AI assistant for mortgage teams

Every lead, answered. Every appointment, booked.

Cortesy answers every customer instantly — by SMS and WhatsApp — qualifies the lead, and books the appointment. Honest by design: it never quotes rates or gives advice.

Honest by designAnswers 24/7Speaks EN & ESNever asks for sensitive data
Cortesy admin dashboard

Meet your customers where they already are

One assistant across every channel. Same brain, same guardrails.

SMS

Live

Instant replies to every text.

WhatsApp

Live

Conversations on the app they use daily.

Voice

Coming soon

AI phone calls that qualify and book.

Everything you need to never lose a lead

A control center for you, a friendly portal for each client.

Product

A control center for your business

See every client, their plan and their usage at a glance. Add clients, manage tiers and keep an eye on volume — without touching a line of code.

  • Usage and plan limits per client
  • Add and manage clients in seconds
  • You never see conversation content — privacy by design
Cortesy admin dashboard
Client portal

A portal your clients love

Each client gets their own friendly space to teach the assistant about their business — no training, no jargon.

  • Guided setup checklist
  • Live preview of how the assistant replies
  • Bilingual — English & Spanish
A portal your clients love
Product

Teach it once, in plain language

Licensed states, business hours, scheduling link and FAQs organized by section. Plus a clear list of what the assistant must never say.

  • FAQ grouped into sections you define
  • Guardrails: no rates, no advice, no sensitive data
  • Replies in each lead's own language
Teach it once, in plain language

How it works

Live in days, not months.

1

Connect your number

We route your existing SMS/WhatsApp number to the assistant.

2

Teach it your business

Fill in your states, hours, scheduling link and FAQs from your portal.

3

It answers & books

Every lead gets an instant, honest reply — and an appointment when they're ready.

Honest about what's live today

We show you exactly what's built and what's on the way. No smoke.

Live today

  • SMS & WhatsApp auto-replies
  • Lead qualification & handoff to a person
  • Proactive follow-up of quiet leads
  • Admin panel & client portal

Coming soon

  • AI voice calls
  • Calendly booking & reminders
  • Value charts & call logs

Simple plans that grow with you

Every plan includes all channels and both languages. You pay for volume, not features.

Starter

Up to ~30 calls a day

$299/mo

Setup: $490

750 interactions / month

  • SMS · WhatsApp · Voice
  • English & Spanish
  • Lead qualification & booking
  • Handoff to a person
  • Leads panel (add-on)
  • Email support (48h)
Get started
Most popular

Pro

Growing business

$649/mo

Setup: $990

2,500 interactions / month

  • SMS · WhatsApp · Voice
  • English & Spanish
  • Lead qualification & booking
  • Handoff to a person
  • Leads panel included
  • Email support (24h)
Get started

Business

High volume

$1,290/mo

Setup: $1,900

8,000 interactions / month

  • SMS · WhatsApp · Voice
  • English & Spanish
  • Lead qualification & booking
  • Handoff to a person
  • Leads panel included
  • Priority support
Get started

Enterprise

Multi-office

Custom

+8,000 interactions / month

  • SMS · WhatsApp · Voice
  • English & Spanish
  • Lead qualification & booking
  • Handoff to a person
  • Priority & dedicated SLA
  • Dedicated support + SLA
Contact us

Reference prices — adjustable by market. Platform usage (Vonage + AI) billed transparently.