Built for Mortgage Teams

OPSYNC for Mortgage: AI-Powered Mortgage Loan Officer Operations

Power dialer + loan pipeline + TCPA compliance + AI QA — built for mortgage teams doing outbound purchase and refinance prospecting.

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15
Stages, new lead to funded
TRID
Disclosure timing audited daily
8
Preset KPIs incl. pull-through, fallout
20
Vertical templates, mortgage among them

The problems Mortgage Teams teams face every day

Sound familiar?

TCPA exposure from dialing cell phones without proper consent management

No systematic follow-up process for leads that go dark after initial contact

Loan officers spending time on manual dialing instead of consultative selling

No insight into which rate and program discussions convert to applications

Compliance risk from loan officers making rate representations on unrecorded calls

How OPSYNC solves them

Built specifically for Mortgage Teams

TCPA Compliance Engine

Cell phone detection and consent management on every dial. Calling-hour enforcement by borrower location. DNC scrubbing (federal, state, and internal). Every call recorded for compliance.

Mortgage Prospecting Dialer

Power dialer for purchase prospect lists, refinance outreach, and realtor partner cultivation. Local presence dialing. Pre-approved voicemail scripts.

Loan Pipeline Management

Track prospects from first call through prequalification, application, processing, and close. Stage-based pipeline with automated follow-up reminders and sequences.

Call Recording + AI QA

Calls are recorded for compliance, and AI QA scores every connected call for RESPA disclosure compliance, rate representation accuracy, and required disclosures. Violations flagged automatically.

Cell numbers are flagged before the dial rather than after the complaint, calling windows follow the borrower’s own time zone, and the TRID audit runs daily against every active loan file. The controls are enforced in the product — whether your programme is compliant still depends on your consent records and how your team behaves on the call.

One platform that replaces your entire stack

Velocify / ICE Mortgage

Separate compliance recording tools

Manual DNC scrubbing

Spreadsheet-based pipeline tracking

Replaced by one OPSYNC subscription — contact us for pricing

OPSYNC + ScaleOps BPO

Don't have a mortgage teams team? We'll provide one.

ScaleOps BPO provides pre-trained, niche-experienced, OPSYNC-certified agents for mortgage teams operations — all based in Kosovo and very close to native English. Launch your campaign in 7 days — no hiring, no training, no headcount overhead.

Kosovo-based, niche-experienced
Very close to native English
Launch in 7 days
Scale weekly, cancel anytime
Full visibility in your OPSYNC

Ready to replace
your entire ops stack?

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Request access · Onboarding done for you