LIVE DEMO — MORTGAGE BROKERS

Rate shoppers call five brokers. Yours gets answered first.

A borrower with a purchase contract is on a clock — and calls every brokerage on the first search page. The AI answers every call and chat, 24/7: explains your published process, captures the scenario completely, books the licensed-officer consult, and chases the document checklist until the file is complete.

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Free personal demo in your inbox in ~2 minutes · no sales call · built for YOUR brokerage

Every borrower and referral on the record: scenario, documents, next step — nothing stalls.

One day with the AI

Three moments from a typical mortgage brokers front office — handled while your team does the human part.

7:45 PM · The pre-approval rush

A couple found the house and needs a pre-approval letter fast. The AI captures the scenario — purchase price, down payment, timeline — sends your document checklist, and books tomorrow’s first consult with the loan officer.

10:15 AM · The document chase

A file is missing two bank statements before underwriting. The AI calls with your script, sends the secure upload link, confirms receipt and updates the file — the processor never plays phone tag.

2:30 PM · The agent referral

A realtor partner calls with a buyer who needs to move quickly. The AI treats the referral by your VIP rules: captures the details, alerts the loan officer, and confirms back to the agent that their client is in motion.

What it does for you

Speed-to-lead, measured in seconds

Web leads and calls answered instantly, scenarios captured with your fields — officers dial back ready to talk numbers.

Files that complete themselves

Checklist sent, uploads chased politely in the borrower’s language, receipt confirmed — files reach underwriting complete.

Never a quoted rate, ever

Rates and program advice belong to your licensed officers — the AI explains your published process and books the human.

Watch a purchase file move without phone tag

The demo captures a pre-approval scenario, chases two bank statements and handles a realtor referral — configured for a mortgage brokerage. Your personal version follows in ~2 minutes, built from your website: your programs page, your checklist, your officers.

Test it on your own borrower questions
Realtor partners get the VIP lane you define
Flat price — unlimited officers and files

Asked in your callers’ own words

Real question types from this business — and what the AI does with each. Grounded in YOUR approved knowledge: no source, no claim.

“What is your rate today?”

Never quotes a rate: explains what your brokerage publishes about how quotes work, and books the licensed loan officer while the borrower is on the line.

“What documents do I need for a pre-approval?”

Reads your published checklist, sends it by text and email, and offers the upload link and the consult slot.

“How long does closing take?”

Answers your published typical timeline verbatim, and routes deal-specific timing to the officer on the file.

Lead portals sell the same buyer to five agents. IVR menus lose the sign call at 9 PM. The Zanus AI front office ANSWERS — phone and chat, in the buyer’s language, books showings into real calendars, and never says a word beyond your approved knowledge.

Questions, answered

Licensing rules are strict about who says what.

That is why the claim guard exists: the AI says only what your brokerage approved — process, checklists, published content — and routes rates, programs and advice to your licensed officers, every time, with a transcript.

Does it work with our LOS?

It captures and routes; connections through API and webhooks are your configuration, with your approval rules on any write. Your LOS stays the system of record.

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The Front Office answers. The Back Office executes.

This demo is the AI that answers — phone, chat, quotes, bookings. The work INSIDE your mortgage brokerage — documents, tasks, procedures, automations — is Back Office AI, specialized for Real Estate. Most companies run both: one AI answering, one AI executing.

Back Office for Real Estate →Explore Back Office AI