Compliance-first voice AI for mortgage teams

Turn mortgage leads into qualified conversations — automatically.

Mortgage Voice AI contacts your consented leads, qualifies borrowers in a natural conversation, schedules appointments and transfers real opportunities to your loan officers — with consent verification, DNC enforcement and a complete audit trail built into every call.

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Sample workspace · illustrative data
412
Calls today
38
Qualified
11
Appointments
Refi Watchlist · Q3Calling
Sample campaign · VA streamline72%
Sample campaign · Rate drop 60bps46%
Sample campaign · Renewal outreach21%
Sample borrower · A. Rivera
Qualified · 4m 12s · transferred

Homeowner in Michigan, 6.9% current rate, ~18 years remaining, credit self-reported excellent. Interested in a rate-and-term refinance. Consent verified before dialing.

Tomorrow · 10:30 AMConfirmed
Loan officer: sample user · 30 min consultation
Consent verified
Evidence on file
DNC checked
Blocked before dial
  • Consent enforced
  • DNC protected
  • Fully audited
  • Role-based access
How it works

Three steps from lead list to loan officer

One deterministic pipeline. Every step is recorded, reviewable and reversible.

  1. 01

    Contact

    Eligible, consented leads are dialed inside permitted calling windows. Ineligible records never leave the queue.

  2. 02

    Qualify

    A natural voice conversation confirms ownership, decision authority, intent and current loan context.

  3. 03

    Transfer or schedule

    Qualified borrowers are warm-transferred to an available loan officer, or booked into a confirmed appointment.

Admin control center

Run the whole calling operation from one screen

System health, campaign performance, compliance exceptions and team workload — without digging through reports.

  • Campaign performance and health

    Contact, qualification, transfer and booking rates per campaign, with queue depth and ready-lead counts.

  • Exceptions surfaced first

    Consent awaiting review, DNC blocks and unassigned qualified leads are listed as work, not buried as metrics.

  • Team workload at a glance

    See how opportunities are distributed across loan officers and where capacity is available.

Admin control center · illustrative data
Automatic calling
On3 campaigns · 1,204 ready · 42 queued
1,204
Contact eligible
31%
Contact rate
9.2%
Qualification rate
17
Needs review
Needs intervention
  • Consent pending review12
  • Blocked by DNC4
  • Unassigned qualified leads6
Loan officer day view

Your officers see their day, not your dashboard

Role-based access gives every loan officer a calm, personal view scoped to the records assigned to them.

Loan officer day view · illustrative data
Good morning, sample officer
2 appointments · 3 callbacks · 5 new assigned leads
  • 9:30 AM · ConsultationSample borrower · confirmed
  • 11:00 AM · Callback requestedSample borrower · asked for a call back
  • New assigned leadQualified on today's call
6
Conversations
2
Appointments
1
Transferred

  • Today's appointments and callbacks

    Confirmed consultations and requested callbacks in one ordered list.

  • Next best actions

    A focused work queue replaces guesswork about who to follow up with next.

  • Scoped by design

    Officers only see their own assigned leads and conversations — enforced in the database, not just the interface.

Conversation intelligence

A short summary your officers will actually read

Every call produces a structured qualification summary and disposition — not a wall of transcript.

Conversation summary · illustrative data
QualifiedRate-and-term refinanceTransferred to loan officer

“Sample borrower confirmed they own the property, are the sole decision maker, and are paying about 6.9% today. They want a payment comparison before committing and agreed to a 30-minute consultation. Consent was verified before the call and the transfer was logged.”

4:12
Duration
Yes
Decision maker
6.9%
Current rate
Booked
Next step

Summaries are generated per call and stored with the full audit record.

Compliance by design

Controls that run before the phone rings

Eligibility is evaluated deterministically for every lead, on every attempt.

Consent

Consent is recorded with source, timestamp and evidence. Unverified or expired consent blocks contact.

DNC

Append-only do-not-call lists are checked before dialing and immediately remove eligibility.

Calling windows

Attempts are constrained to permitted local calling hours and per-lead attempt limits.

Immutable audit history

Sensitive actions write an audit entry that cannot be edited or deleted after the fact.

Mortgage Voice AI provides operational controls and record-keeping. It is not legal advice, and it does not certify your program's regulatory compliance.

Integrations

Connects to the tools already in your stack

Available today, with more on the roadmap.

Retell voice telephony

Available

Outbound dialing, live transfers and post-call webhooks.

CSV lead import

Available

Resumable bulk import with duplicate, DNC and consent handling.

Calendar invitations

Available

Appointments delivered as standard calendar invites.

Email delivery

Available

Transactional notifications from your own sending domain.

Reporting export

Available

CSV export of every reporting view for your BI tooling.

CRM sync

Coming soon

Two-way lead sync with external mortgage CRMs.

Put your lead list to work — compliantly.

Set up your organization, import consented leads and launch your first campaign with controls enforced from the first dial.

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