Built for Mortgage Teams
Power dialer + loan pipeline + consent and calling-hour checks + AI QA — built for mortgage teams doing outbound purchase and refinance prospecting.
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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
Built specifically for Mortgage Teams
Consent, DNC list and calling-hour checks in the borrower’s local time on every dial. Every call recorded for review.
Power dialer for purchase prospect lists, refinance outreach, and realtor partner cultivation. Local presence dialing. Pre-approved voicemail scripts.
Track prospects from first call through prequalification, application, processing, and close. Stage-based pipeline with automated follow-up reminders and sequences.
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.
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
ScaleOps BPO provides pre-trained, niche-experienced 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.
Request access · Onboarding done for you