New inquiries wait
A prospect has no next step while the broker is occupied with an active transaction.
Backed by
AI Office Manager for Mortgage Brokers Connect every borrower inquiry
Zweelie is your AI office manager that answers mortgage inquiries, captures consultation requests, and keeps client messages, documents, and follow-ups organized.
Customer work for mortgage brokerages
Zweelie supports the initial inquiry and communication work in a mortgage brokerage. Prospects ask about next steps while brokers are speaking with lenders or existing clients. Capture the requested conversation and contact preferences so the right person can respond without losing the history of the inquiry.
Built around the work of: mortgage brokerage owners, mortgage brokers, brokerage client coordinators.
Mobile app + web platform
Run your business from anywhere.
Answer calls, qualify leads, follow every opportunity, collect payments, and keep customer work organized from wherever the day takes you.
When a request gets lost, the work can follow.
The customer communication problems that mortgage brokerages need to solve.
What's at stake
Repeated intake conversations
Basic preferences and earlier questions are not visible to the colleague returning the call.
Handoffs lose context
The broker and coordinator each hold a different part of the client conversation.
From the first inquiry to an owned next step
Connect each inquiry with the person and information needed to move it forward.
Take the consultation request
Collect contact preferences and the type of conversation requested without making qualification claims.
Prepare a broker callback
Connect notes and the communication history to an assigned opportunity.
Own subsequent follow-up
Track the next client discussion while financial documents, lender submissions, and application status stay in approved lending systems.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
We're starting to look for our first home. Can we arrange a broker consultation?
Thanks, Aiden. Robin will follow up with you.
First-home mortgage consultationAssigned to Robin Hayes
Thanks, that works for me.
Robin has your request.
AR
Aiden Ross
1 call
Aiden requested a first-home consultation. The broker will discuss options and the secure application process.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
First-home mortgage consultation
Aiden Ross
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
AR
Aiden Ross3 files
Drop files hereFiles for first-home mortgage consultation
consultation-note.pdfAiden Ross · First-home mortgage consultation
Documentclient-question.pdfAiden Ross · First-home mortgage consultation
Documentcontact-request.pdfAiden Ross · First-home mortgage consultation
DocumentForms
Build an intake form around contact details, requested consultation, preferred callback time. Accept relevant files and connect submissions to customer opportunities.
Hearthway MortgagesRequest a mortgage conversation
Tell our team what you have in mind.
Form submitted
First-home mortgage consultation
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Hearthway MortgagesAmount to confirmFirst-home mortgage consultation
- Customer
- Aiden Ross
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, ready for the next conversation.
RH
First-home mortgage consultation
Aiden requested a first-home consultation. The broker will discuss options and the secure application process.
Aiden RossFirst-home mortgage consultationIn progressCM
Renewal discussion
DraftFarah wants to discuss her renewal. Confirm a callback time without quoting terms or promising approval.
Farah KhanRenewal discussionOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep every inquiry moving
Give your licensed broker the borrower inquiry, contact preferences, and outstanding questions before the callback. Your team can explain the lending process and handle financial documents through its approved systems.
Zweelie brings customer communication, intake, and follow-up ownership together on web and iOS. Explore our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
- Spam call filtering
- Contact blocking
- Notifications
- Call forwarding in the mobile app
- Caller ID in the mobile app
- Multilingual receptionist
- Products, services, and tax rates
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
- Spam call filtering
- Contact blocking
- Notifications
- Call forwarding in the mobile app
- Caller ID in the mobile app
- Multilingual receptionist
- Products, services, and tax rates
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- Unlimited call minutes*
- Unlimited text messages*
- Unlimited contacts
- Unlimited opportunities
- Multi-location support (up to 3 locations)
- Dedicated onboarding specialist
- All products, including conversations, forms, and reports
- Spam call filtering
- Contact blocking
- Notifications
- Call forwarding in the mobile app
- Caller ID in the mobile app
- Multilingual receptionist
- Products, services, and tax rates
*Unlimited call and SMS usage is subject to our Fair Use Policy.
Questions from mortgage brokerages
How does Zweelie prepare a borrower callback?
Capture the type of mortgage inquiry, contact preferences, and questions for your licensed broker. Your team handles rates, qualification, and advice through its approved lending process, with the client conversation ready for follow-up.
How does Zweelie help my team follow up?
Give your licensed broker the borrower inquiry, contact preferences, and outstanding questions before the callback. Your team can explain the lending process and handle financial documents through its approved systems.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions.
Related industries
Explore all industriesRead the guide · Mortgage Brokerages