01

Consumer Direct Lending

Built for high-volume traffic and ready to slot directly into your existing lead flow.

Faster speed to lead — under 1 second time to lead within TCPA dialing hours
Higher reach — optimized dialing, local presence, and retry logic
More conversations — AI handles qualification so loan officers focus on closing
Consumer Direct Workflows

Where We Deploy

Refinance
Engage inbound and outbound refinance leads, qualify intent, and route high-intent borrowers to loan officers in real time.
New Home Purchase
Capture purchase timelines, budgets, and readiness while maintaining a conversational, borrower-friendly experience.
Expiring Pre-Approvals
Re-engage borrowers before their pre-approvals lapse and route ready borrowers back to an LO.
Past Customer Rate Alerts
Proactively notify past clients when rates change and re-open conversations at the right moment.
02

Retail Outreach

Turn your book of business into an active pipeline, without touching the phone.

Proactive outreach — when a borrower's situation changes, our AI agent calls immediately
CRM-driven triggers — rate drops, credit activity, periodic check-ins, and expiring pre-approvals start conversations automatically
Real opportunities — insights convert to booked loan officer meetings
Retail Workflows

Where We Deploy

Credit Inquiry Follow-Up
Reach out immediately when credit is pulled to capture intent and route qualified borrowers before competitors do.
Rate Alerts
Notify clients when rates drop, automatically and at scale.
Periodic Mortgage Reviews
Automate check-ins with homeowners to surface refinance and cash-out opportunities.
SOC 2 Type II Certified
TCPA Compliant
Enterprise-Grade Security