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Never Miss a Lead While You're Closing Deals

Call to hear your AI receptionist —

it's live right now

+1 (936) 262 4300

No signup · No commitment · Just call and experience it

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SECOND AVERAGE RESPONSE

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DAYS TO GO LIVE

How It Works

From demo to live in three simple steps

1

Tell Us About Your Practice

Share your practice areas, consultation process, fee structure, and preferred client intake workflow so we can tailor the AI to your firm.

2

We Build Your Custom AI Receptionist

We train your AI on your industry's terminology, client intake requirements, confidentiality protocols, and your firm's specific scheduling and follow-up processes.

3

Go Live in Under 7 Days

Your AI receptionist begins screening leads, scheduling consultations, and handling client inquiries — letting you focus on delivering expert services.

The Difference Is Clear

Without Callis

Missed calls mean lost deals—borrowers move to lenders who answer first

Hours wasted playing phone tag with prospects trying to schedule consultations

Unqualified leads consuming your valuable time during rate quotes and pre-approvals

After-hours and weekend calls going straight to voicemail while competitors capture those leads

Constantly interrupted during client meetings and application reviews by ringing phones

Recommended

With Callis

AI-powered excellence

Capture Every Lead—Day or Night

Never lose a qualified borrower to voicemail or competitors. Your AI receptionist answers every call instantly, even during rate lock deadlines and after-hours.

Fill Your Calendar with Qualified Prospects

Automatically book pre-qualification consultations, document review sessions, and closing appointments directly into your calendar—no phone tag required.

Only Talk to Serious, Ready Buyers

Ask the right questions upfront: loan amount, property type, credit range, and urgency. Only serious, qualified prospects reach your desk.

Keep Your Pipeline Moving Forward

Automatically send follow-up texts with document checklists, next steps, and portal access—keeping your pipeline moving forward without manual effort.

Track Every Lead and Conversation

Every call logged, every lead tracked. Seamlessly integrates with your existing CRM and provides analytics on call volume, lead sources, and conversion opportunities.

Simple, Transparent Pricing

No contracts. Cancel anytime. No hidden fees.

$399/mo

+ $999 one-time setup

Cancel anytime · No contracts

Everything included

24/7 lead capture and qualification
Automatic consultation scheduling
Loan product Q&A handling
Document checklist follow-ups
Multi-call lead nurturing
Custom greeting & voice
Up to 300 calls/month
Call transcripts & recordings
Priority support
Monthly analytics dashboard

Your $999 setup includes:

Custom AI Training·Phone System Setup·Call Flow Design·Testing & QA·Go-Live Support·Dedicated Account Manager

The Real Cost of Missed Calls

See how Callis compares to traditional staffing

Full-Time Office Receptionist

Monthly Salary$3,200 - $4,500
Benefits & Taxes$800 - $1,200/mo
Total Monthly Cost$4,000 - $5,700
×Only available during office hours
×Cannot screen calls while assisting in-person clients
×Can only handle one call at a time
×Requires training on your practice areas, intake process, and CRM tools

With Callis

Recommended
Monthly Price$399/mo
One-Time Setup$999
24/7 availability including holidays
Handles unlimited simultaneous calls
Pre-trained on professional services terminology and client intake workflows
No sick days, PTO, or benefits costs

Your Estimated Savings

$3,600 - $5,300 / month

That's $43,200 - $63,600 saved per year

Frequently Asked Questions

Everything you need to know about AI receptionists for loan officers

See Callis Handle a Real Loan Inquiry Call

Book a 15-minute demo

Customized with your loan products, your rates, your qualification criteria.

+1 (936) 262 4300

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Join 400+ businesses already using Callis