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Learn How Smart Brokers and Financial Advisors Are Saving Hours, Boosting Approvals & Growing Their Loan/Advice Books With Lenderly.ai
Lenderly.ai is the #1 AI-powered sales and CRM system built for Mortguage Brokers, Financial Advisors and Lending Professionals who want to automate loan applications, streamline prospect follow-up, and close more prime borrowers—faster. Click TRY FOR FREE now to see how it can work for you.
Introducing Lenderly.ai: Your AI-Driven Loan Sales Assistant and CRM (Not a Bot)
Revolutionary AI Automation for Lenders
Lenderly.ai is a fully automated, AI-powered loan prequalification and client service assistant custom-built to fit seamlessly into your mortgage practice.

It is NOT an AI Chat Bot. It's an end-to-end AI sales system designed to save you time, streamline your process, and deliver a better experience for high-quality borrowers.
A Smarter, All-in-One Lending Assistant
Lenderly.ai handles initial inquiries, pre-qualifies applicants, and keeps your pipeline warm.

It even re-engages your existing database to uncover refinancing leads and drive more referrals so you can focus on closing deals.
Built by Experts Who Understand Your Business
Built by RT Digital, Lenderly.ai was created in collaboration with top brokers to solve the real-world challenges of high-volume loan periods, client management, and admin overload.
Let Lenderly.ai Handle Your Lending Pipeline
1
Process Loan Inquiries
Lenderly.ai handles all incoming loan enquiries, pre-qualifies potential borrowers, and gathers essential details such as income, credit information, loan amount requirements, and preferred terms for mortgages, refinancing, and other lending products.
2
Identify Quality Applications
By seamlessly organizing applicant data into a user-friendly CRM and mobile app, Lenderly.ai eliminates administrative overhead, allowing mortgage brokers to focus on high-value applications and qualified borrowers.
3
Schedule Client Consultations
Beyond initial qualification, Lenderly.ai schedules detailed consultation calls, keeping mortgage professionals in control of their pipeline without interrupting critical client meetings or application processing time.
4
Maintain Constant Follow-up
Lenderly.ai manages missed calls and follows up with potential clients via text to understand their lending needs. We'll keep you informed of priority actions and maintain contact with prospects until they're pre-qualified or book a consultation, ensuring no valuable lending opportunity slips through the cracks.
Watch the Lenderly.ai CRM Demo
See how Lenderly.ai streamlines your mortgage brokerage operations, from lead qualification to client management. Our specialized CRM helps you manage loan applications, track client communications, and boost your lending business efficiency.
Automated Loan Inquiry Management
Pre-qualify mortgage leads and gather essential financial documentation automatically
Mortgage Pipeline Tracking
Stay on top of your entire loan portfolio from application to closing
Single Source Communications
Keep all client communications and loan sales pipeline in once simple place
Stay Connected With Clients Anywhere
Mobile Lead Management
Through its dedicated mobile app, Lenderly.ai CRM manages texts, emails, and missed calls, ensuring professional communication with potential borrowers is maintained—even when you're meeting clients or conducting property viewings.
Seamless Client Service
No more missed messages, lost leads, or delayed follow-ups. Lenderly.ai handles the early-stage work so you can concentrate on client meetings, loan approvals, and growing your business.
Always-On Mortgage Assistant
With Lenderly.ai, you have a powerful, always-on assistant that enhances productivity and streamlines borrower interactions, whether you're in the office or meeting clients on location.
Affordable AI Revolution (This Ain't No ChatBot)
Boost Loan Volume
For a fraction of the cost of additional staff, Lenderly.ai serves as your 24/7 loan processing sales assistant, automating client interactions, tracking applications, and maximizing your mortgage pipeline efficiency.
Accelerate Processing
Lenderly.ai streamlines loan processing workflows, reducing time-to-close and allowing you to focus on high-value client relationships while maintaining work-life balance.
Convert More Leads
By automatically qualifying leads, tracking rate opportunities, and managing follow-ups, Lenderly.ai helps you close more loans and increase your commission revenue.
Built to Support You, Not Just Your Business
1
Save Time. Close More Loans.
Lenderly.ai takes care of loan enquiries, admin, and lead follow-up, giving you back up to 40 hours a week to focus on what actually drives revenue.
2
Stay Ahead of the Pack
Use Lenderly.ai to outpace competitors with AI-powered speed, service, and efficiency.
3
Turn Your Database Into a Deal Engine
Lenderly.ai nurtures your entire client base automatically, unlocking refinancing leads, generating referrals, and boosting lifetime value with zero extra effort.
4
Plug-and-Play Integration That Works for You
With a user-friendly CRM and mobile app, Lenderly.ai fits right into your existing systems. No disruption, just streamlined productivity from day one.
Key Features & Benefits
Database Re-activation
Re-engages old leads to uncover hidden opportunities.
Proactive Outbound Messaging
Initiates conversations to drive new loan prospects.
Automated Email & Follow-Up
Delivers consistent, on-brand nurturing with AI trained on your offer.
WhatsApp & SMS Engagement
Connects with leads on their preferred platforms for better response.
Inbound Lead Handling
Captures, qualifies, and responds in real-time—no delays.
