With Conversica, finance and mortgage firms improve the quality of leads given to loan originators, so sales teams can close more deals. The virtual sales assistant helps overwhelmed finance and mortgage sales teams engage – and qualify – every inbound marketing lead. You’ll gain more customers through better lead nurturing, lead tracking, lead conversion and sales rep productivity.
Discover your most qualified sales opportunities to originate more loans and credit, more quickly
Sales reps focus on closing deals not chasing leads, saving hundreds of hours a year
Our virtual sales assistant reaches out to every lead and deepens the connection with a human touch
Integrates easily with Salesforce and other CRM systems used in the financial and mortgage industries
AI messages are pre-approved to reflect your brand in every communication
Email conversations between the AI and each lead are saved and easily viewed as part of each lead record
LeadsCouncil 2015 Gold LEADER Award for Most Innovative Company in the Mortgage category: “This Gold Innovation award is a true testament to the hard work and dedication Conversica has put into creating a great product.” Michael Ferree, Director, LeadsCouncil
Our 24x7 virtual sales assistant helps finance and mortgage companies engage with prospective borrowers at every step in the lead lifecycle. We’ll help you quickly identify the hot leads that are ready now.
Conversica goes beyond typical outbound marketing campaigns to nurture new inbound leads within minutes of their initial inquiry. We’ll help you to maintain engagement with applicants throughout the application process.
Renew inactive leads with lead nurturing with a human touch. Our virtual sales assistant keeps your firm in front of potential borrowers who may not be in the market now, but could be in the future.
Gain unique insights into the performance of your sales team, including feedback on service and sales follow-through.