Calls and website inquiries
Answer common questions after hours or when your team is busy. Collect the basics for a useful follow-up conversation.
For independent mortgage teams
Know the borrower.
Keep the next step moving.
Dacite answers calls and website inquiries, keeps borrower conversations organized, and gives your team follow-up tasks. Keep the loan software you already use.
Free 30-minute audit · Your website, calls and follow-up
Mortgage setups are quoted around your team and requirements.
What Dacite handles
From the first question to the next conversation.
Borrower conversations
Keep contact details, conversations and notes with each borrower so your team can pick up where the last conversation ended.
Tasks and team handoff
Send inquiries to the assigned team member. Keep the details and callback tasks with the borrower record.
Referral and past-client follow-up
Keep referral relationships and past-client records organized. Give staff tasks and reminders for the next conversation.
Inside the mortgage CRM
A clear picture before the call.
See how an inquiry, borrower record and staff follow-up stay together.
Read the walkthrough
A borrower inquiry arrives. Contact details and the conversation stay with the borrower record. A follow-up task is assigned, loan milestones are tracked, and the team can review activity and reports.
Built around your team
Keep your existing loan software.
Dacite handles inquiry response and customer follow-up alongside your existing loan process. Dacite agrees on connections, inquiry handoff and staff access before setup.
Pacific Community Lender uses Dacite for website inquiries, borrower conversations and customer management.
Mortgage pricing
A setup that fits your brokerage.
Quoted after your audit
Your quote covers the services you need, connections to your existing tools and usage. Setup, website work and ongoing service are listed separately. Monthly reporting is included for the services Dacite manages.
FAQ
How it works with your team.
Does this replace our loan origination system?
No. Dacite works around your existing loan software and scopes any data connections you need.
Will inquiries go to the right loan officer?
Dacite sets up ownership and handoff rules around your team. Automated routing is included when scoped and configured for your setup.
Can the assistant approve a borrower or quote a rate?
No. Borrower qualification, loan decisions and rate discussions stay with your licensed team. The assistant collects information and helps with the next conversation.
Do you offer the same packages as the trades service?
Mortgage work is quoted separately because team workflows, data connections and requirements vary.
Start with a conversation
Let’s look at your borrower follow-up.
The free 30-minute audit covers your website, calls and follow-up. Dacite can also arrange an after-hours test call to show what customers experience.