Book more calls from the leads you already pay for.

Vector Intake installs a done-for-you AI follow-up system that responds instantly, texts leads like an assistant, and nudges them to book - so you stop losing deals while you're in closings.

$297/mo • Month-to-month • Setup waived for founding clients

Not sure you're a fit? Book a 10-min demo and see the math for yourself.

Founding Client Program: 10 spots available

If you don't respond fast, you don't win.

Most loan officers miss deals because follow-up is inconsistent, especially nights, weekends, and busy hours.

Instant response on every new lead (so you're first)
AI handles the back-and-forth texting (so you don't live on your phone)
Long-term follow-up sequences (up to 60 days) so 'not now' leads don't disappear
Booking + reminders built in (so you get more real conversations)

How It Works

A simple 3-step flow: connect, implement, convert. We handle the build so you focus on loan volume.

1

Connect your lead sources + calendar

Link your Lead Sources. We integrate directly with Zillow, Realtor.com, or your Facebook Ads so new leads flow instantly into the bot.

2

We build and test your system for you

We configure messaging flows, AI responses, and triggered follow-ups, then test end-to-end before launch.

3

Leads get instant texts while AI moves them toward booking

Every new lead receives immediate outreach and multi-touch nurture that pushes qualified prospects to real conversations.

What's Included

Everything you need to respond instantly and keep leads warm for the long haul.

Most clients are live by the end of their Activation Call, typically within 3-5 business days of signing up.

White-labeled CRM + Lead Tracker: Unified inbox and mobile app to track every deal.
Multi-Channel Lead Sync: Connect up to 3 sources (Zillow, Facebook, web forms, etc.).
Instant Speed-to-Lead: Automated first text + email sent within seconds of a new lead.
SMS Conversational AI: An assistant that qualifies, answers questions, and escalates to you.
Warm Start Import: Import up to 500 existing contacts into an automatic low-frequency follow-up sequence. One-time, included with setup.

60-Day Smart Nurture: Automated outreach sequences that run for up to 60 days per lead (requires active subscription to keep sequences running).
Compliance-First Automation: AI intelligently pauses all outreach if a lead opts out, hits DND, or books a call.
Calendar & Booking: Full booking system with automated reminders to slash no-show rates.
Done-for-You Activation Call: Your lead sources get connected and the system goes live. You bring your login credentials. Matt handles the rest.
System Coaching Call: A 30-minute working session with Matt about a week after launch to make sure you're confident using everything.

Founding Client Program (10 spots)

For the first 10 loan officers, we're waiving the $500 setup fee as part of our Founding Client Program.

$297/mo

Month-to-month (cancel anytime)
Setup fee waived ($500 value)
Rate locked for 12 months

Already know you're in? Skip the call and go straight to checkout.

We keep the system standardized so it's fast, reliable, and scalable. Enterprise/Custom builds are available by request.

The Fine Print (Made Simple):

Billing: $297 is billed monthly. There are no long-term contracts.
Cancellations: You can cancel at any time. Your access and all active automation sequences will remain live until the end of your current billing period.
Sequence Logic: To ensure a lead receives the full 60-day nurture, your subscription must remain active for the duration of that outreach.
Usage Fees: AI-powered outreach such as automated text messages incurs small usage-based fees separate from the $297 monthly subscription. Matt covers what this looks like for your lead volume on the Fit Check call.

Founder Fit Check: 10 Minutes

Pick a time below. No sales deck, no fluff. I'll just share my screen and show you how the AI chases your leads so you don't have to.

Frequently Asked Questions

How long does setup take?

Most clients are live by the end of their Activation Call. Target is within 3-5 business days of signing up.

How many lead sources can you connect?

We can connect up to three lead sources in the Founding Client Program.

Can I cancel anytime?

Yes. Vector Intake is a month-to-month service with no long-term contracts. If you choose to cancel, your service and all active AI sequences will remain active until the end of your current billing period. Please note that an active subscription is required for the AI to continue the 60-day nurture sequences for your leads.

Do I need my own CRM account?

No. Your lead management system is included and fully built for you.

Can I upgrade my account later?

Absolutely. While we are currently focused on perfecting the core system for our founding clients, we are already building out advanced features like database reactivation and inbound Voice AI. You’ll be the first to know when these are ready for early access.

Is this custom?

The system is standardized for speed and reliability. If you require custom integrations or a bespoke build, let's chat about a custom Enterprise solution.

What about compliance / opt-outs?

Our AI is built with compliance in mind. It instantly recognizes 'STOP' or 'Unsubscribe' keywords and automatically pauses that channel's outreach for that lead. The system also intelligently stops follow-up sequences the moment a lead books a call on your calendar.

What is the System Coaching Call?

About a week after your Activation Call, you get a 30-minute working session with us. The focus is on making sure you know how to read what the system is doing, when to step in, and how to get the most out of it. It is not a tech support call. It is a working session to make sure you are confident using everything.

Are there any fees beyond $297 a month?

The $297 monthly fee covers the system itself. There are small usage fees for AI-powered outreach like automated text messages. We cover exactly what that looks like for your lead volume on the Fit Check call.