Be the First to Call. Win the Rate Shopper.
Rate shoppers submit forms to 5+ lenders simultaneously. With 193,000 MLOs competing for 6.5 million originations, the first to call wins. DialerWorks ensures your AI agent responds before anyone else.
Book a Demo193K
Active MLOs in the US
$2-10K
Commission per loan
$19K+
CLV with nurturing
6.5M
Projected 2025 originations
The Problem
Rate shoppers go to the first responder
Borrowers submit to multiple lenders. By the time you call back, they've already locked a rate with someone else.
Refinance windows are short
When rates drop, the window to reach potential refinance candidates is narrow. Manual outreach can't cover your full book in time.
LO time wasted on unqualified leads
Loan officers spend hours calling leads that don't qualify. AI pre-qualification ensures they only talk to ready borrowers.
How DialerWorks Solves It
Instant rate inquiry response
When a lead submits a rate inquiry, AI calls within seconds. While competitors are still assigning the lead to a rep, your AI is already on the phone.
AI pre-qualification
The AI gathers income range, credit score range, property details, and loan amount — then routes qualified borrowers directly to a loan officer.
Refi campaign automation
When rates drop, launch a campaign across your entire book of business. AI calls existing clients, discusses refinance savings, and books LO appointments.
Nurture sequences
Multi-touch follow-up workflows keep your pipeline warm. Automated check-ins at the right intervals until the borrower is ready to move forward.
Example Workflow
A typical mortgage automation pipeline in DialerWorks
Rate inquiry submitted
AI calls within seconds
Pre-qualifies borrower
Gathers loan details
Books loan officer appointment
Sends confirmation
Follow-up if not reached
Handoff to LO with full context
Frequently Asked Questions
How fast does the AI respond to rate inquiries?
When your CRM receives a new lead via webhook, DialerWorks triggers an AI call within seconds. No manual assignment, no queue — instant response.
Can the AI discuss current rates?
The AI agent can reference dynamic data you provide through your workflow configuration. You control what information the agent has access to during calls.
Does it work for refinance campaigns?
Yes. Upload your existing client list, set your filters (loan age, rate differential, etc.), and launch a campaign. The AI handles outreach and books appointments for your loan officers.
Ready to Automate Your Mortgage Calling?
See how DialerWorks can transform your outbound calling in a 15-minute demo.
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