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Frequently Asked Questions

Here are the most common questions about VerifyLoan.ai and how it helps loan officers, brokers, and mortgage agencies.

What is VerifyLoan.ai?

VerifyLoan.ai is an AI-powered voice assistant platform that helps mortgage professionals qualify prospects faster. It verifies interest, gathers borrower details, and books appointments with licensed loan officers — all without discussing financial terms.

Our platform is built for loan officers, mortgage brokers, and lending agencies who want to streamline lead qualification, reduce wasted time, and close more loans.

You can upload your own leads directly into the dashboard, or purchase discounted AI-verified leads through our marketplace.

Yes. We never sell, share, or resell your leads. If you delete them, they are permanently removed from our system.

Our AI introduces itself, verifies homeowner interest, gathers basic information, and schedules a call with you. It never discusses rates or financial advice.

Yes. VerifyLoan.ai supports both warm and hot transfers. If a lead is ready to speak immediately, the AI can transfer the call directly to your number in real time.

Yes. The AI can converse in English, Spanish, Mandarin, Tagalog, Vietnamese, and more.

You can upload leads, schedule AI calls, view call history with recordings, track follow-ups in a calendar, and manage purchased leads — all in one place.

Yes. CRM integration is included in all plans at no extra cost.

We offer flexible plans starting with a free trial (limited access), then monthly subscription tiers (Basic, Standard, Premium) depending on your lead volume and feature needs.

Yes. Agencies can white-label VerifyLoan.ai with their own branding to offer AI-verified lead services directly to their loan officers.

Yes. Our AI follows strict compliance guidelines. It never discusses financial terms or gives lending advice. It only gathers interest and schedules appointments.

No. The AI only qualifies leads and schedules meetings. All financial discussions remain strictly between the prospect and a licensed professional.

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