AI Voice Assistant
for Mortgage.
Pre-qualify borrowers, answer rate questions, and book loan-officer meetings — without growing the LO desk. Built with TRID, RESPA, and TCPA guardrails.
Outbound · Lead qualification
Pre-qualify borrowers
Outbound · Document collection
Collect rate-lock confirmations
Inbound · Routing
Triage refi inquiries
Inbound · Scheduling
Schedule loan officer calls
Outbound · Lead qualification
Pre-qualify borrowers
Outbound · Document collection
Collect rate-lock confirmations
Inbound · Routing
Triage refi inquiries
Inbound · Scheduling
Schedule loan officer calls
Testimonials
See what customers say about us.
Dial the moment a Zillow / LendingTree / Bankrate lead drops — 21× higher connect rate vs 30-min response.
Never quotes locked rates. Always honors DNC, calling-window rules, and one-to-one consent.
Captures qualification data without making the borrower feel grilled. Hands the file to the LO with full context.
"Call abandonment down to 5% from ~30%. 75-80% of inbound calls fully handled by Finn. 24/7 AI coverage replaced 80+ offshore agents."
Shikha Chouksey
COO & Cofounder, Orbit Wallet
"Pillar Bridge scaled multilingual customer support — handling case details and payments in Hindi, Tamil, and Kannada with zero wait time and perfect empathy."
Rajesh Bangera
Founder, PBS
Playbooks
Ready-to-deploy templates for Mortgage.
Import a playbook, tweak the persona, and go live in minutes — every workflow is editable.
InboundMortgage Receptionist
Meet Michael, an AI assistant for your mortgage company, committed to streamlining your customer interactions and enhancing operational efficiency.
Use this playbook
OutboundMortgage Lead Qualifier
Meet Emma, an AI representative for your mortgage company. Her primary role is to gather essential details about properties and their owners' goals for mortgage assistance.
Use this playbookHow it works
Move from lead to pre-qual in one call.
Inbound Reception
24/7 inbound triage for refi, purchase, and HELOC inquiries
Mortgage Receptionist (Michael)
Handles inbound rate questions, routes purchase vs. refi vs. HELOC, captures loan amount + property type before transferring to the right LO.
Document collection prompts
Asks for last 2 pay stubs, W-2s, bank statements — sends SMS upload link mid-call so docs are in the LOS before the LO calls back.
Rate-lock awareness
Never quotes a hard rate. Captures intent, books the call with the LO who handles the rate-lock conversation.
Pre-Qualification
Outbound qualifier turns Zillow + LendingTree leads into booked LO calls
Mortgage Lead Qualifier (Emma)
Calls within 5 minutes of a fresh lead. Captures credit-band self-report, income range, target purchase price, timeline, current employment, and existing debt.
Pre-approval signaling
Doesn't pull credit — surfaces credit-score self-report + DTI estimate so the LO walks into the call with a working profile.
Speed-to-lead built in
Dial under 5 minutes. Connect rates 21× higher than 30-minute response on mortgage leads.
* TRID/RESPA-aware — never quotes locked rates.
Compliance
TCPA + TRID-aware by default
DNC enforcement
Honors federal + state DNC, internal opt-outs, and the one-to-one consent rule. Suppresses leads without express written consent.
Calling-window rules
Respects 8 AM–9 PM local-time windows in every state. Reschedules late-evening dials automatically.
AI disclosure on request
If a caller asks 'are you human?', the agent answers honestly: 'I'm an AI assistant for [Lender Name].'
Integrations
Plug into your LOS + CRM.
Native webhook support for Encompass, Calyx Point, Salesforce Mortgage Cloud, BNTouch, and any LOS that accepts JSON POST.
Ready to ship
Easily tailor and deploy
AI voice agents for your lending desk.
Move from idea to live voice automation in days, not months. Talk to our team for a tailored quote in under 24 hours.
Pricing
Cut Costs by 90%
with AI Voice Assistants.
Scalable AI loan-officer assistants at a fraction of the cost. Free your LOs for high-intent borrowers and rate-lock conversations.
Pay only for what you use
$0 to start.
- $0.12 per minute
- 30 mins of free access.
- 50 concurrent calls.
- 42K custom workflows.
Enterprise Plan
For companies with large volumes, data or deployment requirements, or support needs.
- White glove service for your use case.
- Premium support with dedicated solution engineer teams.
- Custom pricing and concurrent calls based on your needs
Built on Finn
Every mortgage workflow ships with the same primitives.
F.A.Q
Questions & answers
All accounts start with a 30-minute free trial.
No. Finn captures intent, qualifies on credit-band self-report and income range, and books a call with your loan officer. Rate quoting always sits with the licensed LO to keep you TRID/RESPA-compliant.
Under 5 minutes from form submission. Connect rates are roughly 21× higher in the first 5-minute window vs. 30-minute response — Finn's outbound webhook fires the moment Zillow, LendingTree, or your form posts a lead.
Finn gives you the controls to run TCPA-compliant campaigns — federal + state DNC lists, internal opt-outs, one-to-one consent rule, and state-specific calling-window rules (most states 8 AM–9 PM local), with AI disclosure on direct ask. TCPA compliance depends on how you configure and use these; you remain the responsible party.
Encompass, Calyx Point, Salesforce Mortgage Cloud, BNTouch, Velocify, and any LOS that accepts JSON POST webhooks. Zapier and n8n adapters cover the rest.
Yes — sends a personalized SMS upload link mid-call for pay stubs, W-2s, and bank statements. Docs land in your LOS before the LO calls back.
Get started
Hire Finn and scale with confidence.
Move from idea to live voice automation — securely, reliably, and without operational risk.
Fort-nightly Launches
We move quickly and get you what you need
Powerful Tools
Pre-built dashboards, reports, automations, more