For mortgage agents and brokers
You're in a meeting with one client while the next one — an offer accepted, a pre-approval needed by Friday — rings and gets voicemail. Buyers in a hurry don't leave messages.
Live in about ten minutes. From $75 a month. No contract, no setup fee, cancel any time.
The number that matters
You can check that against your own week. Below is the same sum with your figures in it.
What it's costing you
Set to what a funded mortgage pays you. Change it to whatever is true for you.
Nothing is sent anywhere — the sum happens in your browser. It assumes PhonePick reaches every missed caller, and that they convert like the ones you already speak to. Whether that holds is your call, not ours.
Get your number · from $75/mo Live in about ten minutes. Cancel anytime.
What it does
Every call, and in the evenings and at weekends, when buyers are out looking.
Who's calling, how to reach them and what they need — a purchase, a refinance or a renewal — so you know who to call first.
Into your calendar, so the conversation about rates is one you have, not one it guesses at.
And it learns. Anything a caller asks that it can't answer is written down for you — add the answer once and the very next caller hears it. It never guesses in the meantime.
And it answers in 85 languages. Someone who starts speaking Punjabi, Spanish or Hindi is answered in it mid‑call, and gets the whole job done in it — booked, quoted, written down. On every plan, with nothing to set up. What reaches you is in English either way. The full list.
On the Operations plan
Everything above comes with every plan, from $75 a month. Operations, $149 a month, adds the work around the calls — these are the two parts that matter most here. Each one is off until you switch it on.
Buyers read about mortgages at night. A chat on your own website answers from what you've told PhonePick — who you work with, how you're paid — and says it is an AI. For anything else it takes a name and number that lands in your Leads. It cannot book and never guesses.
After a call is booked, the client is texted a link to your form — purchase or refinance, roughly the price, the timing, pre-approved or not — and the answers appear on the appointment. Keep it to logistics: no income figures or documents.
In the US, texting starts once carriers approve your business, which usually takes one to three weeks. Calls are answered from day one.
Growth, $449 a month, adds sales calls: it qualifies the buyers who ring, tells you straight away about the hot ones, and calls back your website leads — only ever people who asked, or agreed in writing, to hear from you.
Being straight with you
It never makes up a rate. On price it says only a sentence you've written yourself, word for word — and on Growth, the ranges you've approved for sales calls — and most brokers leave rates out, because they change daily. It takes who's calling and what they need and books time with you; it doesn't take income details or documents on the phone. If anyone asks, it says it's an AI, and there is no setting that lets it deny it.
Before you ask
No, unless you've written one down for it yourself — and rates change too often for that to be wise. It books the call with you instead.
It asks what they need — purchase or refinance, roughly when — enough to know who to call first. On Growth, sales mode asks the questions you set — on our mortgage demo call, the price, the down payment and the timing.
On Growth, yes: someone who fills in your enquiry form and agrees to a call is rung back within minutes, and the call is booked with you.
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Ten minutes to set up. You keep your number, and you can undo the whole thing with one dialled code.
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