Mortgage Booking Bot - ISLA

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.