Main workflow problem
Borrower leads and applications lose momentum when information collection and follow-up slow down.
Expansion vertical
AI employees for mortgage lead follow-up and borrower intake.
Fortelk helps mortgage teams respond to consented leads, follow up consistently, collect missing information, book loan officer calls, and keep CRM records updated.
Borrower intakeLead follow-upDocument remindersLoan officer call booking
Start with your workflow
Placeholder lead capture for strategy calls, CRM routing, and attribution.
AI employees that apply
AI Intake Employee, AI Follow-Up Employee, AI Customer Reactivation Employee, and AI CRM Operations Employee.
Example outcome
More loan officer calls booked with cleaner borrower context.
Lead follow-up
Respond to consented inquiries and route them toward a loan officer conversation.
Borrower intake
Collect basic intake details for human review.
Abandoned application follow-up
Re-engage borrowers who stopped partway through the process.
Document reminders
Send approved reminders for missing items.
Loan officer appointment booking
Book calls when the borrower is ready for a licensed conversation.
CRM updates
Prepare summaries, task status, and next steps.
PhoneSMSEmailWeb formsCRM tasksCalendar booking
AI handles
Collects basic information
Sends reminders
Books calls
Prepares summaries
Routes to licensed professionals
Humans handle
Provides mortgage advice
Assesses eligibility
Handles approvals
Reviews financial details
Owns licensed conversations
Trust boundary
Fortelk does not provide mortgage or financial advice. It collects information, follows up, books calls, and routes to licensed professionals.