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Bruno Oliveira
Mortgage Pre-Qualification Specialist
Bruno Oliveira
Top Rated
4.87· 147 reviews
Mon–Sun · On-demand + scheduled
Back Office

Mortgage Pre-Qualification Specialist that never drops the ball.

Collects income, debt, and credit data and runs the pre-qual worksheet before handoff. Built for sales & business development teams that need the work done without more headcount.

200+
touches / week
< 30s
speed to lead
82%
show rate
6x
conversion vs email-only
My job is making sure inbound borrower intake — without anyone on your team having to ask.
Bruno, Mortgage Pre-Qualification Specialist
Bruno is online · Responds within minutesMon–Sun · On-demand + scheduled
Bruno Oliveira
Origin
Bruno's story
Why I was built

We watched our own sales & business development team burn out on work that never stopped. Mortgage Pre-Qualification Specialists were leaving for better pay, calling out sick, and taking weeks to train — meanwhile the queue kept growing and customers kept waiting. There was no way to hire fast enough.

Bruno was built to be the piece of the team that's always there. Not a bot reading from a script, but a worker who knows the systems, the SOPs, and the judgment calls — so your senior people get their time back for the work only they can do.

About Bruno

Bruno in their own words.

I'm the mortgage pre-qualification specialist your sales & business development team leans on when the queue starts stacking. Collects income, debt, and credit data and runs the pre-qual worksheet before handoff. I own the work end-to-end — you hand me the inbox, the ticket, or the call, and it gets done right the first time.

Day to day I'm running inbound borrower intake, income + debt + asset data collection, soft-pull credit trigger. I know the systems your team uses, I know what "clean" looks like in this seat, and I don't drop details when the volume climbs.

I work inside your stack, not alongside it. Every action I take is logged, every handoff has context, and your senior people get their time back for the work only they can do.

Sample call

Hear Bruno on a real call.

This is how Bruno handles a caller end-to-end — answer, capture, confirm, close. Request a demo to hear one live with your business.

Sample call
Sample call recording — coming soon
Bruno · coming soon

Bruno is in production. A real sample call recording — handled end-to-end with dispatch, payment, and confirmation — will be available here shortly. Request a demo to hear one live with your business.

Specialties

What Bruno does best.

Intake + triage
Payment handling
Process discipline
Sales ops
Capabilities

Everything Bruno does, top to bottom.

These aren’t theoretical. Every item below is part of Bruno’s live SOP on real deployments.

  • Inbound borrower intake
  • Income + debt + asset data collection
  • Soft-pull credit trigger
  • Pre-qualification letter generation
  • Loan officer hand-off with context
  • Logs every action in your system of record
  • Escalates with full context when scope is exceeded
  • Runs against SOPs you approve before go-live
  • Works inside your stack — no new tools required
The workflow

How Bruno works a typical ticket.

Five steps, every time. Nothing skipped, nothing improvised.

Step 1

Pick up the work

New mortgage pre-qualification specialist work lands in my queue — form, ticket, email, or inbound request. I triage within minutes of arrival.

Step 2

Inbound borrower intake

Inbound borrower intake. Done inside SOP, logged step-by-step, never skipped.

Step 3

Income + debt + asset data collection

Income + debt + asset data collection. Done inside SOP, logged step-by-step, never skipped.

Step 4

Soft

Soft-pull credit trigger. Done inside SOP, logged step-by-step, never skipped.

Step 5

Document + hand off

Every action lands in your sales & business development system of record. If anything exceeds scope, I warm-transfer with full context — your team never starts from zero.

Tech stack

The tools Bruno works inside.

Bruno plugs into your existing stack. No new tools to learn, no data silos, no black box.

Slack
Messaging
Zapier
Data
Clay
Data
Salesforce
CRM
HubSpot
CRM
Pipedrive
CRM
Close
CRM
Apollo.io
Messaging
ZoomInfo
Data
Outreach
Messaging
Salesloft
Messaging
Gong
Messaging
LinkedIn Sales Navigator
Data
Calendly
Scheduling
DocuSign
Data
Industries served

Built for the operators Bruno already works with.

SaaS & TechnologyFinancial ServicesManufacturingProfessional ServicesReal Estate
Languages
EnglishPortuguese
Native integrations
SalesforceHubSpotPipedriveCloseApollo.ioZoomInfoOutreachSalesloftGongLinkedIn Sales NavigatorCalendlyDocuSignPandaDocStripeGoogle SheetsSlackZapierClay
Experience

Work Bruno has already done.

Every role below represents live deployments on real businesses — not theoretical capabilities.

  1. Primary mortgage pre-qualification specialist
    Embedded in sales & business development teams

    Collects income, debt, and credit data and runs the pre-qual worksheet before handoff.

  2. Inbound borrower intake
    Daily workload

    Inbound borrower intake · Income + debt + asset data collection · Soft-pull credit trigger. Every action logged, every handoff documented.

  3. Cross-team coordination
    Interfaces with sales & business development stakeholders

    Works alongside your existing team — never a black box. When scope exceeds the runbook, escalates with full context and proposed next step.

Work samples

Real calls. Real tickets. Real outcomes.

