Intellivizz

AI Receptionist for Mortgage Finance

Qualify More Leads. Never Miss a Call. Automate Your Client Support 24/7.
24/7 AI Assistant for Lead Capture, Pre-Qualification, and Client Support.
Contact Us

9 Reasons Mortgage Professionals Choose Our AI Receptionist

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Never Miss a Loan Inquiry or Client Call

Never Miss a Loan Inquiry or Client Call

AI answers every call instantly – even after hours or during peak times.

Schedule Mortgage Consultations Automatically

Schedule Mortgage Consultations Automatically

AI books discovery calls, document reviews, and approval meetings based on your calendar.

Capture Pre-Qualification Requests in Real Time

Capture Pre-Qualification Requests in Real Time

Collects basic borrower information and notifies your loan team immediately.

Handle FAQs About Rates, Services, and Documents

Handle FAQs About Rates, Services, and Documents

AI answers common questions about loan types, requirements, and next steps.

Multilingual Support for Homebuyers from All Backgrounds

Multilingual Support for Homebuyers from All Backgrounds

Support offered in English, Spanish, French, Portuguese, German, Dutch, and Italian.

Personalized, Professional Tone That Builds Trust

Personalized, Professional Tone That Builds Trust

Customize voice and script to match your brand tone – warm, confident, and clear.

Reduces Repetitive Tasks for Loan Officers & Admins

Reduces Repetitive Tasks for Loan Officers & Admins

Frees your team from basic scheduling and inbound call handling.

Call Summaries and Contact Info Delivered Instantly

Call Summaries and Contact Info Delivered Instantly

AI logs each interaction and emails transcripts and lead details.

Fast, No-Code Setup in 1–2 Weeks

Fast, No-Code Setup in 1–2 Weeks

No IT team needed – we set it up for you, ready to scale with your business.

AI Receptionist for Mortgage Finance

Pricing

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Plan Name: Volt

Price: $199/month (USD)

Zero setup fees

1–2 week setup time

Cancel anytime

Ready to Automate Your Mortgage Business?

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Demo

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Want to see an AI receptionist for Mortgage Finance in action? Check out this demo

Request a Call Back

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Let’s explore how AI can simplify your lead handling and client communication.

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    FAQs for Mortgage Finance Professionals

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    Can the AI schedule consultations with mortgage advisors?

    Yes – AI books meetings based on your real-time availability.

    Can it collect basic borrower info or pre-qualify leads?

    Yes – AI captures lead info and sends it to your team instantly.

    Will it answer questions about loan types and documents?

    Absolutely – AI handles FAQs and general queries around processes.

    Does it work after hours or on weekends?

    Yes – it’s available 24/7, helping you stay competitive.

    Can we customize the tone and responses?

    Yes – you can fully tailor the AI’s tone, responses, and flow.

    Does it support non-English-speaking clients?

    Yes – supports 7 languages for multilingual lead capture.

    How soon can we get started?

    Setup typically takes 1–2 weeks, with our team guiding you through onboarding.