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Lead Follow-UpAverage broker commission: $3,000–$8,000 per loan

Mortgage Broker Lead Follow-Up Agent

Follow up on every mortgage lead while rates are still on their mind.

An AI agent that follows up with every mortgage inquiry, pre-qualifies the borrower, and books a consultation, handling the high volume of leads that brokers can't manually manage.

Unlock 300+ agents for $497/mo

One-time, $49. Bundle 3 for $99, save $48. Agency plan includes every agent in the marketplace.

What it does

  • Calls or texts every new inquiry within 90 seconds
  • Pre-qualifies credit score range, income, and loan type
  • Books consultations for qualified borrowers
  • Sends rate update alerts to re-engage dormant leads

Included in this template

  • n8n workflow template
  • Vapi voice config
How it works

Deploy in hours, not weeks.

1

Inquiry received → AI follow-up call within 90 seconds

2

Pre-qualification questions asked in natural conversation

3

Qualified borrower booked for broker consultation

4

Rate drop alert triggers re-engagement for dormant leads

This agent only

$49one-time

Instant access to the n8n template, Vapi config, and video walkthrough. Deploy for one client. Keep it forever.

  • n8n workflow template
  • Vapi voice config
Best value

Studio plan

$497/month

All 300+ agents plus the full Ciela AI platform. One client pays for the plan. Land two and you're profitable.

  • This agent + all 300+ templates
  • n8n + Vapi configs for every niche
  • Omnichannel outreach campaigns
  • Unlimited credits
  • Team seats (2 included)
  • Pipeline, dialer, AI coaching, contracts
  • Priority support
Get Agency Access

Cancel anytime. Charged today, billed monthly.

Bundle and save

Stack Mortgage Broker agents. 3 for $99.

Most mortgage broker agencies stack the receptionist, missed-call text-back, and quote agent. Bundle 3 for $99 (save $48). Or 5 for $149, 10 for $249.

3for $995for $14910for $249

Stack the Mortgage Broker niche

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Need help?

Not sure how to wire this up for a client?

You don't have to figure it out alone. Here are the two fastest ways to get unstuck.

Ask the community

Free · Usually answered within a few hours

Post your question in the Sprint, a free community of AI agency owners who are building and deploying these exact systems. Someone has almost certainly run into the same issue and can point you in the right direction.

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Book a session with Adhiraj

1:1 · Fix it live, on the spot

If you want to sit down and get it done, Adhiraj does live working sessions. Pull up your n8n, share your screen, and walk out with a fully deployed agent. No fluff, no slides, just solving the actual problem.

Book a session

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