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AI calling for mortgage teams

Let AI makethe follow-up calls.

New leads. Missing documents. After-hours inquiries. Bearworks makes the calls and hands off to your licensed team.

Book a demo (opens in a new tab)Hear the first call ↓

Hear the first call.See the handoff.

A first-time buyer has weekend tours lined up. Your LO gets the context to take it from here.

First-time buyer · Raleigh, NC

First home.
First conversation.

AI assistant

Hi Dana, this is Northwind Home Loans' AI assistant. You asked about buying your first home in Raleigh. Is now a good time?

0:00 / 0:41
Read the conversation
  1. AI assistant

    Hi Dana, this is Northwind Home Loans' AI assistant. You asked about buying your first home in Raleigh. Is now a good time?

  2. Borrower

    Yeah, um... we're looking at townhomes. Our lease is up in about three months.

  3. AI assistant

    Got it. Have you started touring, or are you still planning?

  4. Borrower

    We're touring a couple of places this weekend. Do we need to get pre-approved before we make an offer? And, uh... what are our down payment options?

  5. AI assistant

    Maria, your loan officer, can walk you through both. What time works for a call?

  6. Borrower

    After six. After six is good. Could she go over rates too?

  7. AI assistant

    Absolutely. I'll pass that along, with your timeline. Maria will take it from here.

Your loan officer receives

Dana K. Ready to tour.

Home
First purchase · townhome
Location
Raleigh, North Carolina
Timeline
Within three months
Next step
Touring this weekend
Questions for Maria

Pre-approval, down payment options, and current rates.

Routed to Maria R.

Callback after 6 PM

Call outcome, transcript, and audio attached.

The agent starts the conversation. Your licensed team handles the loan.

Keep the calls moving.

From the first inquiry to the next appointment.

02

Missing documents

Follow up on the items your processor is waiting for.

03

Appointments

Confirm the time, capture a change, and keep your LO in the loop.

04

After hours

Answer inbound inquiries and line up the next conversation.

Your script.Your team in control.

The agent handles intake and follow-up. Rates, terms, applications, and credit decisions stay with your licensed team.

  • Consent firstReview the source and consent record before outreach.
  • Calling limitsSet local calling hours and attempt caps.
  • Opt-out means stopEnd the sequence when a borrower opts out.

One lead source.Every call in view.

Start with one LO team. Review the calls, compare results, and expand from there.

  • Time to first call
  • Borrowers reached
  • Routed callbacks

Track opt-outs, early hang-ups, and LO feedback alongside the results.

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A few thingsworth asking.

Does it quote rates or take applications?

No. Rates, terms, applications, and advice stay with licensed loan officers. The agent handles intake and follow-up.

What if a borrower wants a person?

The agent routes the conversation to your team with the transcript and context attached. Live Operator adds real-time human quality assurance.

Does it work with our CRM or LOS?

Start with a form or webhook to trigger the call. Outcomes and transcripts return by email or through a CRM connection reviewed for your pilot. Bring your CRM and LOS; we’ll map the connection.

What does a pilot include?

One consented lead source, one LO team, and a call flow reviewed with you. You get recordings, transcripts, and a scorecard. We scope setup, timing, and pricing around that workflow.

How do you handle consent and calling rules?

We review the lead source, consent language, calling hours, opt-outs, and recording notices with your team before launch. Your compliance team approves the calling program and script.

Put your firstworkflow on the line.

Bring a lead source. We’ll show you the calls and what your LOs receive.

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