AI warms up your mortgage leads — your loan officers are there to close.
The AI Agent that calls every mortgage lead in seconds, follows up every time, and gets them on the phone with your loan officers.
Your team is stretched thin — fielding rate inquiries, qualifying borrowers, booking calls, and updating your CRM and LOS. Hot leads from rate sites and your website go cold as your best loan officers get bogged down with repetitive, time-consuming tasks.
handle the busywork,
without losing the human touch.
With Callingly, you know that every mortgage lead who reaches out is going to get an immediate call and text. Your AI Agent starts the conversation within seconds, follows up every time, and makes a warm transfer to your loan officers when they get the borrower on the line. If no one is available, they schedule a call with a loan officer when the borrower prefers.
With Callingly, new mortgage leads are called and texted within seconds and then added to a multichannel followup series that closes more deals.
Callingly integrates with your CRM, LOS, rate sites, or web form to capture new borrower information as soon as it comes in. Customize triggers and rules so you only call and text back the right leads.
agent calls the borrower within seconds.
While Callingly works to connect your loan officer and borrower by voice, the borrower receives automated SMS messages introducing their loan officer and letting them know to expect a call.
We call your entire team until someone picks up. A warm transfer takes place, and you finish up with the borrower.
agent leaves a voicemail and follows up until you
close.If the AI doesn't reach the borrower the first time, they will keep following up based on a schedule you set until they do reach the borrower.
support that complements your team
make them better!
agent can help contribute to your team
Callingly integrates with 1,000+ CRMs, calendars and sales tools. You can be up and running in a few clicks, ringing every new mortgage lead automatically and syncing each call recording and stat with your CRM.
The Callingly AI Agent is a human-like AI agent for mortgage and loan sales that transforms how your team handles incoming leads and calls. Powered by advanced natural language processing, it delivers nuanced conversations with the warmth, expertise, and professionalism of your best loan officer. By understanding borrowers and their intent, your AI Agent answers questions, schedules calls, and intelligently routes good-fit borrowers to your loan officers — so your team stays focused on building relationships and funding loans.
The AI Agent can handle multiple leads simultaneously, making and receiving calls, qualifying borrowers, scheduling calls, and providing support. It can manage call routing, warm transfers to your loan officers, and follow-up scheduling. The system scales based on your plan, with different tiers offering varying call minute allowances and concurrent call capabilities.
Yes, all calls handled by the AI Agent are secure and encrypted. We implement enterprise-grade security measures including end-to-end encryption, secure data transmission, and compliance with industry standards. Customer data is protected and we do not use customer conversations to train our AI models without explicit consent.
Unlike traditional IVR systems that use rigid menu structures and limited responses, the AI Agent engages in natural, conversational interactions. It understands context, handles common questions, and provides personalized responses around the clock — without the staffing costs of a call center. While IVR frustrates borrowers with long menus, the AI Agent creates positive experiences that feel human and engaging.
Yes, the AI Agent can handle complex questions through advanced natural language processing and contextual understanding. It can break down complex queries, ask clarifying questions, and provide detailed responses. For questions beyond its capabilities, it intelligently transfers to a loan officer with full context, ensuring seamless handoffs.
The AI Agent benefits mortgage brokers, lenders, loan officers, and any mortgage or loan business that relies on phone-based customer interactions across purchase, refinance, and home equity. It's particularly valuable for teams with high lead volumes from rate sites and their website, limited staff, or those looking to improve response times and contact rates.
When the AI Agent encounters a question it cannot answer, it intelligently routes the call to a loan officer through a warm transfer. The AI provides context about the conversation to the loan officer, ensuring a seamless handoff. If no one is available, the AI can schedule a call with a loan officer based on your team's rules.
The AI Agent helps your team by ensuring every mortgage lead gets immediate attention, reducing response times from hours to seconds. It handles routine inquiries, qualifies borrowers, and schedules calls, freeing your loan officers to focus on high-value activities like structuring loans and building relationships. This leads to higher contact rates, more applications, and better use of your team's time.
No, the AI Agent is designed to complement and enhance your loan officers, not replace them. It handles routine tasks and initial interactions, allowing your loan officers to focus on advising borrowers, structuring loans, and relationship building. The AI works alongside your team to improve efficiency and customer satisfaction.
We prioritize customer privacy and data protection. We do not use customer conversations or personal data to train our AI models without explicit consent. Our models are trained on general conversational data and industry-specific knowledge, ensuring your customer interactions remain private and secure.
handle the distractions.
Give your team the ability to focus on what they do best while the AI Agent handles the rest.
Hear an Example
