Buyers talk to three brokers in a weekend, and the first one to answer usually gets the file. Persona answers their first questions with AI, books the pre-approval call and shows you which realtor sent them.
One card. One AI assistant. Every buyer, partner and renewal in one place.
A mortgage is won on speed and kept on service. Persona is there from the first question to the closing, and years later when the mortgage renews.
Your realtor partner shares your card at the open house. A buyer asks your AI assistant “What do I need to get pre-approved?” and gets the document list in plain words.
Then they book a pre-approval call on your calendar. You have the call on Monday, before they talk to the bank.
Every realtor partner can share your card, and referrals show who sent whom. Each buyer arrives with the partner’s name on the contact.
You know which partners bring business, and you can thank them properly.
“How much do I need for a down payment? How long does pre-approval take?” Buyers wonder at night. Your AI assistant explains the steps from the information you approve.
It never quotes a rate or promises an approval. It books the call, and you wake up to the question already written down.
Try Michael’s assistant
A mortgage renews in 3 to 5 years, and most clients forget their broker. The contact stays in Persona with its notes and a follow-up date, and your card stays on their phone.
When the date comes, you call first.
Meet Michael Anderson’s assistant. It answers common questions from the information Michael has approved, and books a pre-approval call. Tap a question, or type your own.
Preview with sample answers. On a real card, the assistant uses only the information you approve and never quotes rates or promises an approval.
Preview with sample answers. Every chat is saved in Michael’s portal.
Your licence, lenders and languages, with an AI that answers at night.
Buyers book a call straight from your card.
Every buyer from every open house and partner, organized in your portal.
See which realtors and clients send you files.
Every broker gets a card in your brokerage’s brand.
When a realtor partner shares your card, a buyer can ask for a pre-approval call in under a minute. You see who they are, what they need and which partner sent them.
Demo only: nothing is sent or saved.
Contact requestName, email, phone and a note.
Voice messageUp to a minute, with a written copy.
AI chatEvery chat is saved with the contact.With your client’s consent, Persona turns a meeting into a summary, next steps and a follow-up email for you to review. You check every word before anything is sent.
Michael, meeting Linda and Robert ParkPre-approval call · on Michael’s phonePress play to run a sample pre-approval call. The words appear as they’re said.
Only the words are saved, never the audio.
Linda and Robert are first-time buyers and have been to three open houses. They want to be ready to make an offer. Robert is self-employed, so more income documents are needed. Call only: no rates or approvals were discussed.
Hi Linda and Robert,
Thank you for the call today. As promised, here is what I need to start your pre-approval, including the extra documents for Robert’s self-employed income. Once I have them, we’ll go over your options together.
You can pick a time two weeks from now here: harbourviewmortgages.com/book
Best regards,
Michael
Whether you’re an independent broker or run a brokerage with several offices, Persona keeps every card consistent. The brokerage sets the brand once, and every broker gets their own card, AI assistant and contacts.
Michael AndersonSenior Mortgage Broker
Elena RuizMortgage Broker
Arjun ShahMortgage Agent
Owen LeePrincipal BrokerSwipe to see each broker’s card →
Tap a number above to change the chart.
Sample dashboard with made-up numbers, to show what a brokerage sees. Your own admin shows the real figures for each broker.
Buyers move fast. Be the broker who answers first.
Every plan starts with a 7-day free trial. Pay yearly and get 2 months free.
For an independent broker.
For a brokerage team or a small office.
For growing brokerages.
More than 50 brokers, several locations.
Prices in USD. Persona installs on your WordPress website.
No. It explains how pre-approval works and what to bring, from information you approve. Anyone asking about rates or what they qualify for is offered a call with you. Persona does not quote rates, approve mortgages or give financial advice.
Yes. It uses your website, your bio and the questions and answers you write. You can change those at any time, and every chat is saved in your portal so you can review it.
Yes, where your regulator and brokerage allow it. You choose what appears on your card, so you can leave testimonials off completely.
You start a recording only after your client agrees. The words are turned into text, and Persona writes a summary, next steps and a follow-up email for you to review. Only the words are kept, never the audio, and you can delete notes at any time.
Cards, contacts, chats and notes are stored on your own WordPress site. To answer a question, the text of an AI chat passes through our AI service.
Yes, via Zapier and Make. New contacts, pre-approval request,s AI chats and meeting notes can be sent to the CRM you already use.
No tool can do that on its own. Persona gives you control over your card’s content, the assistant’s answers, testimonials and consent for notes. No tool can do that on its own. Persona gives you control over your card’s content, the assistant’s answers, testimonials and consent for notes. You stay responsible for following your brokerage’s, lenders’ and regulator’s rules, including disclosures and record keeping.
Yes. Every contact keeps its notes, chats and follow-up dates, so you can call before the renewal. Your clients also keep your card on their phone, so it’s easy for them to come back to you.
Answer buyers first, track your realtor partners and keep clients for the renewal. Start with your own card today.
People, brokerages, conversations and numbers shown are samples for demonstration. Persona does not quote rates, approve mortgages or give financial advice and does not guarantee regulatory compliance; you are responsible for your card’s content, your AI assistant’s approved answers, disclosures, testimonials, recording consent and record keeping. Zapier and Make are trademarks of their owners.
