Top producers do not follow up faster; their systems do. The under-five-minute stack is four things: an automatic text the moment the lead lands, an automatic email with the thing they asked for, an AI chatbot that already answered the borrower on the site and booked the call, and a call task on the loan officer’s phone with the context attached. All four run on MWSS from $99 a month because the website that captures the lead and the CRM that works it are one platform. Here is the stack and how to set it up.
7-day free trial · cancel anytime · est. 2008
By the MWSS team · Updated October 2026 · Vendor figures are published or commonly quoted numbers at time of writing — confirm current rate cards before deciding.
Each one buys a few minutes. Together they make the five-minute follow-up the default instead of a heroic effort.
The borrower asks about pre-approval on your rates page at 9pm. The chatbot answers, captures their name and number, and books the call. On MWSS Premiere this is included; the conversation lands on the contact record.
One text from your number with your name and a single question. It is sent by the CRM when the lead lands, not by you when you notice.
The guide, the calculator link or the application link they asked for, from your address, with your calendar link. Same trigger, no typing.
A task on your phone with the source, the page they were on, and what the chatbot already told them. You call knowing why they came in.
What the first hour looks like with and without the system.
| Manual | MWSS stack | |
|---|---|---|
| Lead arrives at 9pm | Seen in the morning | AI chatbot answers and books at 9pm (Premiere) |
| First text | When you see it | Minute 1, automatic |
| First email | When you get to a desk | Minute 3, automatic |
| Your call | Whenever | Minute 5 task with the context attached |
| No reply | Lead forgotten | Cadence continues until reply or booking |
| Where the lead lives | Inbox, spreadsheet, CRM export | Contact record on the same platform as the site |
| Cost | Your time | From $99/mo; AI chat on Premiere $249 |
Every minute in the stack is a handoff: site to CRM, CRM to text, chat to calendar, lead to your phone. When those are four vendors, each handoff is an integration that breaks quietly and a lead that waits. When the website, the CRM, the chatbot and the 1003 are one platform, the handoffs are database writes, and the five minutes hold on a Saturday night.
The other half is discipline on your side: the call task has to get called. The system buys you the context and the booked slot; you still bring the conversation. Start on Standard at $99 for the text, email and task automation, or Premiere at $249 to put the AI chatbot on the site. Every plan starts with a 7-day free trial, cancel anytime.
An automatic text and email from the CRM the moment the lead lands, an AI chatbot that answers and books on the website, and a call task with context on the loan officer’s phone. MWSS runs all four from one platform from $99 a month; the AI chatbot is on Premiere at $249.
A borrower who filled a form on your site is usually filling two others. The first one to answer gets the conversation; the system that answers in a minute wins more often than the loan officer who answers in an hour.
Yes. Texts and emails go out from the CRM under your name and number, and replies land on the contact record.
On Premiere the AI chatbot answers the borrower’s question on the site and books the call; the text and email still go out on time, and the call task is waiting in the morning.
Start a 7-day free trial, or let us build your preview first: website, CRM and lead capture in your market. The sequences are on the plan; you set the timing and the wording.
We build your preview, you submit a test lead, and you watch the text, the email and the task arrive.
Serving loan officers since 2008 · Questions? 310-446-0246
The five-minute follow-up on one platform — since 2008.
Est. 2008 — built for loan officers. Honest math over hype.
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