AI Loan Officer Assistant

Meet Aria

The AI that calls every lead in 60 seconds, qualifies borrowers in natural conversation, and transfers hot prospects live to you with a full briefing. 22 specialized agents. Every channel. Always on.

Aria — Sample Call00:00

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Capabilities

One AI. Every channel.

Aria orchestrates voice, SMS, email, live transfer, voicemail, and scheduling from a single intelligence layer. Every interaction informs the next.

Voice

Calls every lead in 60 seconds

Aria places an AI voice call the moment a lead arrives. Natural conversation, not a robocall. She qualifies borrowers, answers questions, and decides the next step — all in under 3 minutes.

SMS

Two-way AI text conversations

Claude-powered responses that adapt to borrower tone and context. Aria references prior calls, emails, and qualification data — no canned templates, no repetition.

Email

Sent from YOUR Outlook address

Hyper-personalized emails sent via Microsoft Graph from your actual inbox. Open and click tracking update lead scores in real time. Borrowers reply directly to you.

Transfer

Hot leads, transferred live

When a borrower is ready, Aria bridges them to you with a whisper briefing — name, credit, loan type, timeline, everything. Average transfer time: 8 seconds.

Voicemail

Ringless drops with SMS follow-up

AMD detection triggers a pre-recorded voicemail, followed by an automatic SMS 15 minutes later. No missed opportunities, ever.

Scheduling

Books your calendar automatically

Aria checks your real-time availability via Microsoft Graph and books consultations directly. Borrowers get confirmation SMS and a prep sequence before the call.

Live Qualification

Natural conversation. Real qualification.

Aria asks one question at a time, adapts based on answers, and never feels scripted. By the end of a 3-minute call, she knows credit range, timeline, loan type, employment, and price range — everything you need to close.

Adapts questions based on prior answers
References context from SMS, email, and prior calls
Merges qualification data across all channels
Routes to Deal Breaker Radar when blockers detected
ECOA-compliant — never asks prohibited questions
Live AI Call — Qualifying
A

"What type of loan are you looking for?"

"We're looking to purchase our first home."

B
Purchase
A

"What price range are you targeting?"

"Around $420,000."

B
$420K
A

"And what's your estimated credit score?"

"I think it's around 740."

B
740 FICO
A

"Are you currently employed — W-2, self-employed, or retired?"

"W-2, both of us."

B
W-2
A

"What's your timeline — are you ready now or still exploring?"

"We want to be in a house by summer."

B
< 3 months
QUALIFIED — INITIATING LIVE TRANSFER
Agent Fleet

22 agents. One brain.

Aria is not a single bot — she is a fleet of specialized agents orchestrated by LangGraph. Each agent is an expert in its domain, and they share context in real time.

01
Receptionist
Inbound calls, greeting, routing
Live Transfer in Progress
Whisper Briefing

"Incoming transfer. Sarah Johnson. Purchase, $420K, 740 FICO. W-2 employed, both borrowers. Timeline: before summer. Property: single family, Charleston SC. She is ready to proceed."

A
Aria
AI
BRIDGED
You
LO
LO
initiatedlo_ringinglo_answeredwhisperbridged
Live Transfer

8 seconds from qualified to connected.

When a borrower is ready, Aria places them on a brief hold, dials you, plays a whisper briefing with everything you need, then bridges both of you into a live conversation. If you are unavailable, she creates a priority callback and texts you immediately.

Whisper includes cross-channel context from SMS, email, and prior calls
LO availability tracked in real time with 30-second TTL cache
Tenant isolation verified before every transfer attempt
Every stage logged: initiated → ringing → answered → whisper → bridged
Cross-Channel Intelligence

Every interaction informs the next.

Aria shares a unified memory across voice, SMS, and email. She never asks the same question twice, never repeats context, and always knows where the conversation left off.

100%
context retention

Unified Memory

Qualification data from a call is available in SMS. Email engagement signals inform the next voice conversation. Nothing is siloed.

5
signal types tracked

Engagement Scoring

Every touchpoint updates the lead score. Call answered: +10. SMS reply: +5. Email opened: +2. Appointment booked: +20. Scores drive channel selection.

Auto
preference detection

Channel Preference

Over time, Aria learns which channel each borrower responds to most and weights future outreach accordingly. Prefer texting? You will get texts.

Mobile App

Your pipeline. In your pocket.

Aria is not just the AI on the other end of the phone — she is the app on yours. The Perennia AI mobile app puts your entire pipeline, every notification, and every transfer at your fingertips. And with CarPlay integration, Aria rides with you. Available on iOS.

Real-time push notifications for live transfers, new leads, and hot callbacks
Accept or decline warm transfers from your lock screen
Full pipeline view — leads, loans, stages, and tasks on the go
View AI call transcripts and qualification summaries between meetings
One-tap callback with full borrower context pre-loaded
Set your availability status so Aria knows when to transfer vs. schedule
CarPlay dashboard — pipeline stats, incoming transfers, and one-tap callbacks from your car
9:41
P
Perennia AI
Good morning, James
3 transfers today · 12 leads contacted
Live Transfernow
Sarah Johnson — 740 FICO, Purchase
$420K, W-2, closing by summer
Pipeline
47
Active
8
Qualified
3
CTC
Aria Activity
📞Called Mike Chen — qualified, appt set2m
💬SMS from Lisa Park — responded8m
📧Email opened: David Wu14m
Pipeline
Leads
Aria
More
CarPlay
P
Perennia AI
9:41
Transfer: Sarah Johnson
740 FICO · Purchase $420K · Ready now
47
Pipeline
3
Transfers
2
Callbacks
Compliance

Enterprise-grade compliance. Built in.

Every AI interaction passes through multi-layer compliance checks before dispatch. Not an add-on — it is the foundation.

TCPA

Quiet hours enforced (8am–9pm borrower local time). Prior express consent verified before every automated contact.

ECOA

Aria never asks about race, sex, religion, national origin, marital status, or age. Every response checked before sending.

DNC

Federal and state registry checked before every outbound dial. Stale DNC data blocks the call entirely — fail-closed.

A2P 10DLC

Registered campaign, carrier-approved throughput. STOP/HELP handled instantly with full audit trail.

SOC 2

Tenant isolation on every query. Audit logging on every state change. PII filtered from logs.

NMLS

License number included in every email footer and call disclosure. State-specific rules enforced per LO.

Your leads are waiting. Aria is ready.

Every minute without Aria is a lead that went to voicemail and never called back.