Let borrowers book consultations and application reviews online, while Bookafy routes to the right loan officer, collects details up front, and sends reminders — so you capture more leads and move applications faster.
Mortgage shoppers move fast and compare lenders. If a borrower hits voicemail, they book with whoever answers first — and your loan officers lose deals to scheduling lag.
Online scheduling lets borrowers book a consultation against the right officer, share their situation up front, and get reminders — keeping applications moving.
Borrowers self-book and share their situation.
Schedule reviews without the phone tag.
Each keeps their own availability and calendar.
Offer video or branch meetings.
Picture a brokerage with several loan officers. Here is the whole booking loop on autopilot:
Yes. Borrowers book 24/7 and share their situation at booking.
Yes. By loan type, region, or specialty, or the borrower picks an officer.
Yes. Bookafy syncs two-way with Google, Outlook, iCloud, and Exchange.
Yes. Offer video or in-branch meetings, each with its own length.
Automatic text and email reminders go out before each consultation.
Let borrowers book and prep themselves, routed to the right officer. Start free — no credit card required.
Start your free trialIf you're weighing up appointment scheduling software, these go deeper:
