A pre-approval inquiry at 9pm
Conversation AI answers rate and qualification questions, collects the basics, and books the consult for tomorrow.
FOR MORTGAGE BROKERS
Be the broker who answers first.
Borrowers choose the broker who responds — Pinnacle Ai replies to every inquiry in seconds, keeps every file moving, and reminds past clients you exist when rates change.
crm.getpinnacle.ai/loans
Pipeline
Inquiry
3 new
Pre-Approved
2 active
Application
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Underwriting
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Closed
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Conversation
What would I qualify for on a $420k house?
Depends on a few numbers — quick consult tomorrow at 9 or 2?
9am.
A day with Pinnacle Ai
Slow communication is why borrowers walk
Automated milestone updates keep every borrower informed from application to clear-to-close — without you typing a word.
Rates just dropped
A refi-opportunity campaign goes to your past-client list the same day, segmented by loan type.
The five stages, mapped to mortgage brokers
- 1CaptureLoan-product landing pages & tracked numbers
- 2NurtureMilestone updates & document chasing
- 3CloseE-sign, paid consults & pipelines by loan type
- 4EvangelizeReview requests at clear-to-close + agent-referral newsletters
- 5ReactivateRefi alerts & annual mortgage checkups
Growth playbook
The Mortgage Growth Playbook
Five plays that grow mortgage brokers — all of them built into Pinnacle Ai.
01
Get found where locals look
Borrowers do not search for "mortgage broker. " They search for the product they think they need: FHA loan requirements, VA loan with no down payment, jumbo loan limits, is it worth refinancing. Give each one its own landing page written in plain language — who it fits, what it takes to qualify, what the process looks like, and what to do next. One page per product outranks one page that lists everything, and it lets you point ads at the exact question someone typed.
Steal these plays
- Fill out your Google profile — category, services, real photos
- Post weekly on autopilot — "What a rate lock actually does"
- Use a tracked number so you know which listing rang
google.com/search
Anchor Point Mortgage
118 reviews
Mortgage broker · Open now · Phoenix
02
Answer first, win the job
Rate shoppers are shopping. If your reply lands tomorrow morning, someone else has already run their scenario. An instant text on every inquiry — "Got your request, I'll have real numbers for you shortly, quick question first" — holds the spot while you get to it.
Steal these plays
- Text back every missed call in seconds
- Let AI answer after hours and book quote calls
- Follow up on day 0, day 1 and day 3 automatically
crm.getpinnacle.ai/inbox
Rate quote request — 8:15pm
No credit pull needed for a ballpark — call at 9am tomorrow?
9am works.
Booked
03
Turn great work into reviews
Ask two days after closing, not two weeks. The relief is still fresh, and the borrower can remember what you specifically did — the underwriting hiccup you caught, the weekend you answered. Trigger a text with a direct review link the day after funding, and tell them in advance that it's coming so it doesn't feel like a cold ask.
Steal these plays
- Ask for the review the day the loan closes
- Route lukewarm feedback to your phone before it goes public
- Reply to every review with an AI-drafted response
crm.getpinnacle.ai/reputation
“I always knew what stage we were at. Closed on time.”
Borrower, first home
AI reply drafted ✓You don’t have to build any of this. Every play comes pre-configured, and we set it up with you in your first week.
Watch the Demo04
Ads that don't waste money
Segment your spend the way you segmented your pages. Separate campaigns for FHA, VA, conventional, jumbo, and refinance let you match the message to the intent and stop paying first-time-buyer prices for jumbo clicks. Send each ad to its matching product page with the rate-quote form near the top.
Steal these plays
- Send each ad to an FHA, VA or refi page, never your homepage
- Give every campaign its own tracked number
- Raise budget only where quote requests actually book
crm.getpinnacle.ai/reporting
Tracked number: (555) 012-4408
FHA page
Refi ad
Agent referrals
Every lead attributed
05
Stay top of mind
Slow communication is the number-one reason borrowers walk, and it is the easiest thing in your business to automate. Build one milestone sequence that runs from application to clear-to-close: application received, documents in, appraisal ordered, appraisal back, underwriting submitted, conditions cleared, clear to close, closing scheduled. Each message says what just happened, what's next, and what you need from them. Borrowers stop calling for updates, and your realtor partners stop wondering.
Steal these plays
- Watch for refi windows and reach out first
- Send one useful monthly touch, not a sales blast
- Make referrals easy with a per-customer link
crm.getpinnacle.ai/contacts
Refi candidates62 past borrowers
Pre-approved, no offer yet27
Campaign scheduledRun the whole playbook without hiring a marketer.
Everything above is included in one flat-price platform — set up 1-on-1 with our team, supported 24/7, live in your first week.
No contracts · Unlimited users & contacts · Cancel anytime
Questions from mortgage brokers
Automate the milestones. A short update at each step — application received, appraisal ordered, underwriting submitted, clear to close — removes the silence that makes people wonder if something's wrong. Slow communication is the most common reason a borrower quietly starts shopping again.
Be the broker who makes agents look good: milestone updates their client can forward, fast answers on pre-approvals, and a short monthly newsletter about what's closing and which programs are moving. Track referral partners as their own pipeline so nobody goes six months without hearing from you.
Separate landing pages per loan product are worth it. FHA, VA, conventional, jumbo, and refinance borrowers search differently and need different answers. Give each one a landing page and its own campaign, and point the ad to the matching page. It's the fastest way to stop paying for clicks that were never your product.
Keep it general and current-dated. Talk about scenarios, ranges, and process rather than a specific number, and always include a line telling people to confirm current rates with you directly. A no-credit-pull quote form does the persuading without putting a number in an ad.
About two days after closing, while the relief is fresh and the details are still clear. Tell them at the closing table that a text with a link is coming, then let the automation send it. Follow with a referral ask around day 14 rather than stacking both in the same message.
Made for mortgage brokers
- Pipelines organized by loan type (FHA, VA, conventional, refi)
- Review request triggered at closing
- Monthly newsletters to your realtor referral partners
- Conversation AI that answers rate FAQs 24/7
We set up your pipelines and campaigns with you — 1-on-1, in your first week.
How onboarding works“Pinnacle AI and Charles Higgins are leaders in the Nashville area in marketing technology. His CRM is an amazing tool that helps small businesses thrive in the current hyper competitive market.”