New inquiries wait
A prospect has no next step while the broker is occupied with an active transaction.
Backed byClient Intake & Lead Follow-Up for Mortgage Brokers Borrower inquiries,
Client Intake & Lead Follow-Up for Mortgage Brokers Borrower inquiries,
kept together.
Organize mortgage inquiries, consultation notes, client communication, and follow-up ownership with Zweelie. Keep lending decisions in your existing systems.
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.
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
Example workflow for mortgage brokerages; your staff confirm scope, timing, and any professional decisions.
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, rather than in separate personal notes.
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 your specialist tools. Connect the customer conversation.
Retain loan origination, credit checks, sensitive financial documents, lender integrations, and regulatory records in approved systems. Review data-handling and recording requirements before use.
Zweelie brings customer communication, intake, and follow-up ownership together on web, iOS, and Android. Review your team's requirements and available plan features before moving a workflow. Read 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
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
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- High-volume calls and texts, subject to fair use
- Unlimited contacts
- Unlimited opportunities
- Multiple locations
- All products, including conversations, forms, and reports
Questions from mortgage brokerages
Can the receptionist quote a mortgage rate or pre-approve a borrower?
No. Use it for administrative intake and configured routing. Licensed staff and approved lending systems must handle rates, suitability, qualification, financial advice, and any commitment to the borrower.
What should mortgage brokerages keep in their existing systems?
Retain loan origination, credit checks, sensitive financial documents, lender integrations, and regulatory records in approved systems. Review data-handling and recording requirements before use.
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. This page is written for mortgage brokerage owners, mortgage brokers, brokerage client coordinators.