AI Receptionist
Answer every borrower call, day or night, so no rate shopper reaches voicemail and moves to the next broker.
Before
Calls during meetings and evenings hit voicemail; rate shoppers dial the next brokerage.
After
Every call answered on the first ring, borrower details captured, and a call booked with the broker — rates discussed only by the licensed broker.
What it handles
- Answer inbound calls 24/7 and greet in English or French
- Capture purchase price, down payment, timeline, and referral source
- Book discovery calls into the broker's calendar
- Log every call and outcome to the CRM
When it hands off to a human
Any question about rates, terms, qualification, or lending advice is escalated to the licensed broker immediately — the AI never quotes a rate or advises. It also transfers on request and for anything outside its script.
Works with your stack
Our live AI demo line is coming soon — join the list and we'll invite you to try it first.
/demo →Frequently asked questions
Will it quote rates to callers?
No — never. It captures the borrower's details and books a call; rate discussions happen only with the licensed broker.
Does it answer in French and English?
Yes — it detects the caller's language and responds in French or English, with Québec French for Montréal.
Can it book directly into my calendar?
Yes. It books discovery calls into your connected Google Calendar and logs the lead in your CRM in real time.
Does the caller know it's an AI?
Yes. It discloses that it's an AI assistant up front, per our compliance rules and Québec's Law 25.
What happens after hours?
Same as during the day: the call is answered, details captured, and a call booked for your next available slot.
Last updated: July 2026