Scheduling for Mortgage Brokers
Run pre-approval calls, schedule application meetings, and stop coordinating through email chains. Built for mortgage brokers and loan officers.
Borrowers expect speed
Borrowers shop multiple brokers. The first to schedule wins. A booking link does that immediately.
Application has many touchpoints
Pre-approval, application, conditions, closing — each is a meeting. Tracking each one manually is messy.
Borrowers across time zones
Out-of-state buyers and remote work mean clients in every timezone. Auto-conversion saves time.
Built for How You Work
Ada AI
Borrowers email to book
Realtor refers a borrower? They email Ada to find a pre-approval slot. Zero friction from referral to call.
Multi-Calendar Sync
All client calls in one calendar
Pre-approvals, application meetings, and closing calls all sync. Zero double bookings.
No-Show Protection
Reminders for stressed borrowers
Automatic reminders before every call. Stressed borrowers do not miss the application meeting.
Credit Bundles
Sell financial coaching
Some brokers offer pre-buyer coaching packages. Credit bundles handle the package model.
How It Works
Set Up in 60 Seconds
Connect your calendar and set your availability. No tutorials needed.
Clients Book & Pay
Clients pick a time, pay upfront, and get automatic reminders.
You Show Up
We handle the rest — reminders, payments, calendar sync.
Frequently Asked Questions
Can borrowers book a pre-approval call online?
Yes. Share your booking link in your email signature or have realtors share it with referrals. Borrowers book directly.
Does it handle borrowers across time zones?
Yes. Borrowers see your availability in their local time. Auto-detection means zero confusion.
Can I create different booking types for different stages (pre-approval vs application)?
Yes. Create separate booking types per stage with different durations and intake forms. Borrowers book the right meeting via Zoom, Google Meet, or Microsoft Teams.
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