MORTGAGE LENDER
AI
AI
AI
AI
That
That
Handles
Handles
Mortgage
Mortgage
Inquiries,
Inquiries,
Lead Qualification,
Lead Qualification,
and
and
Follow-Ups
Follow-Ups
Powered by
24/7 AI Voice Agents
Automate borrower inquiries, refinance campaigns, lead qualification, scheduling, and follow-ups with AI voice agents designed to support mortgage lenders without replacing licensed professionals.
Automate borrower inquiries, refinance campaigns, lead qualification, scheduling, and follow-ups with AI voice agents designed to support mortgage lenders without replacing licensed professionals.
Handle inbound mortgage and refinance calls 24/7
Capture buyer and seller calls 24/7
Pre-qualify borrowers before loan officer involvement
Pre-qualify borrowers before loan officer involvement
Proactively reach out to existing clients with refinancing offers and eligibility checks
Proactively reach out to existing clients with refinancing offers and eligibility checks
Schedule consultations and manage follow-ups automatically
Schedule consultations and manage follow-ups automatically
Reduce missed refinance opportunities and response delays
Reduce missed refinance opportunities and response delays
Where Mortgage
Where Mortgage
Operations
Operations
Break
Break
Down
Down
Missed Calls From High Volume
Mortgage lenders receive constant calls from ads, web forms, referral partners, and refinancing campaigns. During peak hours or outside business hours, many borrower inquiries go unanswered or are followed up too late.
Unqualified Inquiries
Weak Refinance Follow-Ups
Document Chasing
Deadline Gaps
Missed Retention
Missed Calls From High Volume
Mortgage lenders receive constant calls from ads, web forms, referral partners, and refinancing campaigns. During peak hours or outside business hours, many borrower inquiries go unanswered or are followed up too late.
Unqualified Inquiries
Weak Refinance Follow-Ups
Document Chasing
Deadline Gaps
Missed Retention
Missed Calls From High Volume
Mortgage lenders receive constant calls from ads, web forms, referral partners, and refinancing campaigns. During peak hours or outside business hours, many borrower inquiries go unanswered or are followed up too late.
Unqualified Inquiries
Weak Refinance Follow-Ups
Document Chasing
Deadline Gaps
Missed Retention
Why Mortgage Lenders Choose Our AI Voice Agents
Why Mortgage Lenders Choose Our AI Voice Agents
Never miss a borrower call
Handle inbound mortgage and refinance calls from ads, web forms, and referrals 24/7. Every inquiry is answered, captured, and routed without delay.
Never miss a borrower call
Handle inbound mortgage and refinance calls from ads, web forms, and referrals 24/7. Every inquiry is answered, captured, and routed without delay.
Never miss a borrower call
Handle inbound mortgage and refinance calls from ads, web forms, and referrals 24/7. Every inquiry is answered, captured, and routed without delay.
Pre-qualify before loan officers
Screen borrowers for eligibility, intent, and readiness before routing them to licensed professionals, so loan officers focus only on qualified conversations.
Pre-qualify before loan officers
Screen borrowers for eligibility, intent, and readiness before routing them to licensed professionals, so loan officers focus only on qualified conversations.
Pre-qualify before loan officers
Screen borrowers for eligibility, intent, and readiness before routing them to licensed professionals, so loan officers focus only on qualified conversations.
Faster consultation scheduling
Book mortgage and refinance consultations automatically, eliminating back-and-forth coordination and reducing response time.
Faster consultation scheduling
Book mortgage and refinance consultations automatically, eliminating back-and-forth coordination and reducing response time.
Faster consultation scheduling
Book mortgage and refinance consultations automatically, eliminating back-and-forth coordination and reducing response time.
Automate refinance outreach
Proactively contact existing clients when refinancing opportunities arise, check eligibility, and book consultations without manual campaigns.
Automate refinance outreach
Proactively contact existing clients when refinancing opportunities arise, check eligibility, and book consultations without manual campaigns.
Automate refinance outreach
Proactively contact existing clients when refinancing opportunities arise, check eligibility, and book consultations without manual campaigns.
Reduce processing interruptions
Answer common questions about application status, missing documents, and next steps, keeping processors and loan officers focused on active files.
Reduce processing interruptions
Answer common questions about application status, missing documents, and next steps, keeping processors and loan officers focused on active files.
Reduce processing interruptions
Answer common questions about application status, missing documents, and next steps, keeping processors and loan officers focused on active files.
Scale operations without adding headcount
Handle increases in mortgage and refinance volume without hiring additional staff, while maintaining consistent response times and service quality during peak demand.
Scale operations without adding headcount
Handle increases in mortgage and refinance volume without hiring additional staff, while maintaining consistent response times and service quality during peak demand.
