Attributes for Real Estate & Mortgage
Prioritize high-quality leads and empower your agents with AI-driven insights throughout the sales process.
Know who’s ready to buy or refinance. AI flags motivated buyers vs. info-seekers by analyzing tone, urgency, and intent.
Coach to close more deals. Instantly identify high-performers and reps who need help handling objections or explaining financing.
Reduce legal risk by ensuring fair housing compliance, NMLS disclosure, and proper call consent.
Never drop the ball—automated follow-up emails send next steps, like scheduling showings or sending mortgage documents.
Gain visibility into deal momentum by tracking call outcomes, follow-up rates, and conversion signals down to the agent level.
Mortgage Excellence
Loan Officer Performance Metrics That Drive Results
🎯 Pitch Delivery & Qualification
Clearly explains mortgage options and confidently qualifies prospects.
- • Clearly explains mortgage types, rates, and buyer programs
- • Asks qualifying questions about credit score, budget, and intent
- • Speaks with fluency and confidence
💬 Engagement & Buyer Trust
Builds strong relationships through active listening and professionalism.
- • Actively listens to buyer/seller needs
- • Maintains a professional, consultative tone
- • Builds rapport and keeps conversation focused
🔄Deal Control
Skillfully addresses concerns and guides clients toward solutions.
- • Responds well to concerns (high rates, down payments, timeline)
- • Offers relevant alternatives (FHA vs. Conventional)
- • Reinforces trust with success stories and credentials
📋 Compliance & Transparency
Maintains integrity through clear disclosures and ethical practices.
- • Shares disclosures clearly (APR, fees, agency relationship)
- • Mentions NMLS ID and brokerage licensing if needed
- • Avoids misleading claims or overpromising loan terms
🔁 Follow-Up & Conversion
Drives the process forward with clear next steps and timely follow-up.
- • Gives a clear next step (showing, docs, consultation)
- • Attempts a soft close or timeline agreement
- • Confirms date/time for follow-up or property viewing
Price Package
Pay As You Go
Transform your sales force with cutting-edge CI-powered enablement and training programs.
$10/hour of analyzed calls
Growth
Scale your sales enablement and training strategies across customer-facing teams.
$8/hour of analyzed calls
Enterprise
Expand your capacity to train salespeople and drive higher win rates faster.