Missed Call Follow-Up
Instantly reconnects with missed callers to save lost deals.
Human-Like Conversations
AI that sounds natural and persuasive to build trust and convert.
Live Pipeline Updates
Keeps your team in the loop with real-time deal insights.
Automated Appointment Booking
Simplifies scheduling and fills your calendar automatically.
Smart Reporting Dashboard
Tracks performance, lead activity, and conversion trends.
Sales Psychology Trained
Handles objections and nudges leads toward conversion.
Tailored to Your Business
Custom-built to match your services, tone, and goals.
Fully Customized, Done-for-You AI Sales & CRM System
AI Training & Customization
We train your AI to understand loan products, borrower criteria, and your specific process—so it sounds just like your team and knows exactly how to qualify high-intent leads.
CRM Integration & Setup
Lenderly.ai comes fully integrated with an intuitive CRM to manage applications, conversations, appointment bookings, and sync seamlessly with your existing systems.
Testing & Launch
We handle full system testing and QA—so when it goes live, it just works. You get a turnkey solution with the option for hands-on support as needed.
Join forward-thinking mortgage professionals who are already using Lenderly.ai to process loans faster and serve more clients.
Financial Services We Empower
Mortgage Brokers
Financial Advisors
Commercial Lending
Refinancing Specialists
TRY IT FREE! - Learn How You Can Automate Lead Follow-Up, Prequalify Borrowers/Advice Clients & Close More Loans—Without the Admin Headache!
(Fill in the quick form below to try it for free)
Privacy Policy for Lenderly.ai
At Lenderly.ai, accessible from ​​​​lenderly.ai​ one of our main priorities is the privacy of our visitors. This Privacy Policy document contains types of information that is collected and recorded by Lenderly.ai and how we use it.
If you have additional questions or require more information about our Privacy Policy, do not hesitate to contact us.
This Privacy Policy applies only to our online activities and is valid for visitors to our website with regards to the information that they shared and/or collect in Lenderly.ai. This policy is not applicable to any information collected offline or via channels other than this website.
Consent
By using our website, you hereby consent to our Privacy Policy and agree to its terms.
Information we collect
The personal information that you are asked to provide, and the reasons why you are asked to provide it, will be made clear to you at the point we ask you to provide your personal information.
If you contact us directly, we may receive additional information about you such as your name, email address, phone number, the contents of the message and/or attachments you may send us, and any other information you may choose to provide.
When you register for an account, we may ask for your contact information, including items such as name, company name, address, email address, and telephone number.
How we use your information
We use the information we collect in various ways, including to:
  • Provide, operate, and maintain our website
  • Improve, personalize, and expand our website
  • Understand and analyze how you use our website
  • Develop new products, services, features, and functionality
  • Communicate with you, either directly or through one of our partners, including for customer service, to provide you with updates and other information relating to the website, and for marketing and promotional purposes
  • Send you emails
  • Find and prevent fraud
Log Files
Lenderly.ai follows a standard procedure of using log files. These files log visitors when they visit websites. All hosting companies do this and a part of hosting services' analytics. The information collected by log files include internet protocol (IP) addresses, browser type, Internet Service Provider (ISP), date and time stamp, referring/exit pages, and possibly the number of clicks. These are not linked to any information that is personally identifiable. The purpose of the information is for analyzing trends, administering the site, tracking users' movement on the website, and gathering demographic information.
Cookies and Web Beacons
Like any other website, Lenderly.ai uses 'cookies'. These cookies are used to store information including visitors' preferences, and the pages on the website that the visitor accessed or visited. The information is used to optimize the users' experience by customizing our web page content based on visitors' browser type and/or other information.
For more general information on cookies, please read "What Are Cookies".
Advertising Partners Privacy Policies
You may consult this list to find the Privacy Policy for each of the advertising partners of Lenderly.ai.
Third-party ad servers or ad networks uses technologies like cookies, JavaScript, or Web Beacons that are used in their respective advertisements and links that appear on Lenderly.ai, which are sent directly to users' browser. They automatically receive your IP address when this occurs. These technologies are used to measure the effectiveness of their advertising campaigns and/or to personalize the advertising content that you see on websites that you visit.
Note that Lenderly.ai has no access to or control over these cookies that are used by third-party advertisers.
Third Party Privacy Policies
Lenderly.ai's Privacy Policy does not apply to other advertisers or websites. Thus, we are advising you to consult the respective Privacy Policies of these third-party ad servers for more detailed information. It may include their practices and instructions about how to opt-out of certain options.
You can choose to disable cookies through your individual browser options. To know more detailed information about cookie management with specific web browsers, it can be found at the browsers' respective websites.
GDPR Data Protection Rights
We would like to make sure you are fully aware of all of your data protection rights. Every user is entitled to the following:
The right to access – You have the right to request copies of your personal data. We may charge you a small fee for this service.
The right to rectification – You have the right to request that we correct any information you believe is inaccurate. You also have the right to request that we complete the information you believe is incomplete.
The right to erasure – You have the right to request that we erase your personal data, under certain conditions.
The right to restrict processing – You have the right to request that we restrict the processing of your personal data, under certain conditions.
The right to object to processing – You have the right to object to our processing of your personal data, under certain conditions.
The right to data portability – You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.
If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us.