AI Meetings for Mortgage & Lending. Video consultations with notes on the borrower record.
AI Meetings runs the video consultations, application appointments and closing prep calls booked through Front Office, with up to eight people, so borrower, co-borrower, agent and loan officer can join together. Files are shared in the session and the transcript and summary land on the record; for conversations your rules restrict, regulated mode runs the session without recording.
TRY AI MEETINGS FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Run every consultation that covers income or credit in regulated mode, no recording.”
Lisa“Done: consultations covering income or credit now run in regulated mode, without recording. Should other sessions keep transcripts?”
Any setting, in any module · applied only on your yes
How Mortgage & Lending use it
A relocating buyer, her spouse and their agent join a video consultation from three cities with the loan officer.
After an application appointment by video, the summary lists the documents the borrower agreed to send this week.
A consultation where the borrower discusses income and debts runs in regulated mode, with no recording kept.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Meetings booked by Front Office, up to 8 people
- Files shared; transcript and summary on the record
- Regulated mode: no recording, when your sector requires it
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
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Questions & answers
AI Meetings for Mortgage & Lending: questions & answers
Can borrowers meet a loan officer by video?
Yes. Consultations and application appointments can be booked as video sessions of up to eight people, so a co-borrower or agent can join from elsewhere. Files are shared in the session.
Can video consultations run without recording?
Yes. When a consultation covers income, debts or credit, regulated mode keeps it unrecorded, as your rules require. A closing-prep call with the agent can still keep its transcript and summary.
What does the loan officer get after a video appointment?
A transcript and summary on the borrower's record, for sessions that are recorded. The next steps agreed in the session, such as documents to send, are visible to the assistant and processor too.
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Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
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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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