Mortgage Protection CRM
The CRM Built for Mortgage Protection Agents
Stop losing leads to slow follow-up. Onyx automates your outreach around closing dates, handles lender objections, and books appointments while you focus on selling.
THE CHALLENGE
Why Mortgage Protection Agents Struggle
These are the problems we hear from agents every day. Sound familiar?
Leads Go Cold Within Hours
A new homeowner receives your mailer the week they close. But by the time you call back, they have already been contacted by three other agents or decided they are covered by their lender. Speed-to-lead is everything in mortgage protection, and manual follow-up cannot keep up.
Closing Date Windows Are Missed
The best time to reach a mortgage protection prospect is tied to their closing date. Without automated triggers, agents miss the critical window when urgency is highest and receptiveness peaks.
"I Already Have Coverage Through My Lender"
This is the most common objection in mortgage protection. Most CRMs do not have built-in responses for industry-specific objections, leaving agents to handle them on the fly every single time.
Manual Follow-Up Burns Hours
Between calling, texting, and tracking who needs follow-up, mortgage protection agents spend more time managing their pipeline than actually talking to prospects. The administrative overhead caps your growth.
THE SOLUTION
The Mortgage Protection Stack
Pre-built automation designed for the unique urgency and objections of mortgage protection sales. Instant outreach, closing date triggers, and AI that knows the vertical.
Instant Speed-to-Lead
When a new lead enters your pipeline, Onyx AI reaches out within seconds via text and email. No more calling through a list hours after leads come in.
Closing Date Triggers
Set up automated outreach sequences timed around closing dates. Onyx reaches out at the perfect moment when homeowner urgency is at its peak.
Lender Objection Handling
Our AI is trained to handle the "I have lender coverage" objection naturally, educating prospects on the differences between lender-provided coverage and dedicated mortgage protection.
Automated Nurture Sequences
Not every homeowner is ready to buy on day one. Onyx keeps following up with value-driven messages that build trust and keep you top-of-mind through the decision process.
AI Appointment Booking
When a prospect is ready, the AI books them directly onto your calendar. No back-and-forth, no missed opportunities. Appointments happen even while you sleep.
Pipeline Management
Track every lead from first contact through policy placement. See exactly where each prospect stands and what follow-up is next, all in one dashboard.
SUCCESS STORY
Real Results from a Real Agent
Jason F.
Life Insurance Agent
“I'm literally booking appointments while I sleep. If you want to get an aspect on the time it's saving me - I'm sleeping while it's booking appointments.”
60-70/wk
Appointments Booked
GET STARTED
Live in 48 Hours
Getting set up on Onyx is fast and hands-on. No DIY, no guessing.
Book Your Demo
Schedule a personalized demo to see Onyx in action for your specific vertical.
1-on-1 Onboarding Call
We set up your account together: calendar, phone, integrations, and your Stack.
Start Booking Appointments
Your AI starts engaging leads and booking appointments within 48 hours.
FAQ
Mortgage Protection Questions
Common questions from agents in your vertical.
Ready to Grow Your Mortgage Protection Business?
Book a personalized demo and see how the Mortgage Protection Stack can automate your follow-ups, book more appointments, and help you close more deals.
Starting at $99/month. 14-day money-back guarantee.