Reach the customers you are already paying for.
AIVI calls new leads in three seconds and keeps following up by text and email. If someone does not pick up, AIVI tries again at a different time, on a different channel.
See lead responseAI AGENTS. HUMAN RELATIONSHIPS.
Close more of the leads you already buy.
AIVI answers, qualifies, follows up and handles the admin, then puts your team on the phone with the record open.
- 01Respond and qualify
- 02Automate Routine Work
- 03Score and coach
- 04Train and approve
The numbers
3 seconds to first call · +25–30% contact-rate lift on leads you already pay for.
Customers using AIVI
GuarantormyloanMy Financial BrokerFreezeMyDebt
The first response
By the time your team picks up, the lead is qualified.
AIVI asks your qualifying questions and hands over the live call with the record open and everything already saved. Anything that needs a licensed person, including pricing, terms and advice, stays with your team.
See lead response3 secondsFrom new lead to ringing
+25–30%Contact-rate lift on leads you already pay for.
Without AIVI, we would have needed 6 more salespeople.
- Finance
- Mortgage lending
- Insurance
- Debt resolution
What AIVI does
What AIVI handles.
Explore the platformAnswer your customers with the team you have.
AIVI handles the routine questions, including payment dates, document chasing and application updates, and brings your team in when a person is needed.
See customer serviceTake the admin off your team.
AIVI handles the follow-ups, scheduling, notes and CRM updates that eat into the working day.
See routine workSee how every call went.
Every call, human or AI, is graded on the same scorecard, with the transcript and the next step alongside it. Your best people set the standard the agents are held to.
- Coaching while the conversation is happening
- Agents practice against your hardest calls
You stay in control.
Your team approves the questions, the answers and the actions before AIVI speaks to a single customer. If anything changes, it is blocked until you approve it again.
For CRM platforms
Add AI conversations and workflows to your platform.
Bring AI conversations, workflows, live transcripts and call review into your product, with no stack to build. Your brand stays in front, and your customer relationships stay yours.
See how it works in your productThe file
From a new lead to a file your team can review.
AIVI collects the answers, documents and consent, checks them against your requirements and asks for anything missing, so your team picks up a file that is ready.
- Your licensed officer handles rate discussions.
- The same platform supports insurance, debt resolution, home services and contact centers.
01 / 06
AIVI responds
Customer file AIVI working
✓New lead
✓3-second response
✓Qualifying questions ready
Answers, documents and conversation history travel together.
What lending clients say.
Without AIVI, we would have needed 6 more salespeople.
AIVI took our conversion rate from 20% to 50%. Same spend.
50,000 re-engaged. 1,500 qualified. $450K.
- AIVI supported 2,880 more closed deals a year by contacting 2,400 more people per month, cutting lead outreach time by 93%, increasing out-of-office appointment transfers by 68%, and generating a 25% lift in transfers through nurturing.
Annual revenue unlocked
- AIVI unlocked $72M in annual revenue by increasing contact rate 50%, increasing lead-to-close rate 25%, reducing cost per acquisition by 20%, and saving $640K the business would otherwise have spent on additional hires.
We build it around how you already work.
We connect AIVI to your CRM and test the workflow with your team.
- Where your leads come from
- What you ask borrowers
- How work reaches a loan officer
See it call one of your leads.
Give us a test lead and your qualifying questions. We will show you the call, the qualification and the handoff, using your own process.