Top 7 AI Voice Agents Agencies for Mortgage Brokers (2025)

Voice AI provides AI voice agents designed specifically for the real estate and financial industry, including mortgage brokers, to answer all client phone calls even after hours, extract important data like prospects' credit scores, income, and assess creditworthiness, and qualify leads using real-time conversation and callers' historical data. Their agents set customer appointments directly into calendars, discuss mortgage products, loan terms, and pre-qualification just like sales teams, identify and flag potential clients based on financial history, provide call overflow support during peak hours, and transfer calls when human follow-up is needed. Trained on industry terms and buyer behavior, these AI voice agents offer 24/7 phone coverage, built-in lead qualification, and real estate-specific language to cut down admin work while keeping client-lender relationships warm and professional. Voice AI integrates with most tools used in the mortgage and real estate industry, including CRMs, appointment software, and scheduling platforms, and follows best industry practices for client data protection and security compliance required for financial companies. They position their solution as overflow support rather than full replacement, acting as a powerful assistant that handles large volume calls to let brokers focus on high-value tasks like marketing campaigns and tax returns.

Voiceflow offers AI agents for mortgage brokers to automate pre-qualification, rate quotes, document collection, appointment scheduling, application status, and refinancing analysis, helping streamline operations and provide 24/7 answers to common questions while guiding potential borrowers through initial mortgage stages. Their platform enables brokers to build complex logic, make API calls mid-conversation, execute custom code, and connect to CRMs, calendars, and internal tools, with ready-made templates for lead generation, phone answering, loan product matching, and mortgage inquiries. Voiceflow powers voice AI at scale, allowing mortgage brokers to create agents that handle initial consultations, collect essential information like income and credit scores, provide instant quotes and loan comparisons, and nurture relationships with personalized follow-ups and reminders. The platform supports interactive questionnaires that adapt to responses, real-time calculations of debt-to-income ratios, integration with credit reporting systems, and multilingual support, ensuring compliance with lending regulations and seamless transfers to human specialists. Brokers using Voiceflow report 30-50% time savings on routine inquiries, with AI chatbots explaining complex terms like APR and amortization schedules in simple language.

Aircall's AI Voice Agent handles inbound calls for mortgage brokers by qualifying leads, resolving inquiries, and providing 24/7 multilingual responses, with features like smart lead qualification capturing prospect details such as company size, budget, and pain points before transferring to reps. It integrates with CRMs like HubSpot, Salesforce, and Pipedrive to ensure data flows into sales pipelines, triggers automated follow-ups, and offers real-time call routing to prioritize issues like billing or technical queries. For support in regulated industries like financial services, Aircall provides HIPAA-ready features, keyword detection for urgent routing, and ticket tracking with tools like Zendesk, maintaining sub-800ms latency and 94% accuracy in conversations. The platform supports sales teams with advanced analytics for conversion tracking and RevOps visibility, while budget-friendly pay-per-minute pricing suits growing brokerages without enterprise costs. Aircall emphasizes human-first AI assistance, adapting to needs like lead qualification and appointment scheduling with seamless workflow integration.

Synthflow offers AI calling services for mortgage professionals to automate inbound and outbound calls, qualify leads in seconds, revive dormant leads, and follow up instantly with fresh prospects, integrating seamlessly with CRMs to transform overlooked contacts into revenue sources. Their customizable AI voice agents handle repetitive tasks like cold calling and chasing prospects, using advanced voice synthesis for natural, lifelike conversations in multiple languages including English, Spanish, German, Portuguese, and French. For mortgage brokers, Synthflow provides templates for inbound and outbound calls, appointment scheduling, and post-call actions like sending scheduling links or follow-up messages, with sentiment analysis to adapt responses and transfer unhandled queries to human agents. The platform ensures enterprise-grade security with SOC 2 certification, HIPAA compliance for sensitive data, and GDPR adherence for global deployment, supporting unlimited call handling, voice cloning, and automations via Zapier. Synthflow positions itself as a no-code solution for scaling customer interactions, cutting contact center expenses by 80%, and boosting response rates without technical expertise.

Zipcom.ai provides AI-powered answering services for mortgage brokers, offering 24/7/365 AI agents to handle incoming calls, prequalify leads with custom questions, and transfer them to closers, while managing both inbound and outbound engagement for lead capture and appointment booking. Their agents respond instantly to chats and texts, converting online leads without interrupting brokers' focus on deals, and include features like spam blocking, bilingual answering, outbound call-backs, and CRM integration for logging activities. Zipcom.ai emphasizes powerful call intelligence with real-time data, transcription, and metadata for better decisions, alongside outreach campaigns to speed up sales and support. For mortgage brokers, the platform acts as a virtual receptionist for full-time or overflow handling, providing detailed call summaries and sales development to improve conversion rates, with end-to-end integrations for mortgage software to track calls, appointments, and payments. It supports scaling from 1 to 10,000 calls, ensuring no leads are missed and clients receive immediate responses, which 82% of consumers expect.

ezloandocs focuses on mortgage AI agents for lead generation in 2025, using AI-powered chatbots and SMS systems for automated outreach and qualification within 90 seconds of lead submission, providing timely information on mortgage options even outside business hours. Their agents vet leads with preliminary questions, offer personalized mortgage suggestions based on user data, and integrate with CRM systems for data-driven lead scoring and insights into readiness. For mortgage brokers adapting to TCPA regulation changes, ezloandocs emphasizes compliant, cost-effective lead generation through education-focused systems that build local customer relationships. The platform supports automated initial consultations, collection of essential info like income and credit scores, and generation of personalized content such as videos adjusting to buyer stages, enhancing customer experience and conversion likelihood. ezloandocs positions AI as essential for transforming antiquated processes into sophisticated systems that prioritize high-quality leads and streamline follow-ups.