AI Booking for Mortgage & Lending. AI appointment booking for mortgage consultations, any hour
AI Booking is AI appointment booking for mortgage offices: consultations, application meetings and closing-prep calls go straight into each loan officer's free time from the phone, the website chat, a form or your booking page. Only free slots are offered, every borrower is verified before the booking enters the book, and the confirmation and reminders leave on their own.
TRY AI BOOKING FREENo credit card · Ready in 2 minutesReady to buy? See plans & pricing ›
7 days free · per company, never per seat · nothing to install
The day's book
Every consultation booked by phone, chat or form lands in one book, with the day's arrivals, confirmations and no-shows counted at the top.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Application meetings last one hour, Monday to Thursday; consultations thirty minutes.”
Lisa“Application meetings will last one hour, Monday to Thursday, and consultations thirty minutes on every open day. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Mortgage & Lending use it
A first-time buyer chatting at 10 PM on Sunday uses pre-approval appointment booking for a thirty-minute consultation on Tuesday with the officer your rule assigns.
A borrower who misses Thursday's application meeting is marked no-show and receives one polite message to pick a new time.
A loan officer's vacation week blocks only her own agenda, while the rest of the branch keeps taking consultations.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Booking inside the phone call, the chat, the e-mail and the form, plus a booking page
- By service and location: the AI offers the menu, then only the free slots of your live calendar
- Google / Outlook calendar connect; availability rules; buffers
- Confirmation and calendar invite e-mailed automatically; reminders; reschedule by reply
- Field visits with travel time; several providers with their own calendars
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 Booking does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsLisa, your AI assistant
The book
Mortgage consultation scheduling on every channel
Free slots only
The AI offers only times that are really free: the service's hours, the bookings already taken, closures and the busy times of each officer's connected calendar.
An agenda per loan officer
Each officer serves their own services in their own hours, a vacation blocks only that person, and a login shows each officer only their own day.
Verified before it is booked
A code by text holds the slot for the minutes the service sets while the borrower replies, so a mistyped number never takes a consultation.
No-shows followed up
After the grace period a missed consultation is marked NO-SHOW and one polite re-book message goes out; a borrower who no-showed twice in a year is asked to confirm next time.
Set-up
Loan officer appointment scheduling, set up in 2 minutes
Tell Lisa your services
Say we book purchase consultations, refinance reviews and application meetings, and Lisa proposes the services, lengths and texts for your yes.
Add your loan officers
Each officer becomes a provider with the services they take and the hours they keep, and borrowers choose one only where you allow it.
Connect their calendars
Link the work calendar each officer already uses so closings and personal time are never offered, or run the book on its own.
Watch a week of bookings
Run it free for 7 days on your own borrowers and read every consultation it booked, confirmed and re-booked.
Questions & answers
AI Booking for Mortgage & Lending: questions & answers
Can AI book mortgage consultations with the right loan officer?
Yes. As an AI appointment setter for mortgage offices, it treats each loan officer as a provider with their own services, hours and agenda. The AI asks which officer the borrower wants only when you let borrowers choose; otherwise your rule assigns one, and only that officer's free times are offered.
How is a borrower verified before a booking is made?
By the caller's number on the phone, a code sent by text, a verified e-mail, or your own word when the assistant books by hand. You choose it per service, and nothing enters the book unverified.
Can borrowers confirm, cancel or move a consultation themselves?
Yes. The confirmation leaves at once and the reminder goes by text, e-mail or both, as many hours before as you choose. A reply confirms, cancels or asks for another time, and a moved booking tells the borrower the new time.
Does it work with the calendar our loan officers already use?
Yes. Connect the work calendar each officer uses: its busy times are read every five minutes and never offered to a borrower, and every consultation booked is written there as an event.
Can a consultation be by phone, by video or in the branch?
Yes. Each service says where it happens, so a branch consultation, a phone consultation and a video consultation can be three services with their own length, and the video one can open your online meeting room.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Mortgage & Lending ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.
Ready to buy? See plans & pricing ›
Or call +1 (954) 736-3939 — the AI answers.