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Retell AI
Voice AI agent platform with a posted mortgage use case: loan prequalification and application handling, live transfers of hot borrowers, aged-lead callbacks.
| What the AI does | Retell AI Voice Agents: Loan Prequalification & Application Handling, Live Transfers for High-Intent Borrowers, Loan Policy Knowledge Base, AI QA |
|---|---|
| Who it serves | Mortgage broker shops |
| Starting price | $0.07–$0.31/minute pay as you go (60 free minutes, 20 concurrent calls); Enterprise custom |
| Pricing model | Per minute |
| Free trial | Free plan available |
| Best fit | Broker shop, Lender branch |
| Category | AI Receptionists & Call Handling |
| Works with | Salesforce, HubSpot, Pipedrive, Zoho CRM, Go High Level, Twilio, RingCentral, Dialpad |
| Compliance | Posted on the vendor's site: ISO/IEC 27001 badge; HIPAA documentation; Trust Center; SOC 2 and TCPA not stated. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
Retell AI is a voice-agent platform you configure yourself, and its financial-services page posts a mortgage-broker use case: loan prequalification and application handling, live transfers of high-intent borrowers and callbacks to aged leads. Pricing is pay as you go at $0.07 to $0.31 a minute with 60 free minutes to start and 20 concurrent calls; Enterprise is priced by quote.
Salesforce, HubSpot, Pipedrive, Zoho CRM, Go High Level, Twilio, RingCentral and Dialpad are among the named integrations. The vendor posts HIPAA documentation and an ISO/IEC 27001 badge with a Trust Center link; SOC 2 and TCPA are not stated, so ask before you buy.
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