your first home in Raleigh. Is now a good time?
- Borrower
Yeah, um... we're looking at townhomes. Our lease is up in about three months.
- AI assistant
Got it. Have you started touring, or are you still planning?
- Borrower
We're touring a couple of places this weekend. Do we need to get pre-approved before we make an offer? And, uh... what are our down payment options?
- AI assistant
Maria, your loan officer, can walk you through both. What time works for a call?
- Borrower
After six. After six is good. Could she go over rates too?
- AI assistant
Absolutely. I'll pass that along, with your timeline. Maria will take it from here.
Your loan officer receives
Dana K. Ready to tour.
- Home
- First purchase · townhome
- Location
- Raleigh, North Carolina
- Timeline
- Within three months
- Next step
- Touring this weekend
Pre-approval, down payment options, and current rates.
Callback after 6 PM
Call outcome, transcript, and audio attached.
The agent starts the conversation. Your licensed team handles the loan.
Form in. Call out.Loan officer next.
- 01 · Inquiry
A borrower raises their hand.
Your form or connected source sends the inquiry and consent record.
- 02 · Conversation
The agent gets the basics.
Purpose, location, timeline, and the questions on their mind.
- 03 · Handoff
Your LO picks it up.
The full conversation, a short summary, and a clear next step.
Where do yourleads come from?
Start with a source you know. Review the consent behind it.
Your form. Their first home.
A purchase inquiry arrives with your calling-consent language and timestamp. A clear place to start.
They’re comparing lenders.
Review the marketplace’s consent record, the lender named, and the automated calls it covers before adding outreach.
A warm introduction. A clear next step.
Keep the partner’s context. Confirm the borrower’s permission before the automated call.
A later conversation.
Past-client outreach gets its own consent and suppression review after your first workflow is running.
Follow up.Know when to stop.
Calling hours, attempt limits, and opt-outs are part of the workflow.
- New inquiry
Consent record received.
- Call and follow up
Inside local calling hours, with capped attempts.
- Borrower opts out
Sequence stopped. No further calls.
One lead source.Every call in view.
Start with one LO team. Review the calls, compare results, and expand from there.
- Time to first call
- Borrowers reached
- Routed callbacks
Track opt-outs, early hang-ups, and LO feedback alongside the results.
Book a demo (opens in a new tab)A few thingsworth asking.
How quickly does the agent call?
The call starts when the inquiry reaches the agent and falls inside the borrower’s calling window. We measure time to first call from the form timestamp to the first dial during your pilot.
What happens when a borrower asks about rates?
The agent hands off to a licensed loan officer. Rates, loan terms, pre-approval, and applications stay with your team.
What if a borrower wants a person?
The agent routes the conversation to your team with the transcript and context attached. Live Operator adds real-time human quality assurance.
What happens after no answer or a return call?
We define the retry cadence and return-call path with your team, then test duplicate-call prevention, calling hours, and opt-outs before launch.
Does it work with our CRM or LOS?
Start with a form or webhook to trigger the call. Outcomes and transcripts return by email or through a CRM connection reviewed for your pilot. Bring your CRM and LOS; we’ll map the connection.
Where does borrower information go?
Before the pilot, we document storage, processors, access, retention, and retrieval or deletion for audio, transcripts, intake fields, and consent records.
Put your firstworkflow on the line.
Bring a lead source. We’ll show you the calls and what your LOs receive.