Vociply
Voice AI for Loan Applications

AI-powered loan application calls

Voice agents that pre-qualify borrowers, collect application data, and answer lending questions. Speed up origination without growing your loan officer team.

Live in minutes · No card required · See pricing

LOAN APPLICATIONS · SEQUENCE
LIVE
  1. 00:00Borrower inquiresInbound call or lead form triggers the AI agent. The borrower gets a call within minutes.
  2. 00:06Agent pre-qualifiesCollects income, employment, credit range, loan amount, and property type. Structured dat…
  3. 00:41Qualified borrowers routedPre-qualified borrowers are warm-transferred to a loan officer with full application data…
Setup

How it works

01

Borrower inquires

Inbound call or lead form triggers the AI agent. The borrower gets a call within minutes.

02

Agent pre-qualifies

Collects income, employment, credit range, loan amount, and property type. Structured data pushed to your LOS.

03

Qualified borrowers routed

Pre-qualified borrowers are warm-transferred to a loan officer with full application data ready.

Why automate it

What changes when the phone answers itself.

Faster pre-qualification

Borrowers get pre-qualified in one phone call instead of waiting for email back-and-forth.

Higher conversion

Speed-to-lead matters in lending. Calling back in 60 seconds vs 24 hours dramatically improves conversion.

Consistent data collection

Every application captures the same required fields. No missing data, no re-calls for forgotten questions.

Who uses it

One capability.
Every industry that answers a phone.

01Mortgage
02Auto lending
03Personal loans
04Small business lending
05Fintech
06Credit unions
Integrations

Connected to
your whole stack.

Services your agents can read from and write to while a call is running.

See every integration

Integrates with Dynamics 365, Salesforce, HubSpot, Zoho, Meta Lead Ads, Google Calendar, Outlook, Gmail, Google Sheets, Slack, WooCommerce, Shopify, n8n, Business Central.

Workflow automation

The call is the trigger.
Your systems do the rest.

An agent that only talks leaves the work for someone else. Vociply writes the record, books the slot, raises the order and fires your own workflows — during the call, not after it.

  • CRM

    Every call writes itself into Salesforce, HubSpot, Zoho or Dynamics.

  • Calendar

    Real availability, booked live, with the invite sent before the call ends.

  • Commerce

    Order status, stock and phone orders from Shopify or WooCommerce.

  • Anything else

    Trigger an n8n workflow mid-call and use what it returns.

Questions about loan applications

Does it integrate with our LOS?

Yes. Encompass, Calyx, LendingPad, and custom LOS systems via API.

Is it compliant with lending regulations?

Yes. Configurable compliance scripts for TILA, RESPA, ECOA, and HMDA. Adverse action scripts included.

Can it handle rate quotes?

Yes. Pull current rates from your system and present options based on the borrower's profile.

Put loan applications on autopilot.

Build an agent, give it a number, and take a real call today. Nothing to install, and you can hear it working before you decide anything.