24/7 mortgage broker answering service
Don’t let a call slip past you. We’ll answer 24/7, set appointments, qualify leads, and more.
Try for free
How it works
Sign up, tell us about your mortgage company, and let Upfirst handle calls for you.
Tell us about your mortgage company and let us know how you’d like your calls handled, what info to collect from callers, and any special instructions. We follow it every time.
Our service picks up on the first ring, no matter the call volume. Your customers will always reach a helpful voice instead of frustrating voicemail.
Stay up-to-date when each call summary lands in your inbox immediately, showing who called and why. Plus, call recordings and transcripts are always available.
The affordable answering service for mortgage brokerages
As a mortgage broker, you spend all day doing what you can to generate leads. With so much to do, it’s easy to accidentally let a call go unnoticed or disrupt what you’re doing.
It’d be nice to have a dedicated receptionist to answer your calls, but the price of one might be out of the question. Even traditional answering services these days can ask for a lot for a small number of calls.
That’s why we built Upfirst—because we believe small businesses should be able to afford a virtual receptionist without draining your pockets. We’ll answer calls 24/7, screen for leads, answer common questions, set appointments, transfer only the most qualified callers to you, and much more.
Let us handle the phone calls for you so you can keep doing what you do best.
See how our answering service can make a difference with your mortgage business.
Ever miss a call while you’re busy dialing for new leads? You’re not alone. Rather than miss another call (and potential lead), our mortgage broker answering service picks it up for you. Your callers will always have someone to speak with, rather than losing them to a voicemail.
Spend your time where you’re most productive and let us handle more of the administrative load. We’ll help qualify leads as they call in, set appointments, and route calls to you or a team member when it’s appropriate. Automate your call handling to free up your team’s time for high-value tasks.
Customize our service to best fit your workflow. Only need us to greet a caller then transfer them to someone? You got it. Do you need a virtual receptionist to do it all, like sending mortgage application links, scheduling appointments, and more? Just say the word. Give us your guidelines and our answering service will follow them to a tee.
Finding that a full-time receptionist, or even other answering services are too expensive? We get it. That’s why we’ve built our service to actually be affordable for small businesses. Reduce the overhead while keeping quality service for your callers.
We make powerful answering features affordable for small businesses so you can run it with less stress and more time.
Screen every caller. Collect the info you need and let only quality leads through.
Let callers set appointments with you. Secure your bookings on the spot.
Send SMS links while on the phone. Deliver mortgage applications instantly.
Transfer calls in an instant. Connect clients to their agent when needed.
Support clients in any language. Communicate clearly with diverse options.
Transcribe every call automatically. Review conversations easily for follow-ups.
Get real-time alerts immediately via SMS or email. Stay informed with every call update.
quick, easy setup
No time for a long, complicated setup? No problem. You can get your own dedicated virtual receptionist in just a couple of minutes.
First things first: sign up for an account—it’s free to try. You can use your existing business phone number or choose a new local or toll-free 800 number.
Set up your personalized greeting and choose your AI’s voice. Fill in the AI knowledge base with your business specifics and protocols. Run a few test calls to ensure everything is working perfectly. The more information you give our receptionist, the more it will be equipped to handle any question your callers may have.
Once you’re confident with your setup, click “Activate” and let your AI voice agent take over. All of your calls will be picked up on the first ring, leaving you free to focus on what matters most—gaining leads, closing deals, and growing your business.
Uses cases for mortgage companies
See some of the ways mortgage brokerages use our answering service:
Automatically filter out spam and non-serious inquiries, ensuring your agents only handle high-quality leads.
When a client needs to get in touch with their agent, our system transfers it to the appropriate team member.
Instantly send mortgage application links or documentation during a call, speeding up the client’s journey from inquiry to application.
Have a question about our mortgage broker answering service that you don't see here? Get in touch with our team.
How does this answering service benefit my mortgage company?
With our service handling the calls, you’ll never miss another one. We’ll pick up each one on the first ring, and with more calls being answered, you give yourself more opportunities to capture more leads. It’s also built to be affordable for small businesses, so you can worry less about overspending on answering services while giving a voice your callers can always speak with.
How much will my business save compared to hiring in-house receptionists?
By automating your call management, you reduce labor costs significantly. The average salary of an in-house receptionist is about $37,000 per year, which doesn’t include things like overhead and benefits. Even other answering services are known to charge $200-300 for about 30 calls a month.
Our service starts at $24.95 a month, works around-the-clock, never needs breaks, and is perfectly scalable as your business grows.
Can your service integrate with my software tools?
Absolutely. Our answering service is built to integrate with popular software tools that you may already be using via Zapier.
Why is this better than a voicemail?
A voicemail is a one-way communication tool that often leaves clients feeling ignored. Our system engages callers immediately, qualifies their needs, and even schedules appointments. This proactive approach ensures that your prospects receive the attention they deserve from the very first ring.
Stop letting missed calls and outdated voicemail systems hold your business back. Sign up for our answering service and start capturing more leads for your mortgage business. Try today for free!
Try for free
