Call every loan inquiry before the next lender does.
Borrowers ask several lenders for terms in one sitting, and the first one to call has the edge. SalesCloser calls each of your loan inquiries within the hours you set, asks your pre-qualifying questions and books the ready ones with a loan officer. Rates, advice and paperwork stay with your team.
Where leads get lost today
The 9pm form fill
A refinance lead fills out your form at 9pm. By the time someone calls at 10am, three other lenders already have.
Calling rate shoppers
Your loan officers spend the morning dialing people who were only browsing rates.
The spreadsheet
Loan inquiries from ads sit in a spreadsheet until someone has a spare hour.
What lands with your loan officers.
Every borrower and loan inquiry gets a call within your calling hours, from a form, an ad or a missed call.
It asks the questions you set: loan type, amount, credit and timeline. You decide what counts as ready.
Ready people are booked with the right loan officer, with a summary, their answers and the recording. Advice, rates and paperwork stay with your team.
Selling insurance too? See AI for insurance agencies.
Questions
Still wondering about something? Ask us on the call. We'll build your agent while we talk.
Does it give financial advice or quote rates?
No. It qualifies and books. Your loan officers handle advice and quotes.
Can it follow our script?
Yes. You write the questions and the handoff rules; it follows them.
Will it sound like a robot?
No. It sounds natural. You choose how it introduces itself, and you can set it to always answer truthfully if asked whether it is AI. On the demo we build one for your business and you call it yourself.
Works with the tools you already use
- HubSpot
Pipedrive
GoHighLevel- Calendly
- Meta
- Zapier
Plus webhooks and an API to connect everything else.