How long does setup actually take when I already have a phone system and an LOS in place?

For Mortgage Brokers

Setup takes about 5 to 30 minutes for a solo originator and closer to an hour or two for a multi-LO brokerage with routing rules. You connect your existing business line, whether that's a dedicated office number, a cell number you use for client contact, or a number tied to a VoIP system like RingCentral, via call forwarding, so nothing changes on your business cards, Zillow lender profile, or NMLS Consumer Access listing. Next you connect your calendar, Google Calendar, Outlook, or Calendly, whichever your team already uses to schedule application reviews and consultation calls, so Voksha checks real availability before booking. You then feed it your current loan programs and rough rate ranges (conventional, FHA, VA, jumbo, non-QM if you offer it), your minimum credit score and down payment thresholds by program, and your qualification questions (income, employment, debts, property type, purchase versus refi). Finally, if you're a multi-LO shop, you set routing rules, which state-licensed LO handles which geography, or which originator gets purchase leads versus refi leads. None of this requires touching your LOS directly to go live; Voksha captures and qualifies the lead conversationally, then the qualified lead and call summary sync into Encompass, Calyx Point, BytePro, or your CRM. Most brokerages are fully live before their next rate-shopping wave hits.