Mortgage Pre-Qualification
Turn mortgage inquiries into qualified leads while your team sleeps. Your AI agent walks applicants through income verification, credit parameters and property requirements — then books a call with an advisor only when the prospect meets your criteria.
The Problem
Mortgage advisors spend a large portion of their day on initial screenings that often lead nowhere. Unqualified applicants consume valuable time, while genuinely eligible prospects drop off because they cannot get a quick answer outside business hours.
How GuruSup Solves It
A GuruSup AI agent engages applicants 24/7, collects financial information through a secure conversational flow, runs pre-qualification checks against your lending criteria and — if the applicant qualifies — automatically schedules a consultation with a human advisor, sending both parties all relevant details.
How It Works
Applicant starts the conversation
A prospective borrower reaches out via WhatsApp, web chat or a landing page form. The AI agent greets them and begins the pre-qualification questionnaire.
Data collection and validation
The agent collects income details, employment history, existing debts and property preferences. It validates data in real time against your lending rules and flags any disqualifying factors immediately.
Qualification result and scheduling
Qualified applicants receive a preliminary assessment and are offered available time slots with a mortgage advisor. Unqualified applicants receive a clear explanation and alternative suggestions.
Key Capabilities
24/7 lead qualification
Capture and qualify mortgage leads at any hour — evenings, weekends, holidays — so you never miss a ready buyer.
Secure data handling
Financial information is collected through encrypted channels and stored in compliance with data protection regulations, ensuring applicant trust.
Automatic appointment booking
The agent syncs with your team's calendar to offer real-time availability and books confirmed appointments — eliminating back-and-forth scheduling.
Numbers that speak for themselves
Real data from 800+ agents in production across 15 industries.
Book a demoAutonomous resolution rate
Channels unified
Agents in production
Voice agent latency
