Mortgage & Lending
AI Voice Agents for Mortgage Brokers & Lenders
In mortgage, speed-to-lead wins the loan. Your AI agent calls every new lead in under 60 seconds, runs basic pre-qual, and books the LO conversation.
The agent's workflow
- 1
Outbound call to new lead within 60 seconds
- 2
Confirms purchase vs. refi vs. cash-out
- 3
Captures property type, target price, and timeline
- 4
Asks credit score range (self-reported) and income range
- 5
Identifies veteran, first-time buyer, or jumbo scenarios
- 6
Books LO consultation on the right loan officer's calendar
- 7
Syncs to Encompass, Arive, LendingPad, Salesforce, or HubSpot
- 8
Respects TCPA, state licensing, and DNC suppression
- 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
AgentHi, this is Quinn calling from [Brand] Mortgage — you just requested rate info, is now okay for a quick minute?
CallerYes.
AgentGreat. Is this for a purchase or refinance?
CallerPurchase.
AgentGot it. Roughly what price range and timeline are you looking at?
CallerAbout $480k, hoping to close in 60 days.
AgentPerfect — I'll get our LO Casey on a call with you. Does today at 4pm or tomorrow at 11am work?
What's included
CRM integration & data sync
Missed call recovery in <60s
Outbound follow-up cadences
Calendar booking + SMS confirmations
Compliance-aligned scripts & disclosures
Weekly ROI & call quality reporting