Caller
I’m calling about a home purchase.
AI agent
Absolutely — let me get a few details.
14-day free trialFrom $49/mo
Let loan officers close, not screen.
24/7AI answers borrower calls
ScreensBorrowers using your criteria
RoutesMatching calls to loan officers
ActsBooks consults or takes messages
Ready
Talk to Clara
Hi, this is Clara with RevSystems. Who am I speaking with?
Ask Clara anything about RevSystems.
Talk to Clara“How would you handle my calls?”
Every caller takes the right path.
Choose what your agent asks, in what order, and what happens next.
Your criteria. Your order.
- Credit scoreCaptured: “620+”
- Annual incomeCaptured: “$45,000”
- Available assetsCaptured: “$7,000”
You choose what happens next.
Connect the caller, book an appointment, or take a message based on the route you configure.
A qualification result can connect the call, book an appointment, or take a message. In this example, book an appointment is selected.
Qualification result
- Connect the callRoute directly to your team or preferred line.
- Book an appointmentSchedule on your calendar with real-time availability.
- Take a messageCapture details and deliver to your team.
Every conversation becomes something useful.
See calls, messages, handoffs and appointments organized in one place.
Call outcome captured
Everything organized for your team
Appointment appears automatically
A consistent first response for every new inquiry.
Configure a focused screening path, prepare the follow-up actions, and verify the experience before sharing the number.
- Tell your agent about your business
Add the business details, services, voice, and greeting callers should hear.
- Configure call handling
Choose qualification criteria, outcomes, booking, handoff, and message-taking behavior.
- Take your number live
Use your RevSystems number or forward an existing line, then verify the full path with a test call.
Keep new inquiries moving without overreaching.
Use business-configured initial screening to organize the next step — never as underwriting, approval, pricing, or financial advice.
- Always-on reception
Give every inbound caller a responsive first point of contact, even when your team is busy.
- Configured qualification
Choose two or three ordered criteria and the questions your agent uses to capture each answer.
- Prepared live handoff
Connect callers to a ready destination with an intentional fallback when no one is available.
- Real-time booking
Check current availability and create a confirmed appointment when booking is enabled.
- Structured message taking
Capture the request, caller details, callback preference, recipient, and urgency when provided.
- One organized Inbox
Review calls, outcomes, messages, bookings, handoffs, and follow-up indicators in Agent Center.
One system. Built around the calls you get.
Explore how RevSystems adapts screening, routing, booking, and follow-up to each industry.
Focused screening, clear boundaries.
Capture only what the call path needs, then send the caller toward a prepared next step.
Explore the documentationIs the agent making a lending or underwriting decision?
No. RevSystems supports business-configured initial caller screening. It is not underwriting, approval, pricing, financial advice, or a complete mortgage application.
What can we ask during initial screening?
You configure two or three clear, ordered criteria. Keep each criterion to one decision and avoid collecting a full application, sensitive details, or information that does not change the configured result.
Can a screened caller book a consultation?
Yes, when Calendar & Booking is connected, availability checking is enabled, and confirmed booking is ready. The booked appointment can then be reviewed in Agent Center.
Can the agent hand a caller to a loan officer?
A qualified result can use a prepared live handoff when the destination and availability are ready. Configure and test a fallback for times when that connection cannot complete.
Can we keep our published team number?
Yes. Your existing provider can forward voice calls to the active RevSystems number. Keep the original account active and test the direct and forwarded paths before launch.
How is the call organized for follow-up?
Agent Center Inbox can organize caller information, qualification status, booking or handoff details, saved messages, Call Reports, and follow-up indicators supported by the completed path.
YOUR NEXT CALL
Ready to stop losing mortgage leads?
Give every new inquiry a consistent answer and a configured next step.
Your setup stays yours to review before it answers real calls.