Scheduling software built for mortgage brokers
Turn rate-shoppers into booked consultations and keep every borrower moving — Slotly hands you a booking link that fills your calendar with pre-qualified discovery calls, doc-review sessions, and closing appointments instead of phone tag. Slotly gives mortgage brokers a single booking link, automated reminders, and no-show protection — so your brokerage stays booked without the phone tag. A borrower wants to lock their rate, but you waste a day trading voicemails just to find a time to review terms. Slotly gives them a link to grab the next open slot instantly, so you sign and lock before the rate moves against them.
What scheduling chaos costs mortgage brokers.
Rate locks expire while you play phone tag
A borrower wants to lock their rate, but you waste a day trading voicemails just to find a time to review terms. Slotly gives them a link to grab the next open slot instantly, so you sign and lock before the rate moves against them.
Borrowers ghost the application call
Pre-approval consultations evaporate when there's nothing holding the prospect accountable, and a no-show is a dead lead you paid for. Automated SMS and email reminders plus a confirmation step cut no-shows so your pipeline actually converts.
Discovery calls with people who can't qualify
Your calendar fills with tire-kickers who haven't gathered a single pay stub, burning slots you needed for serious buyers. An intake form attached to the booking captures loan type, purchase vs. refi, credit range, and timeline up front so every call is worth your hour.
Everything a brokerage needs to stay booked.
Loan-stage booking types
Create separate appointment types for pre-approval consults, document review, rate-lock calls, and closing walkthroughs — each with its own length, buffer, and intake questions so the right prep happens before you pick up.
Intake forms that pre-qualify
Ask for purchase price, down payment, employment type, and target close date when the borrower books, so you walk into every call already knowing whether they're a conforming, FHA, VA, or jumbo prospect.
Round-robin across your loan officers
Route incoming buyers across your brokerage's LOs by availability or specialty — first-time buyers, refis, self-employed — so leads land with the right person instead of sitting in a shared inbox.
Reminders that beat the rate clock
Automated email and SMS nudges confirm the appointment and remind borrowers to bring W-2s, bank statements, and ID — so doc-review calls don't stall and time-sensitive rate locks actually happen.
How mortgage brokers use Slotly.
- A refinance lead clicks the broker's link at 11pm, answers three intake questions about their current rate and balance, and books a Tuesday rate-review call — fully pre-qualified before the LO wakes up.
- A two-person brokerage uses round-robin so purchase inquiries auto-route to the first-time-buyer specialist while self-employed applicants land with the LO who handles bank-statement loans.
- A borrower gets an SMS reminder the morning of their document-review appointment listing exactly which pay stubs and bank statements to upload, so the call ends with a complete file instead of a follow-up.
Mortgage Brokers scheduling: your questions answered
Can borrowers book different appointment types like pre-approvals and closings separately?
Yes. You set up distinct booking types — discovery call, pre-approval consult, doc review, rate-lock, closing — each with its own duration, buffer time, and intake questions. Borrowers pick the one that fits their stage, so a quick rate check doesn't eat a 60-minute slot meant for a full application.
Will it sync with the calendar I already live in?
Slotly does two-way sync with Google Calendar and Outlook, so blocked time and existing appointments are respected automatically and double-bookings can't happen. When a borrower books, it lands on your real calendar instantly and any conflict you add elsewhere closes that slot for them.
Can I collect documents or qualifying info before the call?
Yes — every booking type can attach an intake form asking for loan purpose, price, down payment, employment type, and timeline, plus a notes field for anything else. It won't replace your LOS or e-sign tool, but it means you're never starting a consultation from a blank page.
Keep exploring
Get your brokerage booked solid
Start free in five minutes. Turn rate-shoppers into booked consultations and keep every borrower moving — Slotly hands you a booking link that fills your calendar with pre-qualified discovery calls, doc-review sessions, and closing appointments instead of phone tag.