Scale operations without adding headcount
Handle increases in mortgage and refinance volume without hiring additional staff, while maintaining consistent response times and service quality during peak demand.
Never miss a borrower call
Handle inbound mortgage and refinance calls from ads, web forms, and referrals 24/7. Every inquiry is answered, captured, and routed without delay.
Faster consultation scheduling
Book mortgage and refinance consultations automatically, eliminating back-and-forth coordination and reducing response time.
Reduce processing interruptions
Answer common questions about application status, missing documents, and next steps, keeping processors and loan officers focused on active files.
Pre-qualify before loan officers
Screen borrowers for eligibility, intent, and readiness before routing them to licensed professionals, so loan officers focus only on qualified conversations.
Automate refinance outreach
Proactively contact existing clients when refinancing opportunities arise, check eligibility, and book consultations without manual campaigns.
Scale operations without adding headcount
Handle increases in mortgage and refinance volume without hiring additional staff, while maintaining consistent response times and service quality during peak demand.
Meet Your AI Team
Meet Your AI Team
Riley
AI Receptionist
Handles inbound mortgage and refinance calls, answers basic questions, captures borrower intent, and routes inquiries to the right AI agent or loan officer.
Answer mortgage and refinance calls 24/7
Capture borrower details and intent
Route calls based on loan type
Reduce missed and delayed inquiries
Caleb
AI Lead Qualification Specialist
Qualifies borrowers using structured, compliance-safe questions before loan officer involvement.
Ask eligibility and readiness questions
Automatically score leads based on the answers
Transfer qualified leads to loan officers
Disqualify lead with possible suggestion
Jessica
AI Inquiry Follow-up Coordinator
Handles outbound follow-ups to move borrowers forward in the application or refinance process.
Follow up with warm and cold leads
Remind borrowers of next steps
Re-engage stalled applications
Escalate ready borrowers to sales
Marlene
AI Customer Experience Specialist
Collects structured borrower feedback to improve service quality, process efficiency, and overall customer experience.
Conduct post-closing feedback calls
Ask structured experience-related questions
Capture satisfaction and service issues
Share feedback insights with internal teams
Skylar
AI Appointment Scheduling Specialist
Books mortgage and refinance consultations with loan officers, manages calendars, and confirms appointments without manual coordination.
Schedule loan consultations on request
Manage single or team calendars
Send confirmations and reminders
Handle rescheduling and cancellation requests
Emelie
AI Loan Inquiry Intake Specialist
Collects initial borrower and loan requirements to prepare loan officers before the first conversation.
Capture income, property, and loan goals
Identify documentation requirements
Record refinance motivations
Sync intake data to CRM or LOS
Aria
AI Customer Reactivation Specialist
Proactively reaches out to existing borrowers to identify refinancing opportunities and re-engage inactive or past clients.
Call existing clients about refinancing opportunities
Check eligibility and readiness without giving advice
Re-engage dormant or inactive borrowers
Book refinance consultations with loan officers
Riley
AI Receptionist
Handles inbound mortgage and refinance calls, answers basic questions, captures borrower intent, and routes inquiries to the right AI agent or loan officer.
Answer mortgage and refinance calls 24/7
Capture borrower details and intent
Route calls based on loan type
Reduce missed and delayed inquiries
Skylar
AI Appointment Scheduling Specialist
Books mortgage and refinance consultations with loan officers, manages calendars, and confirms appointments without manual coordination.
Schedule loan consultations on request
Manage single or team calendars
Send confirmations and reminders
Handle rescheduling and cancellation requests
Caleb
AI Lead Qualification Specialist
Qualifies borrowers using structured, compliance-safe questions before loan officer involvement.
Ask eligibility and readiness questions
Automatically score leads based on the answers
Transfer qualified leads to loan officers
Disqualify lead with possible suggestion
Emelie
AI Loan Inquiry Intake Specialist
Collects initial borrower and loan requirements to prepare loan officers before the first conversation.
Capture income, property, and loan goals
Identify documentation requirements
Record refinance motivations
Sync intake data to CRM or LOS
Jessica
AI Inquiry Follow-up Coordinator
Handles outbound follow-ups to move borrowers forward in the application or refinance process.
Follow up with warm and cold leads
Remind borrowers of next steps
Re-engage stalled applications
Escalate ready borrowers to sales
Aria
AI Customer Reactivation Specialist
Proactively reaches out to existing borrowers to identify refinancing opportunities and re-engage inactive or past clients.
Call existing clients about refinancing opportunities
Check eligibility and readiness without giving advice
Re-engage dormant or inactive borrowers
Book refinance consultations with loan officers
Marlene
AI Customer Experience Specialist
Collects structured borrower feedback to improve service quality, process efficiency, and overall customer experience.
