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Stop Losing Loan Applications to Competitors—Capture Every Lead the Moment They Call

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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CALL ANSWER RATE

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SECOND AVERAGE RESPONSE

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COVERAGE INCLUDING HOLIDAYS

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DAYS TO GO LIVE

How It Works

From demo to live in three simple steps

1

Share Your Brokerage Details

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 during rate lock urgencies mean lost clients to competitors who answered first

Staff overwhelmed juggling phones, paperwork, and processing—leading to errors and delays

After-hours inquiries go to voicemail while motivated buyers find another broker immediately

Unqualified leads waste hours of your time when basic pre-screening could filter them out

Manual appointment scheduling creates phone tag frustration and calendar conflicts

Recommended

With Callis

AI-powered excellence

Answer Every Rate Inquiry Immediately

Answer rate inquiries and pre-approval questions instantly, day or night. Never lose a borrower to a competitor because you couldn't pick up the phone.

Get Pre-Qualified Borrowers, Not Just Inquiries

Automatically collect loan amount, property type, credit score range, and timeline. Your AI receptionist filters serious buyers and sends you ready-to-work leads.

Book Consultations While Leads Are Hot

Let clients book consultations directly while on the call. Syncs with your calendar in real-time and sends automated confirmations and reminders.

Keep Deals Moving With Automated Follow-Up

Guide callers on required documents, send follow-up texts with checklists, and remind clients about outstanding paperwork—keeping deals moving forward.

Answer Common Questions Compliantly

Answer common questions about loan programs, current rates, and eligibility requirements using your approved talking points and compliance-friendly language.

Simple, Transparent Pricing

No contracts. Cancel anytime. No hidden fees.

$399/mo

+ $999 one-time setup

Cancel anytime · No contracts

Everything included

Loan qualification screening
Rate & program information
GLBA-compliant data handling
Document collection guidance
Application status updates
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 software

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

See Callis Handle a Real Mortgage Broker Call

See how your AI receptionist handles real calls

With your name, your services, your rules.

+1 (936) 262 4300

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