Turn Every Loan Inquiry Into an App-In-Hand Borrower With AI
Pitchit automatically pre-qualifies mortgage leads 24/7, collects loan parameters, and launches 5-second outbound call-backs to boost lead conversions.
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Hear Pitchit Qualify a Home Purchase Borrower Live
Listen to how Pitchit collects credit ranges, property values, and down payment budgets before transferring to a loan officer in real time.
Purchase Qualification & Loan Officer Live Transfer
Collects intent, purchase price budget, and income details before live-transferring to a pre-qualification specialist.
Calculate Your Lending Business Net Profit Increase with Pitchit
Plug revenue leaks from uncontacted web forms, lower borrower acquisition costs, and calculate your exact monthly net profit after software costs.
How Your True Net Profit Is Calculated
Based on mortgage lending benchmarks1. Missed Call Win-Back:
(Inbound Calls × Missed %) × Origination Value × 30% baseline conversion rate for immediate 24/7 AI response.
2. Speed-to-Lead Win-Back:
Uncontacted Web Leads × Origination Value × 25% conversion rate achieved by placing 5-second outbound AI calls.
3. Operational Overhead Saved:
((Staff Reps × $3,500/mo avg salary) + Answering Fees) × 70% automated workload reduction.
4. Dynamic Enterprise Bracket:
Standard tiers (Starter $149, Growth $349, Pro $599). Enterprise volume uses a $599 Pro base + $0.15/lead for all volume above 2,000.
Why Home Service Businesses Are Switching to Pitchit
See how Pitchit compares to traditional answering services and offshore virtual assistants.
| Operational Feature | Answering Service | Offshore VA |
✓ Recommended
Pitchit 24/7 AI |
|---|---|---|---|
| Speed to Answer | 3–5 Rings (Hold Times) | Varies (Shift Dependent) | Under 1 Ring (Instant) |
| Trade & Industry Logic | Generic Scripts Only | Requires Months Training | Pre-Trained Vertical Logic |
| Direct CRM & Board Booking | Takes Messages Only | Manual Entry | Instant Real-Time Sync |
| Proactive Outbound Calls | None (Inbound Only) | Slow Response Times | Instant & Automated |
| Call Capacity & Scalability | Per-Minute Surcharges | 1 Call at a Time | Infinite Concurrent Calls |
| Transcripts & Dispositions | Basic Email Alerts | Variable Human Quality | 100% Accurate & Automatic |
Speed to Answer
Industry Logic
Calendar Booking
Outbound Speed-to-Lead
Call Capacity
Data & Dispositions
From Web Form Submission to Loan Officer Calendar
Whether answering inbound borrower calls or launching 5-second TCPA-compliant speed-to-lead sequences, Pitchit connects borrowers straight to your team.
Multi-Channel Lead Intake
Pitchit answers inbound call surges 24/7 or instantly initiates outbound sequences across Voice, SMS, Email, and WhatsApp for trigger leads and rate inquiries.
Borrower Pre-Qualification & Intent
Gathers purchase timeframe, estimated credit tier, target loan amount, and property zip code while addressing current rate FAQs.
Loan Officer Enablement & Transfers
Live-transfers high-intent pre-approval leads to available loan officers, or books application walkthrough appointments directly on team calendars.
Mortgage CRM & POS Sync
Pitchit logs full call transcripts, audio recordings, borrower financial profiles, and disposition codes straight into Jungo, Salesforce, or Total Expert.
Zero Missed Inquiries Across Refinance & Purchase Campaigns
From screening purchase leads on incoming calls to re-engaging unclosed rate quotes, Pitchit scales your loan volume without expanding office staff.
Capture Every Inbound Borrower Inquiry
Eliminate hold times during rate drops. Pitchit answers instantly and executes exact lending pre-qualification logic in real time.
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Instant Borrower Pre-Qualification Evaluates credit range, down payment budget, and purchase readiness to verify borrower eligibility before routing.
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Direct Consultation Booking Schedules mortgage strategy sessions and application reviews directly onto loan officer calendars 24/7.
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Live Loan Officer Transfers Patches high-intent pre-approval and jumbo loan prospects directly to available mortgage advisors.
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24/7 After-Hours Lead Intake Answers evening and weekend calls, gathers loan preferences, and schedules morning loan officer follow-ups seamlessly.
Automate Borrower Conversion Sequences
Turn online pre-approval forms into immediate phone conversations and re-engage rate-quote leads automatically without manual outreach.