Conduct post-closing feedback calls
Ask structured experience-related questions
Capture satisfaction and service issues
Share feedback insights with internal teams
Meet Your AI Team
Riley
AI Receptionist
Handles inbound mortgage and refinance calls, answers basic questions, captures borrower intent, and routes inquiries to the right AI agent or loan officer.
Answer mortgage and refinance calls 24/7
Capture borrower details and intent
Route calls based on loan type
Reduce missed and delayed inquiries
Skylar
AI Appointment Scheduling Specialist
Books mortgage and refinance consultations with loan officers, manages calendars, and confirms appointments without manual coordination.
Schedule loan consultations on request
Manage single or team calendars
Send confirmations and reminders
Handle rescheduling and cancellation requests
Caleb
AI Lead Qualification Specialist
Qualifies borrowers using structured, compliance-safe questions before loan officer involvement.
Ask eligibility and readiness questions
Automatically score leads based on the answers
Transfer qualified leads to loan officers
Disqualify lead with possible suggestion
Emelie
AI Loan Inquiry Intake Specialist
Collects initial borrower and loan requirements to prepare loan officers before the first conversation.
Capture income, property, and loan goals
Identify documentation requirements
Record refinance motivations
Sync intake data to CRM or LOS
Jessica
AI Inquiry Follow-up Coordinator
Handles outbound follow-ups to move borrowers forward in the application or refinance process.
Follow up with warm and cold leads
Remind borrowers of next steps
Re-engage stalled applications
Escalate ready borrowers to sales
Aria
AI Customer Reactivation Specialist
Proactively reaches out to existing borrowers to identify refinancing opportunities and re-engage inactive or past clients.
Call existing clients about refinancing opportunities
Check eligibility and readiness without giving advice
Re-engage dormant or inactive borrowers
Book refinance consultations with loan officers
Marlene
AI Customer Experience Specialist
Collects structured borrower feedback to improve service quality, process efficiency, and overall customer experience.
Conduct post-closing feedback calls
Ask structured experience-related questions
Capture satisfaction and service issues
Share feedback insights with internal teams
Demo Call
Customer Reactivation Call
Aria, the AI Customer Reactivation Specialist for a meal preparation company, reaches out to customers who recently canceled their subscriptions — presenting a personalized comeback offer to encourage reactivation and rebuild long-term loyalty.
0:000:00Demo Call
Sales Lead Qualification
Caleb, the AI Sales Lead Qualification Agent for SunEdge Solar, engages a new Facebook campaign lead to confirm if they own or rent the property, evaluate sunlight exposure and roof condition, and determine if they’re open to financing options — ensuring only qualified homeowners move forward to the sales team.
0:000:00Demo Call
Customer Reactivation Call
Aria, the AI Customer Reactivation Specialist for a meal preparation company, reaches out to customers who recently canceled their subscriptions — presenting a personalized comeback offer to encourage reactivation and rebuild long-term loyalty.
0:000:00Demo Call
Sales Lead Qualification
Caleb, the AI Sales Lead Qualification Agent for SunEdge Solar, engages a new Facebook campaign lead to confirm if they own or rent the property, evaluate sunlight exposure and roof condition, and determine if they’re open to financing options — ensuring only qualified homeowners move forward to the sales team.
0:000:00Demo Call
Customer Reactivation Call
Aria, the AI Customer Reactivation Specialist for a meal preparation company, reaches out to customers who recently canceled their subscriptions — presenting a personalized comeback offer to encourage reactivation and rebuild long-term loyalty.
0:000:00Demo Call
Sales Lead Qualification
Caleb, the AI Sales Lead Qualification Agent for SunEdge Solar, engages a new Facebook campaign lead to confirm if they own or rent the property, evaluate sunlight exposure and roof condition, and determine if they’re open to financing options — ensuring only qualified homeowners move forward to the sales team.
0:000:00Demo Call
Customer Reactivation Call
Aria, the AI Customer Reactivation Specialist for a meal preparation company, reaches out to customers who recently canceled their subscriptions — presenting a personalized comeback offer to encourage reactivation and rebuild long-term loyalty.
0:000:00Demo Call
Sales Lead Qualification
Caleb, the AI Sales Lead Qualification Agent for SunEdge Solar, engages a new Facebook campaign lead to confirm if they own or rent the property, evaluate sunlight exposure and roof condition, and determine if they’re open to financing options — ensuring only qualified homeowners move forward to the sales team.
0:000:00
Demo Call
Sales Lead Qualification
Caleb, the AI Sales Lead Qualification Agent for SunEdge Solar, engages a new Facebook campaign lead to confirm if they own or rent the property, evaluate sunlight exposure and roof condition, and determine if they’re open to financing options — ensuring only qualified homeowners move forward to the sales team.
