AI
White-label AI dialer + call intelligence

Your AI dialer.
Your brand.
Your sales floor — in focus.

Launch a fully branded outbound platform — dialer, AI call analysis, live coaching, and lead routing — under your logo and your domain. Powered by an engine already dialing millions of mortgage leads.

DSRPJMAK

Trusted by high-volume mortgage floors

Carrier-grade reliabilityTCPA-aware dialingMulti-tenant from day one
YYour Brand/ dialer
Live call · Marcus T.
Loan officer · Reactivation list
02:14
connected

Borrower: "...rates dropped since we last talked?"

LO: "They have — let me pull your scenario."

Coaching nudge: mention the rate-lock window now.
92

Built for high-volume mortgage sales floors

0×

more conversations per LO, per hour

<0s

average speed-to-lead on reactivation

0%

of calls transcribed, scored & searchable

Retail lendersBroker shopsCall centersReactivation teams
The leak

Your LOs are drowning in tabs — and your best leads are going cold.

Speed-to-lead is everything in mortgage. But between the dialer, the CRM, the LOS, the spreadsheet of call notes, and a manager who hears one call a week, your floor is leaking deals you already paid for.

Slow speed-to-lead

A lead that waits ten minutes is a lead your competitor already closed. Manual dialing can't keep that pace.

Wasted dials

Reps burn hours on voicemails, bad numbers, and dead air instead of live, revenue-generating conversations.

Zero call visibility

You can't coach what you can't hear. One spot-checked call a week tells you nothing about your floor.

Slow LO ramp

New loan officers take months to get good because feedback is rare, late, and subjective.

The platform

One platform. Dial, understand, and coach — under your brand.

Replace a stack of disconnected tools with a single white-label system your team logs into every day.

01

AI Auto-Dialer

Predictive and power dialing that connects LOs to live humans, not dial tones — so reps spend their time talking, not waiting.

02

Call Intelligence

Every call transcribed and analyzed by AI: objections, sentiment, compliance flags, and next-best-action — automatically.

03

Real-Time Coaching

Live whisper nudges during calls, plus LO scorecards after, so every rep gets better on every dial.

Capabilities

Everything your sales floor needs, nothing it doesn't.

Four capabilities that turn a room full of dialers into a measurable, coachable, compounding revenue machine.

Scorecards

AI Call Scorecards

Every call auto-graded on the metrics that matter — discovery, rate presentation, objection handling, compliance, and close. Rank your floor, spotlight top performers, and fix weak spots fast.

  • 0–100 score on every call
  • Category-level breakdowns
  • Floor leaderboards
Call scorecard
90
Marcus T.
Reactivation · 02:14 call
Top 10% this week
Discovery94
Rate presentation88
Objection handling76
Compliance100
Live coaching

Live Coaching & Whisper

AI listens in real time and surfaces the right thing to say — rate-lock windows, competitor rebuttals, required disclosures — the moment it matters, right on the rep's screen.

  • In-call whisper nudges
  • Disclosure reminders
  • Objection rebuttals
Live call · whisper

Borrower: "I'm already working with someone."

LO: "Totally fair, and I'm not asking you to stop. No harm in making sure you're getting the best value possible — what rate did they quote you?"

Whisper nudge

Anchor on monthly savings, then offer to match-and-beat. Mention the float-down option.

Sentiment: warmingdisclosure ✓ given
Routing

Smart Lead Routing

Route by license state, lead source, loan type, or LO availability. Reactivate aged leads automatically and hit fresh leads in seconds — never let a lead sit.

  • State & loan-type rules
  • Aged-lead reactivation
  • Round-robin by availability
Lead routing
418
leads in queue
route by state · type · availability
AKLoan officerCA · available
RPLoan officerTX · on call
JMLoan officerFL · available
Analytics

Searchable Transcripts & Analytics

Every conversation fully transcribed and searchable. Trend objections across your floor, prove compliance, and turn calls into a coaching library you actually use.

  • Full-text call search
  • Objection trends
  • Compliance audit trail
Floor analytics
search: "rate lock"
…we can lock your rate today before it moves…
Connected calls · last 10 days▲ 41%
The full platform

Way more than a dialer.

The dialer gets your team talking. The platform gets them closing — every channel, every lead, every step from first ring to funded, all under your brand.

Reach borrowers on every channel

Call, text, email, and voicemail from one place — so a missed call becomes a conversation somewhere else, automatically.

CallTextEmailVoicemail

Get answered more often

Branded, continuously-monitored caller ID keeps your numbers from getting flagged as spam — more live conversations from the very same list.

+38%
answer rate

Know exactly who to call

Automatic refinance and opportunity analysis surfaces the borrowers most likely to transact today — with the savings already calculated.

Fill the top of your funnel

Built-in lead sourcing and enrichment turn market and property signals into ready-to-dial, fully-scrubbed contacts.

From first call to closed loan

Credit review, instant quotes, and a borrower application live right where the conversation happens — no tab-switching, no lost momentum.

Keep your floor in flow

Live leaderboards, streaks, and goals turn the grind into a game your top producers love — and recruits notice.

Compliance on autopilot

Consent, calling windows, licensing, data masking, and a full audit trail — enforced automatically, so you scale your floor without scaling your risk.

Fits your existing stack

Data flows in and out of the systems you already run — no re-keying.

LOSPOSCRMLead sourcesCalendarCreditPricing engineE-signReportingLOSPOSCRMLead sourcesCalendarCreditPricing engineE-signReporting
How it works

From raw lead to closed loan — one connected flow.

The platform sits on top of your existing lead sources and LOS/POS, so it fits your floor instead of forcing a rebuild.

1

Leads in

Your sources, web forms, aged lists, and inbound calls land in one queue.

