Interactive video for mortgage brokers and loan officers
VideoSaysHi turns a short video into a guided first conversation. Borrowers tap Buying a home or Refinancing, answer two quick questions about timing and goals, and book a call. You know who’s ready to apply first.
Your intro video asks, borrowers answer, and you get booked loan calls.
From $49/month · AI Builder on Pro and Agency · Works on every phone
Most online leads ask “What’s your rate?” and go quiet. VideoSaysHi tells you whether they’re buying or refinancing, when they want to move and what matters most, before you call.
Features
Each feature in plain words, and what it means for your business.
Your video asks “What would you like help with?” and each answer plays its own video and questions.
For you: a first-time buyer and a homeowner refinancing each hear the right message, from one link.
The video pauses and borrowers tap what they need: a first home, a move up or a refinance.
For you: you know which conversation to have before you call.
An email card on the video offers your first-time buyer checklist. Viewers can also say yes to your newsletter.
For you: grow a list of future buyers who already know you.
A pop-up on the video invites viewers to a free loan review with its own button, then the video carries on.
For you: past clients and new borrowers get an easy first step.
Borrowers pick a time from your calendar without leaving the video. Confirmations and reminders are sent for you.
For you: calls land on your calendar with the answers attached.
The moment someone finishes you get an email alert, and a short AI brief shows whether they’re buying or refinancing, their timing and their goal.
For you: call the ready borrowers first, between closings.
One list of every lead, scored by their answers, with notes and status.
For you: Call the borrowers ready to apply first.
See which path they chose, what they watched and where they stopped.
For you: See whether they watched your refinance video before you call.
Questions and forms fit any phone screen, from a social link, a text or an email.
For you: Borrowers find you on their phone. It just works.
Views, answers and drop-off for every step of the funnel.
For you: See which video books the most calls.
Before you call
What you know about a new lead before you pick up the phone.
| What you know | A plain contact form | VideoSaysHi funnel |
|---|---|---|
| Name, email and phone | Yes | Yes |
| Buying or refinancing | No | Yes |
| When they want to move | No | Yes |
| Their main goal | No | Yes |
| A time booked on your calendar | No | Yes |
| A hot, warm or cold score | No | Yes |
| An AI brief of what they want | No | Yes |
How it works
Start blank and add your own videos, or let AI Builder (Pro and Agency) plan the paths, questions and scripts.
A home loan or refinance, insurance, or just a quote. Each path plays its own short video.
“When are you looking to move ahead?” and “What matters most to you?”
Name, email and phone with consent. People ready within a month go straight to booking a call.
A lead alert, a hot-lead score and an AI brief of their plans.
Use it everywhere you market
Every funnel has one share link and a QR code. Put it anywhere you post.
Replace a plain “Get a rate” form with a short welcome from you.
Give partner agents one link to share with their buyers.
Send clicks to a video that explains the next step, not a long form.
Send the refinance video to past clients so they book a review themselves.
Show the QR code at open houses and first-time buyer seminars.
Agency adds team members and up to 3 workspaces, one per branch or loan officer.
Integrations
Each lead arrives with their answers, score and booking. The label shows which plan includes it.
Viewers book a time on the video or message you. The built-in calendar checks your calendar so busy times are never offered.
Every new lead goes where you already work, with answers and score.
Grow your list with people who said yes to marketing emails.
Using a loan origination system or a mortgage CRM? Send new borrowers by webhook (Pro) or Zapier (Agency) if it accepts leads that way, or work them from Leads and Google Sheets.
AI Builder · Pro and Agency
Tap Financial, add a line about your business, and AI writes the paths, questions and video scripts. Download the scripts as a PDF and record on your phone.
Build my borrower funnelMortgage broker in Atlanta · buyers and refinancing · book a call
Keep the funnel about the first conversation. Ask what they need, when they want to move and what matters most. Keep Social Security numbers, bank statements and full applications in your loan system, and add your license number and required disclosures to your videos or end screen.
Do the maths
Put in your own numbers. This is simple maths, not a promise.
$6,000a month
$72,000a year
That is about 60× the cost of Pro ($99/month).
Pricing
Paid plans only, no long contracts. Most loan officers start on Pro.
Pay once a year for Starter or Pro. Same limits as monthly; plays, submissions, AI and emails reset every month.
$49/month
$490/year
≈ $40.83/mo · save $98
Start with one loan type
$99/month
$990/year
≈ $82.50/mo · save $198
Every loan type and campaign
$299/month
Monthly only
Teams and branches
FAQ
No. Use videos you already have, film short clips on your phone, or record in the app with the built-in teleprompter. AI Builder (Pro and Agency) writes a short script for every video.
Yes. Add a Book a call element or a booking step. Viewers see your next open times and book without leaving the video. Use the built-in calendar linked to your Google, Outlook or Apple calendar, or send them to Calendly or Cal.com. Confirmation emails, reminders and a calendar invite are sent for you.
You decide what your videos say. Many brokers explain how rates and fees work in a short video, then ask borrowers to book a call for options based on their situation.
Not directly. New borrowers arrive by instant email alert and in Leads, and Pro can send them to Google Sheets, HubSpot or a webhook. Agency adds Zapier and GoHighLevel. If your software accepts leads by webhook or Zapier, you can connect it that way.
Yes. Starter and Pro can be paid once a year: $490 and $990, which is two months free. Limits are the same as monthly, and plays, submissions, AI and emails still reset every month. Agency is billed monthly.
No. Plans start at $49 a month and you can cancel any time. Your plan stays active until the end of the period you paid for.
Yes, on the Agency plan. It includes 3 team members with roles and up to 3 workspaces, so each branch or loan officer can have its own funnels and leads.
From the blog
Set up your first borrower funnel today. Start blank, or let AI Builder plan it on Pro and Agency.
