Speed to lead, on autopilot
A form fill or Facebook lead starts a workflow that calls or texts the borrower before they talk to another lender. Track shows your median response time.
Call every rate lead in seconds
For loan officers, brokers and lenders. A new form or Facebook lead triggers an AI call or text right away, qualifies the borrower and books time with a loan officer.
From $99 a month. Billed monthly, cancel any time.
Speed to lead: from form fill to AI call in seconds
A form or Facebook lead triggers an AI call or text, it books on your calendar, and a dashboard tracks your response time.
For mortgages
What it does for you
One platform answers, books, follows up and keeps the record, so nothing depends on someone being free to pick up.
Qualify the borrower
Purpose, price range, timeline and credit basics are asked in order, and qualified borrowers go straight to a loan officer.
Fill loan officers' calendars
The AI books into each loan officer's calendar, with round robin across the team and the call transcript on the contact.
Chase documents and wake old leads
Workflows text, email and call for missing conditions. Calling campaigns work through old pre-approval lists and file every outcome.
How it works
Live in three steps
Connect your lead sources
StrideOps forms and funnels, Facebook lead forms, or contacts synced from your existing CRM.
Build the follow-up once
AI call first, a text if there is no answer, a wait, then another try. Or describe it and the AI builds the workflow.
Watch response time drop
Every call, text and booking lands on the contact, and Track reports how fast each lead heard from you.
How fast can it call a new mortgage lead?
The workflow starts the moment the lead arrives, so the AI call or text goes out right away. Track shows your median response time.
Can it text as well as call?
Yes. AI text agents reply, answer questions from your knowledge base and book appointments. A borrower can ask by text to be called and the voice agent rings them.
What about leads that went cold months ago?
Load them into a calling campaign. The AI calls inside your calling hours, retries no-answers, drops voicemails and files an outcome on every contact.
Does it work with Follow Up Boss?
Yes. StrideOps syncs two ways with Follow Up Boss, HubSpot and GoHighLevel, so your team can keep working where they are.