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For mortgage brokers, lenders and loan officers

Mortgage leads, from the quote form to the closing

A quote form that asks what prices a loan, a loan officer on every lead in seconds, and a loan file your loan system takes in.

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We'll set you up and show you around.

Laura Bennett fills in your form (Refinance, Single family, Good credit) and becomes your lead once they give a phone number. Rule 2: California, to the Irvine team in turn picks it up; Marco Silva is next, but had 10 of 10 today, so it goes to Priya Shah at once, who gets a text about it. Callback set: tomorrow, 9:00 AM.

Your form

A form for your website, ready the day you start

Put it on your site with one line. It asks what your loan officers want to know, a step at a time, saves every answer as it's given, and the lead is yours as soon as they leave a phone number or an email.

What a new form asks, in order

  1. What's your goal?
  2. What type of home is it?
  3. How do you use this property?
  4. What's the property address?
  5. What's the estimated property value?
  6. What's your 1st Mortgage Balance?
  7. What's your estimated Credit Profile?
  8. Basic Information
  9. And 8 more

Change any question or add your own. The form shows your company's name, never ours.

A new form's first step: Welcome to your free mortgage review. What's your goal? Refinance, Buy a home, Use my equity, Consolidate debt.

Pipeline

A pipeline for mortgage leads, ready made

The stages your mortgage leads move through, from new to closed won. Rename them or add your own in Settings.

  1. New
  2. Contacted
  3. Qualified
  4. Quote or application
  5. Closed won

Or set aside as Closed lost Do not contact

Mortgage

Made for how loan officers work

  • Asks what prices a loan

    The goal, the home, its value and credit first, then who they are, so a borrower who stops halfway is still yours.

  • A home value as they type

    The form looks up the address and puts an estimate of the home's value in front of them.

  • Licensed states

    Turns skip any loan officer who isn't licensed in the borrower's state.

  • A loan file from every lead

    Download a MISMO 3.4 file, the format Encompass, Arive and others take in.

  • SSNs and birth dates locked away

    Encrypted apart from the rest, shown masked, and opened only by the roles you choose.

  • Calls within the rules

    The power dialer keeps to calling hours in the borrower's state and passes over anyone marked do not call.

Included

Everything else comes with it

  • Lead distributionRules, turns and daily limits, give back and up for grabs
  • Calls from the browserRecorded and written out, local numbers and a power dialer
  • Vaulty, the AI assistantMakes and moves leads when you ask, and sums up every call
  • Callbacks and calendarsGoogle and Outlook kept in step, and a link to book a time
  • Drips and emailEmails over the days that follow, and one email to many
  • The sales dashboardWhat's working by source and by person, with monthly goals
  • SecurityTwo-step sign-in, locked-away SSNs, each company walled off
  • Spreadsheets and the APIBring leads from any CRM, and send them on to your own systems
  • Forms by your AI assistantMake and change your forms by asking Claude, ChatGPT or Cursor

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Industries

Ready for other industries too

See your mortgage leads in LeadVault today

Tell us about your team, and we'll set you up.

Talk to us See the price