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Businesses use this Template
This template is built specifically for mortgage brokers and lenders who want to automate lead qualification and streamline appointment scheduling. Phonely instantly engages potential borrowers, books appointments directly into your Google Calendar, and sends automatic notifications—eliminating manual follow-ups and freeing your team to focus on closing more loans.
Phonely helps mortgage lenders and financial service providers automate and simplify their lead qualification and appointment scheduling processes. Instead of relying on manual follow-ups or waiting for potential clients to respond via email, the Phonely voice AI immediately engages with prospective clients through personalized and automated phone calls. This means your leads can book appointments 24/7 at the exact times they prefer without the headaches of back-and-forth calls or emails.
By integrating Phonely's voice automation into your lead qualification process, you'll see substantial savings in both time and resources. You can reduce manual calling efforts by over 70%, avoid missed opportunities with prompt follow-ups, and strengthen the effectiveness of your loan officers by giving them pre-qualified, confirmed appointments on their calendars. The best part? Getting started with Phonely is completely free for up to 200 minutes per month—that includes a dedicated phone number, meaning zero upfront investment and immediate results.
Read on to learn just how smoothly this template fits into your mortgage or loan business model and improves your day-to-day processes.
Instant, Personalized Engagement: When a potential borrower fills out an inquiry or requests more information, Phonely's intelligent voice AI automatically calls the client immediately. It introduces itself professionally and confirms whether the person is available to discuss scheduling an appointment with a mortgage or loan officer.
Effortlessly Collect Key Information: Phonely continues by politely collecting essential details, including the client's first and last name, phone number, email address, their current time zone, and their preferred date and time for the appointment.
Real-time Google Calendar Integration: The AI then promptly checks your existing Google Calendar availability, instantly booking the requested appointment time if available. There’s no unnecessary back and forth—just straightforward, accurate appointments.
Smart Communication & Clarification: If a lead mentions a specific loan officer, Phonely gently explains that although it cannot connect them immediately to that person, it can assist them in scheduling a convenient callback. The AI then finalizes the appointment details clearly by reiterating the requested date, time, and any special instructions for the meeting.
Confirm and Conclude Call: Once booked, Phonely confirms all appointment details. Before ending the conversation, the AI reviews and ensures accuracy, clearly communicates the scheduled meeting time and instantly sends a confirmation via text and email, including reminders ahead of the appointment time.
Records, transcribes and summarizes conversations: Phonely meticulously records each conversation and automatically generates a precise, searchable transcription along with an insightful summary. This invaluable tool lets your loan officers and customer support teams easily access important details to prepare effectively for appointments.
Automated Customer Notifications: Your prospective borrower immediately receives a professional text and email summarizing their appointment. Should they need to reschedule, contact information is clearly provided.
Business and Staff Notifications: Your business calendar is instantly updated with the new appointment details, ensuring your loan officers or administrative team are prepared for timely follow-ups. Internal notifications and emails containing a transcription summary and a direct recording link are sent immediately after the call, keeping your internal teams aligned and informed.
CRM and Workflow Integration: Easily connect lead sources from webhooks, Google Sheets, CSV files, or integrate via Zapier. This ensures every qualified lead flows straight into your pipeline, removing bottlenecks and allowing your team to focus their valuable time engaging actively interested borrowers.
Every business has unique needs, and Phonely is built to adapt. The goal is to fully automate your phone receptionist system, ensuring that AI can handle calls just as effectively as your team would if not better.
By integrating directly with scheduling tools, knowledge bases, CRMs, and messaging systems, Phonely can answer customer questions, book appointments, send follow-ups, and even transfer calls to the right person without missing a step. Whether your business needs AI to handle complex inquiries, process transactions, or manage high call volumes, customization ensures that every conversation is efficient, natural, and tailored to your business. Keep reading to learn how to customize Phonely.
STEP 1
Create an account and customize your business
Setting up Phonely takes just a few minutes. After signing up, you’ll be guided through a simple onboarding process where you choose a voice for your AI agent and receive a dedicated phone number for your business. Once you have your Phonely number, you can easily forward your existing business number to it, allowing AI to start handling calls immediately.
During setup, you’ll go through a few key steps to customize your AI, including selecting call handling preferences and linking any essential tools. Once configured, your AI agent is ready to take calls, answer customer inquiries, and follow your business workflows no technical expertise required.
STEP 2
Connect your business knowledge
Phonely ensures your AI agent has all the information it needs to handle calls just like a human receptionist. You can import your entire website, allowing the AI to pull details about your services, pricing, and FAQs instantly. If you have a knowledge base or internal documentation, Phonely can integrate with that too, giving your AI access to specific policies, processes, and answers tailored to your business.
STEP 3
Add call floes to your agent
Phonely gives you complete control over how your AI agent handles calls by allowing you to build custom call flows. A call flow is a series of AI prompt blocks, question blocks, and real-time or post-call integrations that guide your AI through different interactions. Whether you need the AI to gather customer information, ask follow-up questions, transfer calls, or trigger an action like sending an email or updating a CRM, you can design the perfect workflow.
You can create call flows from scratch, import them from a template, or even have AI generate them for you using a recording or an existing call script. This flexibility ensures your AI agent adapts to your business needs while providing a structured and efficient experience for every caller.
STEP 4
View and analyze your AI Calls
Phonely provides powerful insights into every call, allowing you to track performance, refine call flows, and optimize customer interactions. You can access AI-generated summaries, full call recordings, and transcripts to quickly review conversations. Advanced analytics let you dive deeper into call sentiment, outcomes, and key topics, giving you a clear picture of how your AI agent is handling inquiries.
Beyond reviewing past calls, Phonely helps you improve performance over time. You can see where callers are hanging up or getting stuck, test different approaches with A/B testing, and fine-tune your call flows based on real data. With these insights, you can continuously enhance your AI agent’s effectiveness and ensure every call delivers the best experience possible.
If your business handles over 2,000 calls per month, you may qualify for Phonely’s Enterprise Plan, which includes advanced features designed for high-volume operations. Additionally, if you need priority support, white-glove monitoring, AI buildout and integrations, custom features, or additional data controls, our enterprise solutions provide the flexibility and security you require.
Some key enterprise features include:
Dedicated Infrastructure & Provisioned Capacity – Scale effortlessly with high availability and 99.999% uptime.
Advanced Security & Compliance – SOC2 Type II, HIPAA, and PCI DSS compliance for full data protection.
Custom AI Development – Work directly with our team to build AI agents tailored to your business workflows.
Priority Support & White-Glove Service – Get hands-on assistance with onboarding, monitoring, and ongoing optimizations.
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