0:000:00
Demo Call
Sales Order Call
Emelie, the AI Sales Order Agent for HorizonKeys Realty, guides a new homebuyer through key questions to capture property preferences, budget, and move-in goals — providing HorizonKeys with a complete, ready-to-follow lead.
0:000:00Demo Call
Sales Lead Qualification
Caleb, the AI Sales Lead Qualification Agent for SunEdge Solar, engages a new Facebook campaign lead to confirm if they own or rent the property, evaluate sunlight exposure and roof condition, and determine if they’re open to financing options — ensuring only qualified homeowners move forward to the sales team.
0:000:00Demo Call
Sales Order Call
Emelie, the AI Sales Order Agent for HorizonKeys Realty, guides a new homebuyer through key questions to capture property preferences, budget, and move-in goals — providing HorizonKeys with a complete, ready-to-follow lead.
0:000:00Demo Call
Sales Lead Qualification
Caleb, the AI Sales Lead Qualification Agent for SunEdge Solar, engages a new Facebook campaign lead to confirm if they own or rent the property, evaluate sunlight exposure and roof condition, and determine if they’re open to financing options — ensuring only qualified homeowners move forward to the sales team.
0:000:00Demo Call
Sales Order Call
Emelie, the AI Sales Order Agent for HorizonKeys Realty, guides a new homebuyer through key questions to capture property preferences, budget, and move-in goals — providing HorizonKeys with a complete, ready-to-follow lead.
0:000:00Demo Call
Sales Lead Qualification
Caleb, the AI Sales Lead Qualification Agent for SunEdge Solar, engages a new Facebook campaign lead to confirm if they own or rent the property, evaluate sunlight exposure and roof condition, and determine if they’re open to financing options — ensuring only qualified homeowners move forward to the sales team.
0:000:00Demo Call
Sales Order Call
Emelie, the AI Sales Order Agent for HorizonKeys Realty, guides a new homebuyer through key questions to capture property preferences, budget, and move-in goals — providing HorizonKeys with a complete, ready-to-follow lead.
0:000:00
OFFERS
Mortgage Lenders AI Solutions
Mortgage Lenders AI Solutions
Choose pre-built AI pods designed for mortgage lenders, covering every stage of the lending process, from call handling and appointment scheduling to lead qualification and follow-ups.
Choose pre-built AI pods designed for mortgage lenders, covering every stage of the lending process, from call handling and appointment scheduling to lead qualification and follow-ups.
Pod 1
Call Handling & Lead Qualification
1,200 voice mins.
~
300
calls in a month
Average call time ~
4 mins.
•
Cost per call -
$2.66
Lenders needing fast intake, borrower screening, and qualified lead routing
$
799
/month
No long-term contract
•
No Hidden Fees
•
Cancel anytime.
Agents Setup Fee:
$2,299
AI Receptionist
24/7 Call Answering
Simultaneous Call Handling
Spam Call Handling
Customer Personalized Greetings
Call Routing
Transfer to Human Staff
Transfer to AI Agent
General Loan Questions
Office Hours & Availability
Take Messages
Contact Detail Capture
Log Inquiry Call Details
AI Lead Qualifying Specialist
Call New Leads
Simultaneous Outbound Lead Calls
Ask Structured Qualification Questions
Score Leads Automatically
Schedule Callback
Transfer Qualified Leads
Log Qualifying Call Details
Pod 2
Inquiry Intake and Scheduling
1,800 voice mins
~
300
calls in a month
Average call time ~
6 mins.
•
Cost per call -
$4.00
Growing lenders converting qualified inquiries into booked consultations and applications
$
1,199
/month
No long-term contract
•
No Hidden Fees
•
Cancel anytime.
Agents Setup Fee:
$2,999
AI Scheduling Specialist
Single Loan Officer Calendar
Team Loan Officer Calendar
Appointment Type Handling
Reschedule or Cancel Appointments
Appointment Confirmations
Appointment Reminders
Appointment Call Logging
AI Inquiry Intake Specialist
24/7 Loan Inquiry Answering
Identify Loan Intent
Capture Borrower Requirements
Assess Readiness & Timeline
Capture Borrower Contact Details
Send Intake Post-Call Summary
Log Intake Call Details
Pod 3
Follow-Up, Reactivation & Experience
1,200 voice mins
~
300
calls in a month
Average call time ~
4 mins.
•
Cost per call -
$4.33
Lenders re-engaging stalled borrowers and improving long-cycle conversion
$
1,299
/month
No long-term contract
•
No Hidden Fees
•
Cancel anytime.
