Mortgage Brokers & Lenders
Close more leads before leads go cold
The first lender to respond wins the deal. Trengo empowers mortgage brokers and lenders to text pre-qualification links, collect documents, and provide rate updates via WhatsApp, so borrowers never wonder where they stand, and you never lose a qualified lead to a faster competitor.
Official WhatsApp Business Partner trusted by businesses worldwide
I can recommend a flowbot to anyone, it provides more insight into customer demand and therefore better support.
5 min
Average response time vs. 4 hours for email-first lenders
60%
Reduction in application abandonment with WhatsApp document collection
3x
More qualified applications per loan officer without adding headcount
From inquiry to funded loan. Without the friction
Trengo unifies your lead intake, document collection, and borrower communication so every loan application moves from inquiry to closing without the friction.
Text pre-qual links in seconds
Our AI texts personalized pre-qual links instantly, closing the deal while your competitors are still on 'Hold.'
Get documents without the runaround
Borrowers upload directly from their phone, and documents sync to your loan origination system automatically.
Keep borrowers informed at every stage
Automated status updates keep borrowers in the loop without constant "where's my application?" calls.
Route to the right loan officer, instantly
Commercial loan? FHA refinance? Jumbo mortgage? AI qualifies loan type and borrower profile, then routes to the specialist who can close the deal.
Work where your data lives
See borrower conversations alongside LOS data, loan amount, DTI ratio, approval status without toggling between tabs.
Qualify and quote borrowers before they hit your inbox
Trengo's AI captures the critical data points, loan type, property value, income, credit range and delivers an instant pre-qualification estimate via WhatsApp. By the time a lead reaches your team, they're qualified, quoted, and ready to lock a rate.
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Collect documents without chasing borrowers
Use automated WhatsApp sequences to request specific documents at the right time. Borrowers upload from their phone in seconds, and files sync directly to your LOS. What used to take 2 weeks now takes 3 days.
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Advise borrowers with complete loan context
See every critical data point, DTI, LTV, approval conditions, lock expiration directly alongside your WhatsApp conversation. Answer borrower questions instantly without putting them on hold while you "pull up their files".
Use the Whatsapp API to send messages
Turn more inquiries into funded loans
See how mortgage lenders use Trengo to respond to leads 10x faster, collect documents without chasing borrowers, and close more loans without adding headcount.
Connect your loan origination system and close faster
Trengo integrates directly with your LOS, CRM, and rate enginesm, pulling borrower data, loan status, and approval conditions into your inbox. No more copy-pasting between systems. No more outdated information. Just complete context, every conversation.
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Win more loans by responding first
Speed to lead isn't just a metric, it's the difference between a funded loan and a lost opportunity. From instant pre-qualification links to automated document collection, Trengo gives your team the tools to close more loans without working harder.
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