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69 toolsAll 69 listed tools, A to Z
The tools listed on AI for Mortgage Pros in alphabetical order, each with what it does and its price as the vendor posts it.
Looking for a tool by name? Jump to its first letter. To browse by the job you want done, start from the categories.
A
- ACES Quality ManagementAI layer inside ACES Quality Management & Control QC software that writes audit summaries, builds loan-sample queries from plain English and flags PII.Quote-basedDetails
- Agent LegendAutomated SMS, email, ringless-voicemail and letter follow-up for loan officers, with an AI analyst that scores the database for refi and purchase triggers.From $199/moDetails
- AidiumMortgage CRM with automations, marketing, compliant SMS/email/dialer and an AI layer that scores contacts and suggests or runs next actions for LOs and leaders.Quote-basedDetails
- AiraAI receptionist that answers loan inquiries and application-status calls, takes messages, books appointments, transfers calls and qualifies leads.From $24.95/moDetails
- Aithena TrainAI practice calls for loan officers and customer-facing staff, with simulated borrowers, custom or prebuilt sales flows and manager coaching analytics.Quote-basedDetails
- Automate the Journey AI Video EditorTurns one talking-head recording, webinar or podcast into two branded vertical reels with captions, music and motion graphics, reviewed by a person.Quote-basedDetails
B
- BankingBridge AI SMS ChatAI text agent connected to the lender's pricing engine that follows up new leads with live rate quotes, answers scenario questions and books time with an LO.From $349/moDetails
- BlandSelf-serve AI phone agent platform that answers and places calls, takes loan applications by voice and hands qualified borrowers to loan officers.From $0Details
- Blue Sage Digital Lending PlatformBrowser-based LOS, POS and servicing platform for banks, credit unions and IMBs across retail, wholesale, correspondent and consumer-direct channels.Quote-basedDetails
- BNTouchMortgage CRM with LOS sync, drip campaigns, two-way SMS, dialer, online 1003 and partner co-marketing for loan officers, brokers and lender teams.From $165/moDetails
- BombBombRecords and sends personal video emails and texts to borrowers and referral partners, with tracking, from the LO's inbox, CRM or phone.From $42/user/moDetails
- BonzoEngagement and marketing platform for loan officers that automates text, email, voice drop and video outreach, now part of MMI's unified mortgage platform.From $150/seat/moDetails
C
- CallinglyAI voice agent that calls new mortgage leads within seconds, qualifies the borrower, warm-transfers to the loan officer and texts the borrower an introduction.From $100/moDetails
- Candor Loan Engineering SystemAutomated underwriting engine that renders decisions, manages conditions in one loan-file view and syncs them to the LOS, with a per-loan defect warranty.Quote-basedDetails
D
- DialzaraAI receptionist that answers a broker shop's line 24/7, takes borrower intake, flags rate-lock requests, routes realtor referrals and books consultations.From $29/moDetails
- DocMagic OneUnifies loan document preparation, compliance checks, eSignature and eClosing in one production platform with pipeline analytics and loan health scoring.Quote-basedDetails
E
- ElevenAgentsAgent platform with mortgage-broker and lender pages: the AI receptionist qualifies borrowers, answers rate and program questions, books consults with an LO.Free plan, then $6/moDetails
- Empower LOHighLevel-based mortgage marketing platform whose AI texts and chats with new leads, asks qualifying questions and books appointments on the LO's calendar.From $297/moDetails
- EncompassCloud loan origination system from ICE Mortgage Technology covering retail, consumer-direct, wholesale and correspondent channels, with a brokers edition.Quote-basedDetails
- EvocalizePlans, builds and runs an LO's branded video, social and search ads, mailers and landing pages from a stated goal, with NMLS ID and disclosures added.Free plan, then $499/moDetails
- Experience.comCollects borrower and agent surveys at loan milestones, publishes reviews to LO profiles and search listings, and tracks each LO's search and AI visibility.Free planDetails
