Loan officers and title reps sit on opposite sides of the same closing table with a similar operational problem: the work that grows the business is phone work, and the work that keeps the current file moving is also phone work, and there is only one of you. A borrower calls at 7:40pm asking whether their rate is still good. An agent calls the title rep on a Saturday about a commitment that has not come through. A pre-approval issued four months ago quietly expires and nobody notices. Each is a call that either happens or costs something.
AI IntelliCall Solutions runs the calling layer for both sides of that table. What follows is written separately for lenders and for title, because the campaigns genuinely differ — the mortgage side is about consumers and timing, the title side about agents and file status. One note first: the scripts and disclosures used in your campaigns are yours and your compliance team's to write and approve. We build and run what you sign off on. Nothing here is advice about what your campaigns may say.
The best lists a loan officer already owns are the ones nobody has time to call. Pre-approvals that went quiet before an offer was accepted. Applications stalled at the document stage. Past borrowers sitting on equity or on a rate that has become interesting again. Portal or ad leads called twice and abandoned. Each is a defined campaign with a defined question, running on a schedule: the AI reaches the borrower, asks the qualifying questions you specify, handles routine objections and books time on the loan officer's calendar. Inbound coverage matters as much — a borrower who gets voicemail after hours often calls the next lender on the list.
Title is a relationship business sold to agents and serviced under time pressure. On the business development side the campaign is structured contact with a list of agents and loan officers: regular touches, awareness of what you handle, a booked meeting when there is interest. On the service side the useful automation is coverage — inbound calls answered outside office hours, order and file status inquiries routed to the right coordinator, missed calls answered with an immediate text back instead of a message in a general mailbox. For most title shops the difference shows up less in new marketing than in the calls that no longer go unanswered on a Friday afternoon.
Mortgage branch managers and loan officers with a CRM full of dormant borrower records, and title company owners and business development reps covering Broward, Miami-Dade and Palm Beach. It is also relevant to real estate teams with an affiliated lender or title partner — though that arrangement has its own rules and should be structured with your own counsel before any joint campaign is built.
Yes. Dormant pre-approvals, stalled applications and past borrower lists are among the most common uses, because they are lists the loan officer already owns and cannot get through by hand.
Inbound answering runs around the clock and can take order and file status inquiries, capture details, and route or escalate according to rules you set.
You do, with your compliance team. We build around the language you approve; we do not supply regulatory language for the mortgage or title industries.
The platform can support shared campaigns. Whether a particular arrangement is appropriate is a question for your counsel, not for us — settle it before the build starts.
Voice usage is $0.23 per minute, inbound and outbound, in addition to your plan. See pricing.
Pick the list you know you should be calling and are not — expired pre-approvals, or the agents you have not seen this quarter. Book a demo or call +1-888-870-9625.
See it work on your own leads. Book a live demo and we will run the AI against a real scenario from your pipeline.
Book a demo · call +1-786-788-8896 · See pricing