AI Engine · receptionist
An AI receptionist for loan officers that never sleeps — or quotes rates.
It answers your calls 24/7, answers common questions from your approved FAQ, qualifies the caller, books time on your calendar and hands off to you. $149/mo with 300 minutes included.
- Assistant:Thanks for calling Jordan Example's office — this is Jordan's AI assistant, and this call may be recorded. How can I help?
- Visitor:Hi, I'm buying my first house and I'm not sure if I need 20% down.
- Assistant:Good question — many loan programs allow less than 20% down, and Jordan can explain which ones fit you. I can't quote rates or amounts, but I can book you a call. Are you looking in Texas?
- Visitor:Yes, Austin. Tomorrow after 5 would be great.
- Assistant:I have 5:30 tomorrow. Can I text the confirmation to the number you're calling from?
- Booked 5:30 pm · summary sent to CRM · Jordan notified
Call flow
What happens when the AI receptionist answers?
Five steps: answer honestly, understand, answer only what's general, book or transfer, and report to you.
Ring
It answers — and says it's an AI
Your business line forwards to the assistant when you're busy, after hours, or always — your choice. It gives the recording notice and introduces itself as your AI assistant.
Listen
It understands the reason for the call
Buying, refinancing, a question about documents, an agent partner calling — it sorts the call in plain conversation.
Answer
It answers general questions only
From your approved FAQ: programs you offer, states, hours, what to bring. Anything about a specific loan, rate or approval goes to you.
Book
It books you, or transfers
It offers times from your calendar, or transfers live if you've set it to and you're available.
Report
You get the summary
Caller details, reason, booking and a transcript land in your CRM, with an instant alert.
Your rules
When should it pick up?
When you're busy
Rings you first; the assistant answers if you don't pick up.
After hours
Evenings, weekends and holidays, by your schedule.
Always first
It answers every call and transfers the ones you want live.
FAQ
AI receptionist questions
How does an AI receptionist work for a loan officer?
Your business number forwards to the assistant when you choose (busy, after hours, or always). It greets callers as your AI assistant, answers general questions from your approved FAQ, collects details, books time or transfers to you, and sends a summary to your CRM.
Can it transfer calls to me?
Yes, if you set transfer rules (for example, existing clients or agent partners during business hours). Otherwise it books a callback and alerts you instantly.
Does it work after hours and weekends?
Yes, 24/7. Many new LOs use it most on evenings and weekends, when borrowers are house-hunting and you're with family.
Can it speak Spanish?
It can answer in Spanish where you want it to, with Spanish versions of your approved answers and disclosures reviewed before launch.
Will the AI receptionist quote rates?
No. It is built never to quote rates, APRs, fees or payments and never to say anyone qualifies. Those questions go to you.
Is call recording legal?
Recording rules vary by state; some require every party's consent. The assistant gives a recording notice at the start of every call, and you can turn recording off. Check with your compliance team.
What if a caller is upset or asks for a person?
It stops and hands off: a live transfer if available, otherwise an urgent callback alert to you.
Does it treat every caller the same?
Yes — the same approved answers and the same booking path for everyone, which supports fair-lending consistency.
How much is the AI receptionist?
$149/mo including 300 minutes a month, then $0.19 per minute. One-time setup and training $249 one-time. With a First Desk site, the Day-One Desk bundle is $199/mo.
Do I need a new phone number?
No. You can forward your existing business number, or we can provide a new local number for your marketing.
Launch day in 5 business days
Every call answered, even on Saturday.
Day-One Desk: a First Desk website plus the AI receptionist for $199/mo.
No payment on the form · Monthly plans cancel any time · Reply within 4 business hours