Book the call while the borrower is still interested
A borrower comparing lenders usually talks to whoever calls back first. A booking link in your first text, email or web form reply puts a real time on the calendar within minutes. Rate quote calls, pre-approval reviews, refinance consultations and closing check-ins each get their own meeting type, length and owner.
Referral partners can use the same link. A real estate agent sends a buyer to your booking page and the borrower books straight onto the right loan officer calendar.
Route by loan type and state
A routing form asks whether the borrower is buying or refinancing, which state the property is in and whether it is a conventional, FHA, VA or jumbo loan. Each answer shows only the loan officers who are licensed and experienced for that case. Veterans reach the VA specialist, jumbo borrowers reach the senior officer, and everyone else is shared out by round robin.
Round robin balances new leads across officers and skips anyone already booked, so no one is flooded while another waits.
Start the call with the details already in hand
Custom questions collect the purchase price, down payment, credit range, current rate and target closing date. The officer opens the appointment with those answers visible, and AI meeting prep briefs summarize them so the first minute goes to advice rather than intake.
- Separate meeting types for rate quotes, pre-approvals and refinance reviews
- Routing forms by loan type, state or loan size
- Reminders with reschedule and cancel links to cut no-shows
- Phone or video link included in every confirmation
- Borrower time zone handled automatically
Flat pricing for the whole brokerage
Brokerages grow with loan officers, processors and assistants, and per seat tools charge for each one. HourMeet charges per team. Starter costs $49 per month for up to 5 team members. Team costs $149 per month for up to 20 members and adds round robin, routing forms and own domain branding. Business costs $499 per month for up to 75 members and adds SSO and an audit log. Yearly billing is 50 percent lower.
A small shop with a few officers fits Starter. A brokerage that wants routing by loan type belongs on Team. The math is laid out in scheduling software pricing per seat versus flat.