1. Identify the Marketing Source
Tracking numbers and Dynamic Number Insertion can connect eligible borrower calls with available campaign, keyword, landing-page, and channel information.
Mortgage Call Tracking
Mortgage Call Tracking Software for Lenders and Brokers
See which campaigns, keywords, landing pages, and branches generate borrower calls.
AvidTrak helps mortgage lenders and brokers:
- Track borrower calls by campaign, keyword, channel, and landing page.
- Route inquiries to the appropriate loan officer, branch, or lending team.
- Identify missed calls and conversations that may need follow-up.
- Review recorded calls with AI-powered transcription and conversation outcomes.
- Connect call data with supported CRM, advertising, and analytics platforms.
14-day free trialNo credit card required
Mortgage borrower call activity
284Tracked calls
97Borrower inquiries
6Branches
Google Ads - "mortgage rates"Rate
inquiry · 4m 24s
High intent
Organic - Refinance pageRefinancing
question · 3m 51s
Follow-up
Branch campaign - Pre-qualificationLoan
officer request · 5m 16s
Routed
Mortgage Call Attribution
What Is Call Tracking for Mortgage Lenders?
Call tracking for mortgage lenders connects borrower phone inquiries with the marketing activities that generated them.
AvidTrak can associate eligible calls with available campaign, keyword, channel, landing-page, and tracking-number information while supporting call routing, recordings, AI-powered transcription, reporting, and CRM integrations.
Mortgage marketing teams can therefore evaluate phone inquiries alongside other campaign activity instead of relying only on website visits and form submissions.
Marketing Attribution
See Which Mortgage Marketing Generates Borrower Calls
Imagine a borrower researching mortgage options, clicking an advertisement, visiting a mortgage landing page, and calling to discuss rates, refinancing, pre-qualification, or another lending question.
Without call attribution, the marketing team may see the website visit without knowing which campaign generated the phone inquiry.
AvidTrak helps mortgage teams understand:
Which campaigns generate borrower calls.
Which paid-search keywords generate phone inquiries.
Which landing pages contribute to calls.
Which branches or teams receive inquiries.
Which calls were answered or missed.
Which conversations may require follow-up.
This gives mortgage marketing and lending teams a clearer connection between marketing activity and incoming phone inquiries.
Campaign Attribution
Track Mortgage Calls by Campaign and Keyword
AvidTrak uses tracking numbers and Dynamic Number Insertion to connect eligible borrower calls with available marketing-source information.
Mortgage teams can review attribution associated with:
Paid-search campaigns.
Keywords.
Landing pages.
Traffic sources.
Marketing channels.
Tracking numbers.
Locations and branches.
Keyword-level call tracking can also help mortgage marketers identify which paid-search activity generates phone inquiries rather than evaluating campaigns through clicks alone.
Mortgage Brokers
Track Calls for Mortgage Brokers
Mortgage brokers can use AvidTrak to connect incoming calls with campaigns, landing pages, tracking numbers, and other available marketing-source information.
This provides a clearer view of which marketing activities generate borrower inquiries without requiring separate manual attribution records.
Brokers can also review missed calls, recordings, transcripts, and available conversation outcomes when those features are configured.
Conversation Intelligence
Give Loan Officers More Context for Follow-Up
AvidTrak can convert recorded borrower calls into searchable transcripts when recording and transcription are enabled.
Loan officers can review conversations involving topics such as:
- Rate questions.
- Pre-qualification inquiries.
- Refinancing.
- Mortgage products.
- Application-related questions.
- Follow-up requirements.
Configured conversation outcomes can provide additional context around what happened during the call.
Call alerts can also provide available caller, source, and call information so the appropriate team can review inquiries that may require attention.
AvidTrak does not independently determine whether a borrower became qualified, approved, funded, or converted into a customer. Confirmed downstream status should come from the mortgage company's CRM, loan system, or another connected workflow when available.
