AI Automation for Mortgage Brokers

Instantly Save Time and Close More Deals

Turn website visitors into qualified mortgage leads with AI-powered text conversations that engage, qualify, and book appointments automatically.

9:41

Toplight AI

Online

Trusted by Mortgage Professionals

Summit LendingFirst Capital MortgageApex Home LoansPinnacle FundingHorizon Mortgage GroupKeystone Financial

AI Can Skyrocket Your Sales, Without Changing Your Routine

Stop losing leads to slow follow-up and missed opportunities. Your prospects expect instant responses — and AI delivers them 24/7, so you never lose another deal.

Close New Mortgage Leads Faster

SMS conversations start in seconds, not days. Engage prospects the moment they express interest.

Sell More to Your Current Leads

Automated smart follow-ups ensure no opportunity slips through the cracks.

Turn Old Leads Into New Revenue

AI re-engages cold prospects with personalized outreach that converts.

How It Works

01

New Leads Come In

From ad campaigns, your website, or your existing database.

02

AI Engages & Prequalifies

Human-like SMS conversations qualify leads in real time, 24/7.

03

Qualified Leads Book Automatically

Hot prospects get booked directly on your calendar — no manual work.

SMSLead texts in
AI AgentQualifies & responds
CRMSyncs lead data
BrokerGets notified

Your Team Will Never Miss a Mortgage Lead Again.

Talk to AI Expert

See Toplight in Action

Checklist Your AI Provider Must Have

Sounds like a real human
Done-for-you setup
Built for mortgage workflows
Multi-step SMS engagement
Built-in scheduling
Knows when to stop
Secure & compliant (A2P, opt-out, audit trail)
Custom CRM/LOS integrations

What's Included

Custom AI Intake Agent

A dedicated AI assistant trained on your specific mortgage products and qualification criteria.

CRM-Integrated Lead Qualification

Qualified leads flow directly into your CRM with all conversation data attached.

SMS Automation + Compliance Setup

A2P-registered messaging with opt-out handling, audit trails, and full regulatory compliance.

Private Demo Environment

Test and refine your AI agent in a sandbox before going live with real leads.

Ongoing Optimization

Continuous tuning of conversation flows and qualification logic to maximize conversions.

White-Glove Setup by Mortgage Industry Experts

We personally configure and optimize your AI agent for your workflow — so you can focus on closing deals, not managing technology.

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Ready to Close More Deals?

Book a free demo and see how Toplight can transform your lead pipeline.

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