Agents Setup Fee:
$4,999
AI Inquiry Follow-up Specialist
Outbound Follow-Up Calls
Follow Up on Inquiry Status
Clarify Loan Questions
Schedule Follow-Up Check
Address Concerns or Hesitations
Identify Readiness Signals
Recommend Next Steps
Transfer to Loan Officer
Follow-Up Call Summary Email
Log Follow-Up Call Details
AI Customer Reactivation Specialist
Personalized Re-Engagement Outreach
Answer Common Loan Process Questions
Identify Borrower Intent and Rediness
Escalate High-Intent Borrowers
Reactivation Call Summary
Log Reactivation Call Details
AI Customer Experience Specialist
Outbound Experience Calls
Tailored Prospect Greeting
Ask Experience Related Questions
Capture Customer Feedback
Identify Customer Sentiment
Route Escalations to Sales or Support
Capture Customer Satisfaction Score
Send Feedback Summary Email
Log Feedback Call Details
Compare Mortgage Lenders Pods
AI Receptionist
24/7 Call Answering
Simultaneous Call Handling
Spam Call Handling
Customer Personalized Greetings
Call Routing
Transfer to Human Staff
Transfer to AI Agent
General Loan Questions
Office Hours & Availability
Take Messages
Contact Detail Capture
Log Inquiry Call Details
AI Lead Qualifying Specialist
Call New Leads
Simultaneous Outbound Lead Calls
Ask Structured Qualification Questions
Score Leads Automatically
Schedule Callback
Transfer Qualified Leads
Log Qualifying Call Details
AI Scheduling Specialist
Single Loan Officer Calendar
Team Loan Officer Calendar
Round-Robin Scheduling
Loan Officer–Specific Rules
Appointment Type Handling
Reschedule or Cancel Appointments
Appointment Confirmations
Appointment Reminders
Appointment Call Logging
AI Inquiry Intake Specialist
24/7 Loan Inquiry Answering
Identify Loan Intent
Capture Borrower Requirements
Assess Readiness & Timeline
Capture Borrower Contact Details
Send Intake Post-Call Summary
Log Intake Call Details
AI Inquiry Follow-up Specialist
Outbound Follow-Up Calls
Follow Up on Inquiry Status
Clarify Loan Questions
Schedule Follow-Up Check
Address Concerns or Hesitations
Identify Readiness Signals
Recommend Next Steps
Transfer to Loan Officer
Follow-Up Call Summary Email
Log Follow-Up Call Details
AI Customer Reactivation Specialist
Personalized Re-Engagement Outreach
Answer Common Loan Process Questions
Identify Borrower Intent and Rediness
Escalate High-Intent Borrowers
Reactivation Call Summary
Log Reactivation Call Details
AI Customer Experience Specialist
Outbound Experience Calls
Tailored Prospect Greeting
Ask Experience Related Questions
Capture Customer Feedback
Identify Customer Sentiment
Route Escalations to Sales or Support
Capture Customer Satisfaction Score
Send Feedback Summary Email
Log Feedback Call Details
Customization
U.S. Phone Number
Agent Profile Customization
Personalized Greeting Scripts
Warm or Cold Transfer Preferences
Language Support
Bilingual or Multilingual Support
AI Avatar Image Generation
Personal Voice Cloning & Integration
Integrations & Notifications
CRM Sync
Post-Call Notifications
Post-Call Email Summary
Reporting and Analytics
Weekly Call Summary Report
Call Logs List
Analytical Dashboard
Security & Compliance
Data Security
Compliance Handling
GDPR-Aligned Handling
Call Recording Consent Handling
PII Protection
Support and Maintenance
Account support
Agent Maintenance
Pod 1
Call Handling & Lead Qualification
1,200 voice mins.
~
300
calls in a month
Average call time ~
4 mins.
•
Cost per call -
$2.66
Lenders needing fast intake, borrower screening, and qualified lead routing
$
799
/month
No long-term contract
•
No Hidden Fees
•
Cancel anytime.
One-time Setup Fee:
$2,299
Agent setup, intake logic, qualification flow, CRM mapping, testing
Pod 2
Inquiry Intake and Scheduling
1,800 voice mins
~
300
calls in a month
Average call time ~
6 mins.
•
Cost per call -
$4.00
Growing lenders converting qualified inquiries into booked consultations and applications
$
1,199
/month
No long-term contract
•
No Hidden Fees
•
Cancel anytime.
One-time Setup Fee:
$2,999
Appointment logic, loan intake flows, calendar sync, reminders, CRM integration
Pod 3
Follow-Up, Reactivation & Experience
1,200 voice mins
~
300
calls in a month
Average call time ~
4 mins.
