Answers the phone
Day and night, weekends included. Callers get a real conversation, not a voicemail box.
An AI employee for mortgage brokers
Borrowers and real estate agents call during appointments and after hours. Octoclerk answers, takes the loan scenario, and emails you a clean summary of each call.
Request received
Thank you. We have your details and will reply by email or phone to set up your demo call.
Anything to add? Write to [email protected].
- Its own phone line, text number and inbox, set up once in your own accounts
- Says it is an AI on every call
- You sign off on every script before it goes live
$25,000 one time. No monthly fee to Octoclerk. Your phone and AI providers bill you directly, about $100 to $400 a month.
Performance guarantee. We agree on written goals first. If they are still missed 60 days after go-live, you can ask for a refund. Read the guarantee
Or hear it now. Call the demo line at . An AI answers, and the call may be recorded.
What your clerk does on a call
Three things, the same way every time, so you and your team can stay on the deals only you can work.
Takes the loan scenario
Purchase or refinance, the property, the estimated value, the amount and the timing, plus the caller's name and number. You choose the questions.
Emails you the summary
One short email per call, with who called, what they are looking for and how to reach them.
What it will not do
Lending has rules about what can be said on a call. Your clerk is built to stay inside the lines you set. How we handle data
- Never quotes a rate or terms. No rates, fees, points, leverage or loan terms. It says your team will review and call back.
- Never promises approval or funding. Nothing it says is a commitment, an offer or a letter of interest, and it gives no legal, tax or investment advice.
- Never discusses whether a caller qualifies. It collects the basics and your loan officer takes it from there.
- Never pretends to be a person. It says it is an AI in its first sentence, and again if asked.
- Never asks for sensitive numbers. No Social Security numbers, bank or card numbers, or credit reports.
- Never contacts anyone who did not contact you first. No cold outreach.
- Never says anything you have not approved. You and your counsel sign off on the script before go-live.
Built inside a working brokerage
Octoclerk comes from the assistant I built for my own commercial mortgage brokerage, Commercial Lending Solutions. Her name is Bev, and she works from her own phone line, her own inbox and her own computer.
- Has her own phone number, text number and email inbox
- Keeps one memory across calls, texts and email
- Works from her own computer, in accounts I own
Trevor DamyanFounder, Octoclerk
Simple pricing, no monthly fee to us
You pay once to set up. After that you pay your phone, texting and AI providers directly.
Full setup for your firm
$25,000 one time
- Paid in three milestone payments: 20%, 50% and 30%
- No monthly fee to Octoclerk
- Your phone, texting, AI and hosting accounts stay in your name
Performance guarantee, 60 day refund
Before we start, we agree on measurable goals in writing. If the assistant still misses them 60 days after go-live, after we have worked to fix it, you can ask for a refund of everything you paid Octoclerk. Read the guarantee
What running it costs: your own providers bill you for phone, texting, AI and hosting at their rates, with no markup from us. Most firms should expect roughly $100 to $400 a month, mostly driven by call minutes. That is an estimate, not a cap, and it is paid to the providers for service used.
Prices and timelines on this page are for planning. They become binding only in a written agreement signed by your firm and Octoclerk.
Questions firms ask
What does it ask a caller?
The loan scenario: purchase or refinance, the property and its estimated value, the amount and the timing, plus the caller's name and callback number. You choose the questions. It does not ask for Social Security numbers, bank or card numbers, or credit reports.
Will it quote rates or terms to a caller?
No. It never quotes rates, fees, points, leverage or loan terms, and it never says a loan will be approved or funded. It takes the details and tells the caller your team will review them and call back.
What does it cost to run each month?
There is no monthly fee to Octoclerk. You pay your phone, texting, AI and hosting providers directly, usually about $100 to $400 a month, mostly call minutes.
What if it does not work at my firm?
That is what the guarantee is for. We agree on measurable goals in writing first, and the last 30% is due only after they are met. If it still misses them 60 days after go-live, you can ask for a refund of everything you paid Octoclerk. Read the guarantee.
Where does my data live?
In your own accounts. We set them up in your firm's name, so you keep everything if we ever part ways. More on security.
Want to hear your clerk answer a call?
Book a short demo call. We will show you how it sounds for a firm like yours.
More about Octoclerk on the home page.