AI Auto-Call for Mortgage & Lending. Closing calls and document reminders placed for you.
AI Auto-Call places the outbound calls your assistants chase all week: scheduling the closing with borrower and co-borrower, reminding a borrower that documents are due before the lock expires, confirming tomorrow's application appointment, calling back the borrower who hung up. It dials borrowers only within your consent and calling-hours rules, retries, falls back to e-mail and logs each outcome on the file's front-office record.
TRY AI AUTO-CALL FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Call borrowers with open documents five days before lock expiry, between 9 and 7.”
Lisa“Done: borrowers with open documents get a call five days before lock expiry, 9 AM to 7 PM, two tries, then an e-mail.”
Any setting, in any module · applied only on your yes
How Mortgage & Lending use it
The AI calls a borrower whose lock expires in five days to ask for the remaining documents through the portal.
A closing call offers Friday at 10 or Monday at 2; the co-borrower picks Monday and the calendar updates.
A caller who hung up during the morning queue is called back within the hour and books a consultation.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Outbound calls by the AI: appointment reminders, notices, confirmations, callbacks
- Consent and calling-hours rules; retries and an e-mail fallback when nobody answers
- Every outcome recorded on the register and on the customer's record; a person alerted when needed
Add it to AI Phone or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Auto-Call does, for every business ›
Works withAI PhoneAI BookingAI QuotingAI Tickets
Questions & answers
AI Auto-Call for Mortgage & Lending: questions & answers
Can an AI call borrowers to schedule closings?
Yes. AI Auto-Call offers closing times from the calendar, confirms the choice with borrower and co-borrower, and retries or sends an e-mail when nobody answers. A borrower who wants to discuss terms is flagged for the loan officer.
Will the AI talk about the rate when calling about a lock?
No. It reminds the borrower of the deadline and the documents due, in your approved wording, and quotes no rate or terms. Questions about the lock itself go to the loan officer.
Does the AI respect calling hours and consent?
Yes. Your consent and calling-hours rules decide which borrowers may be called and when, so a document reminder queued after hours waits for the next allowed morning. Every outcome is recorded on the borrower's record.
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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 ›
Answers & books
Sells
Helps your team
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.
Awards & trade shows ›
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Try it free on your own business — no credit card, per company, never per seat.
Or call +1 (954) 736-3939 — the AI answers.