Every lead called back in minutes.
Wakato helps mortgage brokers answer every inquiry fast, follow up until a call is booked, send document checklists and reminders, and keep every applicant's conversation in one place, with an AI agent doing the chasing. The agent books and reminds only; rates and advice stay with you.
What mortgage brokers run on Wakato
Fast replies
Every web, ad and phone inquiry answered in minutes. Communication.
Document checklists
Applicants get a checklist and reminders until it's complete. Email & Campaigns.
Calls booked
Applicants book a call from any message. Calendar & Bookings.
Local ads
Campaigns inside your budget. Ads Manager.
The AI agents mortgage brokers start with
- Receptionist: Answers inquiries and books calls.
- Ads: Runs local campaigns inside your budget.
Use cases
- Follow up with every lead · Every lead from your site, ads, calls and DMs gets a personal follow-up by email or text until they book or buy, written by an AI agent.
- Never miss a call · An AI receptionist answers every business call in your voice, books appointments, takes messages and texts back anyone who hung up. Free to start.
- Run ads · Let an AI agent plan, launch and watch your ads on Meta, Google, TikTok and ChatGPT inside a daily budget you set, and pause what isn't working.
Questions
Will the AI give rate quotes or advice?
No. It handles calls, intake, booking and follow-up and passes anything that needs your judgement to you; it never gives professional advice.
Other industries: Law firms · Accountants and bookkeepers · Insurance agents · Financial advisors · Therapists and counselors · Dental and medical clinics · Recruiters and staffing agencies · Architects and interior designers · Photographers and videographers · IT services and MSPs · Tutors and education services · Property managers · Consultants and freelancers · Salons and barbers · Home services · Restaurants and cafés · Real estate agents · Gyms and fitness coaches · Event organizers · Nonprofits and churches · Ecommerce brands.
Plans: Free $0, Pro $49/month, Business $99/month. Start free.