Automate lead qualification, schedule appointments, and streamline borrower communication to close more loans, faster.
View PricingOur AI voice agent is a trusted partner, handling borrower communication with professionalism and speed.
Automatically call and pre-qualify inbound leads, gathering crucial information and identifying motivated borrowers for your loan officers.
Connects directly to your team's calendars to book and confirm meetings with qualified leads, eliminating manual coordination.
Syncs with your CRM and Loan Origination Software (LOS) to log every call, lead detail, and scheduled appointment automatically.
Specify the objective: pre-qualifying leads, updating borrowers, or booking new loan applications.
Upload your loan programs, FAQs, or scripts to ensure the AI provides accurate and compliant information.
Assign a phone number and let your AI agent start making and taking calls for your business 24/7.
Our versatile voice AI handles critical tasks, freeing up your team to focus on building relationships and closing deals.
Automatically engage new leads from Zillow, Realtor.com, or your website to collect financial information and screen for serious applicants.
Provide real-time updates to borrowers on their loan application status, reducing inbound calls and improving customer satisfaction.
Proactively reach out to past clients to check on their needs and identify opportunities for refinancing or new business.
Prompt borrowers about required documents, answer common questions, and guide them through the submission process.
Simple, transparent pricing. Pay for what you use.
For small teams automating lead qualification and appointment setting.
$149/mo
For high-growth brokerages running multiple outbound campaigns.
$399/mo
Custom solutions for large brokerage firms and agencies.
Let's Talk
We use end-to-end encryption for all conversations. Our platform is designed with security protocols that align with industry standards to protect sensitive financial information. We can also integrate with your existing compliant systems to ensure a secure flow of data.
Yes. By providing the AI with detailed information about your loan programs, interest rates, and qualification criteria, it can answer a wide range of questions from borrowers accurately and instantly.
You can upload your lead lists as a CSV file directly to our platform. Our AI will then systematically call each number, following your customized script for qualification and appointment setting. Qualified leads can be automatically passed on to your sales team.
For complex or highly personal questions, the AI is designed to recognize these requests and seamlessly transfer the call to a live loan officer. This ensures that borrowers get the human touch and expertise needed for detailed financial discussions, while the AI handles the routine tasks.