Consumer Direct Lending

Built for high-volume traffic and ready to slot directly into your existing lead flow.

Faster speed to lead — under 1 second time to lead within TCPA dialing hours
Higher reach — optimized dialing, local presence, and retry logic
More conversations — AI handles qualification so loan officers focus on closing
Lead Arrives
From aggregator or web form
AI Dials in <1s
Within TCPA hours, local presence enabled
Qualifies Borrower
Natural conversation, objection handling
Warm Transfer
Introduces to LO with full context
Consumer Direct Workflows

Where We Deploy

Refinance
Engage inbound and outbound refinance leads, qualify intent, and route high-intent borrowers to loan officers in real time.
New Home Purchase
Capture purchase timelines, budgets, and readiness while maintaining a conversational, borrower-friendly experience.
Expiring Pre-Approvals
Re-engage borrowers before their pre-approvals lapse and route ready borrowers back to an LO.
Past Customer Rate Alerts
Proactively notify past clients when rates change and re-open conversations at the right moment.

Retail Outreach

Turn your book of business into an active pipeline, without touching the phone.

Proactive outreach — when a borrower's situation changes, our AI agent calls immediately
CRM-driven triggers — rate drops, credit activity, periodic check-ins, and expiring pre-approvals start conversations automatically
Real opportunities — insights convert to booked loan officer meetings
CRM Insight
Rate drop, credit pull, check-in trigger, or expiring pre-approval
AI Calls
Immediate outreach, context-aware
Qualifies Intent
Confirms interest, captures borrower details
LO Meeting Booked
Qualified borrower on the calendar
Retail Workflows

Where We Deploy

Credit Inquiry Follow-Up
Reach out immediately when credit is pulled to capture intent and route qualified borrowers before competitors do.
Rate Alerts
Notify clients when rates drop, automatically and at scale.
Periodic Mortgage Reviews
Automate check-ins with homeowners to surface refinance and cash-out opportunities.

Let's Talk About Your Use Case

Call our AI agent to hear it in action, then we'll tailor it to your business.

SOC 2 Type II Certified
TCPA Compliant
Enterprise-Grade Security