Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Quoting for Mortgage & Lending. Fee quotes for mortgage brokers, from your own schedule

AI Quoting writes fee quotes for mortgage brokers from your own fee schedule: the services your office charges for, priced by code from your list and sent as a clear quote on your letterhead, only on your yes. The AI never quotes a rate, never collects a fee before your required disclosures, and what you charge and when stays with you and your compliance team.

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Quoting · Approval

Fee quotes for mortgage brokers: each quote waits for your yes or goes alone under a ceiling, real Zanus AI screen

Approval

By default every fee quote waits for a person; set a ceiling and new quotes from your schedule go alone, while a change a borrower asks for always waits.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Which fee quotes are still waiting for my yes?”

Lisa“Three fee quotes are waiting for your yes, the oldest from Tuesday. Shall I open the first one?”

You talk. Lisa sets it up. Applied only on your yes.

How Mortgage & Lending use it

A borrower asks what your broker services cost; the AI drafts the quote from your fee schedule and it waits for your yes.

A borrower who asks for a change to a line gets a new version, which waits for the loan officer's yes like the first one.

A caller asks for a rate; the AI quotes none and books a consultation with a licensed loan officer instead.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Quotes from your own inventory, from the products of your Shopify stores, or typed by hand; prices read from the record, not calculated by the AI
Requests to buy from the phone, the chat, e-mail, web forms, the demo or a purchase order, filed for your yes
Your yes in one click, or automatic under a cap you set; price revisions always wait; every version kept
Your own document on your letterhead, your terms, shipping and tax lines, a page the customer accepts on; or the store’s payable draft order
Opened, accepted, paid, shipped and delivered on one record; the invoice numbered the moment it is paid; payments recorded by hand
Follow-up from the send until the customer pays or declines; a reply pauses it and goes to your sales desk

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI Quoting does, for every business ›

Works withAI Phone AI Webchat AI E-mail AI Web Forms AI Inventory AI CRM AI Auto-Call Lisa, your AI assistant

Fee quotes

Mortgage broker service quotes that wait for your yes

Priced from your fee schedule

In broker fee schedule quotes, every service is read from your own fee schedule by code, never made up by the AI, so the price a borrower reads is the one your office set.

Your yes first

Preview and authorize shows every line and the total before anything reaches the borrower, or set a ceiling under which new quotes go out alone.

A clear quote, accepted by name

The borrower's own page shows the lines and the total in their language; they can accept it with their name or ask for a change.

Never a rate, never the timing

Asked for a rate, points or a payment, the AI offers a licensed loan officer instead; when a fee is due is your office's decision, never the AI's.

Set-up

Fee quotes for mortgage brokers, set up in 2 minutes

Your fee schedule

Add the services your office quotes, each with the price your office set, as your compliance team approved the schedule.

Your approval rule

Keep every fee quote waiting for a loan officer's yes, or allow new quotes from your schedule to go out alone under a ceiling.

Your letterhead

Choose Classic, Modern or Minimal with your logo and number prefix, so each quote reads as your office's own document.

A week of fee quotes

Try the Front Office free for 7 days, no credit card, and send your first quote from your fee schedule the same day.

Questions & answers

AI Quoting for Mortgage & Lending: questions & answers

Is a fee quote the same as a Loan Estimate?

No. Written fee quotes for borrowers list only the services on your own fee schedule, with the total, so a borrower reads what your office charges. The Loan Estimate and every other required disclosure come from your origination system and your licensed loan officer.

Can the AI quote an interest rate?

No. On the phone and in the chat it quotes only the services on your fee schedule, never a rate, points, a lock or a monthly payment. A borrower asking for those is transferred to a licensed loan officer or booked for a consultation.

Does the AI collect fees from borrowers?

No. It writes the quote and waits for your yes; it takes no payment ahead of your required disclosures and decides nothing about when a fee is due. Those terms are set by your office and the people who review its fees.

Can a borrower ask for a change to the quote?

Yes. In this quote software for mortgage brokers, a change a borrower asks for becomes a new version of the quote, and a price revision always waits for your yes, whatever your approval setting, so nothing about money leaves the office alone.

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