#1 Voice AI Agent

Powerful AI Phone Agent for Financial Services

Convert more leads, qualify borrowers, and streamline customer calls with Retell AI’s AI-powered phone agents.

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See what customer say about us

Free Up Human Agents for High-Value Work

Let AI handle repetitive inquiries while your team focuses on closing deals.

Indistinguishable from a Human Conversation

Deliver natural, engaging conversations that feel just like speaking with a real human.

Effortless Transition to Loan Officers after qualified

Seamlessly transfer calls to licensed loan officers or financial advisors when needed.

“Our numbers show that 45-50% of calls are completely resolved by Retell AI without ever touching a human. ”
Jonathan Adly

Senior Engineer, GiftHealth

"Retell AI became our first point of contact for free users, significantly relieving our customer service workload"
Aneesh Kulkarni

Product Manager at Doxy.me

"We were able to contain 65% of voice calls with the bot, which previously would have been directly gone to a manual agent."
Saurabh Sodhani

SVP of Digital Transformation, Everise

How it works

Enhance customer experience & automate financial services with AI-powered Call agents.

* better than IVR.

Loan Prequalification & Application Handling

Speed to Leads & handle End to end application process

AI-Driven Lead Qualification for Mortgage Brokers

Filter & qualify mortgage leads before transferring to a licensed loan officer.

Live Transfers for High-Intent Borrowers

Ensure prospects connect with the right financial representative in real time.

Sync Questionnaire Responses to CRM

Seamlessly capture and log borrower responses into your CRM.

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Customer Support

AI for Loan Servicing & Customer Support

Handle inbound calls for Loan inquiries

Assist borrowers with loan application questions, servicing, and payment details.

Auto-Sync Loan Policy Knowledge Base

Integrate with your company’s knowledge base and keep it updated automatically.

Answer Status Update & Documentation Questions

Provide borrowers with real-time loan status, payment details, and document requirements.

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Sales & Lead Nurturing

Outbound call and nurture Aged leads

Batch Outbound Calls to Aged Leads

Re-engage past prospects with automated AI-driven outreach.

Voicemail & SMS Follow-Ups

Automatically leave a voicemail or send an SMS if the call goes unanswered.

Automated Nurture Sequences

Guide prospects through the sales funnel with smart follow-ups and handovers.

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Integrations

Seamless AI Automation for Loan Management & Financial CRMs

Retell AI seamlessly integrates with industry-leading loan origination systems (LOS) and CRMs.

Don't have developer resources?
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Pricing

Cut Costs by 90% with AI phone Agents

Scalable AI phone agents at a fraction of the cost, without compromising quality. Freeing your medical staff for higher-value tasks.

Pay as you go

$0 to start.

$0.07–$0.12 per minute – Pay only for what you use.
60 mins of free access.
20 concurrent calls.
10 Free Knowledge Bases.
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F.A.Q

Questions & answers

All account has a 60-minutes ($10) free trial.

How can AI-powered phone agents improve loan prequalification and lead conversion?
How does AI help with loan servicing and customer support?
How does AI automate outbound sales and lead nurturing for loan applications?
How does Retell AI integrate with loan origination systems (LOS) and CRMs?
More questions? Visit our docs

Time to hire your AI call center.

Revolutionize your call operation with Retell.