Christine AITry Christine
Mortgage Broker Guide

How to Automate Client Follow-Up Emails as a Mortgage Broker

You just wrapped up a 45-minute rate call with the Hendersons. You promised to email three loan scenarios and ask for their insurance dec page, but your next client is already waiting in the lobby. If you don't act now, these follow-ups slide to 8 PM, slowing down the file and annoying the borrowers.

The Current Reality

The Manual Way

Jumping between your LOS, Gmail, and sticky notes to write emails after hours while trying to recall specific document requests for each file.

90 minutes per day
  1. Finish the client call and rush to greet the next borrower in the lobby.
  2. Scratch quick reminders on a yellow sticky note during a brief break.
  3. Wait until 7:30 PM when the office quiets down to open the Loan Origination System.
  4. Manually draft separate emails for rate scenarios and document requests.
  5. Cross-check client files to make sure disclosure forms are attached correctly.
  6. Send emails and update the pipeline status spreadsheet before heading home.

With Christine AI

The Christine Way

Voice-note or text your action items right after hanging up. Christine drafts the emails, schedules the send time, and updates your pipeline tracker instantly.

You

Voice-note right after the call: 'Email Hendersons the 3 rate scenarios we discussed, ask State Farm for their dec page, and remind me to check back Thursday.'

Christine

Christine transcribes the note, drafts two professional emails (one to clients, one to the agent), and sets a reminder for Thursday at 9 AM.

You

Text: 'Move Henderson file to Pre-Approval stage in my pipeline sheet.'

Christine

Christine opens your Google Sheets pipeline tracker and updates the Henderson row status to 'Pre-Approval' with today's date.

Time Saved Per Week

7.5 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Just got off with the Hendersons. Send them the 15yr vs 30yr comparison we talked about. Also need their insurance dec page from State Farm.
9:41 AM
Got it. I've drafted an email to the Hendersons with the rate comparison table attached. I also wrote a request to State Farm for the declaration page. Want me to send both now?
9:41 AM
Yes send them. And add a task to my calendar for Thursday to call if they haven't replied.
9:42 AM
Both emails sent. I've scheduled a follow-up reminder for Thursday, March 14 at 10:00 AM labeled 'Check Henderson doc status'. I also updated your pipeline sheet to 'Pending Docs'.
9:42 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

7-day money-back guarantee. No credit card to start.

Works via iMessage3-minute setupCancel any timeReal humans in support