Basex8
For mortgage brokers

Virtual assistant for mortgage brokers

A virtual assistant for mortgage brokers answers a borrower's status text the moment it lands, all through underwriting and closing. Go quiet for two days during the appraisal wait, and that borrower calls a second broker to feel like someone is moving their file.

Limited-time, ends soon
$67 first month, then $297/mo
  • Answers after hours, weekends and during the busiest part of the day
  • Qualifies the borrower, then hands them a booking link and can book them directly
  • Works on Instagram, Facebook, WhatsApp, SMS or website chat, whichever borrowers use most
  • Replies short, like a person texting back, not a wall of AI text
  • Fast setup. Cancel anytime.

30 minutes, no pitch. If your gap is small, you will be told that.

Couple holding new house keys, the kind of status update a virtual assistant for mortgage brokers sends during a loan
How it works

How it works for mortgage brokers.

Only the first one needs anything from you, and it takes a single conversation.

1

You talk, we listen

Your hours, your services, your prices, the questions borrowers actually ask, and the things it should never say.

2

We build your voice

It gets written to sound like your brokerage, not a script. It gives borrowers a status update the moment they ask, and loops you in the second a question needs a real answer about rates or terms.

3

It answers

A message on any channel gets a reply in seconds, and every channel gets the same answers at any hour.

4

They book

Once the borrower is qualified they get booked, instead of a promise that someone will get back to them tomorrow.

This is built for mortgage brokerages whose borrowers text constantly during underwriting, appraisal, and closing, not a call center taking a first application. A borrower waiting on a $400,000 decision refreshes their phone every hour, and a broker who goes quiet for two days during that wait looks like they've stopped working the file.

The maths

The number that decides it.

A single closed loan can pay a broker $3,000 to $8,000 or more in commission, and most of that is decided by trust built during the anxious weeks between application and closing. A borrower who sends two unanswered status texts during appraisal week often calls a second broker just to feel like someone is moving their file. Losing one loan to a competitor over slow replies costs more than a year of this service.

Now count last month's unanswered messages, and the decision usually makes itself.

OptionAfter hoursAnswers your busiest channelMonthly cost
Nobody checkingNoNoFree, and it shows
Mortgage broker checks when freeNoRarelyTime pulled off other work
Extra hire to monitor messagesNoWhile on shiftPayroll
Basex8YesYes$67 first month
FAQ

Frequently
asked questions.

What kinds of mortgage brokerages do you work with?
Independent mortgage brokers and small brokerages whose borrowers text for status updates throughout underwriting and closing, not once at application.
What does the free intro call involve?
Thirty minutes on how enquiries actually reach your mortgage brokerage and how many go unanswered. There is no pitch, and if the gap turns out to be small you will hear that instead of a proposal.
Do I need to know anything about AI?
No, and you never have to touch it. Everything gets explained in words you already use, because the setup is a conversation about your mortgage brokerage rather than about software.
How much does it cost?
Your first month is $67, offer ends soon, then $297 a month for one channel, priced around your mortgage brokerage's message volume rather than per minute like a call answering service. You can cancel at any point.
Will borrowers know they are talking to a bot?
It's built to reply the way a real person would text back: short, plain, no walls of AI-sounding text. Some borrowers will still work it out, and they generally mind far less than owners expect, because what they wanted was an answer at ten at night. It hands off to your team the moment a conversation goes past what it should handle.
Does it replace my front desk?
No, and anyone telling you otherwise is overselling it. It takes the repetitive first exchange off your team so they can deal with the borrower in front of them.
Do we have to change our software or socials?
It sits alongside what you already run, connecting to whichever channel your borrowers message you on, Instagram, Facebook, WhatsApp, SMS or website chat, so nothing about your existing accounts or software changes.
Do you just set it up and disappear?
You deal with the same person who learned your mortgage brokerage on day one, not a support queue, and it gets adjusted as your hours, prices and services change.

Stop losing closings to a text that waited two days.

It's one call with no pitch, and you'll come away knowing more about your mortgage brokerage either way.