The AI receptionist for mortgage brokers
Masheev answers while your loan officers are on other calls, asks the basic intake questions you define and books a conversation with the right person. You set it up to leave rates and financial advice to your loan officers.
- Guided setup
- Unlimited seats
- From $18/mo
A still of the Masheev console: a full inbox of conversations, one of them an AI-drafted WhatsApp reply awaiting a person's approval.
Demo board. Synthetic conversations, real product interface.
What is an AI receptionist for mortgage brokerages?
An AI receptionist for mortgage brokerages answers calls and messages from borrowers and real estate agents. It asks the basic questions you define, such as purchase or refinance, the timeline and the property location, books a call with a loan officer through your connected calendar, and routes existing borrowers to the person handling their file. Masheev does not quote rates, estimate payments, comment on eligibility or give financial advice; those questions go to a licensed loan officer. It handles phone, SMS and web chat in one inbox.
Where the phone gets in the way
The interruptions most mortgage brokerages know well. These are the ones Masheev can take on.
- Loan officers are on long calls with borrowers and lenders, and new inquiries go to voicemail.
- Borrowers call for updates on their file while the officer is working on someone else's.
- Every first call starts with the same questions before a real conversation can begin.
- People research mortgages in the evening and at weekends, when the office is closed.
What Masheev handles for mortgage brokerages
Set up around your hours, services and rules. Anything outside them goes to your team.
Runs your basic intake
Purchase or refinance, timeline, property location and how to reach the borrower, asked the same way every time. You choose the questions and what it must never ask for.
Books a call with a loan officer
Finds a slot in the connected calendar, books it and confirms the booking with the caller, with the intake note attached.
Keeps to the boundaries
Does not quote rates, estimate payments or say whether someone will qualify. It explains that a loan officer will cover those and routes the question.
On a Sunday afternoon a first-time buyer calls after an open house and asks what rate they could get. Masheev explains that a loan officer will go through rates and options with them, asks about their timeline and the area they're buying in, and books a call for Monday at 9am. The loan officer starts the call with the note in front of them.
The calls mortgage brokerages get most
What the receptionist does with each, and when it hands the call to a person.
New purchase enquiries
Masheev asks the basic intake questions you define and books a call with a loan officer. It does not discuss rates.
Refinance enquiries
It takes the caller's goal and timeline and books the conversation. Whether refinancing makes sense is for the loan officer.
Borrower file updates
It takes the question and routes it to the loan officer or processor on the file as a written note.
Agent and partner calls
Calls from real estate agents, title companies and attorneys are recognized under your rules and passed to the right person promptly.
Set up with guided steps
Connect your number, add what the receptionist should know, set the rules, and test before anything goes live. Setup time depends on your phone provider and configuration.
Connect your channels
Forward your existing number or add a new one, then connect web chat and SMS.
Add your business knowledge
Enter your hours, services, prices and policies, or import them from your website.
Set your rules
Decide what it can book, what it answers, and when it hands off to your team.
Test, then go live
Run test calls and messages, then switch on the channels you've configured.
Frequently asked questions
Go deeper
Give your mortgage brokerage its time back
Routine calls and messages handled on supported channels, with bookings through your connected tools and a person whenever your rules call for one. From $18/mo.