01
qualify and route borrowers
Collect borrower intent with custom intake, route by loan officer skills, state licensing, or hours, then auto-book the right refinance consultation without back-and-forth.
02
prepare with compliant reminders
Send email, SMS, or WhatsApp reminders and document checklists so borrowers show up ready, reducing delays across your refinance closing timeline.
03
follow up and move to underwriting
Trigger post-call tasks, send disclosures, update your CRM, and notify processors so you progress from consultation to underwriting without manual busywork.
01
accelerate time to close
Turn interest into action with automated booking links and instant routing that match borrowers to the best loan officer based on availability, state licensing, and product expertise. Reminders and document prompts ensure borrowers arrive prepared, which shortens the refinance closing timeline. By removing manual coordination and missed calls, teams keep momentum from consultation to disclosures and underwriting, cutting days from cycle time while improving borrower satisfaction.
02
reduce no-shows and cancellations
Automated, multi-channel reminders meet borrowers where they are. Share prep steps, location details, and reschedule options to prevent last-minute changes. For busy homeowners comparing refinance vs HELOC, clarity and convenience matter. Cal.com Workflows send confirmations and nudges at the right times, which keeps your pipeline predictable and your team focused on funded loans, not chasing attendance.
03
deliver a modern borrower experience
Offer a polished, accessible scheduling flow that feels tailored, not generic. With branded pages, time zone handling, and intelligent routing, borrowers can book refinance consultation times that fit their schedule. Add pre-qualification questions to set expectations and collect current rate, loan balance, and property details, so every meeting starts with context and ends with clear next steps.
04
build confidently with open scheduling infrastructure
Cal.com is open source and API-first, so lenders and fintech teams can self-host, embed scheduling, and integrate with CRMs, LOS platforms, and internal tools. Create custom workflows for disclosures, appraisal coordination, and post-close check-ins. You control data residency and permissions while giving loan officers a simple, reliable scheduling experience that scales across branches and partners.
intake forms with smart routing
Capture property, loan, and goal details, then route by licensing, languages, product fit, or SLA. Reduce manual triage and get borrowers to the right expert quickly.
multi-channel reminders and checklists
Email, SMS, and WhatsApp reminders reduce no-shows. Attach pre-call checklists, rate scenarios, and required documents to keep consultations productive.
round-robin and priority assignment
Balance workloads across loan officers, prioritize top producers, and honor branch hours. Configure meeting buffers, minimum notice, and rescheduling rules.
compliance-friendly self-hosting
Self-host Cal.com to keep data in your environment. Granular roles, auditability, and SSO help support lender compliance requirements.
deep integrations and webhooks
Connect your CRM and LOS, trigger webhooks after bookings, and sync outcomes to Slack or internal systems to move files from consult to underwriting.
group, phone, or video consultations
Offer in-branch, phone, or video meetings. Auto-generate secure video links and add co-hosts like processors or real estate partners when needed.
Get started with automated refinance scheduling
Start free, or talk to our team about workflows for your branch, call center, or fintech. Set up routing, reminders, and follow-ups that reduce no-shows and accelerate closings. If you are ready to scale refinance consultations without adding manual work, create your account or request a demo today.
