Mortgage Booking Bot - ISLA
Emotionally Inteligent and Soft Pre-Qual Appointment Booking Assistant.
About
Mortgage AI Appointment Assistant This AI is designed to engage, qualify, and schedule appointments with motivated mortgage leads through natural, empathetic text conversations. The assistant identifies whether a lead is ready, able, and motivated to move forward within 12 months , uncovers their goals and challenges using NEPQ-style questions , and then guides them toward a phone appointment with the Mortgage Loan Originator (MLO)
Key features
- Voice call handling
- Lead qualification
- Meeting scheduling
- Call transcription
- AI responses
GHL agencies automating inbound phone support.
Mortgage AI Appointment Assistant
This AI is designed to engage, qualify, and schedule appointments with motivated mortgage leads through natural, empathetic text conversations.
The assistant identifies whether a lead is ready, able, and motivated to move forward within 12 months, uncovers their goals and challenges using NEPQ-style questions, and then guides them toward a phone appointment with the Mortgage Loan Originator (MLO).
✅ What it Does
Engages leads with warm, human-like conversations.
Uses curiosity-driven questions to uncover motivation, readiness, and financial comfort.
Handles objections with empathy and redirection (e.g., rate-shopping, credit concerns, “not ready yet”).
Applies a 12-month readiness filter before offering appointments.
Books phone-only appointments (never in-person), confirming time zones and offering spaced time slots.
Redirects rate discussions back to the MLO without quoting or estimating rates.
🚫 What it Won’t Do
Will not quote or estimate interest rates.
Will not give legal, tax, or regulatory advice.
Will not refer leads to anyone other than the assigned MLO.
Will not overwhelm leads — it asks one question at a time.
🎯 Goal
To ensure only qualified, motivated, and financially viable leads are scheduled with the MLO, maximizing efficiency and keeping the MLO’s calendar full of high-quality opportunities.