AI-POWERED AGENTS
Voice & SMS Chatbots for Finance, Mortgage and Loans
Built for loan officers, mortgage brokers, credit advisors, and wealth managers who are tired of losing hot leads to slow follow-ups. Voice, text, bulk send, full compliance — all in one platform.
USE CASES
"Hi Jamie, you're just one step away from prequalifying for your mortgage. Reply YES to continue or pick a time to chat."
Loan Prequalification Reminders
"You inquired about refinancing last week, but we missed you! Still interested in lower rates? Schedule a quick call here: [Link]"
Missed Lead Re-engagement
"Your consultation with Apex Lending is confirmed for Thursday at 11AM. Reply 'YES' to confirm or 'RESCHEDULE' for another time."
Automatic Appointment Scheduling
"Just checking in—have you had time to review the credit repair plan we discussed? We’re here if you have any questions."
Credit Repair Program Follow-ups
"Reach your full pipeline instantly with compliant for payments, reminders, and marketing messages."
Bulk SMS Blasts
EXAMPLES
Follows up within 30 seconds via SMS or AI voice
Qualifies leads using intelligent, compliant scripts
Bulk-send updates to entire lead lists or segmented groups
Automatically books, schedules and confirms meetings
Syncs with your calendars, CRMs, or lead spreadsheets
Logs every interaction with summaries + outcomes
"Our reps used to miss 40% of follow-ups. Now we close those deals in half the time — and no one has to lift a finger." — Ryan T., Head of Lending
"One missed follow-up used to cost us $3,000–$5,000 in lost commissions. Not anymore." — Erica S., Broker Owner
COMPLIANCE
Exportable audit-ready message logs, records and communications
TCPA-safe call & SMS automation
Connect seamlessly with your existing tech stack with protected data pathways.
Secure integrations with Salesforce, HubSpot, etc.
Bulk texting with built-in opt-out and consent management
TEMPLATES
Sends mass SMS messages for reminders, alerts, or campaigns.
"Hi Sarah, this is Dr. Miller's office reminding you of your dental appointment tomorrow at 2:00 PM."
Get Started
Book a call today. We’ll walk you through how our AI voice and SMS agents can turn your lead list into real revenue.