How AI Voice Agents Help
Intelligent automation for every stage of the mortgage process
Instant Rate Quotes
AI agent provides personalized rate quotes based on credit score, down payment, and loan type
Automated Pre-Qualification
Qualify borrowers quickly by gathering income, debt, and credit information over the phone
Document Collection
Automate document requests, reminders, and collection to speed up the application process
Status Updates
Keep borrowers informed throughout underwriting with automated milestone notifications
Lender Matching
Match borrowers with appropriate lenders based on their unique financial situation
Closing Coordination
Coordinate closing schedules, final document signing, and funding timeline
Real-World Scenarios
See how AI voice agents handle common mortgage situations
Rate Shopper Inquiry
A potential buyer calls asking about current rates for a $400,000 home with 20% down and excellent credit.
The AI agent provides current rates for 30-year and 15-year options, explains points and closing costs, captures the caller's contact information and timeline, and schedules a follow-up call with a loan officer to discuss pre-approval.
Document Collection Follow-up
A borrower's application is stalled because they haven't submitted their last two tax returns.
The AI agent calls the borrower, explains exactly which documents are needed and why, offers to walk them through the secure upload process, answers questions about acceptable formats, and confirms receipt once uploaded.
Underwriting Status Update
A borrower calls anxiously asking about their loan status after submitting documents two days ago.
The AI agent checks the system, confirms the loan is in underwriting review, explains the typical timeline, notes any outstanding conditions, and proactively offers to call them when the next milestone is reached or if any issues arise.
Ready to Close More Loans?
Join mortgage professionals using AI voice agents to capture more leads, streamline applications, and close loans faster.