AI Assist on calls for Mortgage & Lending. Checklists and process answers on screen during calls.
AI Assist on calls listens while your loan officer assistant or receptionist is on the phone and shows suggestions from your approved information on screen: the checklist for a self-employed applicant, how a gift letter is documented, which desk handles payoffs, the wording for a rate question. It never speaks to the borrower; your person stays the voice.
TRY AI ASSIST FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“When a caller mentions wire instructions, show our fraud procedure on the assistant's screen.”
Lisa“Done: any mention of wire instructions now brings up your fraud procedure and the closer's line on the assistant's screen.”
Any setting, in any module · applied only on your yes
How Mortgage & Lending use it
A new receptionist hears a caller ask about rates; the screen shows the approved line and the option to transfer to an officer.
An assistant on a call with a self-employed borrower sees the full tax-return checklist appear without searching the shared drive.
When a caller mentions new wire instructions, the screen shows your fraud procedure and the closer's direct line.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Live suggestions from your knowledge during a call, on your operator's screen
- Never speaks to the customer, your person stays the voice
Add it to AI Call Desk or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Assist on calls does, for every business ›
Works withAI Call DeskAI PhoneAI TicketsAI QuotingAI Booking
Questions & answers
AI Assist on calls for Mortgage & Lending: questions & answers
Does AI Assist speak to borrowers on the call?
No. It only shows suggestions on your team member's screen, and the borrower talks with your office throughout. Your person decides what to say and when.
Can on-screen suggestions include rates?
No. Suggestions come from your approved information, which holds no rate or payment answer, and for a rate question the screen shows the approved wording and the transfer to a licensed loan officer.
Who benefits most from live call suggestions in a lending office?
New assistants and receptionists. They see checklists, process steps and routing rules while the borrower talks, so they answer routine questions from day one and hand regulated ones to a licensed person.
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Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Mortgage & Lending ›
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Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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