AI Powered Intake and Outreach.

Mortgage brokers are often busy working on deals for home buyers and can’t be expected to answer every call that comes in, but providing quality customer support through a reliable AI mortgage broker service has been shown to improve mortgage businesses in a variety of ways. Here are a few of the benefits mortgage broker businesses experience with us:

• Expand availability

With an AI Voice Agent that’s available 24 hours a day, 7 days a week, your clients will always have a someone to talk to, whether your business is busy, closed, or on holiday. Your clients’ questions always receive a thoughtful response.

• Increase leads captured  ‍

Missed calls mean missed opportunities. Don’t miss out on leads just because you’re not always able to pick up the phone. Our services provide nighttime, weekend, and after-hours availability so your business will never miss another call.

• Boost work productivity

Through outsourcing call handling to an AI Voice service, you’ll be able to spend time where you need it most and focus on more important work to build your financial business.

• Enhance client satisfaction and business reputation

At Zipcom.ai, we know great customer service and how to deliver it for a range of business types and industries. Our AI Voice Agents are trained in customer service and hospitality, so let us put best practices to work for you and deliver an exceptional and professional response that represents your mortgage broker business well every time.

• Save money and time

No need to allocate limited time and money towards hiring an in-house receptionist when you can get all of the services you need and then some with an AI Voice Agent service for a fraction of the price. On average, customers who use Zipcom.ai save upwards of $60,000/year.

• Stay up-to-date with leads and clients

AI Voice Agent services can provide your mortgage broker service business with detailed call summaries after each call and even provide your clients with chat and text messaging so you can stay in contact with your most valued home buyers.

An AI Voice Agent service can provide your business with much needed relief, whether your team is on a budget, overwhelmed by overflow calls, or simply looking to enrich your company’s customer service. With Zipcom.ai’s AI Agents, your financial business can receive even more benefits to help your company accomplish its goals, whatever they may be.

Zipcom.ai’s Voice Agents can provide mortgage broker businesses with…

24/7 availability

After-hours & overflow answering

Bilingual answering

Outbound call-backs

Spam blocking

Appointment scheduling

Sales development

Payment collection

CRM Integration

Lead development

And much more…

‍With nearly limitless features, Zipcom’s AI Voice Agents are guaranteed to grow your company’s productivity, revenue, and outreach. Zipcom.ai has offered quality service to mortgage broker businesses for years and our clients trust Zipcom.ai to provide their business with premium support.

The price of a receptionist is one of the most important factors to consider when deciding on whether to hire an AI based voice service or a traditional, in-house receptionist. Let’s look at the average price for an in-house receptionist.

The average salary nation-wide for an in-house receptionist is about $37,000 and they often come with hefty, additional fees, such as:

• Medical, dental, and vision insurance, costing about $11,000/year
• Life and disability insurance, costing about $2,000/year
• 401K’s, retirement and pension plans, costing about $2,000/year
• Paid sick leave, holidays, and vacations, costing about $5,500/year
• Commuting reimbursement, costing about $5,000/year
• Child care subsidy and parental leave, costing about $3,000/year
• Health and wellness programs, costing about $1,000/year
• Bonus pay, costing about $2,000/year
• Company retreats, team bonding events, and employee outings, costing about $4,000/year
• Free lunch, snacks, and drinks, costing about $3,500/year

Total Cost, Including Salary: $77,000/year

If your mortgage broker business is located in a highly populated area, that price may be even higher. In-house receptionists can add to that cost when they inevitably come in late, call in sick, request time off, take personal leaves of absence, go on vacation, and so on. Contrarily, Zipcom’s AI Voice Agents can accomplish the same tasks as an in-house receptionist and then some, barring coffee runs and supply restocks, of course, and are much less expensive, as your financial company doesn’t have to pay for any time off, benefits, or salaries.

Zipcom’s AI Voice Agent’s  costs as little as $497/month, with no hidden fees. Ever. Your business could save over $60,000/year on salary alone, and possibly up to $40,000/year in benefits beyond salary payments. Not only will your business save money, but your business will also be able to optimize productivity and revenue like never before. Unlike in-house receptionists, AI Voice Agents can answer calls outside of normal business hours, which is far more important than you might recognize, as 27% of leads call after hours. Zipcom’s AI Voice Agents can answer live chats and texts. SMS answering can be overlooked, but over 46% of customers prefer communicating with businesses through text.

AI Voice Agents can even provide sales assistance by making outbound calls to convert more leads, which has been proven to be helpful. It’s critical for businesses to respond promptly, as over 67% of clients base their decision to hire a business on the initial responsiveness to their call or email. Long waiting periods encourage leads to take their business elsewhere and you may not have the chance to explain to potential home buyers why you’re the right financial business to hire. With Zipcom’s AI Voice Agents, your business can receive all the benefits of an in-house worker without the unnecessary cost.

Running a mortgage broker business can get hectic, from managing projects and tasks to overseeing company development and growth. Businesses like these constantly face issues that impact their ability to succeed. The most common scenarios that mortgage broker businesses use AI Voice Agents for are:

• I can’t afford to hire staff, but still need “front desk” support

“Front desk” support is an invaluable way to provide mortgage broker businesses with regular administrative assistance that can help operations run a lot more smoothly. When businesses have a limited budget, however, they may not be able to afford pricey in-house receptionists, especially when they already have to pay for office rent and supplies, marketing, and advertising.

