AI Voice Solution for Mortgage & Lending

AI Refinance & Broker 24/7 Rate Quotes & Lender Matching

Refinance inquiries and brokerage operations need instant response and qualification. VoiceInfra helps you build a Voice AI agent that answers every call instantly, provides rate quotes, qualifies borrowers, matches lenders, processes applications, and coordinates closings. Start with a clean slate and design your own agent from scratch, then adjust every workflow to match your refinance and brokerage process. Perfect for refinance specialists, mortgage brokers, independent loan originators, and brokerage firms.

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The Old Way

Missed call from (310) 555-0341. Jordan Taylor, a Los Angeles homeowner, called at 9:30 PM after rates dropped 50 basis points. He wanted a cash-out refinance on his $1.2M property to fund a $240K renovation.

Rate drop spike, lead lost.
The VoiceInfra Way

With VoiceInfra, when Jordan calls at 9:30 PM after a 50bps rate drop, the AI provides an instant cash-out refi quote and matches lenders. Zero missed opportunities.

Rate quote, lender matches, and broker consultation synced to CRM with full context.

Every rate drop captured. Every loan locked.
Enterprise Secure
Quick Setup
24/7 Support

How VoiceInfra handles your mortgage & lending workflow on every interaction.

You don't need an AI to say "leave a message." You need one that understands mortgage & lending-specific context and captures the details you need.

1

24/7 Rate Quotes & Qualification

Build a Voice AI agent that provides instant rate quotes, explains lock options, collects borrower info, calculates DTI, checks credit, and qualifies deals instantly. Customize the criteria to match your products.

2

Lender Matching & Application Processing

Configure your Voice AI to match borrowers to lenders based on loan type, credit, property, and pricing. Processes applications, collects documents, and tracks progress automatically.

3

Consultation Booking & Closing

Your AI agent schedules rate consultations, sends agendas, prepares loan officers with borrower context, schedules closings, and provides instructions. You set the scheduling rules.

4

Follow-Up & Nurturing

Configure your Voice AI to follow up with prospects who did not purchase, answers additional questions, provides policy comparisons, and re-engages cold leads. You set the nurturing sequences.

See How Our AI Handles a Mortgage & Lending Call

Call in progress
Hi, I saw rates dropped this week and I want to refinance my home. I'm also interested in pulling out some equity for a renovation.
Great timing. Let me find the best options for you. Could you share your current loan balance, the home's approximate value, and how much cash you're looking to take out?
I owe about $280,000, the house is worth around $520,000, and I need about $60,000 for the renovation.
With a $520K valuation, your LTV at 65 percent works comfortably for a cash-out refinance. I'm seeing rates at 5.875 percent on a 30-year fixed, which saves you roughly $215 a month compared to your current rate, even with the cash out.
That sounds great. What do I need to do next to get the application started?
I've pre-qualified you and sent the application link to your email. I've also matched you with two lenders who specialize in cash-out refis. A loan officer will reach out by noon tomorrow to walk you through the rest.
AI WORKFLOW AUTOMATION

AI-Powered Workflow Automation

See how our AI intelligently automates complex workflows across industries.

Incoming Refinance/Broker Call

AI answers refinance and broker calls 24/7 for rate quotes, lender matching, and applications.

Transitions
Get Rate Quote
Match Lender
Apply Now
Talk to Broker

Collect Borrower Profile

AI captures borrower details, credit range, property value, and loan objectives for matching.

Transitions
Profile Captured

Reschedule Rate Consultation

AI reschedules rate lock consultations or broker follow-up calls with the borrower.

Transitions
Consultation Rescheduled

Transfer to Senior Broker

Complex refinance scenarios, jumbo loans, or unique broker deals transferred to senior broker.

Transitions
Broker Connected

Withdraw Refinance Request

AI processes refinance application withdrawals and removes the loan from active pipeline.

Transitions
Request Withdrawn

Identify Refinance Goal

AI identifies the goal: rate reduction, cash-out, debt consolidation, or broker lender search.

Transitions
Goal Identified

Application/Quote Sent

AI confirms quote delivery, lender match, or application submission with next steps.

Check Rates & Lender Match

AI checks current rates, lock options, and lender criteria to find the best match.

Transitions
Match Found

Confirm Quote/Match Details

AI confirms rate, lender match, loan terms, or consultation time and sends details via SMS.