F
- FelloWatches a mortgage pro's contact database for equity, refinance and move signals, sends home-value reports, and automates follow-up to past clients.From $499/moDetails
- FloifyMortgage point-of-sale that collects borrower applications and documents, runs eSign and disclosures, and syncs the file to the LOS.From $99/user/moDetails
- FrontdeskAI receptionist platform with mortgage-broker pages: an AI phone receptionist, web chatbot, SMS and email agents and a built-in AI CRM on one flat plan.From $99/moDetails
G
- Gateless Smart UnderwriteAI and rules engine that underwrites data and documents as they arrive, clears conditions that meet GSE and investor standards and routes exceptions to people.Quote-basedDetails
- GoodcallAI phone agent that answers calls 24/7, takes borrower intake, qualifies leads, books appointments, routes calls and sends SMS notifications.From $79/moDetails
- Guideline BuddyChat assistant that answers loan-scenario and underwriting-guideline questions in plain language with links to the source guideline.Free plan, then $12/moDetails
H
I
- Indecomm DecisionGeniusAI-driven automated underwriting system for FHA and conventional loans that analyzes credit, income, assets and collateral, and writes and clears conditions.Quote-basedDetails
- Infrrd for MortgageIntelligent document processing that classifies, splits and stacks loan documents, extracts and validates data, and runs TRID tolerance and CD/LE checks.Quote-basedDetails
- InsellerateMortgage CRM, lead management and marketing automation for lenders with the Aithena AI layer for lead scoring, call and text assistance and coaching.Quote-basedDetails
L
- LeadMailboxLead-management CRM with built-in telephony, SMS and email campaigns and AI agents, sold by industry with a Mortgage edition beside real estate and insurance.From $50/seat/moDetails
- Lender PriceCloud product-and-pricing engine for lenders, with a FLEX Non-QM engine and a Broker & Lender Marketplace where brokers search wholesale rates and programs.Free planDetails
- LenderHomePageMortgage website platform (LHP-3) with lead funnels, form builder, LO profile pages, social media content and the bundled Loanzify POS/1003 app and mobile app.From $127/moDetails
- LiteSpeedEncompass-native point-of-sale that takes applications, builds borrower needs lists and files documents into the Encompass eFolder, with an AI assistant.Quote-basedDetails
- LoanHDCloud loan-quality platform running pre-fund, post-close, HMDA and TRID audit workflows on data pulled from loan documents by the IDEA machine-learning engine.Quote-basedDetails
- LoanOfficer.aiMortgage CRM whose AI Receptionist answers calls, chats, texts and emails in 60 seconds, asks loan-type questions, books the LO's calendar and texts a summary.From $197/moDetails
- LoanPASSProduct, pricing and decisioning engine for lenders, including non-agency and business-purpose markets, with an AI borrower-facing lending chatbot.Quote-basedDetails
- LoanWickTwo-way AI texting inside Bonzo that replies from the lead's text history, follows up in the stages you allow and books calls.From $49/moDetails
M
- MAXA Mortgage PlatformBranded design and marketing platform for mortgage teams: templates, co-branded packages LOs can edit, social and email tools, compliance approval, mobile app.From $15,000/yrDetails
- Maxwell Point of SaleWhite-labeled mortgage point-of-sale that collects applications and documents, checks uploads and syncs with the LOS, with optional fulfillment services.Quote-basedDetails
- MeeraAI texting platform for lenders that engages leads seconds after opt-in, qualifies them, books appointments, collects documents and warm-transfers to an agent.Quote-basedDetails
- MMIAgent-production and mortgage-transaction data for prospecting referral partners, with agent tracking, listing alerts, wallet share and a daily Matchmaker.Quote-basedDetails
- MonitorBaseMonitors a lender's past clients and leads for credit behavior, equity changes, listing signals and MI removal, and alerts the LO when a borrower may be ready.Quote-basedDetails
