01
A conversation, not a call blast.
Use the available lead context and your officer’s settings to guide the conversation.
AI calling with your context, routing and safeguards.
AI calling is rolling out by workspace after voice setup and consent. The preview line uses fictional details and makes no real bookings or transfers.
01
Use the available lead context and your officer’s settings to guide the conversation.
02
Help an interested borrower reach the loan officer or agree on a time to talk.
03
Calling requires voice setup, consent and the applicable calling-hour, opt-out and do-not-call checks.
Review the officer’s voice settings and calling route.
Complete voice setup and written-consent confirmation before activation.
Use the call history to see what happened and what needs attention.
Voice is priced separately, through a prepaid voice balance.
One verified live transfer or confirmed appointment adds $0.25 per lead. Each confirmed voicemail left adds $0.10. See the current terms and exclusions.
Compare plans and pricing →Fictional details only in the demo. No texts sent.