• I need time to focus without constant interruptions from calls

Calls come in whether your mortgage broker business is available to answer them or not. When team members have to answer phone calls in addition to their regular broker duties, they may struggle with falling behind on more important tasks and losing focus. On average, it takes about 23 minutes to get back to a task after being interrupted by a phone call.

• My business is growing and my team can’t handle it all

Businesses grow and it can be difficult to keep up. With calls that need to be answered, appointments that need to be scheduled, and invoices that need to be sent, it’s easy for financial teams to feel overwhelmed.

• I can’t offer around-the-clock availability to answer calls

When the work day ends, mortgage brokers want to go home and enjoy their free time away from clients, but calls don’t stop coming in and leads can often be missed, as over 27% of leads call outside of normal business hours. Businesses may not be able to provide after-hours availability, but may still want to offer accessible customer service.  

If your mortgage broker business is experiencing one or any of these scenarios, an answering service can help by allowing you to outsource these tasks directly to a professional agent. An answering service will take on some of the more time-consuming responsibilities, addressing and alleviating the tedious issues your business faces. Zipcom.ai’s AI Voice Agents can accomplish the same, whether your financial company needs assistance handling phone calls, blocking spam, or qualifying leads. By eliminating the need to allocate time to screening calls and answering clients’ questions, your business can get back to focusing on more important work without neglecting your client relationships.

Mortgage broker businesses, like any business, often find themselves in compromising situations that require outsourced assistance to resolve. Some of the most common problems are:

• I can’t keep up with incoming calls and messages from clients

With a limited staff and an endless list of assignments, mortgage brokerage firms frequently struggle to answer phones and respond to messages from clients in addition to their regular duties. Running a firm and providing quality customer service at the same time can prove to be difficult and lead to poor performance in both.

• I’m spending my whole day on administrative tasks and can’t get productive, real work done

With the price of in-house receptionists being as high as it is, businesses are often left to delegate daily tasks themselves. Despite spending a large portion of their day performing administrative duties, teams often struggle to balance their important projects with their regular office tasks.

• I’m missing calls from new business leads and it’s costing me money

Responding to each call can feel impossible for mortgage broker businesses when they have higher priority, financial assignments to address. Businesses can easily fall behind on responding to new inquiries so potential leads can be frequently missed. Leads don’t wait for call-backs. They call the next business in the search results. If businesses fail to pick up, they not only lose a lead, they lose ROI, money on marketing campaigns and ad spend, as well as conversion rates from ads.

• I can’t respond fast enough to leads to beat my competition to new clients

With the crowded marketplace for mortgage brokerage firms being what it is, it can be a major obstacle for businesses to distinguish themselves and stand out amongst other similar businesses. Providing quality customer service through quick and thoughtful responses can place businesses above their competitors, but many mortgage brokers often lack the time to do so.

• I’m struggling to find and keep new clients

One of the most crucial, yet challenging, aspects of growing a successful business is obtaining and keeping new clients. With so much time and effort being spent towards existing clients, mortgage brokers may not have the opportunity to seek out and nurture new clients. Businesses and firms who spread their workload too thin may not be able to deliver quality customer service. Slow response times may frustrate customers and hurt client loyalty and retention, as well.

• I can’t seem to keep track of my clients’ data

Maintaining detailed phone records and call summaries can be overwhelming for mortgage brokerage firms who disperse client data across a multitude of software platforms. Knowing how, when, and why clients call is significant for any business hoping to successfully navigate client relationships, but unfortunately, is not always easy to accomplish.

If your mortgage broker business is facing any of these challenges, an AI Agent service may be useful. One of the many great things about Zipcom.ai is that our services fit your business needs, not the other way around. Our AI Agents can allocate time where you need it most and address the specific issues your business face, whether you need help qualifying and intaking new clients or sending invoices and collecting payments. 

Determining which services are important to your mortgage brokerage firm is a good place to start. To figure out which services would be best for your business, ask yourself what problems or opportunities you face that an AI Agent can address:

• Does your mortgage brokerage firm need a little extra help obtaining new clients?
• Does your mortgage brokerage firm fall behind in answering website and text messages?
• Does your mortgage brokerage firm struggle with blocking spam calls?

Whatever it may be, Zipcom’s AI Agents can adjust their service to better suit your business needs.

After that, think about what services would best fit your company’s activity level:

• Does your business receive hundreds of calls a day or just a few?
• Do you receive more online messages than calls?
• Would your business benefit from 24/7 phone answering or would you prefer a particular time frame, such as 9-to-5, for answering calls?

Whether you get twenty calls a month or 2,000, Zipcom.ai can customize your AI Agent service to fit your business activity so you only pay for what you need.

All you have to do next is sign up. Getting started with Zipcom’s service is simple, fast and requires no annual contracts

Follow three simple steps:

1. Customize your instructions – Just answer a few, quick questions about your firm and the preferences you have and we’ll get you started. We’ll use your answers to customize the way our virtual receptionists answer your calls and your clients’ questions. 
2. Send your calls to us – We work with every phone system and can set up customized rules for when we answer your calls. Or we can answer every call, 24/7!

Whether your business is looking for a full-time virtual receptionist or an overflow or occasional phone answering service, Zipcom.ai can offer customized assistance to your team with quality customer service, lead screening, and sales development. When you sign up with Zipcom.ai, you won’t just be gaining an AI Agent service, you’ll be gaining a professional, reliable, and friendly team who are guaranteed to transform your business by capturing leads and delighting current clients. 

‍Learn how to get started with Zipcom.ai’s Ai Agent service.