Does the borrower qualification script come pre-built, and can it route calls to a specific loan officer?

For Mortgage Brokers

Voksha ships with a mortgage-specific qualification flow covering the questions that actually separate a ready borrower from a tire-kicker: purchase versus refi, estimated credit score range, gross monthly income and employment type (W2 versus self-employed, which matters heavily for documentation), approximate down payment or existing equity, target loan amount, property type and location, and timeline (under contract now versus browsing six months out). This works out of the box within your first setup session, then most brokerages refine it after a week of real calls. Common customizations include adding a self-employment documentation flag (since self-employed borrowers usually need two years of tax returns and take longer to close), a military-service question to catch VA-eligible buyers early, or splitting the flow so purchase leads get asked about their real estate agent and closing timeline while refi leads get asked about their current rate and remaining loan balance. For multi-LO brokerages, you can set routing rules so qualified leads go to the right originator automatically: by state license (a Texas property goes to your Texas-licensed LO), by loan type (jumbo specialist versus a generalist), or by simple round-robin if your team is interchangeable. The interface for building this is plain language, describing what to ask and who should get the lead, not code, and changes apply to the next call immediately.