Workflows built for loan officers and modern mortgage teams
Automate prequalification, document collection, and consultations so borrowers get answers faster and your pipeline moves without manual chasing.
Trigger
When
Before event startsHow long before event starts?
24hoursAction
Do this
Send email to attendeesSender name
Cal.comMessage template
ReminderUsado por empresas de rápido crescimento no mundo todo
How it works
From first click to clear to close, streamline every touchpoint with automated scheduling and reminders tailored to mortgage workflows.
01
Connect your calendars and set loan event types
02
Automate reminders and follow ups
03
Personalize a mensagem
Benefits for mortgage teams and borrowers
Give borrowers quick access to the right expert while your team saves hours every week. Cal.com brings open source flexibility, API first control, and enterprise grade reliability to lending workflows.
Meeting reminder
nowHi, this is a reminder that your loan officers meeting with Alex is in 30 mins
…Cut time to first conversation
Bookings
Today
This week
Improve conversion with product based routing
Trigger
When
Before event startsHow long before event starts?
24hoursAction
Do this
Send email to attendeesMessage template
ReminderEliminate no shows and document delays
Are you joining the loan officers session on {EVENT_DATE}
Hi {ATTENDEE},
Please confirm if you're still planning to attend by clicking the button below:
{CONFIRM_ATTENDANCE}
This reminder was triggered by a Workflow in Cal.
Stay compliant and enterprise ready
Features tailored to lending operations
Flexible for small branches and national lenders. Configure once, scale securely across the organization, and integrate with your existing tech stack.
Routing forms and team round robins
Multi channel notifications
Group and panel scheduling
Open source and self host options
API first and webhooks
Integrations that fit your stack
Veja como os fluxos de trabalho mantêm seu agendamento em dia
Veja como os Fluxos de trabalho da Cal.com simplificam agendamentos, automatizam lembretes e mantêm suas reuniões fluindo sem problemas. Veja exemplos reais de como equipes usam fluxos de trabalho para reduzir faltas e economizar tempo.
Todas as suas ferramentas essenciais sincronizadas com suas reuniões
Conecta-se ao Slack, Salesforce e mais de 100 outras ferramentas. As reservas aparecem onde sua equipe já trabalha.
- Google CalendarVerifica conflitos em todos os calendários e adiciona o agendamento.
- Zoom VideoDá a cada agendamento seu próprio link de reunião.
- SalesforceRegistra a reunião no contato e encaminha ao responsável.
- HubSpot CRMAdiciona agendamentos a contatos e negócios.
- SlackAvisa a equipe assim que uma reunião é agendada.
- StripeCobra quando o horário é agendado.
FramerColoca sua página de agendamento em um site Framer.
ElevenLabsDá aos agentes de voz uma voz de IA realista.
LinearDefine seu status como ausente pelo calendário.
Meta PixelMede agendamentos das suas campanhas de anúncios Meta.
UmamiConta visitas à sua página de agendamento, com privacidade.
WhatsAppAtende seus participantes em um chat ou videochamada no WhatsApp.
Route borrowers by product interest like FHA, VA or conventional, branch location, language, or credit profile. Capture required details upfront so your FHA loan specialist or VA loan officer sees context instantly.
Yes. Build routing forms that detect product interest or eligibility, then route to an FHA or VA specialist, a branch team, or the next available officer based on rules you control.
Set time based workflows to nudge borrowers for income docs, bank statements, or e signatures. Escalate after non response and send different messages to co borrowers or agents.
Yes. Role based access, audit logs, SSO, SCIM, IP allowlists, self hosting, and configurable retention help align with lender security and supervisory requirements.
Use group events to include borrowers, co borrowers, realtors and your team. Everyone receives the right join link, location and reminders automatically.
Use the API and webhooks to create activities, update lead statuses, and push meeting outcomes to your CRM and LOS. Zapier and native integrations cover common workflows.
Yes. Create org level templates, enforce branding and policies, and use round robin pools per branch. Analytics help you monitor utilization and response times.
Não acredite só na nossa palavra
Nossos usuários são nossos melhores embaixadores. Descubra por que somos a principal escolha para agendar reuniões.
Thrilled with this scheduling app—it's a game-changer. The intuitive interface and advanced features streamline my time management. The standout, however, is the incredible support team—swift, expert responses to every query. A perfect combo for seamless scheduling and top-notch customer service. P.s. Way better than Calendly
Mickeyem TrustpilotI just migrated from calendly to cal.com I'm liking it so far. I wasn't particularly displeased with calendly. It's fine. But I like that cal is OSS and my sub to calendly was coming up for renewal so I thought I'd check it out. Looks good.
Kent C. Dodds 🌌@kentcdodds em X2 days of using @calcom is enough to never look back at calendly
Anuvesh Singh@singh_anuvesh em XWithout a doubt the best calendar/scheduling application I have ever used. It has all of the advanced features I need while also being insanely intuitive and straightforward for both end-users and booking recipients. Love it!!
davidvkimballem Trustpilot(finally) made the move to @calcom after I couldn't find how to edit events in the calendly dashboard and I must say - dash is 10/10 Bravo @peer_rich and team (I should have moved over years ago!) OSS fam
Ant Wilson@AntWilson em XOne of the best tools for scheduling and my favorite after so many other options tried.
Denisem Product Huntmore elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
flo merianem Product HuntThis platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
Ahmed Elnaggarem Product Huntfor the love of me, why do people still use Calendly? Just today I have seen products reference Calendly while they know of @calcom It's a no brainer for me to use , their brand is amazing, cool team + they even have more compelling features 🤷
Rotimi Best@rotimi_best em XAmazing. I've been sharing it with everyone I know. It's helped me create more events spontaneously, because of how smooth it is compared to Calendly and Harmonizely.
Benem Product HuntVery easy to set up and start. Connected with my Google calendar without any problem. Connecting with Microsoft gives me an error. But other than that the user interface is very good.
Pankaj Dixitem Product HuntJust gave it a go and it's definitely the easiest meeting I've ever scheduled! No context switching, no distractions, and works even better on mobile too.
Aria Minaeiem Product Hunt
Trusted by fast-growing companies around the world
Start faster, close sooner
Give borrowers an easy path to schedule with the right expert. Try Cal.com free, or talk to our team about open source deployment, advanced routing, and API integrations tailored to your mortgage workflow.
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