Mortgage · Outbound
Mortgage 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.
What it does
Built around four
core capabilities.
Credit assessment
Drives credit assessment reliably, every call.
Income verification
Drives income verification reliably, every call.
Property evaluation
Drives property evaluation reliably, every call.
Pre-qualification
Captures qualifying details and routes only ready prospects to your team.
Sample conversation
A typical
outbound call.
Every prompt is editable in the workflow editor after you import the playbook.
Emma (Finn)
Customer
Emma (Finn)
Customer
▸ Captured: Credit assessment
Emma (Finn)
Customer
▸ Captured: Income verification
Emma (Finn)
How it works
Three steps from
playbook to live calls.
Import
Pick the Mortgage Lead Qualifier playbook and Finn drops the full workflow into your dashboard.
Customize
Tweak the persona, prompts, captured fields, and integrations — no code, just drag-and-drop.
Deploy
Connect a phone number, upload an audience or set up inbound routing, and go live in minutes.
What's included
Everything ships
ready to go.
Pre-built workflow, captures, and integrations — every node editable. Wires into the tools your mortgage team already uses.
- Pre-written outbound opening script
- Pre-built workflow nodes covering every step
- Capture fields for credit assessment, income verification, property evaluation
- Recommended voice + language pair for the industry
- Suggested handoff rules (live agent transfer + voicemail fallback)
- Editable persona — tweak tone, name, and prompt without code
- Batch calling and audience CSV upload ready
Suggested integrations
Salesforce
HubSpot
Zoho CRMFollow Up BossDon't see yours? Finn plugs into any system via webhooks + API.
Real outcomes
Teams that already shipped.
"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
FAQ
Questions and answers.
Does Finn quote interest rates?+
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.
How fast does Finn call a fresh mortgage lead?+
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.
Is Finn TCPA-compliant for outbound mortgage calls?+
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.
Which LOS and CRM tools does Finn connect to?+
Encompass, Calyx Point, Salesforce Mortgage Cloud, BNTouch, Velocify, and any LOS that accepts JSON POST webhooks. Zapier and n8n adapters cover the rest.
Can Finn collect borrower documents?+
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.
Ready to ship
Import Mortgage Lead Qualifier
and go live today.
Every account starts with a 30-minute free trial. No credit card needed.