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SkipCalls reviews mortgage broker — does it actually stop missed calls when I’m on the phone with underwriting or in a client meeting?

Mortgage Broker at work

Yes—SkipCalls can stop missed calls while you’re on the phone with underwriting or in a client meeting by answering via conditional call forwarding (busy/no-answer/after-hours) and immediately sending you a call summary and transcript so you can follow up fast.

SkipCalls prevents the “busy signal → lost lead” problem because you forward calls to SkipCalls only when you can’t pick up (busy, no answer, offline, or after-hours), so callers still dial your normal number and get a professional SkipCalls AI receptionist instead of voicemail. For mortgage broker workflows, that means a new purchase lead calling from a Realtor referral doesn’t bounce when you’re locked in with an underwriter—SkipCalls answers, captures the scenario, and routes the next step without you breaking your call.

SkipCalls reviews from busy professionals typically focus on two outcomes mortgage brokers care about: (1) captured revenue from leads who won’t leave voicemail and (2) faster response time that protects Realtor relationships. With SkipCalls, you get an instant summary + full transcript after every call, so you can call back with context (“I saw you need a pre-approval letter today and you’re offering $615k with 20% down”) instead of starting cold. That speed matters when one missed call can cost a $3,000–$10,000 purchase commission.

SkipCalls also reduces “false urgency” because its spam filtering screens robocalls and telemarketers that clog your line during peak periods (rate drops, month-end closings). And if you want fewer back-and-forth calls, SkipCalls can automatically book appointments into your calendar and send an immediate follow-up text from the SkipCalls number so the borrower can reply in writing while you stay focused on underwriting, disclosures, or a client meeting.

How SkipCalls Helps Mortgage Brokers

Call forwarding on busy/no-answer/offline + AI Receptionist answers 24/7 while callers still dial your normal number

When you’re already on a live underwriting call and a Realtor referral calls in, SkipCalls handles the call through conditional forwarding so the lead doesn’t hit voicemail.

Post-call summary + full transcript + extracted key details/action items

When a borrower asks for a same-day pre-approval or updated letter while you’re in a client meeting, SkipCalls collects the key details so you can act immediately after the meeting.

24/7 coverage + automatic appointment booking to your calendar

When leads call after hours (nights/weekends) during shopping windows, SkipCalls captures the opportunity and can lock in a scheduled time so you’re first in line the next morning.

Spam filtering that screens robocalls/telemarketers

When your phone is getting hammered during a rate-drop week, SkipCalls keeps your line usable by reducing junk interruptions.

AI makes outbound calls + Hold-for-you + summary/transcript after the call

When you need status checks without waiting on hold (insurance binder, condo questionnaire status, appraisal scheduling), SkipCalls can call for you and report back.

Frequently Asked Questions

Will SkipCalls answer calls if I’m already on another call with underwriting?

Yes—SkipCalls is designed for that exact situation: you enable call forwarding for “busy” (and usually “no answer”), so when you’re on a live call, the incoming caller is routed to SkipCalls, which answers immediately and captures the details instead of sending them to voicemail.

Do I have to change my business phone number to use SkipCalls as a mortgage broker answering solution?

No—most mortgage brokers keep their existing number and use call forwarding so SkipCalls only answers when they can’t. SkipCalls can also provide a separate number if you want the AI receptionist to answer instantly as your published business line.

What does the caller experience—will they know it’s SkipCalls or a forwarded number?

Callers dial your normal number and SkipCalls answers like a receptionist; the forwarding happens in the background so callers don’t see the SkipCalls number. SkipCalls can also use voice cloning (optional) to sound closer to you instead of a generic assistant.

Can SkipCalls book consultations or pre-approval calls directly on my calendar?

Yes—SkipCalls can book appointments into your calendar, which is useful when you’re in back-to-back client meetings and need leads to self-schedule instead of playing phone tag.

Does SkipCalls handle texts the same way it handles forwarded calls?

Texts don’t forward through carriers, so SkipCalls can’t receive texts sent to your personal number via call forwarding. However, after an answered call SkipCalls can send a follow-up text from the SkipCalls number, and the borrower can reply there for ongoing SMS handling you can monitor in the app.

Compare SkipCalls against voicemail or a live receptionist—using your exact underwriting/meeting schedule

Set up SkipCalls in under 60 seconds with busy/no-answer forwarding, run it for a week, and review the SkipCalls summaries/transcripts to see how many mortgage leads and Realtor referrals you captured while you were on underwriting calls or in client meetings—one saved purchase lead ($3,000–$10,000 commission) can pay for months of SkipCalls.

Learn More About AI Receptionist
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Related Questions

  • →SkipCalls vs a live virtual receptionist for a mortgage broker: which captures more leads?
  • →What’s the best loan officer phone service for busy-call handling and after-hours leads?
  • →Can SkipCalls screen spam calls without blocking real borrowers or Realtors?
  • →How do I set up call forwarding so SkipCalls only answers when I’m busy or after hours?
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Rated 4.2 stars based on 46 reviews

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