•
Cost per call -
$4.33
Lenders re-engaging stalled borrowers and improving long-cycle conversion
$
1,299
/month
No long-term contract
•
No Hidden Fees
•
Cancel anytime.
One-time Setup Fee:
$4,999
Follow-up rules, reactivation logic, experience surveys, reporting setup
Add-on
Add-on
Single
Single
Single
Add-on
Add-on
Add-on
Add-on
Add-on
Add-on
Add-on
Add-on
Add-on
Add-on
Add-on
Add-on
Add-on
Add-on
Add-on
Add-on
Add-on
Add-on
Add-on
Add-on
Add-on
Basic
Basic
Basic
Add-on
Add-on
Add-on
$
799
/month
No long-term contract
•
No Hidden Fees
•
Cancel anytime.
One-time Setup Fee:
$2,299
$
1,199
/month
No long-term contract
•
No Hidden Fees
•
Cancel anytime.
One-time Setup Fee:
$2,999
$
1,299
/month
No long-term contract
•
No Hidden Fees
•
Cancel anytime.
One-time Setup Fee:
$4,999
Pod 1
Call Handling & Lead Qualification
1,200 voice mins.
~
300
calls in a month
Average call time ~
4 mins.
•
Cost per call -
$2.66
Lenders needing fast intake, borrower screening, and qualified lead routing
$
799
/month
No long-term contract
•
No Hidden Fees
•
Cancel anytime.
Agents Setup Fee:
$2,299
AI Receptionist
24/7 Call Answering
Simultaneous Call Handling
Spam Call Handling
Customer Personalized Greetings
Call Routing
Transfer to Human Staff
Transfer to AI Agent
General Loan Questions
Office Hours & Availability
Take Messages
Contact Detail Capture
Log Inquiry Call Details
AI Lead Qualifying Specialist
Call New Leads
Simultaneous Outbound Lead Calls
Ask Structured Qualification Questions
Score Leads Automatically
Schedule Callback
Transfer Qualified Leads
Log Qualifying Call Details
Pod 1
Call Handling & Lead Qualification
1,200 voice mins.
~
300
calls in a month
Average call time ~
4 mins.
•
Cost per call -
$2.66
Lenders needing fast intake, borrower screening, and qualified lead routing
$
799
/month
No long-term contract
•
No Hidden Fees
•
Cancel anytime.
Agents Setup Fee:
$2,299
AI Receptionist
24/7 Call Answering
Simultaneous Call Handling
Spam Call Handling
Customer Personalized Greetings
Call Routing
Transfer to Human Staff
Transfer to AI Agent
General Loan Questions
Office Hours & Availability
Take Messages
Contact Detail Capture
Log Inquiry Call Details
AI Lead Qualifying Specialist
Call New Leads
Simultaneous Outbound Lead Calls
Ask Structured Qualification Questions
Score Leads Automatically
Schedule Callback
Transfer Qualified Leads
Log Qualifying Call Details
Pod 1
Call Handling & Lead Qualification
1,200 voice mins.
~
300
calls in a month
Average call time ~
4 mins.
•
Cost per call -
$2.66
Lenders needing fast intake, borrower screening, and qualified lead routing
$
799
/month
No long-term contract
•
No Hidden Fees
•
Cancel anytime.
Agents Setup Fee:
$2,299
AI Receptionist
24/7 Call Answering
Simultaneous Call Handling
Spam Call Handling
Customer Personalized Greetings
Call Routing
Transfer to Human Staff
Transfer to AI Agent
General Loan Questions
Office Hours & Availability
Take Messages
Contact Detail Capture
Log Inquiry Call Details
AI Lead Qualifying Specialist
Call New Leads
Simultaneous Outbound Lead Calls
Ask Structured Qualification Questions
Score Leads Automatically
Schedule Callback
Transfer Qualified Leads
Log Qualifying Call Details
Need something more specific for your mortgage team?
From refinance campaigns to complex intake and routing rules, we customize AI voice agents to match how your lending operation runs.
Need something more specific for your mortgage team?
From refinance campaigns to complex intake and routing rules, we customize AI voice agents to match how your lending operation runs.
Need something more specific for your mortgage team?
From refinance campaigns to complex intake and routing rules, we customize AI voice agents to match how your lending operation runs.
Add-ons
Following features are available on demand
Priority & Elite support plan
Access faster response times and direct assistance through premium support channels.
Verified Phone Number
Prevent your phone number being marked as "Spam Likely" (U.S numbers only)
Personal Voice Cloning
Use your own cloned voice for more personalized experience
Agent Premium maintenance
Updates every 15 days with advanced prompt optimization, model performance tracking, and a monthly strategy consultation.
