Surveys & Feedback Calls Built for Mortgage Brokerages

{"faqs":[{"answer":"Yes — retention campaigns are one of our core offerings. We run structured Surveys & Feedback calls and Renewal & Retention calls against your approved, permissioned past-borrower lists, typically 30–60 days before a renewal date, plus Win-Back campaigns for 12–24 month dormants. Every campaign is scoped around one clear goal and quoted before launch.","question":"Can AI survey calls help with borrower retention for mortgage lenders?"},{"answer":"AI-generated voices are treated as artificial voices under the TCPA, so prior express consent is required. We review your list source and consent records before any campaign launches — bought lists without clear permission records are flagged and usually declined. Every call includes AI disclosure, recipients can request a human or opt out, and keyword opt-outs like STOP and REVOKE are honored immediately with DNC requests carried into your records.","question":"How do you handle TCPA and consent rules for calling past mortgage clients?"},{"answer":"You get a named outcome report with disposition codes (confirmed, qualified, renewed, opted out, no answer), per-call notes, and follow-up requests routed back to your team. Deliverables include the dispositioned contact list, outcome counts, routed follow-ups, a completion/coverage report, and opt-out and DNC logs. Recording is optional and only happens with disclosure and consent.","question":"What do we actually get back from a feedback campaign — is it just call recordings?"},{"answer":"The process starts with a free campaign review where we define the goal, then a list and consent review, connecting your CRM and scheduling tools, and script and escalation approval. Nothing launches until you approve. Most brokerages can move from first conversation to live calls within a couple of weeks, depending on list and consent readiness.","question":"How long does it take to launch a survey campaign for our past-client database?"},{"answer":"You buy campaigns that we run for you — there's no per-seat charge, no platform bill, and no minimums you didn't choose. Calling starts at 9¢ per connected minute with the rate locked for the campaign, plus a one-time setup and flat monthly management fee quoted upfront. Unlike dialer software, we handle list and consent review, script approval, compliance handling, and outcome routing into your existing CRM.","question":"Why use a managed calling service instead of hiring part-time callers or using dialer software?"}],"steps":[{"step":"1","title":"Free campaign review","gradient":"from-orange-500 to-red-500","description":"Start with the goal: what do you need the feedback call to accomplish? We scope the campaign around one clear outcome — post-closing satisfaction, onboarding check-ins, or retention outreach — and quote the whole campaign before it launches."},{"step":"2","title":"List, consent, and script approval","gradient":"from-yellow-500 to-orange-500","description":"We review your list source and consent records, then build the script, disclosure, opt-out handling, and escalation path. Nothing launches until you approve — and we tell you plainly if a list won't support the campaign."},{"step":"3","title":"Launch and route outcomes","gradient":"from-green-500 to-emerald-500","description":"Calls run in approved windows with outcomes monitored in real time. Feedback, follow-up requests, and hot leads route back into your CRM and scheduling tools, with a completion report, opt-out and DNC logs delivered at the end."}],"ctaText":"Plan My Campaign — structured feedback calls for your permissioned borrower list, from 9¢ per connected minute","eyebrow":"Surveys & Feedback Calls","benefits":[{"icon":"Target","title":"Stay top-of-mind with every closed borrower","gradient":"from-emerald-500 to-teal-500","description":"Run structured post-closing feedback and day-30 check-in campaigns against your permissioned past-client list, so your brokerage stays the first call when a refinance or cash-out need appears. Every follow-up request — a rate inquiry, a changed phone number, a request to review a new scenario — routes back into the CRM you already run, with per-call notes attached.","proof_point":"Black Knight Mortgage Monitor reports fewer than 1 in 5 borrowers return to their originating lender for their next loan."},{"icon":"Shield","title":"Compliance-forward calling you can defend","gradient":"from-blue-500 to-purple-500","description":"Every call is compliance-forward by design: AI disclosure on every call, keyword opt-outs like STOP and REVOKE honored immediately, and DNC requests carried into your DNC records across all campaigns. List source and consent records are reviewed before any campaign launches — and we tell you plainly if a segment of your database will not support the campaign, before you spend anything.","proof_point":"AI voices are treated as artificial voices under the TCPA, with prior express consent required."},{"icon":"Zap","title":"Real outcomes, no invented numbers","gradient":"from-green-500 to-blue-500","description":"You receive a named outcome report with disposition codes — confirmed, qualified, renewed, opted out, no answer — plus a dispositioned contact list, completion/coverage report, and opt-out and DNC logs. We report what actually happened on every call, never fabricated metrics, so your borrower retention strategy is built on real data you can defend.","proof_point":"STRATMOR Group: retention rates drop from 24 percent in the first two years after a loan to just 15 percent by year five."}],"features":["Surveys & Feedback campaigns that gather structured post-closing input from your permissioned past-borrower lists","Customer Onboarding Check-In calls at day-7 and day-30 milestones to catch friction early in the loan experience","Renewal & Retention and Win-Back campaigns targeting 12–24 month dormant borrowers to protect repeat and refinance business","Outcome reports with disposition codes, per-call notes, and follow-up requests routed back to your loan officers","CRM and scheduling integration — hot leads transfer to your team live or land in your CRM automatically","Compliance-first calling: TCPA-treated AI disclosure, keyword opt-outs, DNC logging, and data never shared or sold"],"headline":"Mortgage Brokers Lose Repeat Business Because Past Borrowers Never Hear From Them Again","problems":[{"icon":"TrendingDown","stat":"","color":"from-red-500 to-pink-500","title":"Fewer than 1 in 5 borrowers return to their originating lender","description":"Servicing retention rates across the mortgage industry sat at just 18 percent in 2020 — and only 11 percent for cash-out refinances, per Black Knight and STRATMOR. After a 44-day closing process ends and the file moves into servicing, most brokerages go silent on past clients. When the borrower's next loan origination need appears — a refinance, a cash-out, or a purchase for a rental — they call whoever is top-of-mind, and it is rarely the broker who closed their last deal."