Every mortgage broker has a client book. Very few can call all of it in a week when the rate window opens. AI voice outbound solves that.
The refi wake-up campaign
- Segment past clients by current rate vs. today's rate — target anyone over 100bps above market.
- AI voice dials from your business line, in English or Spanish.
- Confirms interest, gathers current loan balance and property value, checks if they've had life changes.
- Interested homeowners are handed off to a loan officer's browser dialer instantly.
The math
A broker with 800 past clients and a 12% interested rate on a rate-drop week gets 96 warm conversations. At industry-average close rates, that's 15–25 funded refis from a single Tuesday — using leads you already paid for.