AI Voice Agents for Mortgage Brokers & Lenders

The agent's workflow

1. 1

   Outbound call to new lead within 60 seconds

2. 2

   Confirms purchase vs. refi vs. cash-out

3. 3

   Captures property type, target price, and timeline

4. 4

   Asks credit score range (self-reported) and income range

5. 5

   Identifies veteran, first-time buyer, or jumbo scenarios

6. 6

   Books LO consultation on the right loan officer's calendar

7. 7

   Syncs to Encompass, Arive, LendingPad, Salesforce, or HubSpot

8. 8

   Respects TCPA, state licensing, and DNC suppression

9. 9

   Long-term nurture cadence for not-ready leads

Common problems we hear from mortgage & lending

• •Lead vendors send leads faster than LOs can dial
• •Best leads ghost in 10 minutes
• •After-hours leads go to a competitor
• •Pre-qual questions get skipped
• •Compliance varies by state and loan type
• •Pipeline reporting is messy across LOs

Sample call script

What's included