BrokerAI System — AI-Powered Lead Systems for Mortgage Brokers | Built by a Licensed Broker
Now accepting new clients — 3 spots open

Your Leads Are Dying
in Your Inbox.
Let’s Fix That.

Done-for-you AI-powered lead capture, instant 60-second follow-up, and borrower automation — built by a licensed mortgage broker with 24 years in the industry. Your pipeline works while you close.

No credit card required
Live in 7 days
NMLS-compliant messaging
Built by a licensed broker
60 sec
Average lead response
24 / 7
Your system never sleeps
BrokerAI System CRM dashboard showing live mortgage lead pipeline and automated follow-up sequences
78%
of mortgage leads go cold within 5 minutes without a follow-up
60 sec
average lead response time with BrokerAI System active
$5K+
average commission value of each unanswered lead that goes cold
24 yrs
real estate and mortgage industry experience behind this system
The problem every independent broker faces

You’re not losing loans because of your rates.
You’re losing them because of your follow-up speed.

Independent mortgage brokers compete against big banks and entire marketing teams — and they’re doing it alone. The playing field isn’t level. Until now.

Leads go cold overnight

A borrower submits at 9pm. You’re done for the day. By 7am they’ve already called three other lenders. That’s a closed loan you’ll never get back — and it happens every week.

No system means no scale

When your follow-up lives in your head, your business caps at what you can personally handle. Every missed call or delayed email is revenue left permanently on the table.

Paying for leads you never close

Lead generation costs money. When those leads don’t get a response within minutes, your cost-per-acquisition skyrockets. The ads aren’t the problem — the follow-up is.

The brokers winning right now aren’t working harder — they have a smarter system. That’s what BrokerAI System builds for you.

Get the System →
Introducing BrokerAI System

Your complete AI-powered
lead machine. Done for you.

We build your entire lead capture and follow-up system — website, CRM, AI bot, automation sequences — in 7 days. You approve it. We hand you the keys. Your leads never wait again.

01

AI-Powered Lead Capture

A conversion-optimized landing page built specifically for mortgage borrowers. Designed to capture real leads, not tire-kickers.

WordPress · Hostinger
02

60-Second Follow-Up Bot

The moment a lead submits, your AI responds via email and SMS — qualifying questions, next steps, calendar link. All automatic.

Claude AI · Automation
03

HubSpot CRM Pipeline

Every lead flows into your pipeline automatically. Stages, tasks, and notifications configured for how mortgage brokers actually work.

HubSpot CRM
04

Borrower Education Bot

An AI assistant on your site that answers borrower questions 24/7 — pre-qualifying leads before they ever reach your calendar.

Claude AI · Live Chat
05

Automated Drip Sequences

Leads who aren’t ready today get a 90-day nurture sequence that keeps you top of mind until they are. No manual follow-up required.

HubSpot Email
06

Monthly SEO Content

One optimized blog post published to your site every month — targeting the exact search terms your borrowers are typing into Google.

GEO + SEO Optimized
What your system looks like from day one

Your entire pipeline. One dashboard. Always working.

From the moment a borrower submits to the moment they close — every touchpoint is tracked, automated, and visible in your HubSpot pipeline. No more spreadsheets. No more sticky notes.

Real-time lead notifications — get pinged the second a borrower fills out your form, even at 2am.
Automated stage progression — leads move through your pipeline as they engage, with zero manual data entry.
Compliant messaging — every automated email and text is reviewed for compliance before your system goes live.
Monthly performance reports — know exactly how many leads came in, responded, and what your pipeline is worth.
See Exactly How It’s Built →
BrokerAI System HubSpot CRM dashboard showing mortgage lead pipeline and automated follow-up for independent mortgage brokers
Step by step

Your AI lead system. Built in 7 days.
You approve it. We run it.

You don’t touch a line of code. You don’t need a marketing degree. You show up, answer a few questions, and we build the rest.

1
Day 0 — 15 minutes

Apply and we review your brokerage

Fill out the simple application. We review your loan products, target borrower, and current setup within 24 hours. If it’s a fit, we schedule your intake call. No credit card, no pitch.

2
Day 1 — 30-minute call

Intake call with Stacy

A 30-minute call where we collect everything needed to build your system — your branding, loan products, target borrower type, and preferred communication style.

3
Days 2–6 — We build

Your complete system goes up

We build your lead capture page, configure your HubSpot pipeline, train your AI borrower bot, set up your follow-up sequences, and run end-to-end tests. You don’t touch a thing.

4
Day 7 — Review and launch

You review, approve, and go live

We walk you through the finished system. You request any changes. Once approved, your system goes live — and your first lead can come in that same day.

