Home / Mortgage CRM & Platforms with AI
Viato
Inbound and outbound AI voice agents inside the Viato mortgage CRM that qualify leads, follow up, book appointments and transcribe calls.
| What the AI does | Voice AI calling agents; Super Agent (AI teammate for text, email, chat and workflows); Call Intelligence (transcripts, summaries, action items); 3.4 Generator |
|---|---|
| Who it serves | Independent loan officers, Mortgage broker shops |
| Starting price | Free plan; Support $49/mo per loan officer; usage on prepaid tokens, about $0.0255/call minute and $0.03/text segment; Viato Phone line $97/mo |
| Pricing model | Free + usage |
| Free trial | Free plan available |
| Best fit | Solo LO, Broker shop |
| Category | Mortgage CRM & Platforms with AI |
| Part of | Viato |
| Works with | Arive, LendingPad, UWM, Stikkum, Broker Marketplace, Twilio, Slybroadcast, Zillow |
| Compliance | Posted on the vendor's site: AES-256 at rest, TLS in transit; no model training on borrower data; CASA assessment; no TCPA or 10DLC. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
Viato is a mortgage CRM built by loan officers for loan officers and brokers, with inbound and outbound Voice AI agents that qualify leads, follow up and book appointments, a Super Agent for text, email, chat and workflows, Call Intelligence that turns each call into a summary and action items, and a 3.4 Generator that builds a 1003 from a phone call. A free-forever plan runs on prepaid tokens at about $0.0255 a call minute and $0.03 a text segment, a Support plan is $49/mo per loan officer, and a dedicated Viato Phone line is $97/mo.
The vendor posts AES-256 encryption at rest, TLS in transit, a CASA assessment and a statement that it does not train models on borrower data; no TCPA or 10DLC statement is posted, so ask before running texting campaigns. Two-way sync is named for Arive and LendingPad, plus UWM, Stikkum and Broker Marketplace, with LendingTree, Zillow and Bankrate as lead sources.
More in Mortgage CRM & Platforms with AI
Aidium · BNTouch · Bonzo · Insellerate · LeadMailbox · LoanOfficer.ai · All 10 in this category