Stop Wasting Hours on Manual Client Follow-Ups Automate Your Marketing with Precision-Built AI
Mortgage brokers lose an average of 15 hours per week chasing leads through scattered emails and calls. Our custom AIQ Labs solutions reclaim that time, delivering 3x ROI in the first year by streamlining compliant outreach and nurturing high-intent borrowers.
Join 250+ businesses with streamlined, compliant marketing workflows
The "Compliance Overload" Problem
Endless manual tracking of borrower inquiries across fragmented LOS and CRM systems like Ellie Mae Encompass
Struggling to personalize outreach for mortgage pre-approvals without violating FCRA and GDPR data privacy regulations
Wasted time reconciling lead data from multiple mortgage platforms like Encompass, Calyx Point, and CRM tools such as Salesforce
Inconsistent follow-ups on refinance leads leading to lost opportunities during Federal Reserve rate fluctuations
Overwhelmed by non-compliant email blasts for loan solicitations that risk CFPB fines and TCPA violations during audits
Manual segmentation of mortgage leads by FICO credit score, DTI ratio, and loan type like conventional vs. FHA, delaying deal closures
Tailored AI Marketing Automation for Mortgage Brokers
With over a decade of experience building compliant AI systems for financial services, AIQ Labs delivers enterprise-grade solutions that integrate seamlessly into your workflow.
Why Choose Us
We craft custom AI-powered marketing automation from the ground up, replacing your patchwork of tools with a unified system owned entirely by you. Unlike off-the-shelf platforms bogged down by generic templates, our approach audits your exact processes— from lead capture in mortgage origination software to automated nurturing sequences that adhere to strict compliance standards. This isn't assembly; it's precision engineering. Short on time? We start with a deep dive into your daily challenges, like juggling HMDA reporting alongside client communications. The result: a bespoke engine that anticipates borrower needs, triggers timely refinances, and scales with your brokerage without adding subscription fees.
What Makes Us Different:
Unlock Quantifiable Gains in Your Brokerage
Save 12-18 Hours Weekly on Lead Nurturing
Save 12-18 Hours Weekly on Lead Nurturing: Manual follow-ups on HMDA-reportable pre-approvals and rate locks eat into your closing time. Our AI automates compliant drip campaigns tailored to borrower stages, from initial 1003 application inquiry to closing disclosure. Brokers report a 35% productivity boost, freeing you to focus on high-value consultations rather than chasing unresponsive refinance leads.
Achieve 4x ROI Through Targeted Campaigns
Achieve 4x ROI Through Targeted Campaigns: Generic blasts yield low engagement in a trust-sensitive industry like mortgage lending. We build predictive models scoring leads by LTV, FICO thresholds, and conversion likelihood under ECOA guidelines, driving 50% higher response rates. One client saw $250K in additional commissions in six months by automating refinance alerts during 30-year fixed-rate market dips.
Boost Efficiency with Compliance-Built Automation
Boost Efficiency with Compliance-Built Automation: Navigating Dodd-Frank, RESPA, and TILA slows your momentum in loan origination. Our systems embed automated regulatory checks into every workflow, reducing CFPB audit prep from days to hours. Enjoy peace of mind knowing your marketing is fortified like a vault against UDAAP risks, while efficiency gains compound your bottom line with faster TRID-compliant closings.
What Clients Say
"Before AIQ Labs, we were drowning in manual emails for our 200+ monthly mortgage leads—it took two staffers full days just to segment by FICO score and FHA vs. conventional loan types under RESPA rules. Now, the custom automation handles personalization and real-time compliance checks automatically. We've closed 15 more deals this quarter without adding headcount, saving us about $8K in overtime and boosting our pipeline velocity."
Sarah Jenkins
Senior Loan Officer, Horizon Mortgage Group
"Integrating this with our Encompass LOS was a game-changer. No more reconciling spreadsheets for follow-ups on FHA and VA loans during rate locks. The AI flags hot leads based on Fed rate changes and DTI ratios, and we've seen our conversion rate jump from 12% to 28% in three months. It's like having an extra NMLS-licensed broker who never sleeps."
Mike Rodriguez
Broker Owner, Apex Financial Services
"Compliance was our biggest headache with off-the-shelf tools—constant fear of CFPB and FINRA violations in our securities-backed lending campaigns. AIQ built us a system that audits every email for TILA disclosures in real-time. Last CFPB audit? Zero issues, and we're nurturing twice as many borrowers without the manual hassle of GFE preparations. ROI hit within four months with 25% more qualified leads."
