ZANUS FRONT OFFICE FOR MORTGAGE & LENDING — DOCS CHASED & FOLLOW-UP
Follow-up that does not miss a file — and stops the moment a person should call.
The two missing pay stubs chased on day one, three and seven until they arrive, the pre-approved buyer still house-hunting checked in with, the signing reminded with what to bring, the agent updated when the file moves, the past borrower remembered on the anniversary, the review requested after a smooth closing. Every sequence runs on its own clock, on the borrower’s preferred channel, in their language — and a reply alerts a person.
Try it free 7 days on your own business · no credit card · per company, never per seat
REAL AI - the whole Front Office is AI, not old software with an AI button. Give it your website: it learns your company, works from your approved knowledge and gets better with every answer you approve.
Live on this site right now — the assistant in the corner is the product · Award-winning AI — CES · ISE · TMCnet
The real Marketing menu: funnels, chase presets, templates, automated events and follow-ups.
What it does
Text, email or an AI call, in the borrower’s language: what is missing, how to send it; receipt confirmed, sequence stopped when the file is complete.
The buyer still shopping, the closed borrower on the anniversary, the referral ask — contacted with your approved wording, on the channel they prefer.
The agent, builder or dealer hears when the file reaches the milestone your team publishes — a question in the reply goes to the loan officer.
Inside Marketing — the real screens
Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.
From demo to quote to signature — one funnel, no gaps
The AI Demo, AI Quoting and Web Forms all hand their leads to Marketing. Each preset knows what happened before: "watched 80% of the demo, asked about pricing twice, quote unopened for 6 days" becomes the next email, not a guess.
- Presets: demo chase, quote chase, web-lead chase
- AI direction in one sentence: "friendly, mention the trade-in offer"
- Every send, open, click and reply on the contact timeline
Escalation to a human, on purpose
A funnel is not a spam cannon. When a lead replies, opens the quote three times or asks a question, the sequence stops and the lead lands in the NEEDS HUMAN queue with the whole story attached — your rep calls a warm borrower, not a list.
- Reply = sequence stops, human notified
- Engagement thresholds you set
- Phone call-back can be the last step of any funnel
Measured on the forecast board, not in feelings
Every funnel step shows on the Statistics → Forecast board: which sequence moved which deal, close probability before and after, and the WHY sentence for each change.
- Funnel performance per preset
- Close probability with the WHY
- Export PDF / XLS or schedule the report by email
Available on its own — or inside a solution
Questions, answered
Can borrowers opt out, and is the wording compliant?
Opt-out is always one tap, per sequence or entirely, honored across every channel and recorded on the borrower’s file. Every sequence uses the wording your compliance team approved; the AI adds no rate, no offer and no program suggestion of its own.
Which solution includes it?
Available on its own or inside a solution. Which solution includes what: see pricing.
Try it free on your own lending office. 7 days. No credit card.
Give it your website. It learns your company. Then call it, chat with it, e-mail it — and decide. Nothing to install, nothing to cancel.
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