Turn recorded calls into actionable follow-up
—automatically.
This optional feature allows you to enable call transcription + AI-powered summaries for all inbound and outbound recorded calls made through your CRM.
Once activated:
📞 All recorded calls are transcribed in real-time.
🧠 AI summarizes the conversation, highlighting key points, next steps, and important context.
📩 A summary email is sent to the assigned user with:
A clean, bullet-point breakdown of the call.
A suggested follow-up message you can copy and send to the client.
Adds the summary to your CRM notes as well
🔔 Requires call recording to be enabled. Some states require notifying all participants before recording.
Perfect for teams that want to streamline follow-up, maintain consistency, and never miss a detail.
Want to activate this on your account?
🔒Your recording are securely processed and never shared or stored beyond your CRM environment.
📞Note: This is a paid add-on feature.
a. Transcription: $0.066/min
b. Call Recording: $0.005/min
c. Storage: $0.001/min per month
d. Recordings are automatically deleted after 90 days unless the user requests otherwise
⏱️
Saves 20+ mins per call on note-taking and follow-up.
📆
Ensures nothing gets missed-even from fast-moving convos.
🔁
Improves consistency across your team's follow-up game.
Smart. Fast. Always On.
Works on desktop & mobile for borrowers on the go.
Integrates with your CRM for instant follow-up.
Custom greetings & scripts for purchase, refinance, or pre-approval.
A.I learns and improves over time for better borrower conversations.
Frequently Asked Questions
Does it work with my current mortgage website?
Yes — it integrates with any site, including WordPress, Wix, Squarespace, and custom-built mortgage sites.
Can it match my mortgage brand?
Absolutely — your logo, colors, and tone are fully customizable.
Will it handle all client chats instead of my team?
No — it works alongside your team, handing off hot leads when they’re ready.
Start greeting your borrowers with a smarter, faster first impression.
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