Transitions
Confirmed
Modify Search

Experience the power of AI-driven automation with intelligent workflows.

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GOT QUESTIONS?

Have questions about mortgage & lending automation? Just ask.

The team behind our mortgage & lending deployments answers every question in plain English. Want to hear it on your own calls instead? Tick the box and we'll include a live demo.

  • Answered by the people who deploy these
  • Live demo on your own calls, if you want one
  • A reply within one business day
No spam. Your question, our answer. That's it.

Why Traditional Approaches Fail for Mortgage & Lending

Rate Drop Spikes & After-Hours Lead Loss

When rates drop or borrowers call evenings/weekends, call volume spikes dramatically. Manual processing and missing calls lose deals to competitors who answer.

Result:

Missed calls, lost revenue, and overwhelmed staff.

Qualification & Lender Matching Time

Manual qualification and lender matching takes hours. AI can qualify borrowers and match lenders instantly based on rules you set.

Result:

Rigid systems that fail to adapt to real-world workflows.

VoiceInfra

VoiceInfra delivers real-time rate quotes, calculates DTI, matches borrowers to lenders, and captures every rate-drop spike with automated follow-up sequences.

Result:

Every rate drop captured, every borrower matched, and every application processed.

Compare Your Options

FeatureManual/VoicemailGeneric AITraditional Call CenterVoiceInfra
24/7 AI Voice Agents
No-Code Visual Workflow Builder
Human-Like Premium Voices
Multi-LLM Provider Choice
30+ Languages
Keep Your Existing Phone System
Call Transfer with Full Context
Call Analytics & Transcripts
Knowledge Base (RAG-Powered)
Setup TimeNoneDaysWeeksMinutes
PricingInstant (but loses calls)$49-99/mo (~80 min)$300-600/moFrom $49/mo (175 min)

Works With Your Existing Tools

VoiceInfra connects with the tools your mortgage & lending team already uses. Call summaries, transcripts, and actions sync automatically, no workflow changes needed.

Salesforce
HubSpot
Google Calendar
Calendly
Slack
Microsoft Teams
Stripe
Shopify
View All Integrations

Start in minutes. No IT required.

1

Design Your Refinance Voice AI Agent

Define your AI agent's consultative, numbers-savvy personality and voice model. Build conversation flows for rate comparison, cash-out analysis, document collection, lender matching, and application guidance using VoiceInfra's visual builder.

2

Train Your AI on Refinance Knowledge

Upload your rate tables, lender guidelines, loan products, refinance calculators, and documentation requirements. Configure RAG-powered responses so your AI accurately compares rates, qualifies borrowers, and matches them to the right lender on every call.

3

Connect Telephony, LOS & Lender Systems

Point your SIP trunk to VoiceInfra and provision phone numbers. Integrate with your LOS, CRM, pricing engine, and lender portals for real-time rate and borrower data sync.

4

Test, Deploy & Monitor Live Calls

Run test calls simulating rate shopping, cash-out refinance inquiries, document questions, and lender matching scenarios. Deploy with live call monitoring, application conversion tracking, transcript review, and continuous fine-tuning of your AI agent's responses.

Frequently Asked Questions

Your AI agent pulls real-time rates, calculates based on credit, LTV, and loan type, provides instant quotes, collects borrower info, calculates DTI, and qualifies deals instantly. You configure the rate feeds and qualification criteria.

Yes. Your AI agent matches borrowers to lenders based on loan type, credit, property, and pricing instantly. It processes applications, collects documents, tracks progress, and updates your CRM/LOS. You set the matching rules and workflows.

Your AI agent follows up with prospects who did not purchase, answers additional questions, provides comparisons, and re-engages cold leads. You set the nurturing sequences and scheduling rules.

Your AI agent handles routine inquiries, qualification, and matching. For complex scenarios like cash-out refinances, jumbo loans, or unique broker deals, it transfers to your senior loan officer or broker with full context.

No. VoiceInfra gives you a blank canvas to build your own custom AI agent. Use our visual builder to design conversation flows, set qualification and matching rules, and adjust everything to match your refinance and brokerage process.

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Build Your Refinance & Broker Voice AI Agent

Join refinance specialists and brokers using VoiceInfra to automate quotes, matching, and applications. Design your own agent or adjust workflows to match your business.

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