How it works
From new lead to warm handoff.
LOBOT handles the conversation. Your loan officers handle the relationship.
Step 1
Engage
The moment a lead lands, LOBOT sends a text using the information already collected — name, loan purpose, and whatever else came through the form.
Seconds, not hours. Nights and weekends included.
Step 2
Qualify
A natural back-and-forth covers timeline, property status, residence type, income structure, and intent. LOBOT remembers the full conversation, so nothing gets asked twice.
No forms, no links to fill out, no phone tag.
Step 3
Route
Once enough is known, the lead is scored and tagged, then routed to the right loan officer based on your team's rules.
Qualified leads surface first.
Step 4
Handoff
Your officer opens a clean summary — the facts, the score, and the recommended next action — and takes the relationship from there.
Warm, informed, and already in motion.
Live demo
See it play out.
Sarah M.
SMS · new lead
For loan officers
You can't be first to every lead. LOBOT can.
If you're a team of one, the relationship is still yours — just with the busywork gone.
Every inquiry gets answered
Leads that arrive at 9pm on a Saturday get the same reply as a Tuesday morning one. You wake up to conversations already in progress.
Read a summary, not a thread
Loan purpose, timeline, residence type, income structure, and state — organized, with a score and a recommended next action.
Call people who are ready
Qualified leads surface first. The rest keep talking to LOBOT until they're worth your time or opt out.
Nothing gets asked twice
LOBOT remembers the full conversation, so a borrower who replies three days later picks up exactly where they left off.
This is the handoff — everything LOBOT learned, in the shape you'd write it yourself.
Preview
John — $450K Purchase
Qualified → RoutedPrimary residence · W-2 · ~$120K income · Colorado
Wants to purchase within 30 days · Has property picked out
For brokerages
Same speed on every lead, on every desk.
Your team keeps its judgment, licensing, and client ownership. LOBOT just makes sure nobody goes unanswered.
No lead sits untouched
Coverage doesn't depend on who happens to be at a desk. Every inquiry gets a reply within seconds of arriving.
One qualifying standard
Every borrower is asked the same things in the same order, so leads arrive comparable across your whole team.
Routing you control
Scored leads go to the right officer based on your rules — not whoever refreshes the CRM first.
Protect marketing spend
Paid leads keep their value when the follow-up is immediate and the drop-off happens after qualification, not before it.
- 1Connect your lead source and set the hours LOBOT should engage.
- 2Define routing rules — round robin, by state, or by officer.
- 3Set the handoff threshold so officers only see leads worth a call.
- 4Watch the first conversations, then widen from there.