Everything below is built, tested and running today. Nothing on this page is coming soon. Every client gets the same system; only the knowledge base changes.
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AI Voice Agent: Inbound 24/7, English and Spanish
Every inbound call is answered with your branded greeting, day or night, in English or Spanish. The assistant hears which language the caller is using and answers in that one, on the same number. It answers questions about loan types, documents needed, the application process and timelines, captures the caller's name and number, and books the appointment straight into your calendar.
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Missed-Call Callback
If a call is missed, busy, or goes to voicemail, the system calls back automatically and picks up where they left off. A missed call stops being a lost client.
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AI Replies on Text, Facebook and Email
Inbound texts and Facebook messages are answered automatically by the same assistant, in the language the person writes in, using the same knowledge, and it books appointments straight into your calendar from the conversation. Once someone is in your system, from a call, a text or a form, their email replies are answered in the same thread too. One conversation per person, whichever way they reach out.
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Text and Email Campaigns
Run a text or email campaign to your whole contact list or a filtered segment: a rate change, a refinance opportunity, a document reminder, a closing update. Sent from your own registered number and your own domain.
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Every Caller Answered at Once
A person can only take one call at a time. When three people ring while you are busy, two get voicemail. The AI picks up every line simultaneously, so nobody waits on hold and nobody hangs up to call the next name on their list.
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Your Own Knowledge Base
The assistant is trained on your business, your policies and your process: your loan products, your lender list, your document requirements, your process, your hours. It answers from your information, not generic scripts, and you update it whenever something changes.
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Full Reporting: Email Records and Live Dashboard
After every call and every conversation you get an email with the full record: who got in touch, what they asked, what the assistant told them, and what was booked. Alongside it, a live dashboard shows calls answered, messages handled, appointments booked and leads captured. Nothing happens out of your sight.