Every call becomes
intelligence
Automatically transcribe, extract income and employment data, score compliance, flag risk, and draft follow-ups — on every borrower call.
How It Works
From call to intelligence in under 3 minutes
Call Ends
Inbound, outbound, or dialer — every call is captured automatically.
Transcribed in Seconds
Speaker-diarized transcript with word-level timestamps. You vs. borrower, labeled.
AI Extracts Everything
Income, employment, property, assets, declarations — pulled into structured fields.
Scored & Filed
Compliance score, QA scorecard, risk flags, and follow-up tasks — all automatic.
AI Extraction
Six domains extracted from every call
One optimized AI call analyzes the full transcript and pulls structured data across all six mortgage domains — with confidence scores on every field.
Name, DOB, SSN (last 4), contact info
Address, purchase price, occupancy, type
Employer, title, years, income type
Income, assets, liabilities, reserves
Declarations, disclosures, consent
Loan purpose, timeline, preferences
Parallel Analysis
Three AI agents on every call
Like having a scribe, a junior LO, and an underwriter all listening simultaneously.
The Scribe
Comprehensive Recap
5 C's of credit analysis, key decisions, commitments, and next steps from every call.
Junior Loan Officer
Application Analysis
Pre-qualification calculation, DTI analysis, document requirements, and loan product recommendations.
The Underwriter
Risk Assessment
Risk flags across credit, income, employment, property, and compliance — with severity ratings.
Quality Assurance
Every call scored
10 weighted criteria evaluated on every call. Compliance adherence, product knowledge, active listening, empathy — all measured automatically. Scores feed into coaching dashboards and performance reviews.
QA Scorecard
Auto-generatedReal-Time
Live call whisper
AI suggestions appear on your screen during the call — talking points, objection handlers, compliance reminders, and rate info. The borrower never sees or hears them.
After Every Call
Five automations run simultaneously
AI Summary
Quick, standard, executive, or coaching — four summary types per call.
Action Items
Tasks extracted and created in your dashboard with priority and due dates.
Follow-up SMS
Personalized draft referencing call details — review and send in one tap.
Compliance Score
TRID, fair lending, consent, rate accuracy — seven dimensions scored.
Sentiment
Borrower sentiment tracked through the call — trajectory and risk flags.
GLBA-grade security on every call
Full SSNs are never stored — only last 4 digits. All PII is redacted before AI processing. Transcripts encrypted at rest and in transit. Two-party consent state detection built in. Complete audit trail on every access.
Stop taking notes. Start closing.
Every call analyzed. Every field extracted. Every risk flagged. Start your free trial — no credit card required.
Read the Training Guide