Lisa Chen
Marketing Director, Secure Lending Partners
Simple 3-Step Process
Discovery and Audit
We map your current workflows, identifying bottlenecks like manual lead scoring in volatile rate environments. This tailored assessment ensures our solution fits your brokerage's unique compliance needs.
Custom Design and Build
Our engineers construct your AI system with deep integrations to mortgage CRMs, embedding personalization logic that scales for high-volume seasons without breaking compliance.
Deployment and Optimization
We launch with full training, then monitor performance metrics like engagement rates. Iterative tweaks based on your feedback deliver ongoing efficiency, turning automation into a revenue engine.
Why We're Different
What's Included
Common Questions
How does your marketing automation ensure compliance with financial regulations?
Compliance is non-negotiable in mortgage brokering, so we embed regulatory frameworks like CFPB guidelines and TCPA rules directly into the AI logic. During the build, we audit every workflow—for instance, automating consent tracking for SMS campaigns and flagging non-compliant language in emails. Our systems log all interactions for easy HMDA reporting, reducing audit prep time from weeks to hours. Unlike generic tools, we customize to your state's specific lending laws, ensuring zero tolerance for violations. Clients in regulated environments report 100% audit passes post-implementation, with built-in alerts preventing issues before they arise. This approach not only safeguards your license but also builds borrower trust through transparent, rule-abiding communications.
What kind of time savings can mortgage brokers expect from this service?
Mortgage brokers typically spend 10-20 hours weekly on manual marketing tasks, like segmenting leads by loan type or following up on rate inquiries. Our custom AI handles these automatically, reclaiming up to 15 hours per broker. For example, drip campaigns launch based on triggers like interest rate drops, while lead scoring prioritizes high-LTV prospects without spreadsheet drudgery. One brokerage saved 12 hours weekly within the first month, redirecting efforts to closings that boosted revenue by 25%. We quantify this during discovery, tailoring to your volume—whether 50 or 500 leads monthly—and track savings via integrated time-logging. The result? More deals closed, less admin fatigue, with ROI visible in under 90 days.
How is the solution customized to my brokerage's workflow?
We reject one-size-fits-all templates, starting with a 2-hour audit of your processes, from Encompass integrations to client communication cadences. Our engineers then design AI workflows that mirror your exact needs—like automating follow-ups for VA loans or personalizing content for first-time buyers. This custom build ensures seamless fit, avoiding the 30% adoption failure rate of off-the-shelf tools. Post-launch, we iterate based on your feedback, refining models with your closing data for 85% accuracy in lead predictions. It's built for your business, owned by you, scaling as you grow without disrupting daily operations like rate lock deadlines.
What integrations do you support for mortgage-specific tools?
We specialize in deep, bidirectional integrations with platforms like Encompass, Calyx Point, and Salesforce CRM, pulling real-time data on borrower applications and syncing marketing actions back. For instance, a lead's pre-approval status triggers an automated nurture sequence, updating your origination system instantly. We also connect to accounting tools like QuickBooks for ROI tracking on campaigns. Unlike superficial links that break during updates, our custom APIs ensure 99% uptime, handling high-volume data without errors. If you use niche tools like Blend or Lone Wolf, we assess and build accordingly, creating a unified ecosystem that eliminates manual reconciliations and boosts efficiency across your pipeline.
How do you measure ROI for marketing automation in the mortgage industry?
ROI in mortgage brokering hinges on tangible metrics like lead-to-close ratios and commission growth, not vanity stats. We build custom dashboards tracking key indicators: open rates (benchmark 25% for finance), conversion uplift (typically 40% post-automation), and cost per acquisition savings (down 50% by cutting manual labor). For example, we correlate automated campaigns to closed loans, showing $X revenue per $1 spent. During onboarding, we baseline your current performance against industry standards from sources like the MBA. Quarterly reviews adjust strategies, ensuring sustained gains—our clients average 3-5x ROI in year one, with full transparency via exportable reports tied to your P&L.
Is the system secure for handling sensitive borrower data?
Security is paramount in financial services, so we architect with enterprise-grade protections exceeding GDPR and CCPA standards. Data encryption uses AES-256, with role-based access ensuring only authorized team members view borrower details like SSNs or credit scores. We conduct penetration testing pre-launch and integrate audit trails for every interaction, vital for FINRA compliance. Unlike cloud-dependent tools vulnerable to breaches, our owned systems let you host on-premise if preferred, minimizing third-party risks. Post-deployment, we provide SOC 2-compliant monitoring, alerting on anomalies. Brokers using our solutions report zero data incidents, maintaining client trust while automating sensitive tasks like refinance eligibility checks.
Ready to Get Started?
Book your free consultation and discover how we can transform your business with AI.