AI intake for mortgage brokers
Porto learns whether the visitor is buying or refinancing, their price range, down payment and timeline, so your loan officers call back with the right options.
Clearwater Mortgage
AI assistant
Hi, I’m Clearwater Mortgage’s AI assistant. Are you buying a home or refinancing one you own?
Buying. We’re first time buyers looking around $420,000 and have about 10 percent saved.
Price and down payment already covered
So it asks about income
Thanks. Are you both salaried, or is either of you self employed?
What Porto does for mortgage brokers
Porto replaces the prequalification form on a mortgage broker’s website with a short AI conversation. It learns whether the visitor is buying or refinancing, the price range, the down payment, income type and timeline, never giving financial advice, and sends your loan officers a brief before the first call.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Purpose
Purchase, refinance or cash out
Price
Target price range or current home value
Down payment
Savings available and any gift funds
Income
Salaried, self employed or retired
Timeline
Under contract, house hunting or just starting
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Bennett and Cruz
84
Strong fit
Purpose
First home purchase
Price
Around $420,000
Savings
About 10 percent saved
Income
Both salaried, house hunting now
Questions from mortgage brokers
Does Porto quote rates?
No. It collects what your loan officers need and leaves rates and advice to them.
Does it collect documents?
No. Porto gathers general details for the brief, and your team collects documents through your usual process.
Does it work evenings and weekends?
Yes. House hunters write in at all hours, and the brief is waiting for your loan officers.
See Porto set up for mortgage brokers
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo