HeizerDesk

Built for mortgage brokers

They called four brokers. The first one back gets the loan.

The AI front office for mortgage brokers — every inquiry answered on the first ring and qualified before it reaches you.

Hear it answer, right nowStart today

(385) 454‑9286 is a real line — call it and talk to the same AI that would answer for your business. Five minutes of your time to set up · keep your number · cancel anytime.

You already know this one

Someone fills in a rate form at nine at night and calls the number on it.

You're asleep, or on the phone with an underwriter.

They filled in three other forms on the same site.

Whoever calls back first is the one they talk to.

That ends here.

A call on your line, start to finish

Don't take our word for it. Call it yourself.

Here's how a call about a first-time buyer asking what they can afford goes on your line — the questions it asks, where it stops, and what lands in writing. It's an illustration, not a recording. The real proof is the number below: call it and talk to the same AI that would answer for you.

Call (385) 454‑9286
Live callAnchor Point Mortgageincoming
Thanks for calling Anchor Point Mortgage, this is Grace.
My wife and I are trying to buy our first place. What kind of rate could we get?
Congratulations. I'm not able to quote you a rate or any terms — that has to come from a licensed loan officer, and it depends on things I'm not going to guess at. What I can do is get you booked with one today. Are you looking to buy, or to refinance a property you already own?
Buying. First house.
And roughly what price range are you working with?
Somewhere around three fifty, maybe three seventy five.
Have you got a sense of your down payment yet?
We've saved about twenty five thousand.
That's useful for him to have in advance. I have Wednesday at four or Thursday at ten with Daniel — he's the one who can actually talk numbers with you.
Wednesday at four works.
Booked. He'll have your price range and down payment before he calls.

Pre-qualification call booked — Wednesday, 4:00 PM

No rate quoted · no terms discussed · handed to a licensed officer

An illustration of how this call goes — not a recording. Call the line above to hear the real thing. Every call is logged, transcribed and summarised for you before you check your phone.

A full front office. Not an answering machine.

Trained on your services, your prices, your hours and the way you talk to customers.

Answers every inquiry instantly, including nights and weekends

Qualifies properly: buying or refinancing, price range, down payment, first-time buyer, timeline

Books the consultation with you while they're still interested

Never quotes a rate, a payment, or an approval — that stays with a licensed advisor

Never asks for a Social Security number or bank details over the phone

Sends you the transcript and a clean summary of where they actually are

You decide what's urgent. It follows your rule.

Not a setting buried in a menu — a sentence you write, in your own words, about your own business.

What an owner in your trade might write
"A rate lock or a financing deadline expiring inside a few days — get me on the phone."

A business emergency is not a 911 emergency — and it doesn't treat them the same.

A closing at risk, a rate lock about to expire: that's a business emergency, and your receptionist follows the rule you wrote and reaches your on-call person while the caller is still on the line. Fire, smoke, gas or injury is not a business problem — there it tells the caller to hang up and dial 911. HeizerDesk is never a substitute for emergency services.

What are missed calls costing you?

Your numbers, not ours — this uses only what you enter below.

Estimated revenue opportunity

$26,867/mo

about $322,400 a year, walking to whoever answers instead.

How this is calculated

Calls per week × the share that go unanswered × 52 ÷ 12 = missed calls a month; multiplied by the value you gave a new customer. It assumes every missed call was a customer you'd have won, so treat it as the ceiling rather than a forecast — the point is the size of the number, not the number. The 62% default comes from 411 Locals — 30-day study of 85 small businesses across 58 industries; drag it to whatever is true for you.

Every one of those callers heard voicemail. Most won't leave a message — they'll just call the next name on the list.

Live in three steps

Five minutes of your time. The AI does the building.

1

Five minutes of you

Short answers about your business. The AI reads your website and picks up your services, prices and hours on its own.

2

You hear it first

It builds your front office, then we call you so you can talk to it yourself. It goes live only when you say it sounds right.

3

Forward your line. Done.

