Never lose a borrower. Get an AI Mortgage Secretary.
Turn texts & calls into warm leadsTurn texts & calls into booked borrowers
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.
Guild Mortgage, this is Kim AI with the Jamal Bey team. Hello?
Yes, I'm calling because I'm applying for the Dream Home Care loan, and I was told to call a lender to help assist me.
When you say Dream Home Care loan, do you mean the CalHFA Dream For All down payment assistance program, or something else? Also, I can text you Jamal's booking link so you can grab a consult time.
Yeah.
I just texted you the link to book a quick consultation with Jamal. Pick any time that works and he will take it from there.
Consult link texted in 37s
CalHFA Dream For All · Jamal Bey

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×
- Borrowers apply to one lender
- 77%
- Borrower calls outside 9–5
- 32%
Lead qualification in hour one
Borrowers apply to one lender
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
Download & configure
Pick Mortgage as your industry: pre-approval intake, refi and equity questions, referral capture, and mortgage terminology come pre-loaded.
- 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
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 plansCommon questions
Where to go next
The answering-service page for nights and overflow, every feature on one page, and what it costs.
AI answering service for small business
Nights, peaks and staff-out days: the same AI answers the calls you would otherwise miss, and books the job instead of taking a message.
ExploreAll features
Screening, transfer, scheduling, texting and everything else your AI receptionist does, each on its own page.
ExploreWhat it costs
Team plans from $199 a month, priced per call, with a 14-day trial; solo plans from free.
ExploreEnterprise-grade security, audited and documented. See our security