5
Ongoing — every month

We optimize as you grow

Monthly check-in to review your lead data, response rates, and conversion numbers. We adjust and keep your system performing at its peak. You close loans. We handle the tech.

Start Your Free Buildout →

Only 3 free buildouts available at a time. We review every application personally.

24+
Years in Real Estate & Mortgage
Stacy Ann Stephens, licensed Florida Mortgage Broker and Real Estate Broker, founder of BrokerAI System
Built by a broker, for brokers

I didn’t build this for tech people.
I built it for us.

“I watched great brokers lose great borrowers every week — not because of rates or products, but because their follow-up was too slow. I fixed it for my own brokerage first. Then I started building it for others.”
— Stacy Ann Stephens, Founder

I’m a dual-licensed Florida Mortgage Broker and Real Estate Broker with 24 years in this industry. I immigrated from Jamaica, built my brokerage from scratch, and watched the 2008 crash from the inside. I know what bad systems cost brokers — in commissions, in clients, and in sleep.

I built BrokerAI System because independent brokers deserve the same technology advantages that big banks have — without the enterprise price tag or the IT team.

Licensed Florida Mortgage Broker
Licensed Florida Real Estate Broker
MBA in Project Management
Former IRS Enrolled Agent
FinTech Expert
24+ years real estate & mortgage experience
Read the Full Story →
The before and after

What changes when your system is live

This isn’t about working more hours. It’s about the hours you already work producing more results — automatically.

❌ Before BrokerAI System
  • Leads sit in your inbox for hours or days
  • Follow-up depends on when you have time
  • Borrowers go cold before you can call them
  • No visibility into where leads are in your pipeline
  • Paying for leads you don’t have time to close
  • Your income stops when you stop working
✅ After BrokerAI System
  • Every lead gets a response in 60 seconds
  • Follow-up runs automatically, 24 hours a day
  • Borrowers stay warm until they’re ready to close
  • Full pipeline visibility in your HubSpot dashboard
  • Your ad spend converts at a higher rate
  • Your pipeline works even when you’re at a closing
Transparent pricing

Three tiers. No contracts. No surprises.

Every plan is built by Stacy personally. Pick the tier that fits where your brokerage is today — you can always upgrade.

Starter
$297/mo
+ $500 one-time setup fee
  • AI-powered lead capture landing page
  • HubSpot CRM pipeline setup
  • 5-email automated follow-up sequence
  • 1 lead magnet PDF (borrower guide)
  • Monthly performance report
  • Compliant messaging review
Get Started →
Done-For-You Pro
$997/mo
+ $1,500 one-time setup fee
  • Everything in Growth
  • Realtor referral partner outreach system
  • Monthly social media content kit
  • Full HubSpot deal automation
  • Bi-weekly optimization calls with Stacy
  • Priority 24-hour support
Get Started →
Ready to stop losing leads?

Apply for your free
AI lead system buildout

We only take 3 free buildouts at a time — and we review every application personally. If we can’t help you, Stacy will tell you honestly. No pitch. No pressure.

Apply for Free Buildout →

3 spots remaining this month · Response within 24 hours

No credit card
No long-term contract
Built in 7 days
Review by a licensed broker
Common questions

Everything you need to know

Can’t find your answer? Apply and ask Stacy directly.

BrokerAI System is a done-for-you AI-powered lead capture and follow-up system built specifically for independent mortgage brokers. We build your entire system — lead capture website, HubSpot CRM pipeline, AI borrower bot, and automated email and SMS sequences — and hand it to you ready to use. Your leads receive an automated response within 60 seconds of submitting, 24 hours a day, 7 days a week.

Your complete system is built and ready to review within 7 business days of your intake call. Most clients are live and receiving leads by the end of week two — including the intake call, build time, your review, and final adjustments. You commit approximately 45 minutes total.

Absolutely not. BrokerAI System is entirely done-for-you. You answer our intake questions, review the finished system, and approve it. We handle WordPress, HubSpot, the AI configuration, the automation sequences, and all ongoing technical maintenance.

Yes. Every automated email, SMS message, and AI bot response is reviewed for compliance before your system goes live. Because BrokerAI System was founded by a licensed mortgage broker, we build compliance awareness into every piece of messaging from the start. You should always have your compliance officer review any marketing materials as well.

There is no long-term contract. BrokerAI System is a month-to-month service after your initial setup. You can cancel anytime with 30 days notice. Your website, domain, and HubSpot data are yours — if you cancel, you keep everything that was built.

BrokerAI System offers three monthly plans: Starter at $297 per month (plus $500 setup), Growth at $597 per month (plus $1,000 setup), and Done-For-You Pro at $997 per month (plus $1,500 setup). Free buildouts are available for qualifying brokers — apply at brokeraisystem.com/apply.

Scroll to Top