Close more loans with AI texting.
AI texts every borrower lead you have, qualifies them, and books the call. You take the application and close the loan.
01
Borrower leads
Lists, rate quotes, past clients.
02
AI texts & qualifies
Loan type, amount, timeline. Every reply.
03
Calls
Booked on your loan officers' calendars.
04
Closed
Application → clear to close → funded, on one board.
Six tools to close more loans with AI texting.
Generate more leads.
Upload a homeowner or renter list. AI texts every one and tells you who wants a rate.
Convert rate quotes to calls.
A borrower requests a quote. AI texts them in seconds, qualifies them, books the call with your loan officer.
Refi every past client above today's rate.
Export every closed loan above today's rate. AI texts the list, confirms the numbers, books the refi call.
Turn dead leads into live opportunities.
Pre-approvals that expired, past clients, rate shoppers who went quiet. AI texts them again and finds who's ready now.
Book application calls.
AI offers open slots from your loan officers' calendars and books the one they pick. No-show, it rebooks.
Rate drop? Tell everyone.
One text to your past clients the day rates move: refi, HELOC, cash-out. Replies land in your inbox.
Tell it what you sell. It builds the rest.
Answer a few questions about your offer. The AI writes the messages and the follow-ups in your voice, sets up the agent with your 3 qualifying questions, and connects your calendar. Edit anything.
From reply to funded.
Every borrower who wants a rate lands on one board. The AI fills the first three stages. Your loan officers work the rest.
Click text. The whole thread is there.
Loan type, amount, timeline. You pick up where the AI left off.
Click call. From the number they know.
Recorded, transcribed, logged on the lead. Wrap-up moves the stage.
Pick the stages. Call them all.
Select a group of stages and the dialer works through every lead in them, one after the other. Less dialing, more conversations.
Borrower, loan, call. One card.
Name and property, the 3 answers the AI collected, the call slot. Call, text or email from here.
Every call, summarized by AI.
Texts and calls on one timeline. Outcome and next step on the file, pulled from the recording.
A calendar that fills itself.
Every booking lands on the right calendar. Here's how it gets there, and what comes back.
Booked without leaving the conversation.
The AI offers times from your calendar and locks the one they pick. Invite and link go out automatically.
Reminders that get them to show.
Confirmation on booking, SMS and email before the meeting. They confirm by text.
Synced to your calendar.
Google or Outlook. Busy slots never get offered. Round robin across the team.
Recorded. Summarized by AI.
Who showed, the outcome and the next step. Pulled from the recording, saved on the lead.
When borrowers go quiet.
A missed call or a no-show doesn't lose the loan. The AI puts a new time on the calendar.
“Can’t make it” → AI frees the slot, offers new times, rebooks.
Nobody joined → AI texts them, offers new times, rebooks.
Every borrower reply, one inbox. Take back any conversation.
Texts, emails and missed calls from every list and every source land in one place. The AI handles them. When you want in, hit Take back.
Know which message gets the application.
Every hook is measured on the same list. Reply rate, interested, applications. Keep the winner, drop the rest — per loan type.
Hook
Pitch
Hook A + Pitch A booked 2.6× more. Switch the campaign to A/A.
$15.66
per interested
$42.80
per qualified
$58.36
per booked
Know what every closed loan cost.
Spend by SMS, AI and data, per campaign. Cost per interested, per application, per funded loan.
More leads. More loans.
Upload your first list this week. The AI is booking calls inside the trial.