Rate shoppers call five loan officers before lunch.
A rate shopper calls five loan officers in one afternoon. Whoever answers first is the one they remember.
FROM $97 SETUP · $97/MO · NO CONTRACT · YOUR NUMBER STAYS YOURS
Recorded demo. Clearpath Home Loans is an example business.
Features
What Marc handles for Mortgage & Finance.
Marc is trained specifically for your industry's terminology, caller scenarios, and scheduling needs. Not generic. Not approximate. Built for what your phone actually sounds like.
Rate Inquiry Handling
Marc answers rate questions professionally, collects the borrower's scenario — loan amount, property type, credit range, timeline — and gets a consultation scheduled before the prospect calls the next LO.
Loan Officer Calendar Booking
Marc books consultations directly into your loan officers' calendars based on real availability. Prospects get a scheduled time instead of a callback that arrives after they've locked with a competitor.
Compliance-Aware Conversations
Marc stays within compliant limits — collecting scenario details and scheduling consults without making regulated rate quotes or disclosures that belong with your licensed LOs.
Speed-to-Answer Advantage
In mortgage, first contact wins the relationship. Marc answers in 9 seconds — before the borrower finishes dialing the next company on their list.
Refinance Lead Capture
Rate-and-term refi inquiries get handled with the same urgency as purchase leads. Marc identifies the borrower's situation and gets the right LO on the calendar before the rate window closes.
After-Hours Pre-Qual Capture
The 9 PM 'should I refinance?' call is one of your best leads. Marc captures it, collects the scenario, and has the borrower expecting a call from your team in the morning.
Mortgage & Finance results
Answer before the rate shopper dials the next LO.
Mortgage borrowers comparison-shop aggressively. A rate shopper who calls five lenders in an afternoon remembers the first one who answered clearly and made them feel helped — not the one who left the most polished voicemail. Marc answers in 9 seconds, collects the borrower's scenario professionally, and gets a consultation on the calendar before they've dialed the next number.
From purchase leads to refinance inquiries, Marc captures every call your team can't cover — evenings, busy call days, and the unexpected surge around rate movements — and delivers qualified, scheduled prospects to your LOs.
9s
Answer time — before the rate shopper calls the next lender
5x
Lenders the avg. borrower contacts before choosing
24/7
Coverage — including after-hours rate-watch inquiries
Customer results
Real businesses. Real calls. Real results.
Not from a focus group. From owners who were losing calls before last month.
I was missing 4 to 6 calls a day. In the first week Marc answered 47 calls while I was on jobs. I landed 11 of them. The setup was done before lunch.
Carlos V.
Vega Plumbing · Austin, TX
My front desk used to dread Mondays. Now they come in to a full schedule that booked itself over the weekend. We stopped missing after-hours calls completely.
Dr. Sarah M.
Brightline Dental · Dallas, TX
Clients call at 11 PM after accidents. Marc gets their info, tells them someone will call back, and they stay. Before this, they just went to the next firm on Google.
James C.
Calloway & Reed Law · San Antonio, TX
Businesses in 12 industries
No contract required
Live inside one business day
What else were you going to do?
Every option for covering your phones, side by side.
| SmoothOperator | In-house receptionist | Voicemail | Answering service | |
|---|---|---|---|---|
| Answers 24/7 | Yes | Business hours only | Records only | Yes |
| Answers on the first ring | Every time | One call at a time | Never | Hold queues happen |
| Books appointments | Into your calendar | Yes | No | Rarely |
| Filters spam & sales calls | Built in | Takes their time | You hear all of it | You pay per call |
| Texts you every call summary | Automatically | If they write it down | No | Usually extra |
| Speaks 30+ languages | Yes | No | No | Limited |
| Cost | From $97 setup + $97/mo | $2,500+/mo | Free — costs you customers | $100–300/mo + per-call |
Costs less than the customer you just missed.
Two plans. No hidden minutes, no surprise overage. Higher call volumes are quoted before you pay anything.
Essential
Everything you need to stop losing calls.
+ $97 setup · billed once
- Every call answered in your business's name, 24/7
- Appointment booking into your calendar
- Lead capture: name, number, and what they need
- Spam and robocall filtering
- A text summary after every call
- Urgent-call routing to your cell
- 30+ languages, switched automatically
- Works with your existing number and phones
Pro
For businesses that want it dialed in and hands-off.
+ $297 setup · billed once
- Everything in Essential
- Custom cloned voice — sounds like your team, not a bot
- Automated callbacks at the customer's requested time
- Priority setup — live same day
- Multiple locations, one receptionist
- Direct line to a human for script changes
Fair questions. Plain answers.
Can it handle rate inquiries and pre-qualification questions?
Yes. Marc answers general rate questions, collects the borrower's scenario, and schedules a follow-up call with your loan officers — so you're speaking to qualified, engaged prospects instead of cold inbound calls.
Does it schedule consultations with specific loan officers?
Yes. Marc books directly into your loan officers' calendars based on real availability. Prospects get a scheduled time instead of a callback that may come after they've already locked with a competitor.
What about compliance — can it handle calls properly?
Marc is trained to stay within compliant limits: it collects contact information and basic scenario details, but defers specific rate quotes and regulated disclosures to your licensed loan officers. No compliance exposure, no promises it shouldn't make.
Will callers know it's AI?
It doesn't pretend to be a person. It answers professionally in your business's name and gets straight to helping. What callers actually hate is ringing, hold music, and voicemail — an instant, useful answer is what they remember.
Do I keep my phone number?
Yes. Your number stays yours, with your carrier. You forward calls to us — everything, or only what you miss. Turn the forwarding off and you're back to normal in minutes.
How fast can it go live?
Usually within one business day. We build and test your receptionist before it answers a real caller, so day one sounds like week ten.
What happens to my calls?
Answered, handled, and summarized. You get a text after every one: who called, what they wanted, what happened. Urgent calls route straight to your cell. Spam never reaches you.
Can it actually book appointments?
Yes — into your real calendar, against your real availability. It handles reschedules and answers common questions about your services, hours, and pricing.
What if I cancel?
You stop paying, we stop answering, you turn off the forwarding. No contract, no cancellation fee, no retention specialist.
What's included at each price?
Essential ($97 setup + $97/mo) covers everything most businesses need: every call answered, appointments booked, spam filtered, a text summary after each call. Pro ($297 setup + $297/mo) adds a custom cloned voice, automated callbacks, priority same-day setup, and support for multiple locations. Both are flat monthly pricing — no per-call fees, no usage surprises.
Do you sell my data?
No. We don't sell, share, or monetize your information or your callers' information. Your call logs exist to serve your business and nobody else.
Your next customer is about to call. Who’s answering?
Call the demo line and hear it work. Or start now and have it live by tomorrow.
QUESTIONS FIRST? HELLO@GETSMOOTHOPERATOR.COM