For mortgage brokers & loan officers

Purchase and refi leads, pre-qualified and on your calendar.

Lead generation for mortgage loan officers only pays off if someone reaches the borrower first. Rate-sensitive borrowers shop fast, so we bring in purchase and refinance leads and have an agent qualify and book them before they fill out a form somewhere else.

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clients served
400+clients served
star rating
4.8star rating
to go live
2-3 wksto go live

Example text conversation between Ava, an AI assistant for Lakeside Home Loans, and a lead named Marcus.

  1. Ava (AI): Hi Marcus, this is Ava, an AI assistant with Lakeside Home Loans. You asked about refinancing. What are you hoping a refi does for you?
  2. Marcus: What's your rate right now? I'm at 7.25
  3. Ava (AI): Fair question. I can't quote rates. They depend on credit, loan amount and home value, and they change daily. A licensed loan officer can run real numbers with you. Is the goal a lower payment or cash out?
  4. Marcus: Lower payment mostly
  5. Ava (AI): Got it. Roughly what's the home worth, and what's left on the loan?
  6. Marcus: Around 450, owe about 310
  7. Ava (AI): Thanks. Jen, one of our loan officers, can review options with you tomorrow. 9:30 AM or 1:00 PM?
  8. Marcus: 9:30
  9. Ava (AI): Booked for 9:30 AM. You'll get a reminder 15 minutes before she calls.

Booked: Refinance review, Tomorrow, 9:30 AM, Phone call with Jen, loan officer.

Speed to lead

In at 9:12 PM. Booked by 9:16 PM.

In this business, the first company to have a real conversation with a lead usually wins. Here's what an AI agent changes on a single lead.

With an AI agent on every lead

Example timeline, based on the conversation above.

4 minfrom first touch to booked

  1. 9:12 PM

    Refi inquiry comes in

    Rate-shopping after dinner

  2. 9:12 PM

    AI texts back

    Without quoting a rate

  3. 9:15 PM

    Qualified

    Goal, value and balance captured

  4. 9:16 PM

    Review booked

    With a licensed loan officer

Typical follow-up

9:12 PM lead comes in
13 hours
Next day, 10:00 AM Loan officer calls back

He already has a Loan Estimate from another lender.

How our speed to lead service works and what the research says about response time.

Lead sources

Wherever your leads come from, they get answered.

Borrowers shop fast. Every inquiry gets answered while they're still comparing.

Where leads come from

Ads, portals, marketplaces and forms all route to the same agent.

  • Zillow logoZillow
  • LendingTree logoLendingTree
  • Bankrate logoBankrate
  • Facebook logoFacebook
  • Google logoGoogle
  • Realtor.com logoRealtor.com

AI appointment setter for mortgage brokers

An AI appointment setter for mortgage brokers picks up the leads nobody gets to in the first five minutes. It texts or calls as soon as the inquiry lands, asks what the borrower is trying to do, gets the rough property value and loan balance, and books a licensed loan officer. It never quotes a rate, a fee or an approval.

Brokers and individual loan officers run the same setup. The difference is the hand-off: a broker's agent routes each borrower to whoever is next on the rotation, while a single loan officer's agent books straight onto one calendar.

Follow-up that stays inside the rules

Mortgage marketing has more rules than most industries. Quoting rates, payments or terms in a message can bring in disclosure requirements, and promising an approval is out of bounds entirely.

So the agent doesn't do either. It confirms the scenario, answers general questions about the process and books the conversation with a licensed loan officer. Scripts are reviewed with you before launch, and every conversation is saved so your compliance team can see exactly what was said.

Sound familiar?

Where mortgage brokers & loan officers lose deals.

None of these are lead problems. They're answer-and-follow-up problems, which is exactly what AI agents fix.

  1. 01

    Leads compare three lenders in an hour

  2. 02

    Your team can't call every lead in minutes

  3. 03

    Past clients never hear from you until it's too late

What we report on

The numbers mortgage brokers & loan officers care about.

Your weekly report leads with booked appointments, then shows what moved them.

01
Speed to lead
Seconds from inquiry to first contact, which decides who the borrower talks to first.
02
Contact rate
Borrowers reached, not just dialed.
03
Consultations booked
Calls on your calendar with purchase and refinance borrowers.
04
Applications started
Booked borrowers who go on to start an application, reported from your systems.
05
Past-client conversations
Previous borrowers who reply to an opted-in check-in.
06
Cost per consultation
Lead and ad spend per booked call.

Objections our agents handle

The pushback, handled.

We train every agent on your answers to the questions leads actually ask. These are the three we hear most in mortgage brokers & loan officers.

When a question needs a person, the agent hands off to your team with the full conversation attached.

  • The lead says

    “Just tell me the rate.”

    How the agent responds

    The agent explains why it can't quote rates and that a licensed loan officer will run real numbers, then books that call.

  • The lead says

    “I don't want my credit pulled.”

    How the agent responds

    It explains the first call is a conversation, and that any credit check happens only with their permission, through the loan officer.

  • The lead says

    “I'm talking to other lenders.”

