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Mortgage Brokers

Which calendar tools does it support for booking consultations, and can different LOs use different ones?

Avi NashVP of Growth

For Mortgage Brokers

Voksha connects to Google Calendar, Outlook, and Calendly, the three most common tools mortgage teams already run for scheduling application reviews, rate consultations, and refi check-ins. Each connected calendar is checked in real time before a slot is offered, so a borrower never gets booked into a time an LO is actually unavailable, whether that's a closing, an underwriting call, or personal time blocked off. In a multi-LO brokerage, different originators can run different calendar tools simultaneously, one LO on Google Calendar, another on Outlook through a corporate Microsoft 365 setup, a third using Calendly if they prefer a public booking link style, and Voksha routes and books against whichever calendar belongs to the specific LO a caller is being matched to. This flexibility matters because mortgage brokerages often have originators who joined from different companies or franchises with different existing tool preferences, and standardizing everyone onto one calendar platform just to get phone-based booking working isn't realistic for most shops. If your brokerage uses Calendly specifically for public-facing consultation booking links already embedded on your website or in email signatures, Voksha's phone-based booking pulls from that same availability, so a borrower calling in and a borrower booking online through your existing Calendly link never accidentally double-book the same slot.

Voksha connects to Google Calendar, Outlook, and Calendly, the three most common tools mortgage teams already run for scheduling application reviews, rate consultations, and refi check-ins. Each connected calendar is checked in real time before a slot is offered, so a borrower never gets booked into a time an LO is actually unavailable, whether that's a closing, an underwriting call, or personal time blocked off. In a multi-LO brokerage, different originators can run different calendar tools simultaneously, one LO on Google Calendar, another on Outlook through a corporate Microsoft 365 setup, a third using Calendly if they prefer a public booking link style, and Voksha routes and books against whichever calendar belongs to the specific LO a caller is being matched to. This flexibility matters because mortgage brokerages often have originators who joined from different companies or franchises with different existing tool preferences, and standardizing everyone onto one calendar platform just to get phone-based booking working isn't realistic for most shops. If your brokerage uses Calendly specifically for public-facing consultation booking links already embedded on your website or in email signatures, Voksha's phone-based booking pulls from that same availability, so a borrower calling in and a borrower booking online through your existing Calendly link never accidentally double-book the same slot.

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