01
Every Borrower Answered
Calls and texts get a response day or night. The assistant answers common process questions in your approved language and learns only what routes the conversation: purchase or refinance, and the main concern.
Mortgage · always-on lead desk
Every Borrower Answered. Every File Finished.
GetsYou answers borrower calls and texts around the clock, sends ready borrowers to your secure application, collects their documents safely, and chases what's missing. Credit, pricing, and approval stay with your licensed team.
Answered now → context captured → next action owned
Mortgage lead deskAnswering now
Incoming opportunity
New inbound callAnswered on the first ring
Intent captured
Urgency understood
Contact synced
Live workflow
Working01
Borrower Reaches Out
A call, a text, or a new lead in your CRM. The assistant responds right away with your company's name and the answers you approved.
02
Application Started
Ready borrowers go straight to your secure application. Borrowers who would rather talk first get a call with your team instead.
03
Documents Come In
When your team moves the borrower into an application stage, a loan file opens. Your team adds the document checklist, uploads arrive through the secure page, and reminders handle the rest.
04
Your Team Decides
Reviewers accept each file or ask for a new copy with a clear reason. Your CRM gets a status note at every step, never the documents themselves.
Operator outcome
The next step is already on the calendar.Conversation → qualified lead → booked next step
—Borrowers who wait for a callback often apply with whoever answers first
—Files stall when borrowers forget the documents they promised to send
—Documents texted to a personal phone end up where they shouldn't
Built around mortgage operations
The lead never has to wait for your team to catch up.
The system handles the repetitive work immediately, then routes the moments that need human judgment to the right operator.
02
Straight to Your Application
When a borrower is ready, the assistant sends your secure application link by text or email, or reads the web address on the call. It never asks for income, credit scores, or account numbers.
03
Documents Collected Safely
Borrowers upload to a secure page that confirms who they are with a texted code. Files they send by ordinary text are locked away from the message thread until your team reviews them.
04
Nothing Falls Through
Missing-document reminders go out on your schedule and stop the moment files arrive. Each loan file shows what's received, what's waiting on review, and what's still missing.
One conversation, one continuous handoff
Watch the work move instead of chasing it.
Every step begins with the context already captured. Your operator enters at the decision—not at the beginning.
Step 1
Borrower Reaches Out
A call, a text, or a new lead in your CRM. The assistant responds right away with your company's name and the answers you approved.
Step 2
Application Started
Ready borrowers go straight to your secure application. Borrowers who would rather talk first get a call with your team instead.
Step 3
Documents Come In
When your team moves the borrower into an application stage, a loan file opens. Your team adds the document checklist, uploads arrive through the secure page, and reminders handle the rest.
Step 4
Your Team Decides
Reviewers accept each file or ask for a new copy with a clear reason. Your CRM gets a status note at every step, never the documents themselves.
More than call coverage
The operating layer keeps working after the call ends.
Every mortgage conversation can carry its context into follow-up, scoring, scheduling, reporting, and the next accountable action.
01Loan stage tracking
02Secure document uploads
03Reviewer inbox
04Missing-document reminders
05CRM status notes
06Application events API
Questions before the walkthrough
What Mortgage operators ask us first.
No. It never quotes rates, fees, or programs, and it never promises approval or a credit outcome. It answers process questions in the language you approve, and anything about rates or credit goes to your licensed team.
Borrowers upload through a secure page that confirms who they are with a texted code, and the assistant never asks for documents by ordinary text or email. A file a borrower texts anyway is locked away from the message thread. Your team reviews every file, and files are deleted on the schedule you set.
Yes. Map your pipeline stages to loan stages once, and GetsYou opens and updates loan files as your team moves borrowers. It writes a status note back to the borrower's record and never sends documents, amounts, or account numbers. GoHighLevel is supported today, and the API covers other systems.
The assistant checks where the borrower stands before it says anything. Someone in the middle of an application gets help with their open request instead of a new pitch, and a file under review gets its actual status, never a guess.
Yes. Choose application first or a call with your team first. The assistant follows your choice and still sends the application whenever a borrower asks to apply.
Consent, STOP requests, quiet hours, and calling-hour limits are enforced on every message. AI disclosure is an optional setting for each agent, and the assistant always answers honestly when someone asks whether they are talking to an AI.
See it on your workflow
Answer Every Borrower. Finish Every File.
See one borrower go from first call to a complete loan file. Book a walkthrough.