2

AI outreach

The dialer connects LOs to live borrowers and logs every touch automatically.

3

LOS & POS sync

Calls, statuses, and notes flow into the systems you already run.

4

Real-time insights

Scorecards, coaching, and floor analytics update live for managers and LOs.

Client retention

The highest-converting lead is one you've already closed.

Your past clients are your most valuable asset — cheaper to reach, faster to close, and far more likely to refer. AI0 keeps your whole book warm: it watches every past client for the moment they're ready to transact again, then re-engages them automatically.

Your database is a goldmine

Past clients close at a fraction of the cost of a cold lead — and they bring referrals with them. The book you already earned is your cheapest pipeline.

Always-on opportunity watch

Rate drops, equity gains, and life events surface the right client at the exact moment they're ready to move again — before anyone else calls.

Automatic, personal re-engagement

Reach back out across call, text, and email with the precise reason to reconnect — so retention runs on its own, under your brand.

Book of business
auto-watch · 1,840 past clients
Monitoring
SM
Sarah Martinez
Funded 18 months ago · 6.9% rate
Trigger
Rate dropped 0.75% — Sarah is now an estimated $240/mo better off.
Call queued Text sent auto
Close → nurture → re-engage → close again
AI personalization

Every message feels hand-written — because the AI did the homework.

The platform listens to and remembers every conversation — names, dates, life events, loan details — then writes personal, perfectly-timed outreach automatically. Clients feel genuinely understood, not marketed to.

M
Mike R.
Past client · funded 2 years ago
refi propensity ↑
Hi Mike — hope Mia's dance recital went great last weekend! Quick note: with your home's value up, I can likely save you about $430/mo by consolidating your card balances. Would Tuesday at 2pm work for a quick call? #GoLions
Auto-written & scheduled · 2:00 PM Tue

How the AI wrote it

Six signals, stitched into one human message — no rep effort.

Preferred name
Goes by "Mike," not "Michael."
Contact record
Personal interest
Detroit Lions fan → "#GoLions"
Last call transcript
Family moment
Mia's dance recital last weekend.
Same call
Savings math
~$430/mo from consolidating balances.
Auto-calculated
Best time to reach
Answers weekday early afternoons.
Dialer + calendar
Equity confidence
Home value up, LTV in range.
Valuation model
White-label

It's not our platform. It's yours.

Ship a fully branded dialer to your team or your downline in days — your logo, your domain, your tenants. We stay invisible.

One platform. Two brands. Same engine underneath.

NNorthpoint Lending/ dialer
Live call · Marcus T.
Loan officer · Reactivation list
02:14
connected

Borrower: "...rates dropped since we last talked?"

LO: "They have — let me pull your scenario."

Coaching nudge: mention the rate-lock window now.
94
HHarbor Home Loans/ dialer
Live call · Marcus T.
Loan officer · Reactivation list
02:14
connected

Borrower: "...rates dropped since we last talked?"

LO: "They have — let me pull your scenario."

Coaching nudge: mention the rate-lock window now.
89

Your brand, end to end

Your logo, colors, and custom domain across the entire app and every login. Borrowers and LOs never see us.

Multi-tenant by design

Spin up isolated workspaces for each branch, team, or partner — with their own users, data, and reporting.

Margin you keep

Resell seats under your own pricing. We power the engine; you own the relationship and the upside.

White-glove onboardingYour domain & SSLRole-based accessTenant-level analyticsNo "powered by" required
Your competitive advantage

Recruit like you've got an unfair advantage.

Top loan officers join the shop with the best leads, tools, and coaching. Walk into every recruiting conversation with your own AI dialer, live coaching, and scorecards — branded as yours — and you're not another broker shop. You're the one with the edge.

Attract top producers

Show recruits the platform they'll dial on day one. Tech-forward shops win the talent — and the talent brings the volume.

Ramp new LOs in weeks, not months

AI coaching on every call de-risks the hire for them and for you. Faster productivity, lower wash-out.

Retain your best

Give top LOs leads and tooling they won't find at the shop down the street. Make leaving feel like a downgrade.

It's your moat

Your branded tech reads as a proprietary advantage, not a vendor login. Recruiting becomes a flex, not a pitch.

Y
Your Brand · Careers
What our loan officers dial with

Why top LOs choose Your Brand

  • AI dialer that keeps you on live calls
  • Real-time coaching on every conversation
  • Your scorecard, updated after each dial
  • Warm, pre-routed leads in your licensed states
avg. ramp to first close
~3 weeks

Illustrative recruiting page — 100% your branding.

The numbers

The math your floor manager will love.

More live conversations, faster ramp, and total visibility — without adding headcount.

0×

conversations per LO / hour vs. manual dialing

0%+

less time wasted on dead dials and voicemail

0×

faster new-LO ramp with daily AI feedback

0%

call coverage for QA and compliance — not 1%

Figures reflect typical results on high-volume outbound mortgage floors; your numbers depend on list quality, staffing, and offer.

FAQ

Built for a regulated industry, not a demo.

Mortgage is compliance-heavy. The platform is built to dial responsibly and keep a clean record of every conversation.

Proof

What sales-floor leaders say.

"We went from spot-checking a handful of calls a week to scoring every single one. Our newer LOs are closing deals they would've fumbled six months ago."
DSDirector of SalesRetail mortgage lender
"Speed-to-lead used to be our excuse. Now it's our advantage."
BMBranch ManagerBroker shop
"We launched it under our own brand and our partners think we built it. That's the whole point."
FCFounderMortgage call center

Put your brand on a dialer that actually closes.

Book a 20-minute demo and we'll show you the platform running under your logo — with your kind of leads.

No commitment. We'll show you the platform, the scorecards, and exactly how white-label works.