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01
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.
02
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.
03
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.
01
Convert more leads who search mortgage broker near me
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.
02
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.
03
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.
04
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.
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.
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.
