Powerful AI Phone Agent for Financial Services
Convert more leads, qualify borrowers in real time, and streamline customer operations with ultra-low latency AI phone agents that sound indistinguishably human.
Loan Servicing
Automate inbound balance checks, payment processing, and escrow inquiries securely.
Loan Prequalification
Gather financial data, calculate debt-to-income, and pre-screen prospects instantly.
Mortgage Inquiries
Answer complex amortization questions and schedule live advisor consultations.
See What Partners Say About Us
Leading mortgage brokers, credit unions, and fintech platforms trust our AI voice agents to scale operations seamlessly.
Free Up Human Agents For High-Value Work
Let AI handle repetitive inbound inquiries while your team focuses on closing high-value deals.
Indistinguishable From Human Voice
Deliver natural, empathetic conversations with under 800ms latency that feels completely human.
Effortless CRM & Human Handoff
Seamlessly transfer qualified leads to licensed officers when complex scenarios arise.
"Our audit numbers show that 45-50% of incoming loan servicing calls are completely resolved by our AI agent without ever needing to touch a human operator. The integration was incredibly straightforward."
Jonathan Adly
Senior Systems Architect, GiftHealth
"Retell AI revolutionized how we handle post-marketing mortgage queries. Our lead qualification rate spiked by 35% in the first month alone because no call went unanswered."
Aneesh Sharma
VP of Product, Doximity Finance
Enhance Customer Experience & Automate Financial Services With AI-Powered Call Agents
Deploy specialized voice agents across your entire lending lifecycle, from qualification to collections.
Speed To Leads & Handle End-To-End Application Process
Never miss another web lead. Our voice AI dials back new applicants within 15 seconds to pre-qualify them before routing to human originators.
- AI-Driven Lead Qualification: Screen and filter prospects based on credit, income, and loan-to-value parameters.
- Live Transfers For High-Intent Borrowers: Instantly route warm, qualified prospects to available loan officers.
- Sync Questionnaire Responses to CRM: Instantly update Salesforce, Encompass, or custom core systems.
AI For Loan Servicing & Customer Support
Provide instant, 24/7 support for existing borrowers. Handle billing, escrow, and document submission inquiries efficiently without wait times.
- Handle Inbound Calls For Loan Inquiries: Instantly supply interest rates, payment due dates, and payoff quotes.
- Auto-Sync Loan Policy Knowledge Base: Feed guidelines and regulatory compliance docs directly into the AI agent.
- Answer Status Update & Documentation Questions: Walk customers through missing document uploads securely.
"Hi Sarah, I noticed you started an application for our home equity line of credit yesterday. Do you have 2 minutes to complete the quick verification?"
"Oh yes! I got stuck on the tax document upload part actually."
Outbound Call & Nurture Aged Leads
Re-engage cold databases and aged leads automatically. Our conversational engine feels like a friendly follow-up, boosting re-engagement rates by over 400%.
- Batch Outbound Calls To Aged Leads: Instantly launch high-volume, compliant outbound nurture campaigns.
- Voicemail & SMS Follow-ups: If unanswered, drop highly personalized voicemails and follow up instantly with an SMS scheduling link.
- Automated Nurture Sequences: Maintain consistent, compliant touchpoints throughout the borrower journey.
Seamless AI Automation For Loan Management & Financial CRMs
Retell AI seamlessly integrates with industry-leading telephony systems, CRM software, and loan origination platforms.
Don't have internal developer resources?
Our certified implementation partners can design, configure, and integrate your custom voice workflows.
Cut Call Center Costs By 90% With AI Phone Agents
Pay only for what you use with transparent pricing, or scale with enterprise-grade features and custom integrations.
Pay As You Go
Perfect for small mortgage brokerages and growing financial advisory teams looking to automate lead intake.
- $0.07 to $0.31 per minute volume discounts
- 60 minutes of free initial access
- Up to 20 concurrent active calls
- 10 Free Custom Knowledge Bases
Enterprise Plan
Designed for credit unions, enterprise lenders, and high-volume financial services requiring maximum compliance and custom integrations.
- White-glove service for your custom use-case
- Premium support with dedicated solution engineers
- Custom pricing and high-volume concurrent calls
- SOC2 Type II compliance & custom HIPAA agreements
Questions & Answers
Everything you need to know about setting up and launching AI financial phone agents. All accounts include a 60-minute ($10) free trial.
How can AI-powered phone agents improve loan prequalification?
Our AI agents engage instantly with web leads, running them through structured prequalification scripts. They gather income, credit scores, and asset details, saving loan officers hours of cold outreach.
How does AI help with loan servicing and customer support?
By connecting directly to your core banking APIs and knowledge bases, the AI agent can answer real-time escrow questions, payment updates, and securely walk borrowers through uploading missing documents.
Can the AI transfer calls to human loan officers?
Yes, absolutely. You can set conditional routing parameters. For instance, once a borrower is pre-qualified, the AI agent can instantly execute a warm transfer directly to an available licensed agent.
How does Retell AI integrate with LOS and CRMs?
We support native integrations and webhooks with popular systems like Salesforce, Encompass, and custom backends. Every call generates a structured JSON summary, sentiment analysis, and full transcript.
Revolutionize your call operation with Retell
Start building smarter conversations today. Deploy compliant, secure, and natural-sounding AI agents in minutes.
Built to scale,
human by design.
Whether you are handling 100 or 1,000,000 concurrent calls, our infrastructure scales instantly with zero degradation in audio quality or latency.
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