AI Tickets for Mortgage & Lending. Help desk software for mortgage lenders and their borrowers
AI Tickets is help desk software for mortgage lenders and brokers: every borrower call, chat, e-mail and web form becomes a ticket with the whole conversation on it, and the AI answers it from your knowledge when it is sure enough. Payoff requests, hardship questions and complaints wait for a person, nothing guessed, and the borrower is told when to expect the answer.
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7 days free · per company, never per seat · nothing to install
Held for a person
The ticket opens with the borrower identified, the conversation, and what the AI found and what is missing, with the answer box beside it.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Hold every hardship or complaint ticket for the servicing manager.”
Lisa“A Hardship and complaints department will be answered by the servicing manager only, never by the AI alone. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Mortgage & Lending use it
A borrower calls at 7 PM for a payoff statement; payoff request tracking starts with a ticket for your servicing desk, the call's transcript on it.
A question about where to send the insurance renewal is answered by the AI from your knowledge, back in the chat.
A complaint is held for a person in Manual review, marked Urgent, and the borrower is told when to expect the reply.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Opened from a phone call, a chat, an e-mail or a web form, with the whole conversation and the customer identified
- Nights and weekends: the customer gets a number and a promise, your team gets the ticket in the morning
- The AI answers from your knowledge when it is sure enough; otherwise it proposes the answer and a person sends it
- Pending, manual review, responded and closed; priority, who holds it, Merge and internal notes for your team
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 Tickets does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsAI Returns & Warranty
The tickets
A borrower ticket system fed by every channel
One list for every channel
A borrower's call, chat, e-mail or form lands as a ticket in one list, tagged with where it came from.
The borrower identified
The contact, their reference and their earlier tickets are on the ticket before anyone reads a word.
Held when unsure
When the AI's score falls under your bar, the borrower's ticket goes to Manual review and nothing is guessed.
A promise kept
The borrower is told when to expect the answer, and your team sees every ticket that goes over the promise.
Set-up
A loan servicing help desk in 2 minutes
Your channels
AI Phone, AI Webchat, AI E-mail or AI Web Forms: each one you use opens tickets for your desks.
Your departments
Servicing, payoffs and complaints can each have their own rule for who answers, their own promise and their signature.
Your knowledge
Your website, your documents and your rules: the AI answers tickets only from what you gave it.
A week of tickets
Run the help desk free for 7 days, with no credit card, and read each ticket it opened for your servicing team.
Questions & answers
AI Tickets for Mortgage & Lending: questions & answers
What is help desk software for a mortgage lender?
One list where every borrower request lands as a ticket, from the phone, the chat, e-mail or a form, so nothing is lost. AI Tickets keeps the whole conversation on each ticket and answers what your knowledge holds; the rest waits for your team.
Does the AI answer borrowers about their loan?
Only from your knowledge, and only when it is sure enough: below the score you set, the ticket waits for a person in Manual review. A department such as hardship can be set so that a person always answers.
Can borrowers be told when they will hear back?
Yes. Each department carries a promise, such as within 4 working hours, the AI tells the borrower when to expect the reply, and a ticket past the promise is marked in the list and its holder told.
Will a borrower who calls twice get two tickets?
No. A second ask from the same call, chat or mail thread lands on the ticket it opened, and two tickets of the same person about the same thing can be merged, with both conversations kept.
Can a ticket note stay hidden from the borrower?
Yes. On mortgage customer service tickets, an internal note is a line for a colleague that the borrower never sees, kept in the ticket's history with every step, its time and who did it.
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.