Every borrower call answered in seconds, 24/7.
Our AI voice agent answers every inbound call to your lending, debt relief or mortgage business and warm-transfers qualified callers to your loan officers. It says it is an AI, asks your screening questions, and checks callers for state, loan purpose and your criteria. Your loan officers take the rate and terms conversation.
What the agent does on every call
Says it is an AI
Every caller hears that they are speaking with an AI, with the same disclosure given the same way on every call.
Asks your screening questions
In any of twenty languages and regional variants, detected automatically, it takes the caller's name, their state and what the loan or the debt is for, so your loan officer starts the conversation already knowing who is on the line.
Screens before it transfers
Callers are checked against the states you work in and your criteria. Qualified callers are warm-transferred live to your team.
Your loan officers take the rate conversation
Rates, terms, fees, program eligibility and any settlement offer are for your people, and the agent hands every qualified caller to them ready to talk. The AI gives no debt or credit advice.
Every borrower gets an answer, and after hours the agent books the callback.
The callers it answers
Personal and installment loans
Borrowers comparing an offer they already hold against one they hope is better. Screened for state and loan purpose before they reach your team.
Debt relief and settlement
The hardest call in the vertical and the one that needs the most care. Callers are usually mid-problem: a collector who keeps ringing, a balance that has stopped moving, a settlement offer nobody has explained to them. The agent listens, screens and hands them to your people, who present eligibility, fees and any settlement terms.
Credit repair and monitoring
People who pulled their score, did not like it, and want to do something about it. Answered at any hour and passed to your team.
Mortgage and refinance
Homeowners watching rates, and buyers who need a real number before they can make an offer. The agent gets them to your loan officers while they are still deciding.
If the leads are already yours and speed decides them, see speed to lead on new inquiries.
Beyond the call
The same agent can call back applicants who asked to hear from you, and follow up by SMS, email and web chat, each set up for your business during onboarding. See the AI agents.
Check the calls your loan officers take
Our call QA platform scores every recorded call, or a set you choose, against a checklist written from your script and the Telemarketing Sales Rule, with the line from the call behind every mark. Call center quality monitoring for lenders.
Compliance, built in
We write the agent's script, disclosures and transfer rules with you, against the Telemarketing Sales Rule and the financial advertising rules your business follows, with TCPA consent built in, and every callback and follow-up checked against federal and state Do Not Call lists and your consent records, under our compliance standards.
Three ways we help
AI voice agents for lenders
Every call answered in seconds, 24/7, by an AI that says so, then screened and handed to your people.
Nearshore live call center agents
When you need people as well, our nearshore live agents take the calls and warm-transfer qualified callers to your team.
Call reviews
Our call QA platform scores the recorded calls your loan officers and our live agents take, against a checklist written from your script.
Answer, screen and transfer. We answer your inbound calls, with AI voice agents around the clock and our nearshore live agents during the hours you set. Every caller is screened against your qualifying questions, and qualified callers are warm-transferred to your team. Calls are recorded where your program needs it, and our call QA platform can score them against a checklist written from your script.
Ready to answer every borrower call?
Each AI agent is priced as a one-time setup fee plus a monthly fee, quoted once we have scoped the work with you. Or score the recorded calls your loan officers take on our call QA platform.