AI voice agents
From manual follow-ups to 750+ AI-qualified leads a month
A lender with 10,000+ clients approved and $500M+ funded was losing deals to slow follow-up. We deployed AI voice agents that call, qualify and update the CRM across every lead state — with no manual dialing.
- 750+leads qualified per month
- < 5 minfrom CSV upload to first calls
- 100%of calls logged with structured data
About the client
Rate Cut Corporation is a full-spectrum mortgage lender headquartered in Irvine, California, serving homeowners across the United States with home loans, refinancing, cash-out solutions and commercial property financing. With more than 10,000 clients approved and over $500 million in loans funded, it operates at real scale.
Its loan officers are experienced closers. The gap was not talent — it was the process surrounding them.
The challenge
- Thousands of aged leads with no reactivation path
- New inquiries waiting days for a first call
- Inbound callers reaching an agent with no context
- No consistent qualification data in the CRM
Loan officers spent a large share of their time chasing dormant leads, following up new inquiries one by one and re-engaging contacts who had fallen through an overloaded CRM. Deals were lost not because the product was wrong, but because follow-up was slow and inconsistent.
Thousands of aged leads — refinance inquiries, cash-out requests, purchase applications — sat dormant. New leads waited days for a call, by which time a competitor had often made contact. Inbound callers reached a line with no awareness of their history.
Across all three lead states, qualification data was captured inconsistently, so pipeline reporting was unreliable and forecasting was guesswork.
The system we built
How it works.
AI voice system: what comes in, what the AI does with it, where people stay in control and what goes out.
Comes in
- Dormant database (CSV upload)
- New loan inquiries
- Live inbound calls
AI voice system
- Outbound AI voice agent
- Pre-call context lookup
- Structured qualification
- Double-call strategy
- Five-day follow-up timing
Human in the loopLoan officers step in once a lead is warm and qualified
Goes out
- Qualification data in Postgres
- CRM stage updated automatically
- Call notes appended
- Confirmation SMS to the borrower
Step by step
What we built, in order.
Shipped in 4 weeks, with weekly demos on real data along the way.
- 01
Reactivate a database in minutes
The team uploads a CSV of aged leads to a custom app and launches a campaign. An AI voice agent calls each lead, holds a structured qualification conversation and captures property data, credit profile and loan intent.
- 02
Follow up new leads at the right moment
New inquiries enter a calibrated five-day window — early enough to catch intent, spaced enough to feel human — before the same call stack fires.
- 03
Answer inbound calls with context
Before the first ring ends, the caller’s record, loan history and property profile are surfaced to the AI agent, so the conversation starts informed.
- 04
Reach more people
If the first attempt goes unanswered, a second call fires immediately, maximizing contact rates without relying on voicemail.
- 05
Every call becomes clean data
Property type, estimated value, credit range, lien count and disposition are written to a database in real time and synced back to the CRM with notes and a confirmation SMS.
Results
What changed.
- 750+leads processed per month autonomously across all three use cases
- 100%of calls logged with structured qualification fields, enabling reliable pipeline analytics for the first time
- < 5 minfrom CSV upload to a running reactivation campaign, with zero manual effort
- 3use cases live on a single architecture — reactivation, new-lead follow-up and inbound
- InstantCRM sync after every call, before the loan officer even sees the notification
What this means for you
Every business with a CRM has a database of people who once raised their hand. AI voice agents turn that dormant asset into a pipeline — and make sure no new lead waits days for a call.
Built with
- AI voice agents
- Pre-call context webhook
- Postgres call analytics
- Custom campaign app
- CRM sync
- SMS
