Know which campaigns drive borrower calls, which loan officers are handling them, and where follow-up is falling short.
AvidTrak's call tracking for mortgage lenders connects every inbound call to its campaign, keyword, and landing page. AI-powered transcription, AI-powered conversation outcome extraction, advanced branch routing, and CRM integrations give lending teams a complete, measurable view of every borrower inquiry.
14 days free trial
No credit card required
No white-label setup fees
Mortgage decisions rarely happen in one visit. Borrowers research rates online, then call a loan officer for real answers about pre-qualification, refinance options, rate comparisons, or next steps.
Those calls are some of the highest-intent leads a lending team will ever receive. But without call tracking for mortgage lenders, there is no way to know which campaign sent that borrower, which page drove the call, which branch missed it, or how long it took someone to follow up.
The result is wasted marketing spend, slow response times, and qualified borrowers who move on before your team even knows they called.
See which campaigns, keywords, and channels bring in real borrower calls, not just website traffic. AvidTrak helps lending teams connect marketing activity to mortgage inquiries that are ready for follow-up.
Send borrower calls to the right loan officer, team, or branch based on location, availability, or schedule. High-intent callers reach the right person faster.
AI-powered transcription and conversation outcome extraction help lending teams review borrower calls faster and identify rate discussions, pre-qualification requests, and application intent.
Instant call alerts share borrower details, call source, and conversation outcome right after each call. Teams can act faster on mortgage inquiries that need follow-up.
Compare call volume, campaign performance, and lead handling across all branches and channels in a single dashboard, without pulling reports from separate tools.
Campaign attribution:
AvidTrak's call tracking for mortgage lenders ties every borrower call to its campaign, keyword, channel, and landing page so marketing teams know which tactics generate qualified mortgage inquiries.
Ad platform sync:
Call conversions flow directly into Google Ads and GA4, giving mortgage marketing teams a complete picture of which campaigns generate borrower calls alongside other conversion data.
Broker inquiry tracking:
AvidTrak shows which marketing tactics bring mortgage broker inquiries by campaign, source, and landing page, so brokers can see exactly where their strongest leads are coming from.
Lead source visibility:
Every broker call is logged with its source, caller details, and conversation outcome, giving brokers a clean, structured record of every inquiry without manual tracking.
AI-powered transcription:
Every borrower call is automatically converted to searchable text, so loan officers can review conversations and prioritize follow-ups without listening to a single recording.
AI-powered conversation outcome extraction:
AvidTrak tags every call with a structured outcome so loan officers can sort borrower conversations by intent and focus follow-up on the ones most likely to move forward.
Branch routing:
AvidTrak routes borrower calls to the appropriate branch, loan officer, or team based on location, ZIP code, availability, or business hours, ensuring every inquiry reaches the right person without delay.
Multi-location reporting:
Regional managers get a clear view of call activity, lead-handling gaps, and campaign performance across all branches without switching between accounts or tools.
Every broker inquiry is logged with its campaign source, landing page, and caller details, giving brokers a clear view of which marketing tactics generate qualified inquiries.
AI-powered transcription turns borrower calls into searchable text instantly. Loan officers can scan rate discussions, pre-qualification requests, and application signals across conversations in seconds.
Borrower calls are routed to the right branch or specialist based on ZIP code, location, and availability. Regional managers track call activity and lead-handling performance across all branches from one place.
Every borrower call is tied to the campaign, keyword, landing page, and channel behind it. Marketing teams can see which paid and organic sources are bringing in real mortgage inquiries.
AvidTrak routes calls to the right loan officer, branch, or specialist based on ZIP code, location, schedule, or availability. Borrower inquiries reach the right team faster.
AI-powered transcription turns calls into searchable text, while AI-powered conversation outcome extraction flags refinance inquiries, application requests, and other high-intent moments for faster follow-up.
Call data, recordings, and outcomes sync into Salesforce, HubSpot, and Zoho. Each borrower interaction is logged in the CRM with the necessary context for follow-up.
AvidTrak reports call volume, missed calls, and campaign performance across branches. Teams can spot where inquiries are being missed and which campaigns are driving qualified mortgage calls.
|
Feature
|
AvidTrak
|
Generic Call Tracking Tools
|
|---|---|---|
| Mortgage Campaign Attribution | Ties borrower calls to campaign, keyword, landing page, and channel | Tracks basic call volume with limited source detail |
| Branch and Regional Call Routing | Routes by ZIP code, location, schedule, and availability | Uses basic forwarding without routing logic |
| AI-Powered Transcription | Converts every borrower call into searchable text for fast conversation review | No transcription or searchable call data |
| AI-Powered Conversation Outcome Extraction | Automatically tags high-intent outcomes such as refinance, pre-qualification, and application signals | No structured outcome tagging |
| CRM Integration | Syncs call data, recordings, and outcomes into Salesforce, HubSpot, and Zoho | Relies on manual exports or limited CRM sync |
| Multi-Branch Reporting | Tracks call activity, campaign performance, and lead-handling gaps by branch | Limited cross-location reporting |
| Google Ads and GA4 Sync | Sends call conversions into Google Ads and GA4 | Limited or no ad platform sync |
| Pricing | Starts at $15/month with no hidden fees or white-label setup charges | Higher entry cost with key features in premium tiers |
| Support | Live support from a team with 14 years of call tracking expertise | Standard ticketing with limited hands-on help |
14 days free trial | No credit card required | No white-label setup fees
Sign Up For a Free Trial TodayCall tracking for mortgage lenders connects every borrower inquiry to the campaign, keyword, or channel that generated it. It gives lending teams a structured record of every call, including source, duration, recording, and outcome, so every follow-up starts with accurate, complete information.
Call tracking for mortgage lenders gives teams clearer campaign attribution, faster call routing, and AI-powered conversation review. Lending teams can see which marketing tactics drive qualified borrower calls, route them to the right person, and act on conversations with the source and outcome already documented.
Yes. AvidTrak ties every borrower call to its campaign, keyword, landing page, and channel using Dynamic Number Insertion and unique tracking numbers, giving mortgage marketing teams accurate attribution across paid search, organic, and offline campaigns.
Yes. AvidTrak logs every broker inquiry with its source and caller details, while AI-powered transcription gives loan officers searchable call records. Both teams get the context they need to manage borrower conversations and identify which inquiries to prioritize first.
AvidTrak's AI-powered transcription automatically converts every recorded borrower call into searchable text. Loan officers can scan conversations for rate discussions, pre-qualification requests, and application signals in seconds, without having to scrub through audio files or rely on manual call notes.
AvidTrak's AI-powered conversation outcome extraction automatically tags every borrower call with its result, such as a refinance inquiry, pre-qualification request, or application signal. Lending teams get a clear, structured view of what each call produced so the highest-intent inquiries get attention first.
Yes. AvidTrak routes borrower calls to the right loan officer, branch, or specialist based on ZIP code, location, availability, or business hours. Calls reach the right person without delay, and regional managers can track routing performance across all branches from one dashboard.
Yes. AvidTrak syncs call data, recordings, and conversation outcomes directly into Salesforce, HubSpot, and Zoho. Every borrower interaction is automatically logged in the CRM, so lending teams can follow up with complete call context already in the record they work in.
Contact us to schedule your demo today.
