What it does
A booked call that never happens is worse than no call at all — you held the slot, prepped the file, and the borrower ghosted. Appointment Automation gives borrowers a clean, self-service way to grab a pre-qual or rate-review call, then surrounds that appointment with the reminders and recovery sequences that keep your loan officers’ calendars full and on time.
- Smart self-booking calendars borrowers can use from any device, day or night
- Instant confirmation by SMS and email the moment a slot is booked
- Multi-stage reminders at 24 hours, 1 hour, and 15 minutes before the call
- Automatic no-show recovery that re-engages and re-books missed appointments
- Two-way calendar sync so double-bookings never happen
- Round-robin distribution across multiple loan officers for fair, fast routing
Booking a rate-review call
A borrower replies 'can we talk this week?' and the loan officer trades six messages over two days trying to find a time that sticks.
The borrower clicks one link, sees real open slots, books in 20 seconds, and gets an instant confirmation with reminders already scheduled.
How it works for a mortgage firm
When a new lead comes in — from your Prebuilt Website, an AI Chatbot conversation, or an SMS reply — they’re handed a booking link that shows only your real availability. The borrower picks a time, the slot locks, and confirmations go out immediately by text and email. From there the system carries the appointment to the finish line: a 24-hour reminder so it’s on their radar, a 1-hour reminder to clear their schedule, and a 15-minute nudge so they’re at the phone when you call. If a borrower still doesn’t show, the no-show recovery sequence kicks in automatically, re-engaging them and offering a fresh time before the lead goes cold.
For a multi-LO shop, round-robin routing spreads inbound booking requests evenly so the fastest-responding officer isn’t the only one buried, and every new opportunity lands with someone instead of in a shared inbox no one owns. The loan officer’s day stops revolving around scheduling logistics and starts revolving around conversations with borrowers who actually show up.
What’s included in the snapshot
- Pre-configured booking calendars for pre-qual calls, rate-review calls, and consultations
- Instant SMS + email confirmation templates
- A three-stage reminder sequence (24h / 1h / 15min) across SMS and email
- An automatic no-show recovery and re-booking workflow
- Round-robin assignment rules for teams with multiple loan officers
- Calendar sync to keep availability accurate and prevent double-booking
- Tagging so booked, completed, and no-show outcomes feed your reporting
Because Appointment Automation runs on the same contact records as your CRM & Workflow Automations module, every booking, reminder, and no-show updates the borrower’s pipeline stage automatically.
Compliance & control
All reminders and recovery messages go only to borrowers who consented to messaging at intake under TCPA, and every SMS includes a STOP opt-out. Booking and reminder content confirms times and logistics only — it never quotes rates, never promises approvals, and never states loan terms. You control your availability, buffer times, reminder cadence, and which officers are in the round-robin.
Can borrowers book directly without calling the office first?
Yes. The self-booking calendar shows your live availability so borrowers can grab a pre-qual or rate-review slot themselves, any time of day, without back-and-forth.
How does no-show recovery actually work?
If a borrower misses a confirmed appointment, an automatic sequence re-engages them by SMS and email and offers a new time, so the lead gets re-booked instead of slipping away.
We have several loan officers — how are bookings split?
Round-robin routing distributes inbound bookings evenly across your loan officers, so opportunities are shared fairly and nothing sits unassigned.
Will the reminders sync with the calendar my LOs already use?
Yes. Two-way calendar sync keeps availability accurate across your connected calendar so the system never offers a slot that's already taken.