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5-Second Speed-to-Lead Callbacks Triggers an outbound call, email, WhatsApp, or SMS within seconds of a borrower submitting a web quote request.
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Unclosed Application Re-Engagement Follows up with past rate inquiries to answer program questions and convert pending quotes into completed loan applications.
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TCPA-Compliant 10-Touch Cadences Executes up to 10 automated touches across Voice, SMS, Email, and WhatsApp; strictly restricted to compliant calling hours and allowed days of the week.
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Multi-Touch Sequences (Voice, SMS, WhatsApp & Email) Engages potential buyers across their preferred channel to support co-marketing drives with local real estate agents.
Plugs Directly into Your Lending Software Stack
No manual data entry. Pitchit pre-qualifies borrowers and writes lead records directly into your mortgage CRM.
| Platform / Software | Category | Integration Type | Pitchit AI Action |
|---|---|---|---|
| Jungo / Salesforce / Total Expert | Mortgage CRM & Pipeline Management | Zapier, ViaSocket & Webhooks | Pushes borrower financial parameters, call notes, and scheduled LO appointments straight to your CRM. |
| Salesforce / HubSpot / Zoho | CRM & Sales Pipeline | Zapier, ViaSocket & Webhooks | Creates lead records, logs full call audio transcripts, and routes qualified leads. |
| Google Calendar / Outlook / Dispatch Boards | Field Tech Calendars | Native Integration | Checks real-time technician availability and places drop install appointments directly on field schedules. |
| Gmail / Outlook Email | Email Communications | Native Integration | Engages prospects, sends booking confirmations, follow-ups, and qualifies leads directly via email. |
| WhatsApp Business & SMS Gateways | Omnichannel Customer Outreach | Native Integration | Executes TCPA-compliant 10-touch follow-ups and sends automated installation reminder alerts. |
| Twilio / Infobip / SIP Trunks | Telephony & Voice Infrastructure | Native SIP / API | Powers ultra-low-latency voice calls, two-way SMS, and handles live transfers directly to telesales desks. |
| REST API / Webhook Endpoints | Proprietary Developer Stack | Direct REST API | Connects with custom-built in-house fiber mapping tools, CRM databases, or custom portals. |
Frequently Asked Questions.
How does Pitchit qualify purchase vs. refinance intent for mortgage lenders? +
Pitchit engages loan leads, identifying purchase vs. refinance goals, estimated home values, target loan amounts, and credit profile criteria before routing to loan officers.
Can Pitchit live-transfer pre-qualified mortgage leads directly to available Loan Officers? +
Yes. Once pre-qualification criteria are met, Pitchit live-transfers the prospective borrower to an active loan officer or schedules a formal application call.
How does Pitchit follow up with uncompleted mortgage pre-approval leads? +
Pitchit executes compliant multi-channel follow-up campaigns across Voice, SMS, and Email to re-engage stalled pre-approval applicants and book application reviews.
How fast does Pitchit respond to online pre-approval inquiry form fills? +
Pitchit executes automated speed-to-lead voice or SMS outreach in under 5 seconds, pre-qualifying home buyers and scheduling loan officer calls before leads submit inquiries to competing lenders.
Backed by:
As Seen On:
As Seen On FOX Business and Bloomberg
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Scale Your Loan Volume, Not Your Overhead
Choose the right capacity for your team. Month-to-month billing with no long-term lock-in.
Starter
- ✓ Up to 400 customer conversations per month
- ✓ All channels (voice, sms, email, whatsapp)
- ✓ 6,000+ integrations
- ✓ Inbound and Outbound
- ✓ Agent Builder
- ✓ Integration support
- ✓ 100% AI-powered conversations
Growth
- ✓ Everything in Starter
- ✓ Up to 1,000 customer conversations per month
- ✓ Volume discount
Pro
- ✓ Everything in Growth
- ✓ Up to 2,000 customer conversations per month
- ✓ Volume discount
Enterprise
- ✓ Custom SLAs
- ✓ Unlimited customer conversations
- ✓ Wholesale volume discount
- ✓ SOC2 compliant
- ✓ HIPAA compliant
- ✓ Dedicated account manager
- ✓ White glove onboarding
Ready to Capture Every High-Value Mortgage Lead?
See how Pitchit pre-qualifies borrowers 24/7, powers TCPA-compliant speed-to-lead cadences, and books loan consultations.