AI Lead Scoring
Prioritize Hot, Warm, and Cold mortgage inquiries with clear reasons for each score.
MVMortgage Follow-Up AI
AI operational assistant for Canadian mortgage brokers
Never lose mortgage leads to slow follow-up.
A CRM-lite follow-up assistant for independent brokers: recover missed calls, score web leads, generate SMS and email replies, and keep every mortgage inquiry moving.
Speedinstant response support
Recovermissed-call opportunities
Focuson highest-intent leads
12Hot leads
8Follow-ups due
5Missed calls recovered
2New
3Contacted
4Appointment Booked
5Waiting on Docs
Sarah M.
Burnaby condo buyer · $850k budget · 0-3 months
SMS preview
Hi Sarah, thanks for reaching out. I can help review your pre-approval options and next steps. Want to book a quick call today?
Built for broker operations
One workspace for web leads, missed calls, and follow-up decisions.
Instant SMS Replies
Prepare fast, human follow-up messages before leads drift to another broker.
Missed Call Text-Back
Turn unanswered phone calls into tracked leads with an automatic booking link.
Pipeline Tracking
Move every inquiry through a simple broker-focused pipeline from New to Closed.
AI Follow-Up Suggestions
See the next best action, urgency explanation, SMS copy, and email copy.
Broker Dashboard
Keep web leads, missed calls, notes, scores, and booking actions in one workspace.
Follow-up workflow
From inquiry to booked appointment without scattered notes.
1Lead comes in
2AI scores lead
3Instant SMS prepared
4AI summary generated
5Broker reviews next action
6Follow-up tracked
7Appointment booked
Missed-call recovery
Missed call to booked call, automatically.
When a broker misses a call, the app can create a lead, prepare a text-back, include the Calendly link, and place the inquiry in the follow-up queue.
Missed callInstant text-backLead createdBooking link sent