Case Study -- Mortgage Brokerage
14 Hours Per Week Returned. $18,000 Recovered in Q1.
An 11-person brokerage at $6.8M annual revenue deployed AI agents to eliminate manual lead response, CRM updates, and dormant lead follow-up. The team used the freed capacity to close three additional loans in the first quarter.
Industry
Mortgage Brokerage
Team Size
11 Employees
Annual Revenue
$6.8M
Time Recovered
14 hrs/week
The Problem
Three task categories were eating 14 hours per week across the team -- none of them required judgment.
The owner identified the drain: initial lead response and qualification, post-call CRM updates, and follow-up sequencing for dormant leads. The work was not complex. It was constant, and it was falling on people whose time was better spent closing loans.
Lead response times were inconsistent -- sometimes fast, often not. CRM records lagged behind actual conversations. Dormant leads sat untouched because nobody had time to work them. The Skills Gap was running in every tool they had tried: generic intelligence applied to specific workflows performs generically.
The Solution
AI Employee System deployed in 5 days, trained on the brokerage's actual workflows.
We deployed a lead intake agent with an 11-signal classification framework. When a new lead arrives, the agent assesses it against those signals, drafts a calibrated initial response matched to the lead's source and inquiry type, sends it, creates the CRM record with appropriate tagging, and initializes the correct follow-up sequence.
The rep who previously handled this manually now receives a notification only when the agent flags something that needs their direct involvement.
Workflows Deployed
Lead Intake and Qualification
11-signal classification framework. Calibrated responses by source and inquiry type. CRM records created and tagged automatically. Follow-up sequences initialized without human initiation.
Post-Call CRM Documentation
Rep leaves a 90-second voice memo after each call. The agent transcribes, structures, categorizes, updates CRM fields, and surfaces action items with deadlines.
Dormant Lead Follow-Up
Automated follow-up sequences run on schedule for leads that went cold. No human initiation required. Reps are notified only when a dormant lead re-engages.
The Results
Infrastructure paid for itself in month one.
In the first 90 days, two loan officers moved freed time into outbound prospecting. The brokerage traced three closed loans directly to calls that only happened because reps had time to make them.
Ready to See What This Looks Like for Your Business?
Book a free discovery call. We will map your operational bottlenecks, identify the highest-ROI workflows, and show you exactly what a deployed AI employee looks like in your business.
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