Front Office AI · Mortgage & Lending

ZANUS FRONT OFFICE FOR MORTGAGE & LENDING — CONSULTATIONS & CLOSINGS

Booked in the conversation — right loan officer, right slot.

Phone, chat or email: the AI books the consultation while the borrower is still talking — the right loan officer for the state and branch, the right slot length for a first consultation or a full application appointment, by phone, by video or in the branch. Signings and closings are coordinated with the borrower, the agent and the closing agent, and reminded with what to bring. Reschedules release the slot. Calendars stay in sync.

Start free

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

In-person meetings — the booking register

The real Meetings menu: booked by AI in the conversation, synced to your calendars.

What it does

Your scheduling rules

Consultation and application durations, licensing by state, loan officer coverage, branch hours, closing-week buffers, video or in-person — encoded once, applied to every booking.

Closings without phone tag

Borrower, agent and closing agent offered the same slots; confirmations and what-to-bring reminders sent; a change re-notifies everyone. Month-end runs calmer.

Calendars synced

Google and Microsoft calendars out of the box; your origination or point-of-sale calendar through Connectors. Every appointment carries the borrower’s story.

Inside Booking — the real screens

Click a tab. Every picture is the live Front Office, not a mockup — the left menu is the whole product.

In-person meetings — the booking register
Bookings for in-person meetings: real slots only, confirmations, the summary handed to whoever takes the meeting.
Start free — see it on your own lending office7 days · no credit card · nothing to install. Give it your website and it is yours to test.

Meetings with context attached — and Brief Me

Every booked meeting carries the full history: the chat, the call transcript, the demo watched, the quote sent. And every call task now has a Brief Me button — the same brief the AI writes for its own calls, rendered for the human: goal, history highlights, open questions, next step.

  • Booking links for your website and emails
  • Time-zone safe
  • Brief Me — walk into every call the way the AI walks into its own: briefed
  • Available on its own or inside a solution
Meetings with context attached — and Brief Me

Available on its own — or inside a solution

One subscription per company — never per seat. Your whole team uses it, on their own phones, at no extra charge; add operators only for the people who run the dashboard. See pricing →  ·  Try it free 7 days, no credit card →
Software your team operates — or an AI Front Office that does the work? This capability is part of one integrated Front Office: enable it when you need it, and the AI runs it with the rest.

Questions, answered

Can it book into our origination or point-of-sale system?

Google and Microsoft calendars sync natively. Origination, point-of-sale and closing-scheduling systems connect through webhooks and API in Connectors — the AI books, your system stays the record.

What about appointments loan officers book themselves?

Your team books in the same calendar with the same rules; the AI sees the slot taken instantly. Nothing is double-booked, and every appointment carries a Brief Me summary of the borrower’s conversations.

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.

Start free
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