Mortgage · Inbound
Mortgage Receptionist
Meet Michael, an AI assistant for your mortgage company, committed to streamlining your customer interactions and enhancing operational efficiency.
What it does
Built around four
core capabilities.
Customer inquiry handling
Handles customer inquiry handling reliably, every call.
Appointment scheduling
Books appointments directly against your calendar with availability awareness.
Loan information
Handles loan information reliably, every call.
Document collection
Handles document collection reliably, every call.
Sample conversation
A typical
inbound call.
Every prompt is editable in the workflow editor after you import the playbook.
Customer
Michael (Finn)
Customer
▸ Captured: Customer inquiry handling
Michael (Finn)
Customer
▸ Captured: Appointment scheduling
Michael (Finn)
How it works
Three steps from
playbook to live calls.
Import
Pick the Mortgage Receptionist 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 inbound welcome message
- Pre-built workflow nodes covering every step
- Capture fields for customer inquiry handling, appointment scheduling, loan information
- Recommended voice + language pair for the industry
- Suggested handoff rules (live agent transfer + voicemail fallback)
- Editable persona — tweak tone, name, and prompt without code
- Phone-number-aware routing and business-hours logic
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 Receptionist
and go live today.
Every account starts with a 30-minute free trial. No credit card needed.