Mortgage brokers and loan officers use Oceanic Funnels OS to reply to every enquiry within seconds, collect application details, and send document reminders during the process. Leads who aren't ready are nurtured for months, and past clients get anniversary and refinance check-ins.
From your website, an ad, a calculator or a realtor partner.
A text and email with next steps and a call booking link.
A form collects the details before the call.
Automatic reminders until documents arrive.
Rate updates and education for months.
Review request, anniversaries and refinance check-ins.
Missed call text back, instant replies, AI agents and reminders mean every call, form and DM gets answered, day or night. Unlimited contacts and users on every plan.
Mortgage brokers and loan officers use Oceanic Funnels OS to reply to every enquiry within seconds, collect application details, and send document reminders during the process. Leads who aren't ready are nurtured for months, and past clients get anniversary and refinance check-ins.
Yes. Tag leads by referral source and send automatic updates and thank-yous to partners.
Yes. Automations send reminders until the borrower uploads the documents through a secure form.
On the Growth plan ($197 a month) our team sets up your system in the first week. On the Done-For-You plan ($297 a month plus a one-time $997 build fee) we build your sales funnel and the full automated backend for your business.
Oceanic Funnels OS starts at $67 a month with unlimited contacts and users. Usage like SMS, email and AI is pay-as-you-go, and WhatsApp is a +$19/month add-on.
One system for funnels, CRM, SMS, WhatsApp, AI agents, booking and payments. Or let our team build it for you.