Borrower Engagement Agent

Answer new leads from your own knowledge — and keep them moving.

New enquiries don’t arrive when your team has time to answer them, and the first reply decides whether they keep talking to you. This agent picks up the lead, answers from approved knowledge and hands over to your loan officer.

Apply for early access

How hiring works

Samira Khan · new lead · SMS

08:02

Samira · 08:02

Do you work with first-time buyers? We’re looking at homes around $520k.

Reply from your knowledge

Needs review

Yes — we help first-time buyers every week. I can set up a call with a loan officer to walk through your options. Would tomorrow morning suit you?

Source: First-time buyer guide · approved knowledge

SMS

Alex Morgan

Re: Documents for 2026-1187

6:42 PM

Attached are my pay stubs. Bank statement to follow tomorrow.

pay-stubs.pdf

Logged on the record

What it does

One job, done inside the record.

It keeps a conversation going until a person should take it — and leaves everything it learned on the record.

Picks up a new lead

The moment it arrives, and answers from your own knowledge base, not a generic script.

Builds context with every exchange

So nothing has to be asked twice, by the agent or by your team.

Hands over when it’s time

It stays with the lead until they become a customer, then hands over to the loan officer.

Hand-over

Everything it learned stays on the record.

When the lead becomes a customer, your loan officer picks up a conversation that already has the answers.

Purchase price, income type and timeline captured as it talks

The next step booked with a named person

Nothing asked twice, by the agent or by your team

Jordan Lee · captured on the record

Illustration

Ready for Scott Davis

Hand-over ready

Purchase price

About $450,000

Income type

Self-employed

Timeline

Before August

Call with Scott Davis · tomorrow 10:00

Hire settings · Borrower Engagement

Illustration

Records

Lead pipeline · all branches

Channels

SMS · Email

Authority for customer messages

Draft for approval

Send on its own

Record scope, channels and draft-or-send are set at hire.

What stays yours

You set its authority. It works inside it.

Whether it sends or drafts, what it answers from and where every message lands — decided by your team.

You choose at hire whether it sends on its own or drafts for a person to approve.

Every message it sends is logged to the contact’s record: who or what sent it, when, and what it said.

It answers only from knowledge your workspace has approved.

How it’s governed

Inside the record

It works inside the record, not beside it.

It reads the same context your team sees, proposes the next step and acts only where you’ve allowed it — under the same roles, reviews and audit log as your team.

Reads the record

The lead’s form, contact record, messages and pipeline stage — the same context your team sees.

Proposes the reply

It answers from your approved knowledge — guidelines, FAQs and templates — and says what it used.

Acts only where allowed

It sends on its own only if your admin allowed that at hire. Otherwise it drafts.

A person reviews

Customer messages wait for a person unless your admin allows them to send. Scott Davis approves the reply and books the call.

The record is updated

The message, the hand-over task and the stage change land on the record and in the audit log.

In the workspace

Where it works, and what it’s meant to move.

Channels

SMS · Email

Through your workspace’s own numbers and mailboxes, with registration and consent rules applied.

Works with

Contact record · Messages · Knowledge · Pipeline stage

Through named, logged actions — not a screen it clicks around.

Watches

Speed to first contact · Contact rate · Unanswered conversations

The numbers it’s meant to move.

FAQ

Questions teams ask.

Can it message a borrower without anyone seeing it?

Only if your admin allows sending at hire. Draft-for-approval is always available, and every message — sent or drafted — is logged on the borrower’s record.

What does it answer from?

Only knowledge your workspace has approved: your guidelines, FAQs and templates. If the answer isn’t there, it doesn’t make one up.

When does it hand a lead over?

When the lead becomes a customer, or sooner if your loan officer takes the conversation. Everything it learned stays on the record.

What does it cost?

Early-access teams get founding pricing in writing before committing to anything, and no agent is billed until your admin approves the hire.

The other agent

Document Intelligence Agent

Requests, tracks and reviews the documents a file needs — and flags gaps before anyone has to notice.

See Document Intelligence

Run Borrower Engagement on your own files.

Founding teams get onboarding from the people who build the agent, founding pricing in writing, and a say in what ships next.

Apply for early access

Book a demo