Launch your very own Mortgage Advisor - AI Assistant.
Add Inbound & Outbound Voice AI support to your mortgage advisory business with UNLIMITED AI Assistants.
Click To Speak With Our Voice AI
a smart assistant for your mortgage business.
Discover a variety of resources designed to help you maximise the potential of your Mortgage AI
Greet & Guide Clients
Capture leads, answer common mortgage questions, and provide real-time support effortlessly..
Boost Conversions & Book Appointments
Turn website visitors into booked mortgage consultations with seamless AI-driven interactions..
Fully Customisable AI
Teach your Mortgage AI what to say, ensuring it matches your brand’s voice and your advisory style.
Let AI Handle Client Calls and Grow Your Mortgage Business 24/7.
With Useful AI Features You Can Add To Your Custom Builds
Incoming Calls
Your 24/7 Receptionist
Your AI assistant acts as your virtual receptionist, ensuring you never miss a client call. Whether it’s answering mortgage product questions, gathering borrower details, scheduling consultations, transferring applications, or sending timely notifications, your Mortgage AI provides seamless call management at scale.
Outbound Calls
Your Round-the-Clock Client Engagement Team
Your Mortgage AI works tirelessly as your dedicated outbound representative. Operate an army of AI advisors available 24/7 to follow up with leads, re-engage past prospects, confirm documentation, schedule appointments directly on your calendar, and keep you informed every step of the way.
Handling Client Enquiries
Personalised Precision
Your Mortgage AI’s advanced intelligence ensures every client interaction feels personalised and contextually relevant. By answering common mortgage queries quickly and accurately, from eligibility criteria to rate enquiries, your assistant enhances the client experience and builds trust.
CRM Actions & Triggers
Unmatched Workflow Flexibility
Your Mortgage AI integrates seamlessly into your CRM workflows, automations, and triggers for both inbound and outbound communications. This flexibility ensures your processes are tailored to your business, with the only limit being your imagination.
Live
Call Transfers
Need to connect a client directly to your human team? Your Mortgage AI handles live call transfers effortlessly, ensuring critical conversations happen in real time. Whether it’s an incoming inquiry or a qualified lead ready to speak with an advisor, your AI ensures smooth handoffs, eliminating delays and improving client satisfaction.
Frequently asked questions
Everything You Need to Know About Your Mortgage AI – Answered
Does Mortgage AI support multiple languages?
Absolutely. Mortgage AI understands and responds in multiple major languages — including but not limited to English, Spanish, French, German, Mandarin, Portuguese, and more. We’re continuously expanding our multilingual capabilities to better serve diverse mortgage clients.
How long does it take to see results from your AI services?
Our AI-powered lead generation and sales acceleration typically show initial results within 2–4 weeks of implementation. We follow a phased approach:
Phase 1 (Months 1–2) focuses on foundation setup and initial lead capture,
Phase 2 (Months 2–4) scales outreach channels and refines targeting,
Phase 3 (Months 4–6) optimizes for maximum ROI.
Development projects range from 3–4 weeks for MVPs to 6–8 weeks for complex applications, with AI service integration running parallel to development timelines.
Do I need technical expertise to work with your AI solutions?
Not at all. We provide fully managed, white-glove service for both development and AI implementations. Our team handles everything from custom AI model training and database integration to campaign creation and ongoing optimization. You’ll have complete visibility through our unified analytics dashboard, but we manage all the technical complexity.
Is my data safe and compliant with your services?
Absolutely. The systems we maintain or utilize retain SOC 2 Type II certification and full compliance with GDPR, CCPA, and industry-specific regulations. Our proprietary data architecture ensures privacy-by-design security, and clients retain full ownership of their data.
What kind of ROI can I expect from your services?
Our performance-based model ensures measurable results. Clients typically see 40% higher conversion rates and lower acquisition costs through our precision targeting. Our AI lead generation recovers 30–60% of website visitors, while our sales acceleration suite increases pipeline volume by 20–40%+ and saves 20+ hours per week on manual tasks. We offer risk-free guarantees — you only pay for qualified leads delivered, with no performance payments until minimum thresholds are met.