Convert More Leads Into Funded Loans
Your AI-powered loan officer assistant that handles lead qualification, rate quoting, and pre-qualification 24/7 — so your team focuses on closing deals.
Real-time lead management
Complete Sales Pipeline Automation
From first inquiry to pre-qualification letter, the Sales Agent handles every step of borrower engagement with speed and precision.
Lead Qualification
AI-powered lead scoring and qualification based on credit signals, income, DTI, and loan program eligibility
Rate Quoting
Real-time rate quotes from current pricing engines, personalized to borrower profile and loan scenario
Pre-Qualification
Automated pre-qualification with DTI calculation, credit analysis, and instant letter generation
Borrower Engagement
Multi-channel engagement via chat, SMS, email, and voice — keeping borrowers informed and engaged
Never Miss a Lead Again
Instant Response Time
Respond to every lead in under 2 minutes, 24 hours a day. Studies show leads contacted within 5 minutes are 21x more likely to convert.
Intelligent Lead Scoring
AI-powered lead scoring prioritizes the hottest prospects so your loan officers spend time on leads most likely to fund.
Personalized Scenarios
Generate multiple loan scenarios instantly — comparing conventional, FHA, VA, and jumbo options tailored to each borrower.
Sales Capabilities
Sales Performance That Delivers
Sales Agent FAQ
Common questions about our AI-powered Sales Agent
How does the Sales Agent qualify leads?
The Sales Agent uses AI-powered analysis to score incoming leads based on credit profile indicators, income-to-debt signals, property type, and loan program eligibility. It instantly determines which leads are most likely to convert and prioritizes them for loan officer follow-up.
Can the Sales Agent provide real-time rate quotes?
Yes. The Sales Agent pulls current rate sheets and pricing engines to generate personalized rate quotes based on the borrower's credit profile, loan amount, LTV, property type, and occupancy. Quotes are delivered instantly via the borrower's preferred channel.
How does pre-qualification work with the Sales Agent?
The Sales Agent collects borrower information through conversational AI, runs soft credit pulls where authorized, calculates DTI ratios, and generates pre-qualification letters — all without human intervention. Complex scenarios are escalated to a loan officer.
Does the Sales Agent replace loan officers?
No. The Sales Agent augments loan officers by handling repetitive tasks — lead qualification, rate quoting, document collection, and follow-up. Loan officers focus on high-value activities: complex scenarios, relationship building, and closing deals.
How does the Sales Agent engage borrowers after hours?
The Sales Agent operates 24/7, responding to inquiries via web chat, SMS, email, and voice. Borrowers get instant answers to rate questions, pre-qualification status, and document requirements — even at 2 AM on a Sunday.