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 business's name, books appointments, takes messages and can text 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.

Is AI replacing mortgage loan officers?

No. AI is taking over the chasing (answering inquiries, sending document checklists and reminders, booking calls) so loan officers spend their time with applicants. Wakato's agent does that admin and leaves rates, advice and decisions to you.

What is the best CRM for mortgage brokers?

One that answers leads fast and chases documents for you. Wakato keeps every applicant and conversation in one CRM, replies quickly to web, ad and phone inquiries, sends checklists and reminders and books calls, with an AI agent doing the follow-up.

Can it chase applicants for missing documents?

Yes. The agent sends each applicant your checklist and follows up by email or text on the schedule you set until they reply. Reviewing the documents and the application stays with you.

How fast does it reply to a new lead?

Within seconds, on the channel the lead used, whether a call, a text, website chat or a social message, and it offers to book a call with you on your calendar.

Can I keep my existing phone number?

Yes. Keep your number and forward its calls to a business number you get in Wakato, which the agent answers; most carriers let you forward every call or only the ones you miss. The agent can transfer a caller back to you when your rules say so.

How much does it cost?

Wakato is free to start; Pro is $49 a month and Business $99 a month, or $490 and $990 when paid yearly. Email campaigns and Ads Manager come with Pro and Business. Calls, texts and AI use are paid from your wallet as you use them, with no per-seat price.

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.