In mortgage you don't lose deals on rate — you lose them on who calls back first
Our AI front desk answers every rate-shop call in under 8 seconds, captures the loan scenario, and books your LO callback. Live in 14 days for mortgage brokers.
Hear it answer like it would for your shop. 60 seconds. No signup.
Built on Twilio + OpenAI + ElevenLabs · Bilingual EN/ES · Kingman, AZ · Live in 14 days or build is free
Right now your mortgage brokers business is leaking money in 4 places:
The 9 PM rate shopper
A borrower just saw rates drop on the evening news. They called 3 brokers. Two went to voicemail. One answered.
Realtor referrals with a 10-minute shelf life
Your top agent sent a buyer your way. They called. You were on another call. The buyer called the lender the agent mentioned second.
Refi pipeline overflow
When rates drop a quarter point, your phone explodes. Your LOs are already buried in active files.
Pre-approval urgency
A first-time buyer needs a pre-approval letter by tomorrow for an offer. They called at 6 PM. Nobody's there.
How it actually works (no jargon)
Your phone rings on your existing number. Nothing changes for your customers.
If nobody picks up in 2 rings, our AI answers in a voice you pick (male/female, tone, accent).
It asks 4 questions tailored to your industry: Purchase or refinance, Approximate loan amount and property value, Credit score range, Timeline and best time for LO callback.
It books straight into Encompass, Velocify, Surefire CRM.
You get a text with the booking. If the AI doesn't know something, it texts you and lets you take over.
Built on Twilio (phone), OpenAI/Anthropic (brain), ElevenLabs (voice). Bilingual English/Spanish standard. TCPA-compliant build.
What gets booked
Every rate-shop call answered and loan scenario captured
Realtor referrals booked within minutes, not hours
After-hours pre-approval requests queued for morning first-call
Why business owners trust us
Wylie Stevens
Founder, AI Peak Biz
Kingman, AZ
wylie@aipeakbiz.com · 903-556-3596
“This AI receptionist has been a total game changer for our business. No more missed calls. No more overwhelmed staff. Every call is answered instantly and professionally, even after hours.”
Danni O.
“Wylie has been on top of design, testing new features, and paying attention to make sure everything works properly. The bot holds conversations very well and gathers helpful information before I ever have to talk to a customer.”
Bryan J.
“Wylie is a true professional on all levels! His company helped our marketing efforts in ways originally hard to imagine! The services this company offers is vast and honest, no hard sell, great guidance!”
John E.
“Wylie does a great job on websites helps you with anything.”
Brian D.
“Our church has benefited tremendously by using AI Peak Biz. Highly recommend it!”
Barb E.
Sample call
Hi, I'm looking to refinance. My current rate is 7.2% and I heard rates are coming down.
You're right to be looking — let me capture a few details so our loan officer can call you back with specific numbers. What's your approximate loan balance and property value?
About $320K on a home worth $450K.
Great equity position. And roughly where's your credit score — above 740, 700 to 740, or below 700? I'll get our LO on the phone with you first thing tomorrow morning.
We're a Kingman, AZ shop with 5 Google reviews. We'd rather earn yours than fake fifty. Call our AI yourself — you'll know in 60 seconds.
Reg Z LO Compensation compliant. RESPA safe — no fee discussions. TRID disclosures handled by licensed LO only. NMLS requirements respected. GLBA data privacy maintained.
Our guarantee (in plain English)
Live in 14 days or your build fee is free.
If you don't get 10 qualified loan scenarios captured with full borrower details in your first 30 days, your next month is on us.
Month-to-month after the build. No 12-month lock-in.
We only work with mortgage brokers shops doing $40K+/month. If you're not there, we'll tell you and refund.
What it costs
Essentials
$4,997
deployment
+ $997/mo management
Growth
$7,997
deployment
+ $1,497/mo management
Peak
$14,997
deployment
+ $2,497/mo management
The goal of this page isn't to close — it's to let you hear the AI yourself and decide if it's worth a 15-minute conversation.
A note from Wylie
Frequently asked questions
I personally build every account. I take 4 new shops per month.
Spring purchase season starts in 8 weeks. Build now, capture every buyer call before the market heats up.
At $75-$300 per lead and $2,500-$8,000 commission average job value, every week you wait is money walking out the door.