Mortgage
Pre-Qualify Borrowers Before They Reach Your Desk
Collect financial profiles, assess mortgage readiness, and connect qualified applicants with the right advisor.
Pre-screen borrowers, accelerate advisor decisions. From first inquiry, agents structure applicant data and apply your criteria before the file reaches your team.
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Acme LineMortgage Qualifier

6 min ago · 12 min

Olivia Carter

c58dc902-95d0-42e8-a0da-136e0427632a

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Actions taken by the agent.

Fixed

First-Time Buyer Fixed Rate Pre-Qual

First-time buyers, combined household income $145K, seeking 5-year fixed mortgage for $485K property. Down payment confirmed ($72,000). Both full-time employed with clean credit. Requested pre-approval letter for weekend showings.

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Financial profiles gathered conversationally.
Capture income, employment history, property details, and down payment information through a guided conversation that adapts to each borrower.
Advisor meetings booked on the spot.
Schedule qualified borrowers directly with the right mortgage advisor based on loan type, location, and availability.
Borrower records pushed to your CRM.
Automatically enrich your CRM with structured applicant data including financial profile, mortgage type, and readiness score.
Levitas
Dimedove transformed how we qualify prospects, turning a fragmented, availability-dependent process into a structured, intelligent, and always-on system that lets us scale conversations with confidence.
Philip Pompili, Co-founder & COO
Levitas' favorite features
Forms
Messenger
Workflows
CHANNELS[02]
Reach prospects wherever they are. One setup powers consistent qualification across web, messaging, social, voice, forms, and custom-built channels.
Turn your website into a live qualification engine
Launch an optimized conversation surface on your site and let prospects start qualifying the moment they land, without sending them to another tool or flow.
Real-time conversationsBranded chat experienceSeamless lead capture
acme.com
Acme
Hi, we're looking to get pre-approved for a mortgage. We found a home listed at $485,000.
Congratulations on finding a place! How much do you have saved for a down payment?
About $72,000, roughly 15%. We both work full-time with a combined income of $145,000.
Thanks for the details. I'll connect you with an advisor to review your pre-approval options.
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AGENTS[03]
AI agents that work for you. Deploy agents that qualify, engage, and route leads across every touchpoint.
Define your products, qualification criteria, and escalation rules. Your agents follow the playbook.
Explore Agents
USE CASES[04]
Qualify, prioritize, and execute at scale. From first touch to handoff, Dimedove agents handle the operational work that keeps pipeline progression moving.
Your workflow, your rules.
Tell us how your team qualifies leads today. We'll map Dimedove to your exact process.
SECURE FOUNDATIONS[07]
Built on strong foundations. Dimedove applies controls across infrastructure, access, and agent behavior so data stays protected at every step.
Infrastructure Security
Resilient, encrypted infrastructure designed to protect your data and keep your business running without interruption.
Identity & Access Control
Granular roles, passwordless logins, and strict access boundaries ensure only the right people can access the right data.
Agent Behavior & Data Governance
Your agents operate with built-in guardrails, while your data stays private and never used to train external models.
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Bankeo
Levitas
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OneTrip