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Smarter lead routing for mortgage brokers

Smarter lead routing for mortgage brokers

Automatically match borrowers with the right mortgage specialist, reduce drop-off, and close loans faster. Cal.com brings open-source scheduling and advanced routing to modern mortgage teams.

Automatically match borrowers with the right mortgage specialist, reduce drop-off, and close loans faster. Cal.com brings open-source scheduling and advanced routing to modern mortgage teams.

Mortgage routing form showcasing custom questions for borrower intake, including mortgage type, property location, and preferred contact method.

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

How automated routing works for mortgage teams

How automated routing works for mortgage teams

See how Cal.com accelerates mortgage lead assignment and improves borrower engagement.

See how Cal.com accelerates mortgage lead assignment and improves borrower engagement.

01

Define your routing logic

Set up custom forms to collect borrower details, such as loan type, property location, and stage in the buying journey.

Create form template for mortgage broker routing, displaying tailored fields for mortgage applicants.

02

Borrowers complete a short intake form

Prospects answer targeted questions before booking, giving you key data to qualify and assign leads efficiently.

03

Leads are matched to the best broker

Based on borrower responses, Cal.com's routing engine automatically assigns the right mortgage specialist for each lead.

Automated routing for mortgage brokers, showing team members across residential, refinance, and branch divisions.

Key benefits for mortgage brokers

Key benefits for mortgage brokers

Cal.com powers fast, compliant, and convenient scheduling for modern lending teams.

Cal.com powers fast, compliant, and convenient scheduling for modern lending teams.

Attribute-based routing for mortgage brokers, illustrating how borrower responses match them to the right mortgage expert.

01

Reduce response times

Automated routing connects borrowers to available mortgage brokers instantly, minimizing delays and increasing conversion rates.

02

Improve borrower experience

Personalized intake forms and smart matching ensure borrowers speak with the broker best suited to their needs.

Ownership assignment routing for mortgage brokers, showing both account-based and round-robin lead distribution options.
Insights dashboard for mortgage broker routing, visualizing number of leads routed to each mortgage team member.

03

Boost team productivity

Eliminate manual lead assignment and repetitive admin so brokers can focus on closing deals, not chasing appointments.

04

Ensure compliance and security

Self-hosting and robust permission controls help meet financial data and privacy requirements.

Customizable routing logic for mortgage brokers, displaying rules based on loan amount, branch, and loan type.

Essential features for mortgage routing

Essential features for mortgage routing

Everything you need to automate and optimize lead distribution across your mortgage team.

Everything you need to automate and optimize lead distribution across your mortgage team.

Attribute-based routing

Route leads using borrower attributes like loan type, property location, and credit profile to ensure every inquiry reaches the right expert.

CRM and LOS integrations

Connect Cal.com with your mortgage CRM or LOS to synchronize lead data and track assignment outcomes.

Custom intake forms

Design dynamic, multi-step forms to pre-qualify borrowers and gather essential information upfront.

Round-robin and ownership assignment

Assign leads to brokers based on territory, expertise, or account ownership for fair and effective distribution.

Analytics and reporting

Monitor routing performance, team availability, and borrower engagement with real-time insights.

Self-hosting and white-labeling

Deploy Cal.com on your infrastructure, maintain data control, and fully brand the scheduling experience.

Todas as suas ferramentas principais sincronizadas com as suas reuniões

A Cal.com funciona com todas as aplicações já no seu fluxo, garantindo que tudo funcione perfeitamente em conjunto.

Todas as suas ferramentas principais sincronizadas com as suas reuniões

A Cal.com funciona com todas as aplicações já no seu fluxo, garantindo que tudo funcione perfeitamente em conjunto.

Todas as suas ferramentas principais sincronizadas com as suas reuniões

A Cal.com funciona com todas as aplicações já no seu fluxo, garantindo que tudo funcione perfeitamente em conjunto.

Perguntas frequentes

Perguntas frequentes

Estas são algumas das nossas perguntas mais frequentes.

Estas são algumas das nossas perguntas mais frequentes.

How does Cal.com improve lead distribution for mortgage brokers?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can Cal.com integrate with our mortgage CRM or LOS?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is borrower data secure and compliant with industry standards?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can we customize the intake forms for our mortgage workflow?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How do routing rules work for multiple branches or specialties?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com support round-robin and ownership-based assignment?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

What does onboarding look like for mortgage teams?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does Cal.com improve lead distribution for mortgage brokers?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can Cal.com integrate with our mortgage CRM or LOS?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is borrower data secure and compliant with industry standards?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can we customize the intake forms for our mortgage workflow?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How do routing rules work for multiple branches or specialties?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com support round-robin and ownership-based assignment?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

What does onboarding look like for mortgage teams?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How does Cal.com improve lead distribution for mortgage brokers?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can Cal.com integrate with our mortgage CRM or LOS?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Is borrower data secure and compliant with industry standards?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can we customize the intake forms for our mortgage workflow?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How do routing rules work for multiple branches or specialties?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com support round-robin and ownership-based assignment?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

What does onboarding look like for mortgage teams?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Não acredite apenas na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

Não acredite apenas na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

Não acredite apenas na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Liberte o seu tempo. Nós tratamos da sua programação. Experimente o Cal.com agora!

Automate borrower intake, improve compliance, and close loans faster with Cal.com. Try it free or book a demo today.