AI Engine · $179/mo
An AI receptionist for loan officers that never lets a call ring out.
You cannot answer the phone while you are at a closing, on another call or asleep. The AI Receptionist picks up, introduces itself as an AI assistant for your team, answers general questions, takes the details and books a time with you.
Never quotes rates Human hand-off Trained on your information
What does a ai receptionist conversation look like?
Short, friendly and honest. The assistant says it is AI, answers general questions from your approved content, declines anything that needs a licensed loan officer, and books time with you. Every conversation is saved to your CRM.
It can
- Answer inbound calls 24/7 in a natural voice
- Explain general program basics in plain language
- Collect name, contact details, goal and timeline
- Book an appointment on your calendar
- Transfer to you or a teammate when asked or when needed
- Send a call summary and recording link (where consented) to your CRM
It cannot
- Quote rates, payments or fees
- Pre-approve, approve or decline anyone
- Give personalised loan, tax or legal advice
- Collect Social Security numbers or account numbers
- Pretend to be a human
AI assistant: Thanks for calling Jordan Example's office. I'm the team's AI assistant, and this call may be recorded. How can I help?
Borrower: Hi, I'm looking at a house and wondered if I could use an FHA loan.
AI assistant: Happy to help with the basics. FHA loans are popular with first-time buyers because of flexible credit guidelines and lower down payment options. Jordan can tell you exactly what fits. Can I take your name and the best number to reach you?
Borrower: Sure, it's Sam. And what would my rate be?
AI assistant: I can't quote rates, Sam, because they depend on your details and change daily. Jordan can give you a real answer. Would tomorrow at 10 or 2 work for a short call?
Borrower: 2 works.
Booked: tomorrow 2:00 PM. Summary sent to Jordan's CRM.
Set-up
How the AI Receptionist is set up
About five business days after your onboarding call.
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01
Train
We load your programs, service area, hours and approved answers.
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02
Script hand-offs
You choose when it transfers and who to.
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03
Connect
Your number forwards after hours or on no-answer.
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04
Review
You read summaries and refine answers weekly.
Consent and compliance for ai receptionist
Recording and AI disclosure
Some states require all parties to consent to call recording (for example California, Florida, Illinois, Pennsylvania and Washington). The receptionist announces it is an AI assistant and that calls may be recorded; your compliance team approves the wording.
TCPA
The receptionist answers inbound calls. Outbound AI or prerecorded calls are covered by the Telephone Consumer Protection Act and need prior express consent; we do not run outbound AI calling campaigns.
Read the sourceFair lending
Every caller gets the same approved answers and the same path to a licensed LO, which supports consistent, fair treatment.
General information for marketers, not legal advice. Your compliance team approves the wording before launch.
AI Receptionist pricing
AI Receptionist is $179 a month plus a one-time $299 set-up. Take every channel with AI Engine Complete (all channels) for $329/mo, or bundle it with a website plan.
All AI Engine prices and bundlesOther channels, same brain
Learn more: AI receptionists for loan officers · AI replies across DMs and SMS
Help desk
AI Receptionist: questions loan officers ask
01Can an AI really answer my calls?
Yes, for the first conversation. It answers, explains general basics from your approved answers, collects details and books time with you. Anything that needs a licensed loan officer goes to you.
02Will callers know it is an AI?
Yes. It introduces itself as an AI assistant for your team. We do not build AI that pretends to be a person.
03Will the AI quote rates?
No. It is trained to decline rate, payment, fee and approval questions and offer a call with you instead.
04What happens if a caller wants a human?
It transfers to you or a teammate, or takes a message and books a callback if nobody is available.
05How much does the AI Receptionist cost?
See the price card on this page. It includes a monthly allowance of call minutes, with a per-minute rate after that, and a one-time set-up fee.
06Do I need a new phone number?
No. Most clients forward their existing number to the receptionist after hours or when they do not answer. A new number is also an option.
07Are calls recorded?
Recording is optional and only with the disclosure your compliance team approves. Summaries can be created without storing audio if you prefer.
08Can it speak Spanish?
Yes. Spanish answers are available; we train them with the same approved content.
09Where do the call details go?
Into the CRM included with your site: contact record, summary, tags and the booked appointment.
Never miss a call again.
We train it on your information, set the guardrails and connect it to your CRM. You stay in control of every licensed conversation.
