01
Create your booking and intake flow
Spin up booking pages for discovery calls, rate reviews, and pre-approval meetings. Add custom intake questions to collect financial basics and a loan application checklist upfront. Route leads by product, language, or branch with round robin or priority rules. Connect Google, Microsoft, iCloud, and team calendars so availability is always accurate. Add buffers, time windows, and location preferences for phone, in person, or video.
02
Configure automated reminders and status updates
Use Cal.com Workflows to automate confirmations, reminders, and follow-ups across email, SMS, and WhatsApp. Trigger different messages before and after meetings to share next steps, document links, or disclosures. Automatically send borrowers a checklist before the call, nudge them to upload documents after, and notify referral partners when milestones change. Build workflows in a no-code UI, or manage them via the API.
03
Integrate with your tools and measure pipeline impact
Connect your LOS, CRM, and communication stack using native integrations and webhooks. Push booking data and outcomes to mortgage pipeline management dashboards. Notify loan officers in Slack, post stage updates to CRM, and sync outcomes to your analytics. Track show rates, time to pre-approval, and referral source performance so you can double down on top mortgage referral partnerships.
01
Shorten time to pre-approval
Automated confirmations, reminders, and document prompts help borrowers show up prepared. Share pre-approval process steps and required docs ahead of time so your team can issue decisions faster and with fewer reschedules.
02
Increase show rates and conversion
Multi-channel reminders and branded confirmations reduce no-shows and stalled files. Borrowers know what to bring, where to go, and how to reschedule. This improves conversion from first consult to application and boosts mortgage lead generation ROI.
03
Standardize compliance-friendly communication
Use templated, auditable messages that include disclosures and next steps. Keep consistent language across agents and branches. Centralize how you share loan application checklist items and status updates, improving quality and reducing risk.
04
Unlock referral and team visibility
Automatically notify real estate partners after key milestones, without manual emails. Give managers clear insights into booking volumes, show rates, and bottlenecks across the funnel for better mortgage pipeline management.
Custom intake and routing
Collect borrower details, goals, and credit range. Route by expertise, product, or branch to match the right loan officer automatically.
Multi-channel reminders
Send confirmations, reminders, and follow-ups via email, SMS, and WhatsApp, timed to each stage of your process.
Templates and branding
Use branded templates for disclosures, checklists, and milestone updates. Maintain a consistent, professional borrower experience.
Round robin and priority assignment
Balance lead volume across officers, protect calendars with buffers, and prioritize high-intent leads or VIP partners.
Webhooks and integrations
Sync bookings and outcomes to your CRM, Slack, and data warehouse. Trigger tasks in LOS via API or middleware.
Open source and self-hosting
Run Cal.com on your infrastructure for greater control and compliance, or use our secure cloud. Explore https://cal.com/open-source.
Get started with automated mortgage workflows
Try Cal.com free, or book a demo to see how teams automate pre-approvals, reminders, and partner updates. Connect your tools, standardize borrower communication, and accelerate pipeline results. Sign up at https://cal.com or talk to our team at https://cal.com/contact/sales.
