Close More Loans, Chase Fewer Leads
Organize lead nurturing and follow-up through long sales cycles.
Sound Familiar?
Common challenges mortgage brokers face every day
Long sales cycles
Homebuyers take months to decide. Staying in touch without being pushy is tricky.
Rate shoppers disappear
Leads get quotes from multiple brokers and go silent.
Compliance concerns
Communication needs to be documented and compliant with regulations.
Here's How NBS Helps
Purpose-built solutions for mortgage brokers
Long-Term Drip Campaigns
Nurture leads for months with rate updates, tips, and check-ins.
Speed-to-Lead Response
Instant follow-up captures rate shoppers before competitors do.
Communication History
Review available communication history and export options as part of your workflow planning.
Everything You Need in One Platform
Frequently Asked Questions
Common questions about NBS for mortgage brokers
Is this compliant with TRID and lending regulations?
Discuss the communication, disclosure, recordkeeping, and security requirements for your workflow before implementation. Confirm the proposed configuration and required agreements with your compliance team.
Can it send rate updates automatically?
Absolutely. Set up triggers to notify leads when rates drop or market conditions change—keeping you top of mind.
Does it integrate with Encompass or Calyx?
Yes. NBS integrates with major loan origination systems to sync lead and borrower data.
Can I nurture leads for months?
Yes. Drip campaigns can run for 12+ months, delivering value (homebuying tips, market updates) until leads are ready to move.
What if someone wants a custom loan scenario?
AI can gather basic info, but complex scenarios can be flagged for your personal review. You decide when to step in.
Put your next conversation to work
Let’s configure the assistant your business needs.
Start with your questions, your calendar and the next step for your customer.