Home / AI Receptionists & Call Handling
Thoughtly
AI voice agents that call rate inquiries in seconds, pre-qualify borrowers on purpose, timeline, credit band and LTV, then hand off to a loan officer.
| What the AI does | Thoughtly AI Voice Agents with mortgage workflow builder (branching by loan type, LO-territory routing), SMS/email follow-up, audit-ready transcripts |
|---|---|
| Who it serves | Mortgage broker shops, Retail lender branches, Mortgage teams |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Not stated on the vendor site |
| Best fit | Broker shop, Lender branch |
| Category | AI Receptionists & Call Handling |
| Also fits | AI Lead Follow-up & Borrower Nurture |
| Works with | Encompass, Total Expert, Surefire, Salesforce, HubSpot, GoHighLevel, Calendly, Zapier |
| Compliance | Posted on the vendor's site: SOC 2 Type II; recorded TCPA consent, DNC lists, per-state dialing rules; CFPB-aligned scripts. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
Thoughtly's mortgage solution is written for broker shops, direct lenders and lending operations teams: its voice agent calls rate inquiries within seconds, pre-qualifies the borrower on purpose, timeline, credit band and LTV, and hands off to a licensed loan officer, leaving rate quotes and Loan Estimates to the LO. Pricing is per minute across Flex, Scale and Enterprise tiers and is priced by quote.
Encompass, Total Expert, Surefire, Salesforce and HubSpot are named integrations. The vendor posts SOC 2 Type II and describes recorded TCPA consent, Do-Not-Call lists, CFPB-aligned scripts and state MLO disclosures on every call.
More in AI Receptionists & Call Handling
Aira · Bland · Dialzara · ElevenAgents · Frontdesk · Goodcall · All 11 in this category