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Mortgage Brokers

How long does setup actually take when I already have a phone system and an LOS in place?

Avi NashVP of Growth

For Mortgage Brokers

You can be live in under 5 minutes by forwarding your existing number; a multi-LO brokerage with routing rules spends longer fine-tuning. You connect your existing business line, whether that's a dedicated office number, a cell number you use for client contact, or a number tied to a VoIP system like RingCentral, via call forwarding, so nothing changes on your business cards, Zillow lender profile, or NMLS Consumer Access listing. Next, on Premium or Enterprise, you connect your calendar (Google Calendar or Outlook from the dashboard, or Calendly set up with Voksha support), whichever your team already uses to schedule application reviews and consultation calls, so Voksha checks real availability before booking. You then feed it your current loan programs and rough rate ranges (conventional, FHA, VA, jumbo, non-QM if you offer it), your minimum credit score and down payment thresholds by program, and your qualification questions (income, employment, debts, property type, purchase versus refi). Finally, if you're a multi-LO shop, you set routing rules, which state-licensed LO handles which geography, or which originator gets purchase leads versus refi leads. None of this requires touching your LOS directly to go live; Voksha captures and qualifies the lead conversationally, then the qualified lead and call summary reach you by email and SMS alert and, on Premium or Enterprise, a CRM like Salesforce or HubSpot set up with Voksha support (Encompass, Calyx Point, and BytePro are not on Voksha's integration list). Most brokerages are fully live before their next rate-shopping wave hits.

You can be live in under 5 minutes by forwarding your existing number; a multi-LO brokerage with routing rules spends longer fine-tuning. You connect your existing business line, whether that's a dedicated office number, a cell number you use for client contact, or a number tied to a VoIP system like RingCentral, via call forwarding, so nothing changes on your business cards, Zillow lender profile, or NMLS Consumer Access listing. Next, on Premium or Enterprise, you connect your calendar (Google Calendar or Outlook from the dashboard, or Calendly set up with Voksha support), whichever your team already uses to schedule application reviews and consultation calls, so Voksha checks real availability before booking. You then feed it your current loan programs and rough rate ranges (conventional, FHA, VA, jumbo, non-QM if you offer it), your minimum credit score and down payment thresholds by program, and your qualification questions (income, employment, debts, property type, purchase versus refi). Finally, if you're a multi-LO shop, you set routing rules, which state-licensed LO handles which geography, or which originator gets purchase leads versus refi leads. None of this requires touching your LOS directly to go live; Voksha captures and qualifies the lead conversationally, then the qualified lead and call summary reach you by email and SMS alert and, on Premium or Enterprise, a CRM like Salesforce or HubSpot set up with Voksha support (Encompass, Calyx Point, and BytePro are not on Voksha's integration list). Most brokerages are fully live before their next rate-shopping wave hits.

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