Say it or type it
Ask in your own words, or press the mic and talk. Vaulty finds leads, or fills in the note, callback or move for you to check.
Our products
LeadVault™
The AI lead CRM for mortgage leads.
Developed by SiteTools, Inc., LeadVault™ is built for brokers, lenders and loan officers who live on leads. It catches every refinance, purchase and home equity lead, gives it to the right loan officer in seconds, and lets them call, book and follow up from one screen. Vaulty, its AI assistant, works the leads with you.
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Catch
Quote forms, lead vendors, the API and spreadsheets all land in one list.
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Give out
Your rules hand each lead to the right person the moment it lands.
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Call
Ring leads from the browser, recorded and written out, or let the dialer do it.
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Follow up
Callbacks, calendars, drips and email keep every lead moving to the close.
Made for mortgage leads
A mortgage lead is worth the most in its first five minutes.
Borrowers who ask for a rate quote are often asking more than one lender at once. The loan officer who calls first, knows the loan and follows up best usually wins the loan. LeadVault is built around that.
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Every loan purpose, ready to go
Refinance, cash-out, purchase, home equity and debt consolidation leads, with the loan amount, home value, credit and property on one screen.
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Called first, every time
A text the second a lead is assigned, a Call button that rings from the browser, and a tab of leads still waiting for a first call.
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Licensed states respected
Distribution skips any loan officer not licensed in the borrower’s state, so leads only land where they can be worked.
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No paying twice for a lead
A borrower who comes in again is spotted and goes back to the same loan officer. Paid duplicates and bad leads go back to the vendor for credit.
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Borrowers’ data locked down
SSNs and birth dates are encrypted, shown masked and opened only by the roles you choose, with every look logged.
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Straight to the loan file
The application downloads as a MISMO 3.4 file, the format loan origination systems take in, so nobody types it twice.
Where mortgage leads come from
Every source in one list.
Live leads from your website and your vendors, and the aged leads you already paid for, all land in the same list and follow the same rules.
- 01
Your own quote forms
A mortgage quote form on your site, saved at every step, with a home value estimate as they type.
- 02
Lead vendors
Each vendor posts to its own key, with its cost per lead tracked for the dashboard.
- 03
Facebook lead ads
Leads from your Facebook lead ads arrive in seconds, not in a spreadsheet days later.
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Calls to your numbers
A borrower who calls in becomes a lead, and Vaulty answers when nobody can.
- 05
Spreadsheets of aged leads
Old lists come in by CSV and are given out by the same rules as live leads.
Aged mortgage leads
Old leads, new loans.
Most of a mortgage company’s leads are months or years old: borrowers who weren’t ready, rates that weren’t right. When rates move, they are the cheapest loans to win.
LeadVault emails them a quote form already filled in with what they told you before, so a borrower only changes what’s new and the lead comes back up to date. Drips keep in touch on their own, and Vaulty can call a list of them from a script, update what changed and book a time with the loan officer.
Quote forms
Forms that keep the lead, even when they stop halfway.
A step-by-step quote form goes on your own website with one line. Every answer is saved as it’s given.
- Saved at every step, and picked up where they left off
- Under your company’s name, never ours
- Address lookup and a home value estimate as they type
- The consent they agreed to, kept with every lead
- Put on your site by your AI assistant, if you like
Lead distribution
Every lead to the right person, in seconds.
Rules pick leads by type, source and state, and give them out in turn. Whoever gets a lead hears at once, by email or text.
- Turns that skip anyone not licensed in the lead’s state
- Daily limits, then the next rule takes over
- A repeat request goes back to the same person
- Leads given back go up for grabs, for anyone to take
- Bad bought leads sent back to the vendor, with the reason
Calling
Call from the browser, with every word on the record.
One press rings the lead from the lead’s own page. The call is recorded, written out and summed up on the lead.
- Local numbers, or bring the ones you have
- A power dialer with voicemail drop, in calling hours
- Registered caller ID, less likely to be marked as spam
- Every call, note and change on the lead’s timeline
- The application as a MISMO 3.4 loan file
Follow-up
Nothing slips between the first call and the close.
Callbacks, appointments and stages keep each lead moving, and a missed callback shows up on its own tab.
- Two-way sync with Google and Outlook calendars
- A booking link for each person, with Meet or Teams
- Drips that email, set callbacks and move stages
- Email from your own Gmail or Outlook, kept on the lead
- Bulk email from your own domain, unsubscribes handled
Dashboard
See what’s working, and who needs a hand.
New leads, how fast they were called, appointments, wins, volume and what each win cost, against last month and your goals.
- Speed to first contact, for the team and each person
- Cost per win, from what you spent on leads
- Monthly goals for the company and each person
- A funnel for each kind of lead
Vaulty, the AI assistant
An AI assistant that works your leads with you.
Vaulty answers the calls nobody can get to, talks with visitors on your forms, makes and moves leads when you ask, and sums up every call.
Answers your phone
When nobody can get to a call, it answers in your company’s name, takes down what the caller needs, and makes the lead.
Talks on your forms
Visitors type answers or questions in their own words. Vaulty fills in the form from what they said and answers in general terms.
Sums up every call
Every recorded call is written out word for word, and a few sentences go on the lead: what they want and what’s next.
Vaulty never sees a Social Security number or date of birth, never quotes rates, and callers hear your company’s name.
Industries
Ready for your industry.
Each gets its own lead questions, a quote form that asks them, and a pipeline to work them, from day one.
Security
Built to hold borrowers’ data.
Two-step sign-in for everyone
A passkey, an authenticator app or a code by text, for every person on the team.
SSNs and birth dates locked away
Encrypted apart from the rest, shown masked, opened only by the roles you choose.
Each company walled off
The database itself keeps every company’s leads apart, so one can never see another’s.
Consent on record
The exact words each lead agreed to, with the page, the time and where it came from.
Backups every night
Encrypted and copied away from the server, so one bad day can’t lose your leads.
Your leads stay yours
Download them any time. We never sell them or use them for anyone else.
See your leads in LeadVault.
We’ll set you up and show you around.