AI warms up your mortgage leads — your loan officers are there to close.
The AI Agent that calls every mortgage lead in seconds, follows up every time, and gets them on the phone with your loan officers.
Trusted by Top Performing Mortgage Teams
Voicemails don't fund loans—your loan officers do.
Your team is stretched thin — fielding rate inquiries, qualifying borrowers, booking calls, and updating your CRM and LOS. Hot leads from rate sites and your website go cold as your best loan officers get bogged down with repetitive, time-consuming tasks.
Let AI handle the busywork, without losing the human touch.
With Callingly, you know that every mortgage lead who reaches out is going to get an immediate call and text. Your AI Agent starts the conversation within seconds, follows up every time, and makes a warm transfer to your loan officers when they get the borrower on the line. If no one is available, they schedule a call with a loan officer when the borrower prefers.
Every mortgage lead gets an immediate call and text, guaranteed
The AI Agent follows up until they get the borrower on the line
AI does a warm transfer to your loan officers
Every call and lead is tracked in your CRM
Here's how we power up your loan officers
With Callingly, new mortgage leads are called and texted within seconds and then added to a multichannel follow-up series that closes more deals.
A new lead comes in.
Callingly integrates with your CRM, LOS, rate sites, or web form to capture new borrower information as soon as it comes in. Customize triggers and rules so you only call and text back the right leads.
Your AI agent calls the borrower within seconds.
While Callingly works to connect your loan officer and borrower by voice, the borrower receives automated SMS messages introducing their loan officer and letting them know to expect a call.
They qualify the borrower, then make a warm transfer to your loan officers.
We call your entire team until someone picks up. A warm transfer takes place, and you finish up with the borrower.
If the borrower doesn't pick up, the AI agent leaves a voicemail and follows up until you close.
If the AI doesn't reach the borrower the first time, they will keep following up based on a schedule you set until they do reach the borrower.
AI support that complements your team
Make & Take Calls
The AI Agent will automatically call new mortgage leads. If the borrower doesn't answer, they'll leave a voicemail and automatically schedule a follow-up call.
Warm Transfers
Once the AI Agent reaches the borrower the call will be warm transferred to a loan officer.
Prequalify Leads
The AI Agent can ask basic questions about the borrower's loan purpose, property type, and timeline. If the borrower is a good fit, the call will be warm transferred to a loan officer.
Fully Customizable
You can customize the AI Agent's personality, voice, and even custom questions and answers the agent can respond with.
Automated SMS
The AI Agent will automatically send SMS messages to the borrower to introduce their loan officer and let them know to expect a call.
Schedule Appointments
The AI Agent can schedule calls with a loan officer if the borrower is unable to take the call or if a loan officer is unavailable.
Integrations
The AI Agent can integrate with your CRM, LOS, calendar, and other tools to help your team close deals.
Additional Support
Our team works with you to fine-tune your AI Agent's scripts, voice, and call flows so it sounds and performs exactly the way your team needs.
Additional Features
- Reporting & Analytics
- Custom Caller IDs
- Notes & Tags
- Lead Routing
- Call Recordings
- Follow-up Calls
- Whispertext
- Unlimited Teams
- $3/ extra numbers
- Unlimited Leads
- Unlimited Users
- SMS Messages
Don't replace your loan officers — have AI make them better!
Scenarios that your AI agent can help contribute to your team
Get the borrower on the phone and make a warm transfer
Handle leads outside of office hours
Answer basic questions about rates and programs
Schedule appointments and follow-up calls
AI acts as receptionist and directs calls to the right person
Syncs Instantly with Top Calendar, CRM & LOS Platforms
Callingly integrates with 1,000+ CRMs, calendars and sales tools. You can be up and running in a few clicks, ringing every new mortgage lead automatically and syncing each call recording and stat with your CRM.
Frequently Asked Questions
What is the Callingly AI Agent? How does it work for mortgage teams?
The Callingly AI Agent is a human-like AI agent for mortgage and loan sales that transforms how your team handles incoming leads and calls. Powered by advanced natural language processing, it delivers nuanced conversations with the warmth, expertise, and professionalism of your best loan officer. By understanding borrowers and their intent, your AI Agent answers questions, schedules calls, and intelligently routes good-fit borrowers to your loan officers — so your team stays focused on building relationships and funding loans.
What call handling capabilities does the AI Agent offer? Can it handle multiple leads?
The AI Agent can handle multiple leads simultaneously, making and receiving calls, qualifying borrowers, scheduling calls, and providing support. It can manage call routing, warm transfers to your loan officers, and follow-up scheduling. The system scales based on your plan, with different tiers offering varying call minute allowances and concurrent call capabilities.
Are calls handled by the AI Agent secure? How do you ensure data privacy?
Yes, all calls handled by the AI Agent are secure and encrypted. We implement enterprise-grade security measures including end-to-end encryption, secure data transmission, and compliance with industry standards. Customer data is protected and we do not use customer conversations to train our AI models without explicit consent.
How does the AI Agent compare to a traditional call center or IVR?
Unlike traditional IVR systems that use rigid menu structures and limited responses, the AI Agent engages in natural, conversational interactions. It understands context, handles common questions, and provides personalized responses around the clock — without the staffing costs of a call center. While IVR frustrates borrowers with long menus, the AI Agent creates positive experiences that feel human and engaging.
Can the AI Agent handle complex questions? How?
Yes, the AI Agent can handle complex questions through advanced natural language processing and contextual understanding. It can break down complex queries, ask clarifying questions, and provide detailed responses. For questions beyond its capabilities, it intelligently transfers to a loan officer with full context, ensuring seamless handoffs.
What types of mortgage and loan businesses benefit from the AI Agent?
The AI Agent benefits mortgage brokers, lenders, loan officers, and any mortgage or loan business that relies on phone-based customer interactions across purchase, refinance, and home equity. It's particularly valuable for teams with high lead volumes from rate sites and their website, limited staff, or those looking to improve response times and contact rates.
What happens if the AI Agent can't answer a borrower's question?
When the AI Agent encounters a question it cannot answer, it intelligently routes the call to a loan officer through a warm transfer. The AI provides context about the conversation to the loan officer, ensuring a seamless handoff. If no one is available, the AI can schedule a call with a loan officer based on your team's rules.
How can the AI Agent help my mortgage team?
The AI Agent helps your team by ensuring every mortgage lead gets immediate attention, reducing response times from hours to seconds. It handles routine inquiries, qualifies borrowers, and schedules calls, freeing your loan officers to focus on high-value activities like structuring loans and building relationships. This leads to higher contact rates, more applications, and better use of your team's time.
Will the AI Agent replace my loan officers?
No, the AI Agent is designed to complement and enhance your loan officers, not replace them. It handles routine tasks and initial interactions, allowing your loan officers to focus on advising borrowers, structuring loans, and relationship building. The AI works alongside your team to improve efficiency and customer satisfaction.
Do you use customer data to train AI Agent models?
We prioritize customer privacy and data protection. We do not use customer conversations or personal data to train our AI models without explicit consent. Our models are trained on general conversational data and industry-specific knowledge, ensuring your customer interactions remain private and secure.
Fund more loans. Let AI handle the distractions.
Give your team the ability to focus on what they do best while the AI Agent handles the rest.