Get borrowers to a loan officer faster
DialSwarm calls new mortgage inquiries, asks a few basic questions, and transfers ready borrowers to a licensed loan officer. The agent never quotes rates or terms.
10 free calls. No card.
Speed to lead
Connect your web forms through Zapier or Make so new inquiries get a call right away.
No rate talk
The agent is told to never quote rates, fees, or approval odds. Those questions go to a licensed loan officer.
Warm transfer
Ready borrowers are transferred to a loan officer's phone, and the officer can listen in live.
What your leads hear
“Hi Lisa, this is Alex, an assistant calling for Clearwater Home Lending. You asked about a home loan, and I can connect you with a loan officer after a couple of quick questions. Is now okay?”Example opening line. You write your own. It never claims to be human.
How teams set it up
- Bring in consented leads
Upload people who asked to hear from you, or connect forms and webhooks.
- Ask the basics
Purchase or refinance, timeline, and best time to talk. Nothing about rates.
- Transfer to a licensed officer
Ready borrowers go to a loan officer. Others get a follow-up task.
- Only call people who agreed to hear from you. Every lead keeps its consent record.
- The agent never claims to be human and says it's an AI whenever asked.
- Anyone who says stop goes on your do-not-call list on the spot.
- Calls are held to sensible local hours. Read how compliance works.
Questions
Can the AI quote rates?
No. Rates, fees, and approval questions always go to a licensed loan officer.
Does it collect sensitive financial data?
It should not. Keep questions general and let your officer gather details through your normal process.
Does it sync with our CRM?
HubSpot sync is available today. Other CRMs are not integrated yet.
Try it on your own phone.
Build an agent in ten minutes and call yourself first. Teams of 15 or more get a free month of onboarding.