01
We learn your brokerage
Who you lend to, where you work, which referral partners matter to you, and how you talk to clients.
For independent mortgage brokerages
Slow month? Your pipeline shouldn't depend on it.
Broker Grow sets up an AI sales assistant for your brokerage. It finds new borrowers and referral partners, reaches out for you, and books the appointments, so you spend your time in conversations instead of chasing them.
Step 01
Finds
BorrowersReferral partners
Step 02
Reaches out
Step 03
Books
Step 04
Your appointment
YouHave the conversation
Finds new borrowersFinds referral partnersReaches out for youHandles the repliesBooks the appointmentFills slow months
The problem
The phone goes quiet, and the rent on the office doesn't.
Most independent brokers know the pattern. When business is good, you're too busy to market. When it slows, you start reaching out again, and the slow stretch has already hit. Prospecting borrowers and courting referral partners is slow, repetitive work that is the first to slip when files pile up. That gap is where the slow months come from.
A year of pipeline
Illustrative shape, not real data
How it works
Four steps. You only show up for the last one.
02
The assistant finds the people
It looks for new borrowers and for referral partners who could send clients your way.
03
It reaches out for you
It sends the messages and follows the replies, so outreach keeps going while you're working on files.
04
You get appointments
When someone wants to talk, the assistant books it onto your calendar. You do what only you can do: have the conversation.
Live run · illustrative
Watch the assistant work. Pick any stage to jump to it.
$assistant --start
Loading your brokerage: the areas you lend in, the loan types you like, the borrowers and partners you want to meet.
>searching borrowers
Looking for people who may be ready to buy or refinance in your market.
>searching referral partners
Listing real estate agents, financial planners and advisors, CPA's, divorce or family attorneys, builders and insurance agents who send clients to a broker.
>drafting outreach
Writing a short, plain message in your voice for each borrower and each partner.
>sending outreach
Reaching out for you, so the first hello is never left sitting on your to-do list.
>reply received
A prospect says they're open to talking. The assistant answers and moves toward a time.
>checking your calendar
Offering only the slots you've left open.
>appointment booked
The conversation lands on your calendar. You take it from here.
$status: ready for you
More conversations in the pipeline, even when the phone has gone quiet.
Stage 9 / 9
Services
Five jobs the assistant takes off your plate.
Borrower Prospecting
The assistant finds new borrowers for your brokerage, so your pipeline isn't limited to whoever called last week.
Referral Partner Outreach
It finds and contacts real estate agents, financial planners and advisors, CPA's, divorce or family attorneys, builders and insurance agents who can refer borrowers to a broker.
Outreach on Your Behalf
Messages go out for you and replies are handled, so the first contact with a prospect happens without pulling you off a file.
Appointment Booking
Interested prospects get a time on your calendar, so you start the week with conversations already set.
Slow-Month Pipeline Support
Built for the quiet stretches, so the assistant keeps filling your calendar when the phone isn't ringing on its own.
FAQ
Questions brokers ask.
Does the assistant replace me?
No. It finds people, reaches out and books the appointment. You have the conversations about their mortgage.
Who is this for?
Independent mortgage brokerages that want more borrower and referral partner conversations, especially in slow months.
Who do you reach out to?
New borrowers and referral partners, such as real estate agents, financial planners and advisors, CPA's, divorce or family attorneys, builders and insurance agents who can send clients to a broker.
How do appointments get to me?
The assistant books them onto your calendar, so you see who's coming and when.
What does it cost and how long does it take to set up?
We go through both when we talk about your brokerage. Use the contact section below to start that conversation.
Walk into the next slow month with appointments already booked.
Tell us about your brokerage and how your pipeline feels in the quiet months. Broker Grow will show you how the assistant would work for you.