    How the agent responds

    It treats that as normal, suggests comparing Loan Estimates side by side and books the review.

The playbook

What we'd build for you.

Every engagement is shaped on the strategy call, but this is where we usually start with mortgage brokers & loan officers.

01Week 1

Map your roadmap

We look at how leads reach you today and where they leak, then plan the agents, follow-up and pipeline that fit your offer and your brand voice.

02Weeks 2 to 3

Deploy your AI workforce

We build the agents and knowledge base, connect them to your CRM and calendar, and hand your team a system that is already taking calls.

03Days 30 to 60

Optimize and scale

We read the conversations, tune the scripts and add agents and channels as volume grows, with numbers you can check every week.

The follow-up cadence

Follow-up that doesn't give up.

How the agent works a new lead in mortgage brokers & loan officers, from the first minute to the long-term nurture.

  1. 0 minCall

    The agent calls, confirms purchase or refinance and the timeline, and books a call with the loan officer.

  2. 1 minSMS

    No answer? A text with two times to talk, and no rates or terms.

  3. Day 1SMS

    A short check-in that answers the most common question for their scenario.

  4. Day 3Call

    One more call at a different hour.

  5. Day 10SMS

    A check on where they are in the process, with an offer to talk.

  6. MonthlySMS

    A light check-in for borrowers who aren't ready, until they opt out.

An example cadence. Timing, channels and wording are set with you, and agents only contact leads who opted in.

What we connect to

Plugs into the tools you already use.

Your agents read and write to the systems mortgage brokers & loan officers already run on, so every conversation, booking and note lands where your team works. We handle the setup.

  • Encompass logoEncompass
  • Total Expert logoTotal Expert
  • Jungo logoJungo
  • ShapeShape
  • Salesforce logoSalesforce
Your AI agentsBuilt on StrideOps
  • GoHighLevel logoGoHighLevel
  • LendingTree logoLendingTree leads
  • Zillow logoZillow leads
  • Microsoft Outlook logoOutlook
  • Google Calendar logoGoogle Calendar

Typical tools in your space. Don't see yours? Ask on the call; most connect through an API.

Client results

Results from Executive Stride clients.

Clients across our industries, on camera and in their own words.

All client results
clients served
400+
clients served
in client results
$10M+
in client results
industries
20+
industries
average rating
4.8
average rating
$220K profit in 2 monthsFranky Shaw, FutrGroupClient
10+ calls a week for 6 monthsJacob Snitman, Burke FinancialClient
37 calls, 13 clients in 3 weeksKas Ghorb, Content RocketClient
15 calls, 3 deals in 2 weeksBharat, Bison MarketersClient
They've consistently been able to help me achieve at least 10 booked appointments on my calendar for both of my businesses separately every week for the last six months.
Jacob SnitmanBurke Financial
I don't usually do testimonials for people but we've been able to generate a tremendous amount of additional monthly income with Executive Stride. Their team is super supportive and basically hand you results on a silver platter.
Franky ShawFutrGroup
I can personally attribute over $20k/mo of additional monthly income to Josh and the team at Executive Stride with their LinkedIn strategies alone. If you're not working with them I don't know what you're doing.
Stephen GomesRealtor Media Leads
Getting leads is fantastic, we have a small team and actually had too much coming in and I had to reel it back a little bit, which is a good problem to have.
Jacob SherrardElvt Marketing Solutions
Since working with Josh and his team at Executive Stride for three weeks, we have been able to book 35 qualified leads and closed 11 leads by using their LinkedIn system
Harshal DewanganDewa Direction
Josh and his team basically helped me generate over 37 booked appointments and 13 new clients, which is mind-blowing!
Kas GhorbContent Rocket

FAQ

Questions mortgage brokers & loan officers ask us.

Anything else, ask us on the call.

Will the agent quote rates or promise approvals?
No. It's set up to never quote rates, fees or approvals. It gathers the basics and books a licensed loan officer, who handles every number.
How do you keep it compliant?
Scripts are reviewed by your compliance team before launch. The agent identifies itself as an AI assistant, honors opt-outs and quiet hours, and every conversation is logged.
Does it work for purchase leads too?
Yes. For purchase leads it asks about timeline, price range and whether they're working with an agent, then books the pre-approval conversation.
Can it follow up with past clients?
Yes. It can check in on anniversaries and life events and book a review when someone raises their hand.
Does it work with Encompass or our CRM?
Usually, through the CRM or point-of-sale system you use for leads. We check exactly how on the strategy call, since setups vary by lender.
Can it say our NMLS number?
Yes. We can include your NMLS ID and company details in messages wherever your compliance team wants them.

Campaign playbooks for mortgage brokers & loan officers

Google Ads for Mortgage Brokers

Other industries we scale

Marketing AgenciesCoaches & ConsultantsReal Estate AgentsHome ServicesRoofing ContractorsInsurance BrokersBusiness LendingMCA FundersFinancial AdvisorsMed Spas & ClinicsAll industries

Let's fill your calendar this quarter.

Book a call and we'll show you the exact playbook we'd run for mortgage brokers & loan officers.

Book a Stride Scaling Call