AI Mortgage Refinance Qualifier
AI
Drive more mortgage refinance business in Baton Rouge & South Louisiana with our intelligent, human-like cold-calling AI agent. With mortgage interest rates finally declining, now is the perfect time to let our AI agent call 1,000 of your mortgage clients per month to inquire about refinancing.
At JY Sites, we build AI automation tools that don’t just reduce workload — they help you grow faster. Our Baton Rouge-based business automation services are designed to handle routine tasks, qualify leads, and improve your customer experience — all while your human team focuses on what matters most.
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Cold Calling at Scale
Automate outreach to thousands of existing borrowers on your schedule, without adding staff -
Natural, Conversational AI
Engage homeowner with personalized scripts, answers questions in real time, and builds rapport. -
Hyper-Local Expertise
Trained on Louisiana mortgage regulations, local refinance rates, and Baton Rouge market nuances. -
Seamless Warm Lead Handoff
When a borrower shows strong interest, the AI agent instantly transfers the call to your in-office specialists, or schedules a callback. -
Compliance and Security
Built in compliance checks to ensure every interaction meets federal and state guidelines. All call recordings, transcripts, and data are encrypted both in transit and at rest.
- Dynamic scripting uses real time borrower data to personalize conversation
Objection handling to overcome common refinance concerns with scripted, compliant responses.
Mark contacts as DNC or unreachable to comply with federal regulations
Lead scoring and segmentation automation
Automatic Lead Logging: Creates or updates borrower records in your CRM.
Instant Appointment Booking: Syncs with Google/Outlook Calendar to set calls or in-person consultations.
Live Dashboard: Monitor call volumes, contact rates, and qualification scores by region.
Transcripts & Sentiment Analysis: Review call transcripts with AI-powered tone detection to optimize scripts.
A branded caller ID builds trust and establishes credibility with the contact
Answer rate increases by 24%
Contact rates go up by 52%
100% decrease in spam labels
Your Louisiana AI mortgage refinance agent can operate and call any parish of the state.
Have multiple offices in different states? No problem! Our mortgage refinance AI service is scalable to handle as your call volume. We will clone and build an agent for each state for maximum coverage.
- Reduce human workload by up to 70%s
- Increase lead conversions without adding staff
- Scalable infrastructure with low overhead
- 24/7 support and customer engagement
- Automate scheduling, follow-ups, and responses
- Seamless Integration
Every lead, message, and booking goes straight into your pipeline. No lead gets lost. No message goes unread.
You can track:
- Lead sources
- Appointment Bookings
- Conversion analytics
- Ongoing nurture campaigns