Toll-Free Numbers
Expand accessibility for regional or national reach with toll free numbers
AI Avatar Image Generation
Create a unqiue virtual identity of your agent for your website and marketing
Branded Call
Display your verified business name as the caller ID. (U.S. numbers only)
SMS Notifications
Send text messages during call related to payments collections, id verification and moer.
Voice Minutes
Additional voice monthly voice minutes from 1,000 and above.
Add-ons
Following features are available on demand
Priority & Elite support plan
Access faster response times and direct assistance through premium support channels.
Branded Call
Display your verified business name as the caller ID. (U.S. numbers only)
Toll-Free Numbers
Expand accessibility for regional or national reach with toll free numbers
Personal Voice Cloning
Use your own cloned voice for more personalized experience
Voice Minutes
Additional voice monthly voice minutes from 1,000 and above.
Agent Premium maintenance
Updates every 15 days with advanced prompt optimization, model performance tracking, and a monthly strategy consultation.
Verified Phone Number
Prevent your phone number being marked as "Spam Likely" (U.S numbers only)
SMS Notifications
Send text messages during call related to payments collections, id verification and moer.
AI Avatar Image Generation
Create a unqiue virtual identity of your agent for your website and marketing
Add-ons
Following features are available on demand
Priority & Elite support plan
Access faster response times and direct assistance through premium support channels.
Verified Phone Number
Prevent your phone number being marked as "Spam Likely" (U.S numbers only)
Personal Voice Cloning
Use your own cloned voice for more personalized experience
Agent Premium maintenance
Updates every 15 days with advanced prompt optimization, model performance tracking, and a monthly strategy consultation.
Toll-Free Numbers
Expand accessibility for regional or national reach with toll free numbers
AI Avatar Image Generation
Create a unqiue virtual identity of your agent for your website and marketing
Branded Call
Display your verified business name as the caller ID. (U.S. numbers only)
SMS Notifications
Send text messages during call related to payments collections, id verification and moer.
Voice Minutes
Additional voice monthly voice minutes from 1,000 and above.
A Complete View of Agent Impact
Our AI voice agent doesn’t just handle calls, it gives your team complete visibility into what’s happening across every conversation. Each agent includes access to a powerful analytics dashboard that helps you understand performance, call outcomes, and customer sentiment in seconds.
Full Visibility Into Every Call
Clear Insight Into Customer Intent
Data-Driven Service Improvements
Accountability & Operational Transparency
Measure ROI With Cost & Efficiency Metrics
A Complete View of Agent Impact
Our AI voice agent doesn’t just handle calls, it gives your team complete visibility into what’s happening across every conversation. Each agent includes access to a powerful analytics dashboard that helps you understand performance, call outcomes, and customer sentiment in seconds.
Full Visibility Into Every Call
Clear Insight Into Customer Intent
Data-Driven Service Improvements
Accountability & Operational Transparency
Measure ROI With Cost & Efficiency Metrics
A Complete View of Agent Impact
Our AI voice agent doesn’t just handle calls, it gives your team complete visibility into what’s happening across every conversation. Each agent includes access to a powerful analytics dashboard that helps you understand performance, call outcomes, and customer sentiment in seconds.
Full Visibility Into Every Call
Clear Insight Into Customer Intent
Data-Driven Service Improvements
Accountability & Operational Transparency
Measure ROI With Cost & Efficiency Metrics
Refinance calls are finally consistent
We used to run refinance campaigns but struggled to follow up properly. Now outreach happens automatically, eligibility is checked, and only serious refinance inquiries reach our team.
Sarah Coleman
Senior Mortgage Advisor, HarborPoint Lending
Loan officer time is better spent
Our loan officers are no longer tied up with early screening or basic questions. They spend more time closing loans instead of chasing unqualified inquiries.
Jonathan Lee
Producing Branch Manager, Summit Ridge Home Loans
Lead quality improved immediately
What stood out right away was how much cleaner our inbound calls became. Borrowers are pre-qualified before reaching our loan officers, so conversations start at the right point instead of from scratch.
Michael Reynolds
Regional Lending Manager, Pinecrest Mortgage Group
Processing interruptions have dropped
Borrowers used to call processors constantly for status updates and document questions. Those calls are now handled upfront, keeping our files moving without delays.
Brian Thompson
Operations Lead, Northfield Lending Co.
Refinance calls are finally consistent
We used to run refinance campaigns but struggled to follow up properly. Now outreach happens automatically, eligibility is checked, and only serious refinance inquiries reach our team.
Sarah Coleman
Senior Mortgage Advisor, HarborPoint Lending
Loan officer time is better spent
Our loan officers are no longer tied up with early screening or basic questions. They spend more time closing loans instead of chasing unqualified inquiries.
