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Suite 150 · AI Engine

One trained brain, five front doors

The AI Engine is a done-for-you AI for mortgage teams: an AI Receptionist for your phone lines and an AI Conversation Desk for website chat, SMS, Facebook Messenger, Instagram DMs and TikTok, trained on your group’s own information and sharing one inbox with your loan officers.

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Tolly the puffin with a headset at the center of the AI Engine
Phone Website chat Messenger & Instagram TikTok SMS

The five channels

Every place borrowers reach out

Answer first: the AI Engine answers the conversations your team can’t get to in time (after hours, during closings, on busy Mondays) and hands every one to a licensed loan officer with a summary.

AI Receptionist

An AI receptionist for loan officers and branches that answers inbound calls day and night, handles general questions about your programs and process, collects the caller’s details and books a licensed loan officer, then sends a call summary to the CRM..

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Website chat

AI website chat for mortgage websites that sits on every company, branch and loan officer page, answers general questions from your approved knowledge, captures the visitor’s details with consent and books the right LO..

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Facebook & Instagram DMs

Conversational AI for Facebook Messenger and Instagram DMs that replies to the messages your posts and ads generate, answers general questions, collects details with consent and books a loan officer, all inside the same CRM inbox as your other channels..

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TikTok messages

For loan officers who teach on TikTok, the AI Engine can reply to direct messages where your TikTok business account’s messaging access allows, answering general questions and moving interested viewers to a booked call..

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SMS

AI SMS for mortgage teams that replies to inbound texts, handles follow-up conversations with people who opted in, books loan officers and logs every message to the contact, with A2P 10DLC registration and opt-out handling built in..

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One Brain, Every Channel: Phone calls, Website chat, Social DMs, Text messages, One shared inbox. Infographic with Tolly the puffin.
One brain, every channel: phone calls, website chat, social DMs and text messages, one shared inbox.

Shared across the suite

One knowledge base, one inbox

Because the AI Engine is a suite module, it isn’t a bot bolted onto one LO’s website. It knows every LO’s calendar, program focus and license states; it routes by your CRM rules; and every conversation sits in the same inbox managers already use.

  • One approved knowledge base for all channels
  • Routing by LO, branch, program or zip code
  • Calls, chats, texts and DMs in one CRM inbox
  • Human handoff in the same thread

How we build it

Done for you, trained on your branch

  1. Stage 1 of 5

    Collect your knowledge

    We gather your website content, program pages, FAQs, hours, locations, LO specialties and the questions your front desk hears most.

  2. Stage 2 of 5

    Write the guardrails

    No rates, approvals or advice; AI disclosure; consent rules; what triggers a human handoff; quiet hours.

  3. Stage 3 of 5

    Compliance review

    Your compliance contact reviews the knowledge base, greetings and templates in the approval queue.

  4. Stage 4 of 5

    Connect channels

    Phone forwarding, website widget, Meta and TikTok access where available, and A2P 10DLC texting registration.

  5. Stage 5 of 5

    Test and go live

    We run test conversations with your team, fix anything that sounds off, then switch it on channel by channel.

AI Engine pricing

Priced per suite, shared by the team

Prices in USD per month, plus a one-time setup to build and approve your knowledge base. Carrier texting fees pass through at cost.

per suite

AI Conversation Desk

$289/mo

Website chat · SMS · Facebook Messenger · Instagram DMs · TikTok (where the account's messaging access allows)

Setup $690 one-time

Choose AI Conversation Desk

per phone line

AI Receptionist

$339/mo

500 minutes included, then $0.21/min

Setup $790 one-time

Choose AI Receptionist

receptionist (1 line) + conversation desk

AI Engine Complete

$529/mo

$449/mo with any Suite plan

Setup $1,190 one-time

Choose AI Engine Complete
AI Engine compared with other ways to answer borrowers
Voicemail + callbacksGeneric chatbotAnswering serviceAI Engine
Answers 24/7 NoYesYesYes
Trained on your programs and LOs NoUsually notScript onlyYes
Books the right LO’s calendar NoRarelySometimesYes
Writes to your CRM pipeline NoNoEmail summaryYes
Phone, chat, SMS and DMs in one inbox NoNoNoYes
Never quotes rates n/aDependsDependsYes
General comparison of approaches, not of named vendors.
What the AI Never Does: No rate quotes, No approvals, No loan advice, Hands off to a human. Infographic with Tolly the puffin.
What the AI never does: no rate quotes, no approvals, no loan advice; it hands off to a human.

Guardrails

Built to stay in its lane

Ask the front desk

Questions about the AI Engine

  1. YouWhat is the AI Engine?
    Funnel Suite team

    The AI Engine is a done-for-you suite module: an AI Receptionist for phone calls and an AI Conversation Desk for website chat, SMS, Facebook Messenger, Instagram DMs and TikTok messages where the account’s messaging access allows. It is trained on your group’s own information and shares one inbox and one CRM with your team.

  2. YouWhat does "trained on your own information" mean?
    Funnel Suite team

    We build a knowledge base from your website, program pages, FAQs, office hours, locations and handoff rules. Your compliance contact approves it before the AI answers anyone. It does not learn from borrowers’ private conversations to answer other borrowers.

  3. YouWill the AI give rate quotes or approvals?
    Funnel Suite team

    Never. It answers general questions, collects details and books a licensed loan officer. Rates, eligibility, approvals and advice always come from your licensed staff.

  4. YouHow is it shared across a team or branch?
    Funnel Suite team

    One AI Engine serves the whole suite. It knows every LO’s calendar and specialties and routes each conversation by your rules, and every conversation lands in the same CRM inbox that managers can see.

  5. YouCan a human take over?
    Funnel Suite team

    At any time. Borrowers can ask for a person, your rules can trigger a handoff, and LOs can jump into any thread from the CRM inbox.

  6. YouHow much does the AI Engine cost?
    Funnel Suite team

    AI Conversation Desk $289/mo per suite; AI Receptionist $339/mo per line with 500 minutes included; AI Engine Complete $529/mo, or $449/mo with any Suite. One-time setup fees apply. Carrier texting fees are passed through at cost.

  7. YouDo callers and chatters know it is an AI?
    Funnel Suite team

    Yes. It introduces itself as an AI assistant and confirms it whenever asked.

  8. YouIs it compliant with TCPA and texting rules?
    Funnel Suite team

    The AI only texts contacts with recorded consent, honors STOP immediately, respects quiet hours and runs on carrier-registered (A2P 10DLC) numbers. Your compliance counsel should review your consent language and process; this is general information, not legal advice.

  9. YouCan we buy the AI Engine without the suite?
    Funnel Suite team

    The AI Engine is a suite module because it relies on the CRM inbox, calendars and routing. It is available on every Suite plan.

  10. YouHow accurate is it?
    Funnel Suite team

    We don’t publish accuracy or lift numbers we haven’t measured on real accounts. Your reporting shows every conversation, booking and handoff, and you can review transcripts anytime.

Hear the AI Engine answer like your branch

We’ll build a sample conversation from your own website on the walkthrough, so you can judge the tone and the guardrails yourself.

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