Sample case — mortgage pre-qualification specialist
Internal request

Request came in via Slack at 9:12 AM. By 10:04 Bruno had processed the work, flagged one edge case to the team lead, and closed the loop with a short summary + links to the system of record.

Outcome
Shipped · logged · stakeholder notified
Case studies

Teams that already hired Bruno.

Challenge, solution, and the numbers that changed after go-live.

Ironclad Co.
Manufacturing
Challenge

Manufacturing operator missing mortgage pre-qualification specialist work after hours. Senior staff pulled onto routine tasks; errors stacking up; customer follow-through slipping.

Solution

Deployed this worker on the primary inbound borrower intake flow. Loaded the SOP, wired the integrations, and flipped live inside 48 hours.

+92%
Throughput
37
Hours saved / week
67%
Cost savings / mo
< 48 hrs
Live in
Apex Holdings
Professional Services
Challenge

Growing professional services team could not hire fast enough to keep up with mortgage pre-qualification specialist volume. Backlog grew 3x in 90 days; escalations ran hot.

Solution

Handed over the routine 80% of the queue. Senior staff kept the judgment calls. Every action logged in the system of record.

+74%
Throughput
18
Hours saved / week
30%
Cost savings / mo
< 48 hrs
Live in
Cost comparison

Bruno vs. hiring a human.

The math, laid out. No salary, no turnover, no sick days.

Annual cost
Human hire$49,000
Temp agency$71,050
Bruno$2,988
Hours covered
Human hire40/week
Temp agency40/week
Bruno168/week
Sick days
Human hire10+/yr
Temp agency2+/yr
Bruno0
Ramp time
Human hire6–8 weeks
Temp agency1–2 weeks
Bruno48 hrs
Turnover risk
Human hireHigh
Temp agencyVery high
BrunoNone
Pricing

Pick the bundle that fits your volume.

Buy minutes, not employees. Every plan includes full onboarding and integration. Upgrade or downgrade any month.

Starter
$249/mo
200 minutes / month
  • 200 minutes / month
  • $1.50/min overage
  • One AI worker
  • Standard SOP training
  • Email support
Start Starter
Most popular
Pro
$449/mo
400 minutes / month
  • 400 minutes / month
  • $1.50/min overage
  • Custom SOP + voice training
  • CRM / system-of-record integration
  • Priority support
  • Monthly tuning session
Start Pro
Enterprise
$1,299/mo
1,500 minutes / month
  • 1,500+ minutes / month
  • $1.50/min overage
  • Multi-line / multi-region
  • Custom voice + white-glove onboarding
  • Dedicated CSM
  • Per-team reporting
  • SLA + BAA available
Start Enterprise

Need more volume? See all 14 tiers →

How to get started

From signup to live in under 48 hours.

Four steps. We handle the technical work. You focus on the SOPs and the first-week review.

1

Pick your plan

Choose a minute bundle that matches your volume. Most mortgage pre-qualification specialist ops start on the Starter or Pro tier.

2

Connect your inbox / ticket system

Hook into your CRM, help desk, or ticket queue. Webhooks or native integrations — we handle the plumbing.

3

Upload your knowledge

Scripts, SOPs, FAQs, rate cards — anything your mortgage pre-qualification specialist team would hand a new hire. We train the worker on it.

4

Go live in under 48 hours

Soft-launch on a small % of traffic, review recordings the first week, then flip to full volume. You stay in control.

Client reviews

What teams say after they hire Bruno.

4.87· 147 reviews

Bruno runs circles around the temp agencies we used to call. Faster, cheaper, zero ramp time.

Dana P.
Cornerstone Supply · Manufacturing

We replaced a full-time mortgage pre-qualification specialist seat with Bruno and didn't lose a beat. The work ships on time, every time.

Priya S.
Lattice Ops · Professional Services
Common questions

Everything teams ask before hiring Bruno.

Under 48 hours in most cases. We load your mortgage pre-qualification specialist SOP, wire the integrations, and soft-launch on a small share of traffic so you can review before flipping to full volume.

Bruno warm-transfers (or routes the ticket) with a one-paragraph summary: what the caller / customer asked, what Bruno already confirmed, and why it's being escalated. Your team never starts from zero.

Whatever your team already uses. Bruno pushes actions into your existing sales & business development stack — CRM, ticket system, calendar, SOR — via native integrations or webhooks. No new tool required.

You buy a minute bundle starting at $249/month. Every minute Bruno spends on your work counts toward the bundle. Overage is billed at $1.50/min. No seats, no per-call fees, no hidden add-ons.

Any time. Upgrades prorate instantly. Downgrades apply at the next billing cycle. Your worker keeps its training, voice, and history through any change.

Yes. Bruno works every shift, including weekends and holidays. Work that lands at 2 AM gets handled before your team walks in the next morning.

Every conversation is logged, encrypted at rest, and retained per your policy. For sales & business development teams with HIPAA, PCI, or SOC2 requirements, we run on BAA-signed infrastructure with audit trails on every action.

Yes. Book a call with our team — we'll walk you through a live demo of Bruno, look at your current mortgage pre-qualification specialist workflow, and map out what the first 30 days would look like.

Hire Bruno

Starting at $249/mo.
Live in under 48 hours.

Most teams run mortgage pre-qualification specialists on the pilot bundle or the next one up as volume grows.