Fund more loans,
win the rate-shopper every time.
Every rate request gets answered in seconds and worked into a funded loan, so your pipeline never goes cold. Agents that pick up, qualify the borrower, chase documents, and book the call across voice, WhatsApp, SMS, and email, even at 11pm. Your loan officers spend their day with ready borrowers, not chasing dead leads.
From “what’s your rate?” to a booked pre-approval call in 90 seconds.
A rate-shopper becomes a pre-approval call before a rival lender calls back. The agent fields the inquiry, qualifies the borrower, collects documents, and only escalates the files ready to move, working inside Encompass, Blend, Floify, nCino, or your own CRM.
Request a rate
The rate-shopper signs with
whoever calls back first.
Every minute a borrower waits, they are on the phone with another lender. These are the industry's own numbers: mortgage leads are expensive, perishable, and won in the first few minutes after the form is submitted.
A call center & a lead queue
vs. a Kaigen agent.
Already where your
loan officers work.
Every booked call and collected document lands in your origination stack, no rip-and-replace. Native sync to Encompass, Blend, Floify, and nCino. Lead routing from LendingTree and BankBazaar. CRM sync to Salesforce and HubSpot. Webhook plus REST for everything else.
Things lenders
ask us first.
Don't see yours? Drop us a line, or have our agent call you back in 30 seconds.
Advice and the rate lock stay with your licensed loan officer. The agent shares your published rate sheet and pre-qualifies the borrower, which we model as automated intake plus rate presentation, with scripted, enforced disclosures on every call. Anything that needs a licensed officer is warm-transferred, and we can supply a compliance memo before any deployment.
It collects them. The agent sends a secure upload link by SMS, follows up across channels until the checklist is complete, and pushes every file straight into your POS and LOS (Blend, Floify, Encompass). Your processors open a complete file instead of chasing paperwork for a week.
That's where most of your funded loans leak away. The agent picks up 24/7, qualifies the borrower, answers rate questions, collects documents, and books the call in your officer's next-available slot. Your team wakes up to booked pre-approval calls instead of a voicemail queue.
Yes, with native two-way sync for Encompass, Blend, Floify, and nCino. Lead source, borrower profile, transcript, documents, and notes all post back, and your existing pipeline stages and tasks stay intact. Nothing changes in how your team already works.
We run it, we do not ship it and walk away. Every call is scored against quality and outcome evals, a human from the Kaigen team stays in the loop on edge cases and anything the agent is unsure of, and what it learns from real borrowers feeds back into weekly tuning. You get an agent that sharpens with use, not a tool that ships once and drifts.
Most lenders go live in 2 to 3 weeks. We start with discovery to understand how your team prices, qualifies, and pre-approves, agree a shared plan, then build, tune, and launch against it. We connect your LOS and CRM, load your rate sheets, qualifying questions, and disclosures, and tune the voice in two passes. You approve every script before a borrower hears it, so the agent sounds like your brand from the first call.