How do workflows help the mortgage pre approval process?

Meet borrowers the moment they are ready. Embed instant booking on landing pages that capture traffic from searches like mortgage broker near me and best mortgage brokers. Route by loan type, language, or branch, then automate confirmations and reminders to lift show rates. With a branded experience and mobile friendly booking, you reduce friction, build trust, and turn more first touches into funded loans.

Can I route leads to the best loan officer by loan type or branch?

Yes. Use routing forms and rules to assign purchase, refinance, or HELOC consultations by expertise, branch, language, or availability. Round robin and priority routing are supported.

Do reminders support SMS for borrowers on the go?

Yes. Send email, SMS, and WhatsApp reminders. You control timing, frequency, and content to reduce no shows and keep borrowers engaged throughout the process.

Can Cal.com integrate with our CRM and LOS?

Cal.com is API first and supports webhooks. Teams commonly connect CRMs and underwriting tools to update stages, create tasks, and log meetings automatically.

Is self hosting available for compliance and data control?

Yes. You can self host Cal.com to meet strict security and compliance needs, while keeping full feature parity for workflows and scheduling.

How do you support teams of many loan officers?

Use team pages, round robin, and pooled availability. Admins manage templates, permissions, and branding so every borrower receives a consistent experience.

Can I use Cal.com if I am a solo home loan broker?

Absolutely. Solo brokers can launch a simple booking page, automate reminders, and grow with advanced routing and integrations when needed.

Workflows for mortgage brokers

Automated scheduling workflows for mortgage brokers and lending teams

Convert more borrowers with automated reminders, pre approval workflows, and seamless intake that fits your stack

Começar

Workflow/Mortgage brokers reminder workflowSave

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Sender name

Cal.com

Message template

Reminder

Usado por empresas de rápido crescimento no mundo todo

How it works

Launch borrower friendly workflows that automate every step

Começar

Connect your calendars and availability

Sync Google, Outlook, or CalDAV calendars, set lending team availability, and prevent double bookings so every mortgage consultation and follow up fits your pipeline without conflicts.

Build your borrower workflow

Create intake forms, qualification logic, and reminders for the mortgage pre approval process. Route borrowers to the right home loan broker or refinance broker automatically.

Launch, track, and optimize

Embed booking on your site, share links, and monitor conversion. Use workflows to trigger reminders, disclosures, and post meeting tasks that keep files moving.

Benefits for mortgage brokers and lenders

Increase conversion, reduce friction, and speed time to close

Começar

Meeting reminder

now

Hi, this is a reminder that your mortgage brokers meeting with Alex is in 30 mins

…

Shorten the mortgage pre approval process

Replace phone tag with guided scheduling and smart forms. Collect income, property, and timeline details before the call, then trigger document request emails or tasks right after the meeting. Automated reminders across email, SMS, and WhatsApp keep borrowers engaged, reduce back and forth, and help loan officers move from lead to pre approval letter faster with fewer manual steps.

Bookings

Today

Tue, 13 May9:00am - 9:30amMortgage brokers kickoff | Q2

Tue, 13 May10:30am - 11:00amMortgage brokers team standup

This week

Tue, 14 May10:30am - 11:00amMortgage brokers review

Tue, 14 May1:00pm - 1:30pmClient follow-up

Give every borrower a white glove experience at scale

Build consistent, compliant communication for purchase and refinance journeys. Set personalized reminders for appraisal, disclosures, and rate lock deadlines. Send branded updates that make even complex steps feel simple. Whether you are a home loan broker working solo or part of a multi branch team, workflows help you deliver the same reliable experience every time.

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Message template

Reminder

Operate securely with enterprise grade flexibility

Cal.com is open source and API first, with the option to self host. Integrate with LOS, CRM, and data tools, enforce role based access, and log every action for audits. Developers can extend workflows with webhooks to update milestones or trigger underwriting tasks, while admins keep control over templates, consent, and retention settings.

Email subjectAdd variable

Reminder: Are you still attending the meeting on {EVENT_DATE}

Normal BIlink

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.

Ofereça uma experiência consistente e profissional

Uma comunicação clara e com a sua marca faz com que cada agendamento pareça confiável e profissional para seus clientes, equipes e participantes.

Features built for lending teams

API first scheduling, open source flexibility, and secure automation

Começar

Routing forms and round robin

Qualify by credit stage, loan type, or region, then route to the right loan officer automatically. Balance workloads with round robin or priority based assignment.

Multi channel reminders

Reduce no shows with email, SMS, and WhatsApp reminders. Customize timing for first consultations, processor check ins, and closing appointments.

Branded intake and disclosures

Collect pre meeting details with custom fields. Include NMLS, Equal Housing, and state disclosures in confirmations for a compliant borrower experience.

Embeds and links anywhere

Embed scheduling on landing pages, lead capture forms, and partner portals. Share one link for purchase, refinance, or HELOC consultations.

Developer friendly API and webhooks

Connect Cal.com to your CRM or LOS. Trigger tasks, update deal stages, or send docs when events are booked, rescheduled, or completed.

Self hosting and granular permissions

Deploy on your infrastructure for full control. Use SSO, SCIM, and role based access to secure sensitive borrower data and team settings.

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.

Começar

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.

Perguntas frequentes

Estas são algumas das nossas perguntas mais frequentes.

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 Trustpilot
I 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 X
2 days of using @calcom is enough to never look back at calendly
Anuvesh Singh@singh_anuvesh em X
Without 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 X
One of the best tools for scheduling and my favorite after so many other options tried.
Denisem Product Hunt
more elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
flo merianem Product Hunt
This 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 Hunt
for 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 X
Amazing. 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 Hunt
Very 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 Hunt
Just 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

Get started with mortgage workflows

Automate consultations, reminders, and follow ups so your team closes more loans with less effort. Start free, explore the API, or request a tailored demo to see how Cal.com fits your stack.

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