AI for mortgage teams
Never let a mortgage lead go cold again.
LOBOT follows up instantly, qualifies the borrower, organizes the important details, and hands your loan officer a clean summary when it’s time to step in.
LOBOT handles the conversation. Your loan officers handle the relationship.
New lead
Sarah M.
HELOC · Primary residence
Credit
Around 740
Property value
$700,000
Mortgage balance
$350,000
Est. CLTV
61.4%
Product fit
Strong matchStrong HELOC fit
AI summary
Borrower wants $80k for home improvements, primary residence, timeline within 30 days.
Latest reply
Ready for LO handoff →
The problem
Speed decides who gets the deal.
Borrowers shop until someone answers. The lender that replies first is usually the one still in the conversation an hour later.
First
The first lender to respond usually wins the application.
5 min
Response windows past five minutes fall off a cliff.
After hours
A large share of leads arrive when no one is at a desk.
How it works
Four steps, no new workflow.
LOBOT works the moment a lead lands, with the information you already collected.
Engage
A text goes out within seconds of the lead landing, using what you already collected.
Qualify
A natural conversation gathers timeline, property, income type, and intent.
Route
Scored and tagged, then routed to the right loan officer on your team.
Handoff
Your officer opens a clean summary and picks up the relationship warm.
Live demo
Watch a lead qualify itself.
Pick a scenario and watch the conversation play out exactly as a borrower would see it — ending with the summary your loan officer receives.
Sarah M.
SMS · new lead
Sits on top of your CRM
Your CRM stays the system of record.
LOBOT reads the lead, runs the conversation, and writes everything back — so your pipeline looks the way it always has, only warmer.
Sync targets
CRM sync is in active build. Early access partners pick the order we ship connectors — and get a webhook plus CSV export in the meantime.
Two-way lead sync
New leads flow in from your CRM or web forms; scores, tags, and stages flow back.
Full activity logging
Every message, timestamp, and opt-out is written to the lead record — nothing lives only in LOBOT.
Routing that respects your rules
Assignment follows the owner, team, and round-robin logic you already configured.
Honest scope
What LOBOT does today, and where it's going.
No roadmap dressed up as a feature list. Here's the line between the two.
What LOBOT does today
- Instant text engagement
- Natural qualifying conversation
- Conversation memory
- Lead scoring
- Human handoff triggers
- Opt-out compliance
Where LOBOT is going
- Native CRM connectors
- Marketing automation
- Lender-specific guidelines
- Pipeline dashboard
Preview
John — $450K Purchase
Qualified → RoutedPrimary residence · W-2 · ~$120K income · Colorado
Wants to purchase within 30 days · Has property picked out
Built for your team
One officer or a full floor.
LOBOT handles the conversation. Your loan officers handle the relationship.
For individual loan officers
- Every inquiry gets answered, including nights and weekends.
- Open a summary instead of scrolling a text thread.
- Spend calls on borrowers who are actually ready.
For brokerage owners
- No lead sits untouched because someone was in a closing.
- Consistent qualifying across every officer on the team.
- Route scored leads to the right person automatically.
Compliance & human oversight
LOBOT stays inside its lane.
A licensed human owns every decision that matters.
Get Early Access
LOBOT is opening in limited groups. Add your details and we'll reach out as spots open — no sales call, no gating.