Hi, I’m considering refinancing and want to compare rates. Can
someone explain the next steps?
I can connect you with the appropriate loan officer to review the
available information and required documents.
That works. Please have someone call me back after 3 PM to discuss
the options.
Example configured outcome: Refinancing and follow-up request
Call Routing
Route Mortgage Calls by Branch, Region, or Loan Officer
Mortgage companies with multiple branches, regions, or lending teams may need different call paths according to location and availability.
AvidTrak supports configurable routing based on factors such as:
ZIP code.
Geographic location.
Branch.
Business hours.
Schedules.
Availability.
Other configured routing rules.
This can help direct borrower inquiries toward the appropriate branch, loan officer, or specialist while maintaining broader visibility across locations.
How It Works
How AvidTrak Call Tracking Works for Mortgage Teams
2. Route the Borrower Call
Configured routing rules can direct calls according to branch, ZIP code, location, schedule, business hours, availability, or another supported requirement.
3. Review the Conversation
Recorded calls can be converted into searchable transcripts when transcription is enabled.
Configured conversation outcomes provide additional context around supported call types.
4. Connect Call Data With Existing Systems
AvidTrak supports integrations with CRM, advertising, analytics, and reporting platforms so available call information can become part of wider marketing and follow-up workflows.
5. Review Call and Campaign Performance
Mortgage teams can review attribution, call volume, missed calls, location activity, and available conversation information through AvidTrak reporting.
Mortgage Teams
How Mortgage Teams Use AvidTrak
Mortgage Marketing Teams
Connect borrower calls with paid search, organic traffic, landing pages, and other configured marketing sources.
Marketing teams can review phone inquiries alongside other campaign data.
Loan Officers
Review searchable transcripts, caller information, conversation outcomes, and missed-call activity before deciding on the appropriate follow-up action.
Mortgage Brokers
Identify which campaigns and landing pages generate tracked borrower inquiries and review available call context.
Branch and Regional Teams
Configure routing across branches and teams while maintaining visibility into call activity across locations.
Platform Capabilities
What Mortgage Teams Can Manage With AvidTrak
| Mortgage Requirement | AvidTrak Capability |
|---|---|
| Identify which marketing generated a call | Campaign, keyword, channel, and landing-page attribution |
| Track paid-search phone inquiries | Keyword-level call tracking |
| Review borrower conversations | Call recording and AI-powered transcription |
| Understand call context | Configured conversation outcomes |
| Identify missed inquiries | Missed-call reporting and alerts |
| Route calls across teams | ZIP-code, location, schedule, and availability routing |
| Compare branches | Multi-location reporting |
| Connect calls with CRM workflows | Salesforce, HubSpot, and Zoho integrations |
| Measure calls with advertising data | Google Ads and analytics integrations |
Integrations
Connect Mortgage Call Data With CRM and Marketing Platforms
AvidTrak supports integrations with advertising, analytics, reporting, and CRM platforms used by mortgage marketing and lending teams.
Supported platforms include:
Google Ads.
Microsoft Advertising.
Google Marketing Platform.
Google Analytics 4.
Google Looker Studio.
Salesforce.
HubSpot.
Zoho.
Available call attribution and activity information can support campaign measurement, reporting, and lead-follow-up workflows.
The exact information available depends on the configured integration and the mortgage company's existing process.
Customer Proof
What Businesses Say About AvidTrak
NT
Nathan Tiessen
Convertus
“AvidTrak’s dedication to client care stood out immediately.”
We received highly responsive support for complex call tracking setups, including unique DNI and campaign-token scenarios. We expanded from 5 tracked projects to 50 while AvidTrak stayed committed to our growth.
50 ProjectsKY
Kollin Yelensky
Think Integrated
“The product fit our needs, and the customer service sealed the deal.”
We found the platform easy to use, and the fast, helpful support made the difference. After 5+ years, we still value both the product and the consistency of AvidTrak’s updates and service
5+ YearsSM
Sadiq M.