- Mortgage AutomatorCloud platform for private and hard-money lenders covering origination, servicing, fund and investor management, CRM and borrower, broker and investor portals.Quote-basedDetails
- Mortgage Guidelines AISubscription guideline service with an AI chat that answers agency guideline and scenario questions with links to the source sections, plus a live expert desk.From $49/moDetails
- MortgageCoachBuilds interactive borrower loan-comparison presentations (Total Cost Analysis) from LOS or pricing data and shares them by text or email.From $150/user/moDetails
O
- OcrolusDocument AI that classifies borrower documents, calculates income from bank statements, pay stubs and tax forms, flags 1003 discrepancies and clears conditions.Quote-basedDetails
- Optimal BlueProduct, pricing and eligibility engine with connectivity to 150+ investors, lock desk and pipeline tools, sold to IMBs, banks, credit unions and brokers.Quote-basedDetails
P
- PitchitAI receptionist for mortgage lenders: answers rate-shopper calls 24/7, sorts purchase vs refinance, collects credit range and timeline, transfers or books.Free plan, then $149/moDetails
- Prudent AI Upfront SuiteReads the loan file at intake, calculates qualifying income for all income types including bank statements, checks investor eligibility and requests documents.Quote-basedDetails
R
- rebel iQ AISelf-serve builder for mortgage landing pages, lead forms and embeddable calculators, with co-branded realtor partner pages and real-time lead scoring.Free plan, then $29/moDetails
- Retell AIVoice AI agent platform with a posted mortgage use case: loan prequalification and application handling, live transfers of hot borrowers, aged-lead callbacks.From $0.07Details
- RinglynAI voice agent that answers loan inquiries, takes application details by phone, books loan officer callbacks and places outbound payment-reminder calls.From $49/moDetails
S
- Sei AIScores every loan-officer call, email and chat against regulations and SOPs, and runs mortgage AI agents for lead callbacks, documents, income and conditions.Quote-basedDetails
- SendibleSchedules and publishes social posts for LOs and branches with compliance approval workflows, per-LO NMLS fields, shared content libraries and post recycling.From $169/moDetails
- ShapeAll-in-one mortgage CRM with built-in phone, texting, marketing, POS and AI calling and texting agents for loan officers, brokers and lenders.Quote-basedDetails
- SnapdocsDigital closing platform that balances Closing Disclosures with the LOS and runs AI reviews of critical-to-fund and post-close documents for missing items.Quote-basedDetails
- Snapdocs Quality ControlReviews closing and post-close loan files on upload, checks pages, signatures, dates, initials and notary stamps, and indexes documents into eFolders.Quote-basedDetails
- SOLO by TidalwaveAI-native mortgage point of sale that reviews documents, analyzes bank statements, calculates income and runs dual AUS before the file reaches an underwriter.Quote-basedDetails
- StructurelyAI voice, SMS, RCS and email agent that calls and texts new mortgage leads, qualifies borrowers, books callbacks and live-transfers ready borrowers to an LO.From $0.07/minuteDetails
- SynthflowAI voice agents that answer inbound mortgage and real estate calls, qualify borrowers, book appointments and place outbound calls to new leads.Quote-basedDetails
T
- ThoughtlyAI voice agents that call rate inquiries in seconds, pre-qualify borrowers on purpose, timeline, credit band and LTV, then hand off to a loan officer.Quote-basedDetails
- Total ExpertCustomer engagement and marketing platform for mortgage lenders, banks and credit unions with journeys, co-marketing, customer intelligence and AI assistants.Quote-basedDetails
U
V
- Verse.aiManaged AI texting service that engages new mortgage leads within 15 seconds, qualifies borrowers by two-way SMS and books appointments or live transfers.Quote-basedDetails
- VestaCloud-native mortgage LOS for lenders with built-in AI agents that work loan files, answer status questions in chat and classify and extract document data.Quote-basedDetails
- ViatoInbound and outbound AI voice agents inside the Viato mortgage CRM that qualify leads, follow up, book appointments and transcribe calls.Free plan, then $49/moDetails