Keep your number. From that moment every call is answered, booked and followed up — 24/7.

Nothing goes live until you say so. You talk to your own receptionist on a test call before a single customer ever reaches it.

What it actually says on your line

Not a script we wrote for mortgage brokers in general — the questions it asks, and the lines it will not cross, on every call it takes for you.

What it asks your callers

  • Are you looking to buy, or to refinance a property you already own?
  • Roughly what price range are you working with?
  • Have you got a sense of your down payment yet?
  • Is this your first home purchase?

What lands in writing

  • Purchase or refinance
  • Approximate price range and down payment
  • First-time buyer or not
  • Their timeline, and the best time to reach them

The lines it will not cross

It never quotes a rate

No interest rate, no APR, no monthly payment, no loan amount, no closing costs. Rates move daily and only a licensed loan officer may quote them. It says an advisor will go through the numbers.

It never says whether someone qualifies

Not approved, not pre-approved, and never that they will not qualify. That determination is a licensed decision and it does not get made by a receptionist.

It never takes sensitive details over the phone

No Social Security number, no date of birth, no credit score, no bank account details. If a caller starts reading them out, it stops them.

It never discourages an applicant

It does not comment on anyone's likelihood of approval, for any reason. Every caller gets the same route to a licensed advisor — which is the point.

Questions, answered

Will it quote a rate?
No — never a rate, an APR, a monthly payment, a loan amount, or closing costs. Rates move daily and only a licensed loan officer may quote them. It says a licensed advisor will go through the numbers, and books that conversation.
Will it tell someone whether they qualify?
No, in either direction. It never says approved, pre-approved, or unlikely, and it never discourages anyone from applying. It gathers the picture and hands it to you.
Does it collect Social Security numbers or bank details?
It's specifically instructed not to ask for or accept them on a call — no SSN, no date of birth, no credit score, no account numbers. That belongs in your secure application, and it says so.
What does it actually get from a caller?
Whether they're buying or refinancing, the price range, the down payment they have in mind, whether it's a first purchase, employment type, and their timeline — so you open the callback already knowing whether it's worth an hour.
Do I keep my existing phone number?
Yes. The number on your cards, your website, and your Google listing stays exactly where it is — your Connect page shows your carrier's exact forwarding code with your number already filled in, and on a cell phone it's one tap that dials itself. Prefer to answer when you can? Choose "you first" and your receptionist only picks up what you can't. Turning it off is one tap too.
How long does setup take?
Your part is about five minutes of short answers about your business. Our AI does the building: it reads your website, drafts your front office, and gets it ready. Then we call you so you can talk to it yourself, ask it what your customers ask, and change anything that isn't right — it goes live only when you say so. The last step is forwarding your line, which most carriers do in about a minute.
Will my callers know they're talking to an AI?
Yes — and we're proud of that. Your receptionist says who it is in the opening greeting: your business's AI assistant. No tricks, no pretending to be a person, and if a caller asks outright it tells them again. What actually earns a caller's trust is picking up on the first ring at nine at night and solving the problem — and being straight about it from the first sentence keeps you on the right side of every disclosure rule as they arrive.
What happens if it gets something wrong?
It's built not to guess. When a question falls outside what you've told it, it doesn't invent an answer — it follows the fallback you chose: hand the call to a person, take a detailed message, or promise a callback. Every call is recorded and transcribed, so if it ever handles something the wrong way you can read exactly what was said, fix the instruction in your dashboard, and have the corrected version answering your line about a minute later. You are never left guessing what your own phone said.
What if two people call at once?
They both get answered. Your receptionist isn't one person with one phone — it takes several calls at the same time, so a busy Monday morning sounds exactly like a quiet Tuesday afternoon to whoever is calling you. Nobody hears a busy signal and nobody waits on hold.

The phone is ringing.
Who's answering yours?

Five minutes of your time to set up.

Start today (385) 454‑9286

Flat monthly plans, everything included. See pricing