The AI Sales Agent forMortgage Loan Officers
We automate the pre-application sales process so you save time and money, build trust with mortgage shoppers, and close more loans.
Available 24x7
Quotes in < 1 minute
No hallucinations
Spend less time answering questions and more time closing loans.
AI agent gives mortgage shoppers and loan officers comprehensive answers in under 1-minute
Deploy via chat or voice to support shoppers 24x7
Is now a good time to refinance my loan?
Shopper shares most recent monthly mortgage statement and target savings
AI agent extracts statement's fields to understand the current mortgage. Target savings can be per month or year, like $100 per month, or a target rate like 5%.
AI agent asks additional questions to find the best product
Searches available products and pricing from pricing engine
Shopper notified if a product meets target savings in under 1-minute
Notifies shopper if they can refinance into a product today to meet savings. If not, can subscribe to be notified when rates have fallen enough.
Shopper begins application from the chat
Shopper can also choose to receive an emailed quote, see next steps or speak with a loan officer.
100% accurate, compliant responses to the most frequently asked pre-application questions
Can I get a quote?
What are my estimated fees?
Can you explain my loan estimate?
Can you show me other down payment scenarios?
Can you beat an offer from another lender?
Is now a good time to refinance my loan?
How do I qualify for a mortgage loan?
Coming soon: home equity loan and debt consolidation workflows
Choose how you want to engage shoppers
24x7 Direct to consumer
Shoppers use agent as self-service tool to get answers to questions, tailored pricing and start an application.
Embed AI agent directly on site via chat or make available via phone (call, text or Whatsapp).
AI loan officer assistant
Loan officers use AI agent as loan assistant to speed up analyses, automate workflows and reduce costs.
Loan officer can review and augment AI generated answers prior to sharing with shoppers.
Embed on partner sites
Partner websites like real estate brokerages or mortgage calculators can embed AI agent to provide shoppers with high quality information and support.
Shoppers can connect to a lender from the AI agent.