Platform • AI Qualification
Natural voice conversations that qualify like your best LO.
Our AI asks the right questions in the right order—confirming intent, timeline, and key readiness signals—then summarizes the call into a clean “Verified Lead” profile.
✅ Confirms goal: refi / purchase / HELOC
✅ Captures timeline & best callback time
✅ Handles objections & routes to you
✅ Produces proof: transcript + highlights
What the AI verifies
- Intent: refinance / purchase / HELOC
- Urgency: ready now vs researching
- Basic fit: self-reported ranges (non-sensitive)
- Objections: rate concerns, docs, trust
- Next step: book call / send link / nurture
Designed to keep you compliant: scripts can be tuned to avoid sensitive collection.
Quality control
Every call produces proof and clarity.
Transcript
Know exactly what was said—no guessing, no vague notes.
Highlights
Bullet points that summarize the borrower’s key statements.
Outcome
Ready Now / Nurture / Not a Fit with reasons and next steps.
