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Workflows built for loan officers and modern mortgage teams
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.
Automate prequalification, document collection, and consultations so borrowers get answers faster and your pipeline moves without manual chasing.
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
How it works
How it works
From first click to clear to close, streamline every touchpoint with automated scheduling and reminders tailored to mortgage workflows.
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
Create booking links for prequalification calls, home loan consultations, and underwriting updates. Sync Google, Microsoft or Cal.com calendars to prevent double booking across your whole team.
02
Add smart routing and screening questions
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.
03
Automate reminders and follow ups
Send email, SMS or WhatsApp reminders for docs, appraisal prep and rate lock deadlines. Trigger status updates after meetings and escalate no response borrowers to a manager.
Benefits for mortgage teams and borrowers
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.
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.
01
Cut time to first conversation
Reduce friction at the top of the funnel. Let prospects book a slot with a mortgage loan officer in seconds from your website, CRM email or QR code, with instant timezone detection and calendar sync.
02
Improve conversion with product based routing
Match borrowers to the best available FHA loan specialist or VA loan officer based on intent and eligibility. Fairly distribute leads, reduce waiting, and lift funded loan rates.
03
Eliminate no shows and document delays
Automated reminders help borrowers arrive prepared, submit pay stubs and bank statements on time, and keep underwriting moving. Fewer reschedules, tighter cycle times, happier clients.
04
Stay compliant and enterprise ready
Use audit friendly logs, role based access, and self hosting options. Cal.com is open source with SSO, SCIM, granular permissions, and configurable retention to align with mortgage oversight.
Features tailored to lending operations
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.
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
Ask qualifying questions, then route to the right officer or pool. Balance workloads with priority and availability rules that protect SLAs.
Multi channel notifications
Send confirmations, reminders and follow ups by email, SMS or WhatsApp. Customize timing for document deadlines, disclosures and appraisal windows.
Group and panel scheduling
Coordinate borrower, co borrower, realtor and loan officer in one link. Add processors or underwriters when needed without manual back and forth.
Open source and self host options
Deploy on your infrastructure to meet security and data residency needs. Full source code transparency and community backed extensibility.
API first and webhooks
Create bookings, manage workflows, and post status updates to your LOS or data warehouse. Trigger webhooks on bookings, reschedules and cancellations.
Integrations that fit your stack
Connect Google and Microsoft calendars, Slack, Zoom, Teams and more. Use Zapier or native APIs to update CRM and marketing systems after each event.
See how workflows keep your scheduling on track
See how workflows keep your scheduling on track
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
Frequently asked questions
Frequently asked questions
These are some of our most frequently asked questions.
These are some of our most frequently asked questions.
How does Cal.com help a mortgage loan officer manage consultations?
Offer a single booking link for home loan consultation types, auto route to specialists, and send prep checklists. Calendars stay in sync, reminders reduce no shows, and notes flow to your systems via API.
Can I route borrowers to an FHA loan specialist or VA loan officer?
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.
How do reminders handle document collection deadlines?
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.
Does Cal.com support compliance and security needs for lenders?
Yes. Role based access, audit logs, SSO, SCIM, IP allowlists, self hosting, and configurable retention help align with lender security and supervisory requirements.
Can I coordinate meetings with borrowers and realtors together?
Use group events to include borrowers, co borrowers, realtors and your team. Everyone receives the right join link, location and reminders automatically.
How does this work with our CRM and LOS?
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.
Is there support for branches and multi location teams?
Yes. Create org level templates, enforce branding and policies, and use round robin pools per branch. Analytics help you monitor utilization and response times.
How does Cal.com help a mortgage loan officer manage consultations?
Offer a single booking link for home loan consultation types, auto route to specialists, and send prep checklists. Calendars stay in sync, reminders reduce no shows, and notes flow to your systems via API.
Can I route borrowers to an FHA loan specialist or VA loan officer?
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.
How do reminders handle document collection deadlines?
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.
Does Cal.com support compliance and security needs for lenders?
Yes. Role based access, audit logs, SSO, SCIM, IP allowlists, self hosting, and configurable retention help align with lender security and supervisory requirements.
Can I coordinate meetings with borrowers and realtors together?
Use group events to include borrowers, co borrowers, realtors and your team. Everyone receives the right join link, location and reminders automatically.
How does this work with our CRM and LOS?
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.
Is there support for branches and multi location teams?
Yes. Create org level templates, enforce branding and policies, and use round robin pools per branch. Analytics help you monitor utilization and response times.
How does Cal.com help a mortgage loan officer manage consultations?
Offer a single booking link for home loan consultation types, auto route to specialists, and send prep checklists. Calendars stay in sync, reminders reduce no shows, and notes flow to your systems via API.
Can I route borrowers to an FHA loan specialist or VA loan officer?
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.
How do reminders handle document collection deadlines?
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.
Does Cal.com support compliance and security needs for lenders?
Yes. Role based access, audit logs, SSO, SCIM, IP allowlists, self hosting, and configurable retention help align with lender security and supervisory requirements.
Can I coordinate meetings with borrowers and realtors together?
Use group events to include borrowers, co borrowers, realtors and your team. Everyone receives the right join link, location and reminders automatically.
How does this work with our CRM and LOS?
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.
Is there support for branches and multi location teams?
Yes. Create org level templates, enforce branding and policies, and use round robin pools per branch. Analytics help you monitor utilization and response times.
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
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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.
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
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Need Help? [email protected] or visit cal.com/help.
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Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
English
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
English
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources