Mortgage brokers & loan officers · AI receptionist
Letter due Friday. Call booked for 4:30.
You’re mid-call with a family when the Lindgrens call: offer accepted, letter due Friday at 10 AM. Your AI receptionist answers, flags it urgent, alerts you right away and puts a 4:30 call on your calendar.
Keep your number Voice selections
How it works
From the first ring to a call on your calendar.
Your number rings you first. When you’re busy or don’t pick up, your carrier forwards the call to your AI receptionist. About 20 seconds is common; your carrier sets the timing. From there, its part takes four steps.
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01
Answer
It picks up forwarded calls day or night, up to three at a time. It says it’s AI and names your business.
“Sablewood Home Loans, this is the AI receptionist.”
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02
Capture
A name, a callback number and what they need in their own words: a purchase or a refinance, and any deadline.
Pre-approval letter needed by Fri, 10 AM
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03
Book
It books a call with you, on your calendar, while the borrower is still on the line.
Call with Simone · Thu, 4:30 PM
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04
Alert
Urgent calls are flagged and you’re alerted right away. A summary of each call waits in your dashboard.
Flagged urgent · Simone alerted
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Your part
You call back
The letter, the rates and the loan stay with you.
Simone calls the Lindgrens
Times are from the sample call below. After-hours calls can go to your AI receptionist too, where your carrier supports a closed-hours rule.
The line it won’t cross
It books the call. The numbers stay with you.
On the call
- Says it’s AI and names your business
- Takes a name, a callback number and what the caller needs
- Answers questions about your services, hours and how to reach you
- Books a call on your calendar
- Flags urgent calls and alerts you right away
Never on the call
- Rates, terms or fees
- Approvals or pre-approvals
- Social Security numbers
- Income, bank or account details
Pricing
One plan. Minutes by the second.
$74.95a month
- 100 AI minutes included
- Then $0.3495 a minute, measured by the second
- Only connected AI conversation time counts
- Ringing time and calls your staff answer don’t use minutes
Estimate a month
Estimated monthly total
$144.85- Monthly plan includes 100 AI minutes
- $74.95
- Additional AI minutes 200 min × $0.3495, by the second
- $69.90
Drag the tag or use the arrow keys. An estimate for planning.
Build your receptionist 48-hour free trialSimultaneous call handling included during your trial and subscription. Need custom call capacity? Contact us.
For new customers. Card required; $0 today. Your 48-hour free trial starts when checkout is complete and is part of your first monthly period. You get 100 calling minutes shared with that first month and an automatically assigned number. Unless you cancel before the 48 hours end, we automatically charge the full $74.95 for that month. The plan then renews at $74.95/month with 100 AI-connected minutes per month; extra time is $0.3495/min, billed by the second. Prices are before tax.
Trial usage counts toward your first month’s 100 included minutes. If you use them all during the trial, AI calls pause until the trial ends and payment succeeds; there is no early charge. If you cancel after a paid charge, there is no prorated refund: your service and number stay available until the monthly period ends, then close.
FAQ
Questions loan officers ask.
Will it quote rates or tell a borrower they’re approved?
No. It never quotes rates, terms, fees or approvals. When a caller asks, it says you’ll go over those yourself and offers to book a call on your calendar.
Does it ask for Social Security numbers, income or bank details?
No. It never asks for Social Security numbers, income, bank or account details. It takes a name, a callback number and what the caller needs; the application stays with you.
What happens when a pre-approval letter is due tomorrow?
It flags the call as urgent, alerts you right away and books a call with the borrower on your calendar. The letter, and every decision behind it, comes from you.
Can it answer after hours?
Yes, where your carrier supports a closed-hours forwarding rule. After-hours calls then go to your AI receptionist, which answers, takes the details and books a time on your calendar. A summary waits in your dashboard.
Do I keep my number?
Yes. Borrowers and agents call the number they already have, and your phone rings first. Conditional call forwarding with your carrier sends busy or unanswered calls to a dedicated AI number. A no-answer delay of about 20 seconds is common; your carrier sets the timing.
Does it tell callers it’s AI?
Always. It says it’s an AI receptionist and names your business in the greeting. Choose a voice from the built-in library.
What if two borrowers call at once?
Simultaneous call handling is included, and each call gets its own summary in your dashboard. Contact us if you need custom call capacity.
How is monthly usage calculated?
$74.95 a month includes 100 AI minutes. After that it’s $0.3495 a minute, measured by the second. Only connected AI conversation time counts; ringing time and calls your staff answer don’t.