An AI voice receptionist that answers every inbound and after-hours call for your branch or team. It greets callers, asks your pre-qual questions (purchase vs refi, timeline, price range, credit band), books qualified borrowers onto the LO's calendar, and transfers hot or complex calls to a human. Everything is logged to your CRM with a call summary and transcript.

30-min discovery call: call flows, scripts, compliance notes

Build: script, voice, knowledge base, n8n workflows, CRM and calendar integration

Test calls with your team and revisions

Go live and monitor in week 1

Your call flow and qualifying questions

Calendar and CRM access

Phone number setup (your existing number or a new one)

Any compliance language (e.g. NMLS disclosure wording)