Lending
Prequalification questions and application status.
For financial services
AI phone agents for financial services
Answer borrower and client calls, qualify new leads, and hand serious prospects to licensed staff without keeping anyone on hold.
Mortgage
Purchase and refinance inquiries, day or night.
Loan servicing
Payment dates, documents, and status.
Advisory
Book reviews and route clients to their advisor.
How it works
Answer every inquiry and give your licensed team better conversations.
What do I need to get prequalified?
I can start that with you. Are you buying or refinancing?
Buying, in about two months.
Great. I'll connect you with a loan officer who can walk you through it.
Asks your screening questions
Uses your criteria to find out who is ready and what they need.
Transfers ready borrowers
Connects serious prospects to the right licensed person in real time.
Logs every answer
Sends responses and notes to your dashboard, or your CRM when connected, so nobody starts over.
How we work
A helpful answer. A human when needed.
Useful answers from your approved information, with a clear path to a person when a question needs judgment.
Your team talks to the right people.
Licensed work stays with licensed people
It collects information and transfers. It does not give advice or make credit decisions.
The same questions on every call
Your approved wording and disclosures, every time.
Smooth handoffs
Officers get the caller and the notes, so nobody repeats themselves.
Security
Careful with people's financial details.
Identity checks
It verifies callers before discussing account details.
Consent on record
Outbound call and text consent is saved and easy to find.
Data you control
Choose how long recordings and transcripts are kept, or turn recording off.
Certified infrastructure
Calls run on SOC 2 Type II certified voice infrastructure.
Connects to your CRM.
CRMs and loan systems connect through an API as custom work, quoted during setup.
Works with HubSpot, Salesforce, GoHighLevel, Zoho CRM, Microsoft Dynamics 365, Built-in calendar, Twilio, Zapier, Make, n8n, Loan systems (custom).
Standard
$500 / month
500 minutes included, then from $0.26 a minute. One-time setup from $1,500. Or Starter at $150 a month, with 100 minutes included.
Custom
Let's talk
For multiple locations, higher volume, or connections to your own systems.
All prices in USD.
A little clarity
Good questions. Straight answers.
Can it prequalify borrowers?
It can ask your screening questions and pass the answers to a licensed loan officer. Credit decisions stay with your team.
Can it call older leads?
Only where you have the required consent. Outbound AI calls fall under TCPA rules, so we set up consent checks first.
Does it connect to our loan system?
CRMs and loan origination systems usually connect through an API, which we scope as custom work.
Will it share account information?
Only after the caller passes the identity checks you set, and only what you allow.