Wholesale Brand
“AvidTrak combined precise call tracking with truly human support.”
We gained accurate call tracking, better visibility into marketing performance, and stronger customer insight. The responsive human support helped us make data-driven campaign decisions with confidence.
Marketing InsightsPricing
AvidTrak Plans for Mortgage Call Tracking
Choose an AvidTrak plan based on tracking numbers, monthly call volume, recording needs, and account requirements.
Mortgage companies with multiple branches, larger call volumes, or more complex routing requirements can select the setup that matches their call-tracking needs.
Professional
$30
mo
- 10 Numbers
- 1500 Minutes
- 1500 Call Recording Minutes
- 100 CNAME Lookup Calls
- -
Agency
$55
mo
- 30 Numbers
- 2500 Minutes
- 2500 Call Recording Minutes
- 300 CNAME Lookup Calls
- 1000 Client Accounts
Mortgage Call Tracking FAQs
Frequently Asked Questions About Mortgage Call Tracking
1. How does mortgage call tracking work?
Mortgage teams can use tracking numbers and Dynamic Number Insertion to associate eligible borrower calls with available campaign, keyword, channel, landing-page, and other marketing information.
AvidTrak also records call activity that can support reporting, routing, conversation review, and follow-up workflows.
2. Can AvidTrak track mortgage calls by campaign and keyword?
Yes. AvidTrak can connect eligible borrower calls with available campaign, keyword, traffic-source, and landing-page information.
This gives mortgage marketers more detail about which activities generate phone inquiries.
3. Can AvidTrak track calls from paid and organic mortgage campaigns?
Yes. With the appropriate tracking setup, AvidTrak can associate calls with available paid-search, organic, landing-page, and other marketing-source information.
Mortgage teams can then include phone inquiries when reviewing marketing performance.
4. Can mortgage brokers use AvidTrak to track incoming inquiries?
Yes. Mortgage brokers can review available campaign-source, caller, tracking-number, and call information for tracked inquiries.
This can help brokers understand which marketing activities are generating borrower calls.
5. How can loan officers use AvidTrak call analytics?
When recording and transcription are enabled, loan officers can review recorded calls through searchable transcripts and configured conversation outcomes.
This can provide context around rate questions, refinancing inquiries, pre-qualification discussions, and other borrower conversations.
6. Can AvidTrak route mortgage calls by branch or loan officer?
Yes. AvidTrak supports routing according to configured rules involving ZIP code, geographic location, branch, schedule, business hours, availability, and other supported requirements.
Mortgage companies can use these options according to their branch and lending-team structure.
7. Can AvidTrak identify missed mortgage calls?
Yes. AvidTrak provides call records and missed-call information that can help teams identify unanswered borrower inquiries.
Available attribution information can also provide context around which marketing source generated the call.
8. Can AvidTrak connect mortgage call data with a CRM?
Yes. AvidTrak supports integrations with Salesforce, HubSpot, and Zoho.
Available call information can be used within supported CRM workflows so mortgage teams can review call context alongside downstream lead information.
9. Does AvidTrak integrate with Google Ads and analytics platforms?
Yes. AvidTrak supports integrations with Google Ads, Google Analytics 4, Microsoft Advertising, Google Looker Studio, and other supported marketing platforms.
Configured call information can therefore be included within wider campaign and reporting workflows.
10. Can AvidTrak tell whether a mortgage call became an approved or funded loan?
AvidTrak provides call attribution, recordings, transcripts, conversation outcomes, and supported CRM integrations.
Measurable Mortgage Marketing
See Which Mortgage Campaigns Generate Borrower Calls
AvidTrak connects borrower calls with campaigns, keywords, landing pages, branches, and available conversation outcomes.
Mortgage teams can see which marketing activities generate phone inquiries, route callers to the appropriate team, and identify calls that may need follow-up.
14-day free trial | No credit card required