Mortgage lenders, brokers & loan officers

Call every borrowerin under 60 seconds.

Borrowers shop three lenders and lock with whoever calls first. Our AI dials in 60 seconds, works old files and books rate calls.

  • $699/mo flat
  • Month-to-month
  • Built for LOs & branches
AI callerRefinance web form booked in 90 secondsLive call

Jordan Reyes · Refinance · Austin, TX

  1. AI

    Hi Jordan, Alex calling for Brad’s team at Summit Lending. Saw you just asked about refinancing on our site. Got 30 seconds?

  2. Lead

    Yeah, just checking what rates look like right now.

  3. AI

    Fair. Brad’s our licensed LO, so he pulls exact pricing for you. Trying to drop your monthly payment or pull cash out?

  4. Lead

    Drop the payment. Bought two years ago around 7%.

  5. AI

    Got it. Primary home there in Austin?

  6. Lead

    Yep, primary single-family.

  7. AI

    Perfect. Brad has 15 minutes open today at 4 PM or tomorrow at 10:30 AM. Which works?

  8. Lead

    Tomorrow at 10:30 works.

15-min rate call booked on the LO’s calendar

440,000+ AI calls made for teams like these

  • RYSE Floors
  • Presidential Bank
  • Candlewood Development
  • Hand N Hand Consulting
  • Hometown Mortgage
  • Toptal
  • Squirro
  • Closify
  • Equity Front Capital
  • MBO Ventures

Where deals are lost

Wait ten minutes,lose the borrower.

LendingTree, Zillow and Meta leads go to the first loan officer who gets them on the phone.

  • Up to 391%more conversions when called in 60 secondsSource: Velocify
  • 21xhigher odds qualifying in 5 min vs 30 minSource: MIT / InsideSales
  • 50%of online leads never get a second callSource: Velocify

What it does

Three revenue plays.Zero extra headcount.

  • Dial rate leads in 60 seconds

    LendingTree, Bankrate, Zillow or Meta form hits submit. Their phone rings from a local number before they click lender #2.

  • Hound every non-answer

    Most LOs call twice and give up. Our AI retries mornings, evenings and Saturdays until the borrower books or says stop.

  • Work past clients & Realtors

    Revive aged leads and refi lists, or cold-call local Realtors for referral partners like Presidential Bank did with us (31 meetings).

How it works

We build and manage your AI.Your team takes the calls.

No flow builders to learn, no prompts to write and no callers to manage. We build your voice agent, wire your CRM and launch in under 14 days.

  1. Step 1

    We connect your CRM and lead sources

    Web forms, ad campaigns, inbound inquiries and dormant CRM lists. Every new lead and old contact is queued automatically.

  2. Step 2

    AI calls in 60 seconds and follows up

    Every new lead gets a call in under 60 seconds from a clean local number. If they don’t answer, the AI follows up across the week.

  3. Step 3

    Your closers show up to booked meetings

    The AI asks your qualifying questions, handles objections and books directly onto your calendar with the full recording in your CRM.

Proven in production

More qualified pipeline.Zero extra headcount.

B2B, financial, real estate and service teams use our AI agents to qualify buyers and book appointments around the clock.

RYSE Floors

58estimates booked

32%connect rate

Each square is one booked appointment

His sales team swore it was a real person.

“It sounds really real. Had the sales guys come in. They thought it was a real person.”

Candlewood

61meetings booked

13new partnerships

Each square is one booked appointment

Replaced all 3 VAs. Got better results.

“Had 3 VAs making calls for me. Replaced all of them with the AI for a fraction of the cost and I’m getting better results.”

Presidential Bank

31meetings booked

75%show rate

Each square is one booked appointment

New meetings booked while he closes loans.

“There’s a new appointment on my calendar and I didn’t have to stop originating loans to get it.”

Hometown Mortgage

24meetings booked

21 hrsto first meeting

Each square is one booked appointment

First meeting booked 21 hours after launch.

“It’s pretty impressive. An AI agent called me, answered my questions and booked my demo.”

Hand N Hand

13meetings booked

5doctors signed

Each square is one booked appointment

Five doctors signed off AI-booked calls.

“I have about five doctors now going through the onboarding process. It’s been very effective.”

Forge Lane

38meetings booked

29%live connect rate

Each square is one booked appointment

“That was a good call.” 38 meetings booked.

“That was crisp. Good voice, good cadence. That was a good call. I think we’re on to something here.”

The math

Two funded loanspay for the year.

$4,500+ avg commission

At 100 to 150 bps on a $350k loan, one closed deal pays $3,500 to $5,250. Two extra funded loans cover an entire year of $699/mo.

Run my numbers

Plugs in

Plugs right into your tools

We wire your forms, ads and CRM in under two weeks. Every call, recording and booking syncs back.

  • Encompass
  • Total Expert
  • Jungo
  • Salesforce
  • GoHighLevel
  • HubSpot
  • Calendly
  • Cal.com

Pricing

$4,000/mo for one rep.Or $699/mo for our AI.

Every appointment we book is included. One flat $699 a month.

In-house SDR or setter

40–60 dials a day · 9-to-5 only

$4,000+/mo

Plus commission, payroll tax and software

$48,000+ a year per rep


  • 5 to 10 minute delay on new leads
  • Stops following up after two voicemails
  • Dials from one number flagged “Spam Likely”
  • Old leads never get called again
  • Inconsistent qualification and CRM notes
  • 3 months to hire, train and ramp

Works 40 hours a week, with 50% annual turnover.

Outbound System

Save $39,000+ a year

Up to 2,000 calls/mo · Up to 100 a day

$699/mo

35¢ per call · One closed deal pays for the year

Book a demo
  • Every new lead called in 60 seconds
  • Follows up for days, at different times of day
  • Clean local numbers that stay off Spam Likely
  • Old CRM leads called again and booked
  • Wired to your CRM, with recordings and summaries
  • Built, scripted and tuned every week for you

No cap on bookings · No setup fee · Month-to-month

Need more than 100 calls a day?

Multiple territories, brands or high-volume teams. We build custom plans around your call volume.

Talk to us
  • TCPA-ready consent language
  • Do Not Call list scrubbed
  • Legal calling hours only
  • Opt-outs honored instantly

Mortgage FAQ

Every question,answered here.

Voice quality, CRM setup, compliance and how we run your calls.

Want to test it against your objections?

Bring your toughest scenario to a 20-minute demo and hear our AI handle it live on your phone.

Book a demo
Never. Under SAFE Act rules, only a licensed LO quotes rates or takes an app. The AI confirms basic goals (purchase vs refi, property type, timeline) and books the borrower with your LO.

Stop losing borrowersto a faster lender.

Book a 20-minute demo. Hear unedited live mortgage calls and get a 60-second test call from our AI on your phone.

Book a demo

$699/mo flat · Month-to-month · Zero setup fees