AI phone agents for financial services
Qualify borrowers, service loans, and re-engage aged leads with natural, compliant conversations — then transfer to a licensed officer the moment it counts.
Backed by industry leaders
AWS StartupsAWS StartupsAWS StartupsAWS StartupsAutomate borrower conversations without losing the human touch
Prequalification
Speed to lead, end to end
- Qualify before you transferScreen mortgage and loan leads against your criteria, then hand only qualified borrowers to a licensed officer.
- Live transfer for high intentConnect high-intent prospects to the right representative in real time, with context attached.
- Sync answers to your CRMCapture and log borrower responses automatically — no manual data entry.
Customer support
Loan servicing and inbound support
- Answer loan and payment questionsHelp borrowers with application status, servicing, and payment details around the clock.
- Keep your knowledge base in syncDraw answers from your policy documents and keep them current automatically.
- Handle documentation queriesGive borrowers real-time status and document requirements without a callback.
Outbound
Re-engage aged leads at scale
- Batch outbound to past prospectsRe-engage borrowers who went cold with automated, natural outreach.
- Voicemail and SMS follow-upLeave a voicemail or text automatically when a call goes unanswered.
- Automated nurture sequencesMove prospects through the funnel with smart follow-ups and clean handovers.
Fits your loan and CRM stack
Movoice connects with the loan origination systems and CRMs financial teams already run on.
Need custom implementation support? Talk to our team →
Cut call-handling costs without cutting quality
Scalable voice agents at a fraction of the cost of staffing, so your team is free for higher-value work.
Pay as you go
$0 to start.
- Usage-based per-minute pricing — pay only for what you use.
- Free minutes to evaluate on your own calls.
- Concurrent calls included.
- Connect your first knowledge base free.
Enterprise plan
For teams with volume, data, or deployment requirements.
- White-glove onboarding for your use case.
- Dedicated solution-engineering support.
- Custom pricing and concurrency to match your volume.
Questions & answers
Movoice screens borrowers against your criteria in real time, asks qualifying questions, and transfers only those who meet requirements to a licensed officer — improving speed to lead and lifting conversion without adding staff.