Sound Familiar?
How CxTrack Solves It
Pre-configured for mortgage brokers teams. Ready to use from day one.
Application Pipeline
Track mortgages from Pre-Qualification through Application, Processing, Underwriting, Approval, and Closing.
AI Voice Agent
Handles rate inquiries, pre-qualifies borrowers, and schedules consultations. Even explains required documents.
AI Quarterback
Flags stale applications, missing documents, and borrowers who need status updates.
Document Tracking
Checklist-based document collection with automated reminders for outstanding items.
Your Pipeline Stages
Stages are fully customizable. This is the starting template.
Your CRM Speaks Mortgage Brokers
Mortgage Brokers FAQs
Can the AI voice agent discuss rates?
The agent can provide general rate ranges based on your configured parameters and qualify the borrower's basic information before scheduling a consultation with you.
Does it track required documents per loan type?
Yes. Custom fields and checklists can be configured per loan type (conventional, FHA, VA, etc.).
Can I manage multiple lender relationships?
Yes. Supplier management features let you track lender relationships, rate sheets, and submission history.
Ready to Transform Your Mortgage Brokers Business?
Start free. AI Quarterback and your industry template activate immediately.
Stop Guessing. Start Automating.
Book a 30-minute audit. We'll map your biggest leaks and show you the exact automation roadmap. No pitch. No pressure.
