Never lose a borrower. Get an AI Mortgage Secretary.

Turn texts & calls into warm leadsTurn texts & calls into booked borrowers

CallerAI

I'm applying for the Dream Home Care loan and was told to call a lender.

Do you mean the CalHFA Dream For All down payment assistance program?

Yeah.

I just texted you the link to book a consultation with Jamal.

Consult link texted in 37s

CalHFA Dream For All · Jamal Bey

Trusted by loan officers, brokers & teams

Senemar & AssociatesTaylor Insurance GroupMcKinney VIP TransportationCompassHarris St. Laurent & WechslerThe Fixed Fee Law FirmMarietta Smile GalleryVerizon BusinessMcGill University Health CentreToronto Acupuncture ClinicLakeshore General Hospital FoundationAlignment PsychiatryHope & HealingIMALeeHusney MedicalTonedMD1st Family CareM.D.G. RPN Podiatry
YouSquared platform tour

What customers say

“Our income has doubled” YouSquared turns cold calls into warm leads. Instead of two or three new listings a week, we're getting five to seven. Our income has doubled.

Brad Johnson

Senemar & Associates

“Sarah even develops inside jokes” Our AI, Sarah, actually gets to know our contacts. She remembers past conversations and even develops inside jokes with them.

Christine Taylor

Taylor Insurance Group

Built for how you work

Pre-approvals, refis, and realtor referrals go to whoever answers first. Your AI Secretary picks up every call, qualifies the lead, texts your booking link, and flags the urgent ones, even at 7pm on a Saturday. For loan officers it is an answering service that qualifies instead of transcribing.

Lead qualification in hour one
7×

Lead qualification in hour one

Borrowers apply to one lender
77%

Borrowers apply to one lender

Borrower calls outside 9–5
32%

Borrower calls outside 9–5

Speed to lead

Every borrower call answered on the first ring. You're 7× more likely to qualify a lead reached within the hour.

Realtor referrals captured

Your referral sources reach a real voice on weekends; names and callback numbers land with you instantly.

Urgency flagged

Closing deadlines and time-sensitive equity asks are escalated so you know who to call back first.

Speaks mortgage

Conventional, FHA, VA, jumbo, DSCR, HELOC, new construction, plus the assistance programs borrowers ask for by nickname.

Every borrower call, answered

Pre-approval leads

A buyer calls about a down-payment-assistance program; your AI names the program, texts your booking link, and logs the lead.

Why it matters

77% of borrowers apply to just one lender. The first to engage usually keeps the loan.

Refinance & equity

A past client needs $85,000 of equity out by tomorrow; your AI captures the amount and the deadline, and flags it urgent.

Why it matters

Time-sensitive deals die in voicemail. Urgency flags tell you who to call back first.

Realtor referrals

A realtor calls in a buyer on a Saturday; your AI takes the referral's name and offers your scheduling link.

Why it matters

32% of borrower calls land outside 9–5 on weekdays, exactly when buyers are out looking at houses.

Application help

A borrower is halfway into the wrong loan application; your AI spots it, tells her to stop, and books the callback.

Why it matters

A borrower stuck in the wrong form gives up, or stalls the file for a week.

Closing deadlines

It's 7pm and the seller's agent needs written assurance the HELOC will close; your AI gets the exact ask and escalates it.

Why it matters

When there's an offer on the line, the lender who can't be reached loses the next referral too.

Caller reactions

A caller stops mid-message to ask where she can get an assistant like this one.

Why it matters

Voicemail has never impressed a caller.

Live today

  1. 1

    Download & configure

    Pick Mortgage as your industry: pre-approval intake, refi and equity questions, referral capture, and mortgage terminology come pre-loaded.

  2. 2

    Add your people & programs

    Processors, loan partners, and the realtors who send you business, plus the programs you write, the states you're licensed in, and your hours.

  3. 3

    Forward your calls

    Forward when busy, after-hours only, or full-time. Your AI learns from every call it takes.

Which plan do I need?

Team plans come with a 14-day trial, teammates and transfer rules, business hours and integrations.

Compare business plans

Common questions

Team. Team plans come with a 14-day trial, teammates and transfer rules, business hours and integrations. Personal plans transfer calls to you only. Compare them on the pricing page.

No. Keep your existing number and forward your calls to your AI Receptionist, from your carrier, PBX, or in a couple of taps in the app. Callers never see a change. Google Voice lines are the exception.

Most people are live the same day. You forward your line, tell your AI your hours and how you'd like calls handled, and it starts answering. No new hardware, no IT project.

It takes a message, books a callback, or transfers the call to you, based on rules you set. On a business plan it can put callers through to a teammate, a contact, or any number you add. Urgent calls are flagged so you know who to call back first.

Yes. Your AI books appointments while the caller is on the line, confirms by text, and adds them to your calendar. It can also follow up by text after the call.

Enterprise-grade security, audited and documented. See our security

AICPA SOC 2