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Callingly
AI voice agent that calls new mortgage leads within seconds, qualifies the borrower, warm-transfers to the loan officer and texts the borrower an introduction.
| What the AI does | Callingly AI Agent (AI voice agent for lead calling, qualification and warm transfer); automated SMS |
|---|---|
| Who it serves | Independent loan officers, Mortgage broker shops, Retail lender branches |
| Starting price | $100/mo ($80/mo annual) incl. $100 usage credit; AI calls from $0.50/call, SMS from $0.12/segment |
| Pricing model | Per month flat + usage |
| Free trial | Yes |
| Best fit | Solo LO, Broker shop, Lender branch |
| Category | AI Lead Follow-up & Borrower Nurture |
| Also fits | AI Receptionists & Call Handling |
| Works with | Follow Up Boss, HubSpot, Salesforce, ActiveCampaign, Calendly, Google Calendar, Cal.com, Zapier |
| Compliance | Posted on the vendor's site: End-to-end encryption; no AI training on conversations without consent; no TCPA or SOC 2 named. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
Callingly puts an AI voice agent on every new lead: it calls within seconds, qualifies the borrower, warm-transfers to the loan officer and texts the borrower an introduction, with unlimited users and leads on every plan. Starter is $100/mo ($80/mo on annual billing) including a $100 usage credit, with AI calls from $0.50 each and SMS from $0.12 a segment, and a 14-day free trial.
The vendor posts end-to-end encryption, states that conversations are not used to train AI models without consent and names carrier registration through ArmorHQ; no TCPA or SOC 2 statement is posted, so ask before you buy. Follow Up Boss, HubSpot, Salesforce, Calendly and Zapier are named integrations.
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