Stop the Back-and-Forth. Let Borrowers Book on Their Schedule.
Embeddable scheduling links that let leads self-book consultations — synced with your calendar, backed by automated reminders, and connected to your pipeline. No more phone tag. No more no-shows.
📅 Book a Consultation
15 min · FreeThe Hidden Revenue Killer: Scheduling Friction
Every round of “when are you free?” gives the borrower time to call another lender. The faster you get on their calendar, the more likely you are to win the deal.
Phone Tag & Missed Opportunities
- 3–5 back-and-forth messages just to find a time
- Leads book with a competitor while you’re still texting
- No-shows waste 2+ hours per week
- No automated reminders — you’re calling to confirm manually
- Double-bookings when managing multiple calendars
- No easy way to share your availability in texts and emails
Instant Self-Scheduling
- One link — borrower picks a time in under 3 minutes
- Available 24/7, including evenings and weekends
- Automated SMS + email reminders cut no-shows by 40%
- No-show auto-rebooking sequence recovers lost meetings
- Two-way sync with Google Calendar and Outlook
- Embed in your website, emails, texts, and landing pages
From Lead to Booked Consultation — Automatically
Every touchpoint in LoanPulse includes a booking link. The moment a borrower is ready to talk, they’re one click from your calendar.
consultations scheduled automatically
Automated Reminders That Cut No-Shows by 40%
No-shows aren’t just annoying — at an estimated $150 in lost time per missed consultation, they add up fast. LoanPulse sends multi-channel reminders at precisely the right moments to keep borrowers committed.
of no-shows rebook within 48 hours
See the reminder system running live.
Book Your Free Demo →Booking Types Built for the Lending Workflow
Create different appointment types for different stages of the loan process. Each with its own duration, availability, and automation sequence.
Initial Consultation
First conversation with a new lead. Review their goals, run initial numbers, and determine next steps. Includes pre-call questionnaire.
Pre-Qualification Review
Deep-dive into borrower financials. Walk through rate options, loan programs, and document requirements. Moves them toward application.
Application Walkthrough
Guide the borrower through the 1003 application step by step. Collect documents, lock rate, and set closing expectations.
Rate Lock Discussion
Quick call to review current rates, discuss lock options and float-down provisions. Time-sensitive — available same-day.
Closing Prep Call
Final review before closing day. Walk through the closing disclosure, wire instructions, and what to bring to signing.
Refinance Assessment
Past client refi inquiry. Review current loan terms, savings potential, and break-even timeline. Triggered by rate drop alerts.
Scheduling Features That Save Hours Every Week
More than a booking link — a complete scheduling system designed around the mortgage workflow.
Two-Way Calendar Sync
Real-time sync with Google Calendar and Outlook. Personal events block your availability automatically — no double-bookings ever.
Round-Robin for Teams
Distribute consultations evenly across loan officers. Weighted round-robin gives your top closers more appointments if you prefer.
Branded Booking Pages
Your photo, logo, colors, and bio — not a generic scheduling tool. Builds trust before the first conversation even starts.
Embed Anywhere
Add your booking widget to your website, email signature, text messages, landing pages, and social media profiles.
After-Hours Booking
37% of consultations are booked outside business hours. Your scheduling link works 24/7 — capturing leads while you sleep.
Pre-Call Questionnaires
Ask borrowers about loan purpose, property type, credit range, and timeline before the call — so you come prepared.
Pipeline Auto-Update
When a lead books, their pipeline card automatically advances. Add notes, tags, and trigger follow-up sequences based on booking type.