Appointment setting services for mortgage brokers & lenders

AssistBPO's appointment setting services for mortgage brokers turn your leads, pre-approved buyers and past clients into booked conversations with a licensed loan originator, always with lawful consent and do-not-call scrubbing. Past borrowers are contacted on annual review dates and rate-watch lists are worked when you say so, never on the setter's own judgment about rates.

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This page Mortgage brokers & lenders Appointment setting services

How does appointment setting work for mortgage?

AssistBPO gives you a named appointment setter who works your Zillow, website, open-house and referral leads in the minutes after they arrive, calls and texts within TCPA hours, qualifies only on logistics such as timeline, property state and preferred contact, and books the application call onto the loan officer's calendar. Every contact attempt and outcome is logged in your CRM, so you can see how many touches each source needs. The setter never quotes rates, discusses programs or pre-qualifies; the script routes those questions to the appointment itself. A team lead listens to a sample of calls monthly and tracks contact rate, booking rate and show rate by lead source.

What tasks does appointment setting cover for mortgage brokers and lenders?

  • Call and text new leads within minutes of arrival, with lawful consent
  • Scrub every list against the National DNC Registry and your suppression list
  • Qualify on logistics only: timeline, property state, contact preference
  • Book application calls onto the right loan officer's calendar
  • Work past-client annual review and rate-watch lists on your instruction
  • Follow up open-house and realtor referral leads on a set cadence
  • Log every attempt and outcome in Jungo, Salesforce or HubSpot
  • Confirm booked appointments the day before

The KPI that matters here

Booked application calls per 100 leads, with show rate tracked alongside so speed does not come at the cost of quality.

What rules does appointment setting follow for mortgage?

  1. TCPA and state rules for borrower follow-up. Under the TCPA and FCC rules, calls and texts to a borrower's cell need prior express consent, fall between 8am and 9pm local time and are scrubbed against the National Do Not Call Registry. Florida, Oklahoma and Washington add their own consent and hour rules. Every outbound touch runs with lawful consent and do-not-call scrubbing.
  2. No licensed advice: SAFE Act, NMLS, FCA, ASIC. Only a licensed loan originator with an NMLS ID quotes rates, discusses terms or takes an application under the SAFE Act. UK mortgage advice sits under FCA MCOB rules; Australian credit assistance under the NCCP Act and ASIC; Canadian brokering under provincial regulators such as FSRA. Assistants collect, confirm and update. They never advise.
  3. GLBA Safeguards Rule for borrower data. The FTC Safeguards Rule (16 CFR Part 314) requires brokers and lenders to protect nonpublic personal information. Assistants work inside your LOS and portal with least-privilege access, MFA and managed devices, and never download borrower files locally. UK GDPR and the Australian Privacy Act cover files handled from the second office in Pakistan.
  4. TRID and ECOA clocks. Regulation Z requires the Loan Estimate within 3 business days of a complete application and the Closing Disclosure at least 3 business days before consummation. Regulation B requires notice of action within 30 days of a completed application. Assistants track these dates in the pipeline and flag them; your lender issues the disclosures.

Mortgage software we work in

Also in use

  • Encompass
  • Arive
  • Calyx Point
  • Floify
  • Jungo

See all 80 tools we work in

More for mortgage brokers and lenders

Other services for mortgage

Appointment setting in other industries

Frequently asked questions

What can the setter say about rates or programs?

Nothing specific. The script allows the setter to say a licensed loan originator will review options on the call, and to book that call. Any question about today's rate, points, FHA versus conventional or whether the lead qualifies is answered with a booking, not an opinion. This keeps the setter clear of the SAFE Act line and keeps the loan officer as the only person quoting. The team lead checks recordings for this monthly.

How do you keep lead calls compliant with the TCPA?

Consent first: we call and text only leads whose form, application or recorded verbal opt-in gave prior express consent, and we keep that record in your CRM. Every list is scrubbed against the National Do Not Call Registry and your internal list before dialing. Calls stay inside 8am to 9pm local time, with Florida, Oklahoma and Washington rules applied to those numbers. No autodialers, no robocalls, no purchased lists without consent.

Can the setter work realtor referrals differently from web leads?

Yes, and they should. Realtor referrals get a call within the hour that names the agent, a text with consent, and a booking that includes the agent on the confirmation. Web leads get a faster, shorter cadence because they are shopping. Open-house sign-ups get a same-day text and a call the next morning. Each source has its own script and cadence in the desk manual, and results are reported by source.

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