FAQ
What are automated follow-ups and redials?
They are scheduled call attempts and reminders made by the system after the first call. The goal is to reach leads who did not answer or were not ready to talk yet.
How can automated redials help mortgage loan providers?
They keep trying leads at planned times, so fewer leads are forgotten. This can increase real conversations and applications over time.
How often should the system redial a missed lead?
You can set a sequence, for example several times on day one, then a few more attempts over the next days. The exact plan depends on your sales process and local rules.
Can I choose different follow-up rules for hot and cold leads?
Yes. You can tag leads by priority and set different schedules. For example, hot leads get more frequent calls and reminders than older or low-priority leads.
How does this work with Speed To Lead?
Speed To Lead makes the first call soon after a form is submitted. Automated follow-ups then handle later attempts if the first call does not connect or the lead asks to talk later.
Can the AI Agent handle follow-up calls for me?
Yes. The AI Agent can call back leads, ask simple questions, confirm interest, and book a time with a human loan officer when the lead is ready.
Can I pause or stop follow-ups for a specific lead?
Yes. You can stop future calls for any lead, for example if they are not interested or asked not to be contacted again.
How do I know which follow-ups are working best?
You can review basic reports, such as how many follow-up calls were answered and how many turned into appointments or applications. Then you can adjust your schedule based on results.