Jonathan Lee
Producing Branch Manager, Summit Ridge Home Loans
Lead quality improved immediately
What stood out right away was how much cleaner our inbound calls became. Borrowers are pre-qualified before reaching our loan officers, so conversations start at the right point instead of from scratch.
Michael Reynolds
Regional Lending Manager, Pinecrest Mortgage Group
Processing interruptions have dropped
Borrowers used to call processors constantly for status updates and document questions. Those calls are now handled upfront, keeping our files moving without delays.
Brian Thompson
Operations Lead, Northfield Lending Co.
Refinance calls are finally consistent
We used to run refinance campaigns but struggled to follow up properly. Now outreach happens automatically, eligibility is checked, and only serious refinance inquiries reach our team.
Sarah Coleman
Senior Mortgage Advisor, HarborPoint Lending
Lead quality improved immediately
What stood out right away was how much cleaner our inbound calls became. Borrowers are pre-qualified before reaching our loan officers, so conversations start at the right point instead of from scratch.
Michael Reynolds
Regional Lending Manager, Pinecrest Mortgage Group
Loan officer time is better spent
Our loan officers are no longer tied up with early screening or basic questions. They spend more time closing loans instead of chasing unqualified inquiries.
Jonathan Lee
Producing Branch Manager, Summit Ridge Home Loans
Processing interruptions have dropped
Borrowers used to call processors constantly for status updates and document questions. Those calls are now handled upfront, keeping our files moving without delays.
Brian Thompson
Operations Lead, Northfield Lending Co.
Call PRIME SQUAD AI
Call PRIME SQUAD AI
and Experience Our Agents Live
and Experience Our Agents Live
Speak directly with our AI agents and see how real business calls are answered, routed, and handled automatically.
Speak directly with our AI agents and see how real business calls are answered, routed, and handled automatically.
Talk to Riley
Talk to Riley
Our AI Front Desk Coordinator
Our AI Front Desk Coordinator
Available 24/7 to answer your call, provide general information, and route your request to the right place.
Available 24/7 to answer your call, provide general information, and route your request to the right place.
Available 24/7 to answer your call, provide general information, and route your request to the right place.
Talk to Leo
Talk to Leo
Our AI Sales Inquiry Specialist
Our AI Sales Inquiry Specialist
An AI sales agent designed to guide you through our AI voice agent solutions and help you identify the right setup for your business.
An AI sales agent designed to guide you through our AI voice agent solutions and help you identify the right setup for your business.
An AI sales agent designed to guide you through our AI voice agent solutions and help you identify the right setup for your business.
Agent Capabilities
Does an AI agent replace people?
Does an AI agent replace people?
Does an AI agent replace people?
Does an AI agent replace people?
Can the AI speak multiple languages?
Can the AI speak multiple languages?
Can the AI speak multiple languages?
Can the AI speak multiple languages?
How reliable are your AI voice agents compared to human agents?
How reliable are your AI voice agents compared to human agents?
How reliable are your AI voice agents compared to human agents?
How reliable are your AI voice agents compared to human agents?
Do the AI voice agents work 24/7?
Do the AI voice agents work 24/7?
Do the AI voice agents work 24/7?
Do the AI voice agents work 24/7?
How accurate are they in understanding callers?
How accurate are they in understanding callers?
How accurate are they in understanding callers?
How accurate are they in understanding callers?
Call Handling
How quickly can the AI respond to callers?
How quickly can the AI respond to callers?
How quickly can the AI respond to callers?
How quickly can the AI respond to callers?
What if call volumes suddenly increase?
What if call volumes suddenly increase?
What if call volumes suddenly increase?
What if call volumes suddenly increase?
Will callers know they are speaking with an AI?
Will callers know they are speaking with an AI?
Will callers know they are speaking with an AI?
Will callers know they are speaking with an AI?
Can the agent transfer calls to a human?
Can the agent transfer calls to a human?
Can the agent transfer calls to a human?
Can the agent transfer calls to a human?
Can I view call logs and transcripts?
Can I view call logs and transcripts?
Can I view call logs and transcripts?
Can I view call logs and transcripts?
YOUR DATA ISN'T OUR BUSINESS. KEEP IT SAFE IS
YOUR DATA ISN'T OUR BUSINESS. KEEP IT SAFE IS
YOUR DATA ISN'T OUR BUSINESS. KEEP IT SAFE IS
Built with enterprise-level security and compliant with GDPR and HIPAA, our agents protect every conversation and customer detail, securely and reliably.
Built with enterprise-level security and compliant with GDPR and HIPAA, our agents protect every conversation and customer detail, securely and reliably.
Built with enterprise-level security and compliant with GDPR and HIPAA, our agents protect every conversation and customer detail, securely and reliably.
