Voice AI for Mortgage Professionals

AI Voice Agent for
Mortgage

Automate lead qualification, schedule appointments, and streamline borrower communication to close more loans, faster.

Book a Demo

MISSED CALLS =
LOST LOANS.

Speed to lead is everything.

Every minute a borrower waits, they are calling another lender. SyncFlo answers instantly, qualifies the borrower, and transfers only serious leads to your officers.

System Capabilities

Capability 01

Instant Lead Qualification

Stop wasting time on unqualified leads. SyncFlo answers 24/7, collects financial details, screening for serious applicants, and hands off ready-to-go borrowers.

1
Credit score pre-check inquiry
2
Loan amount & property capture
3
Purchase vs Refinance ID
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Capability 02

Automated Appointment Booking

No more phone tag. SyncFlo connects directly to your loan officers' calendars to book and confirm consultations with qualified leads instantly.

1
Real-time calendar sync
2
Automated confirmation texts
3
Rescheduling handling
📅
Capability 03

CRM & LOS Integration

Seamlessly push call data, transcripts, and lead details into your CRM and Loan Origination System. Keep your pipeline up to date without manual entry.

1
Auto-log call activities
2
Update lead status
3
Secure data transfer
📂

UNIVERSAL COMPATIBILITY

We don't replace your tech stack. We supercharge it. SyncFlo integrates seamlessly with your existing platforms.

🏦

LOS Sync

Direct integration with major Loan Origination Systems for seamless data flow.

👥

CRM Integration

Keep your lead database pristine with automatic call logging and updates.

📅

Calendar Link

Book appointments directly into your team's real-time availability.

FREQUENTLY ASKED QUESTIONS

Can it take a full 1003 application?

It's best for the initial data gathering. We recommend a human LO finalize the official 1003, but AI can get 80% of the way there.

Does it integrate with Encompass or Calyx?

Yes, we have APIs to sync call notes and status updates directly into your LOS.

Is it secure?

Bank-grade security ensures all borrower PII is protected.