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.
One-time purchase. Instant access. 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
Deploy in hours, not weeks.
Inquiry received → AI follow-up call within 90 seconds
Pre-qualification questions asked in natural conversation
Qualified borrower booked for broker consultation
Rate drop alert triggers re-engagement for dormant leads
This agent only
Instant access to the n8n template, Vapi config, and video walkthrough. Deploy for one client. Keep it forever.
- n8n workflow template
- Vapi voice config
Agency plan
All 200+ agents plus the full Ciela AI platform. One client pays for the plan. Land two and you're profitable.
- This agent + all 200+ templates
- n8n + Vapi configs for every niche
- Omnichannel outreach campaigns
- Unlimited credits
- Team seats (2 included)
- CRM, dialer, AI coaching, contracts
- Priority support
3-day free trial. Cancel anytime.
Need help?
Not sure how to wire this up for a client?
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