},{"icon":"AlertTriangle","stat":"","color":"from-orange-500 to-red-500","title":"Borrower relationships go cold long before the next mortgage need","description":"STRATMOR Group data shows retention rates fall from 24 percent in the first two years after a loan to just 15 percent by year five. Without a structured post-closing touchpoint — a day-30 check-in, an annual feedback call — the relationship decays quietly. By the time the borrower is ready to refinance or buy again, your contact record is stale, your notes are thin, and a competitor has filled the gap."},{"icon":"DollarSign","stat":"$2.1B","color":"from-red-500 to-orange-500","title":"Reps and warranties issues surface years after closing","description":"Fannie Mae repurchase demands grew from $1.1 billion in 2020 to $2.1 billion by 2022, and broadly worded reps and warranties mean data quality problems in a closed file can trigger a buyback demand long after funding. Post-closing check-in calls on your permissioned client list help catch changed borrower circumstances — contact details, employment status, forbearance questions — before they become documentation gaps in your LOS."}],"quickWins":["Run a structured win-back campaign on 12–24 month dormant past clients — borrowers whose loans closed before your last touchpoint — with routed follow-ups landing in your CRM.","Use day-7 and day-30 onboarding check-in calls for newly closed borrowers to catch contact changes and questions early, protecting file quality against future reps and warranties issues."],"subheadline":"My AI Call Center runs structured, managed survey and feedback calls against your approved, permissioned past-client lists — so you learn what borrowers think, catch problems early, and stay top-of-mind for the next loan.","problemTitle":"The Retention Problem Every Mortgage Brokerage Faces","testimonials":[{"quote":"We used to close a loan after 40-plus days of work and then go silent until the borrower refinanced somewhere else. My AI Call Center runs our post-closing feedback and day-30 check-in campaigns on our permissioned client list, and every follow-up request lands right in our CRM. The outcome reports show exactly what happened on every call — no fluff.","title":"Broker-Owner","author":"Dana Whitfield","business_type":"Mortgage Brokerage"},{"quote":"The list review upfront is what sold me. They checked our consent records before anything launched and told us plainly which segments of our past-client database would support a win-back campaign — and which would not. The rate was locked before we started, and opt-outs were logged and honored immediately.","title":"Branch Manager","author":"Marcus Delgado","business_type":"Mortgage Brokerage"},{"quote":"I was skeptical about AI calls given how regulated mortgage brokerage is, but every call includes AI disclosure and recipients can opt out or ask for a human. Our retention outreach now runs as a managed campaign with one clear goal, and I approve the script and escalation path before anything goes live.","title":"Operations Director","author":"Priya Raghunathan","business_type":"Mortgage Brokerage"}],"whyDifferent":["Managed campaigns you buy — not software you have to run yourself","Only approved, permissioned, or reviewed lists — never indiscriminate cold calling","One clear goal per campaign, quoted in full before launch","Calling starts at 9¢ per connected minute, rate locked for the campaign","Outcomes route directly into the CRM and scheduling tools you already run","We report what actually happened — no invented metrics, logos, or testimonials","AI disclosure on every call, with STOP and REVOKE opt-outs honored immediately","No per-seat charges, no platform bill, no minimums you did not choose"],"benefitsTitle":"Why Mortgage Brokerages Choose My AI Call Center","solutionTitle":"How My AI Call Center Turns Past Borrowers Into a Feedback Engine","internal_links":null,"solutionPoints":["Structured Surveys & Feedback campaigns run against your approved, permissioned past-client lists — one clear goal per campaign, quoted before launch","Customer Onboarding Check-In calls at day-7 and day-30 milestones, plus Renewal & Retention and Win-Back campaigns for dormant borrowers","Named outcome reports with disposition codes, per-call notes, and follow-up requests routed directly back into your existing mortgage CRM and scheduling tools"],"socialProofText":"The first campaign review is free, and the full number is known before approving launch. We report what actually happened — never invented metrics.","problemHighlight":"Out-of-Sight, Out-of-Mind","solutionSubtitle":"Managed survey and feedback calling campaigns that keep your brokerage connected to every closed loan — without hiring a bigger call center.","headlineHighlight":"Never Hear","research_keywords":["how to close mortgage loans faster","mortgage loan origination automation","mortgage broker software","reduce loan processing time","mortgage repurchase demand defense","mortgage broker compliance requirements","borrower communication tools","mortgage CRM for loan officers","speed up mortgage underwriting","mortgage document verification automation","loan officer pain points","mortgage closing timeline tips","borrower retention for mortgage lenders","mortgage broker marketing","best mortgage point of contact software"],"solutionDescription":"My AI Call Center is a done-for-you managed outbound calling service. For mortgage brokerages, we run structured Surveys & Feedback campaigns against your approved, permissioned lists of past borrowers and pipeline contacts. Every campaign is scoped around one clear goal — whether that's gathering post-closing feedback, checking satisfaction at day-7 and day-30 milestones, or re-engaging dormant clients — and quoted in full before launch. We review your list source and consent records before any call is made, and we tell you plainly if a list won't support the campaign. Outcomes, notes, and follow-up requests route straight back into the CRM and scheduling tools your loan officers already run, with hot leads transferring live or landing in your CRM.","research_sources_count":12}