Stop chasing docs. Start closing loans.
"Automate the borrower chase. AI that collects documents, updates status, and answers 'what's my rate?' 24/7."
Loan Officers spend 60% of their day chasing conditions and answering basic status questions. Unreal Agent handles the borrower communication so you can focus on underwriting and networking.
Application Abandonment
Borrowers get frustrated when they don't get instant answers. If you aren't available to walk them through the initial app or answer a rate question at 9 PM, they go to Rocket Mortgage. You need a system that holds their hand instantly.
More Than Just An Agent
James doesn't work alone. Every call, every lead, every booking is tracked and synced automatically.
Your Agent
James answers every call 24/7, books appointments, and qualifies leads. She never takes a day off.
- Instant Response
- Natural Voice
Complete CRM Sync
Every customer interaction captured automatically. Zero manual data entry. See your entire business at a glance.
- Auto-Logging
- Pipeline Tracking
Business Intelligence
AI analyzes your business 24/7, identifies problems, and provides actionable recommendations to increase revenue.
- Performance Audits
- ROI Tracking
Your CRM. Always In Sync.
James finishes a call and the lead is already in your CRM — with full notes, transcript, and caller intent. No tab switching. No manual entry. Ever.
Lofty CRM
Leads and call activity sync both ways. James updates Lofty after every conversation automatically.
Follow Up Boss
New contacts created with full call notes. Your drip campaigns fire the moment the call ends.
Zapier
Connect to 6,000+ apps. If we don't have a native connection, Zapier covers it.
What This Looks Like
James Takes The Call
Buyer calls about a listing. James qualifies them — budget, timeline, property preferences.
Call Ends. Sync Starts.
Full transcript, AI analysis, and lead data push to your CRM automatically. Zero typing.
Your Pipeline Moves
Lead scored. Drip campaign fires. Agent notified with call recording. All before you finish your coffee.
Built for Mortgage Lenders
James isn't generic. She's trained on the scripts, terminology, and workflows specific to mortgage lenders.
Automated Doc Collection
AI follows up via SMS/Email to remind borrowers of missing stubs or tax returns until they are uploaded.
Pre-Qual Interviews
The agent runs a full credit/income script to ensure the lead is viable before you ever pick up the phone.
Realtor Partner Updates
Automatically keeps listing and buying agents in the loop on loan milestones, making you their favorite lender.
Workflow Logic
Inbound Trigger
Call received or Lead Form submitted.
Qualify & Verify
Agent runs Mortgage Lenders specific script.
Sync & Action
Update CRM, Book Calendar, Notify Team.
Ready to bring James on board?
James is ready to start answering phones for your mortgage lenders business today.
Get Started