Lending & Loans · CRM with AI receptionist
The CRM that answers every borrower call — and starts the application
One AI answers your phone, WhatsApp, website chat, Messenger, and Instagram — and arrives already speaking lending & loans: the loan applications pipeline your team runs and the fields you actually track, configured before you finish signing up.
No credit card. Set up in about a minute.
Priya & Dev Shah
“$312k purchase”
Captured on the call
Rate lock: Jul 21
Value: Conventional
Sample caller — the fields and the stage are the real Lending & Loans template.
The intake, handled
What the AI asks your callers.
These are the actual fields on the Lending & Loans template — the same definitions your workspace gets at signup, and the same ones the AI receptionist works from on every call. Rename them, add your own, and the AI follows.
Loan Type
asked every call- Conventional
- FHA
- VA
- USDA
- Jumbo
- HELOC
- Refinance
- Cash-Out Refi
- Commercial
- Personal
Loan Amount
asked every call→ a dollar amount
Property Address
→ in the caller's own words
Purchase Price
→ a dollar amount
Down Payment %
→ a number
LTV %
→ a number
Rate Quoted %
→ a number
Rate Lock Expiration
→ a date
Target Close Date
→ a date
Pre-Approval Issued
- Yes
- No
The Lending & Loans template also carries encrypted fields — they stay masked in the interface and are excluded from AI conversations, lists, and exports by design.
Your pipeline, pre-built
Loan Applications move through 6 real stages.
New Lead, Application, Processing, Underwriting, Approved, then Funded — the pipeline a lending & loans business actually runs, not a generic sales funnel. Drag loan applications across stages, and every stage, color, and label is yours to edit.
- New Lead
- Application
- Processing
- Underwriting
- Approved
- Funded
- New Lead
- Application
- Processing
- Underwriting
- Approved
- Funded
$312k purchase
Priya & Dev Shah
$540k jumbo refi
M. Castellanos
$188k FHA purchase
Jordan Wells
Real template data — these stages and fields exist the moment you pick Lending & Loans.
Everything included, from day one
The whole front office, tuned for lending & loans.
Omnichannel AI Receptionist
Asks loan type, amount, and timeline — and never touches encrypted fields. Credit scores and income stay masked, out of every AI conversation.
Live Quote → Paid
Quotes priced from your price book on the server — one tap approves, the invoice follows, payment happens online.
Marketing Engine
Closing-anniversary mailers and stay-in-touch email that keep past clients sending referrals.
Social & Lead Capture
Facebook Lead Ads land straight in the pipeline; post to four networks and run website chat from one screen.
Retention & Reviews
Service plans create the next job on schedule; Google review replies arrive drafted for your approval.
Intelligence & Trust
Ask your numbers a plain question. Underneath: encryption, two-factor auth, and pricing you can read on one page.
Straight answers
Questions lending & loans owners ask.
- Can it quote rates over the phone?
- No — rates are yours to quote. The AI captures loan type, amount, purchase price, and timeline so your officer calls back ready. Sensitive fields like credit score, income, and SSN are encrypted, masked in the UI, and excluded from AI conversations entirely.
- What happens when the AI answers a call?
- It answers on your phone line, WhatsApp, website chat, Messenger, or Instagram, collects the details your Lending & Loans template tracks — loan type, loan amount, property address — and creates the loan application in your New Lead stage. You get the summary, not the interruption.
- Do I have to build the pipeline myself?
- No. Picking Lending & Loans at signup provisions the 6-stage pipeline — New Lead → Application → Processing → Underwriting → Approved → Funded — plus 16 trade-specific fields. Every stage, field, and label is editable once you're in.
- Which channels does the AI receptionist cover?
- Phone, WhatsApp, website chat, Facebook Messenger, and Instagram — one AI, one inbox. It can lead the conversation in Spanish and speak in your own cloned voice.
- How do I try it?
- Start a 14-day free trial — every feature, no credit card. Setup takes about a minute, because the Lending & Loans template does it for you.
Your next loan application could book itself.
Pick Lending & Loans at signup and the pipeline, fields, and AI receptionist are already yours. The template does the setup.