Can AI call screening differentiate purchase from refinance callers?

Yes. Pitchit captures borrower intent early and branches into purchase timelines or refinance loan terms accordingly.

Is Pitchit AI call screening SOC 2 compliant for handling borrower financial data?

Yes. Pitchit maintains enterprise-grade SOC 2 Type II compliance to ensure secure financial data handling.

Can AI call screening book pre-approval calls on loan officer calendars?

Yes. Pitchit integrates natively with Google Calendar, Outlook, and CRM platforms to schedule pre-approval calls.

AI Call Screening For Mortgage Lenders

Screen rate-shopping callers 24/7. Determine purchase vs. refinance intent, gather borrower criteria, and route pre-qualified applicants.

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SOC 2 Type II Certified Protection

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TCPA Compliant Safe Outreach Architecture

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HIPAA Type II Encrypted Data Standards

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256-Bit SSL End-to-End Encryption

AI call screening for mortgage lenders is an automated qualification phone system. It engages rate-shopping callers 24/7, determines purchase vs. refinance intent, gathers borrower criteria, and routes pre-qualified applicants to loan officers.

Why mortgage lenders lose $75,000+ in lost loan originations. Rate-shopping callers abandon applications if put on hold or sent to voicemail.

$12T

US Mortgage Market

Source: Fed Data

57%

Uncontacted Rate Leads

Source: Lender Metrics

$4,500

Avg. Origination Revenue

Source: Industry Average

86%

Apply First Responder

Source: Sales Metrics

How does AI call screening qualify purchase vs. refinance intent?

Pitchit’s AI call screening engages new rate callers in under 5 seconds, gathering purchase timelines or current refinance terms conversationally.

How does automated call screening live-transfer pre-qualified applicants?

Pre-qualified borrowers meeting loan criteria are live-transferred directly to available loan officers or scheduled for consultation calls. Pitchit maintains SOC 2 Type II compliance.

AI Call Screening Agent Builder for Mortgage Lenders

Zero Code. Zero Prompting.

Watch how easy it is to customize your AI call screening agent for Mortgage Lenders. From Setup to Live Campaigns in Under 5 Minutes.

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Why mortgage lenders lose $75,000+ in lost loan originations. Rate-shopping callers abandon applications if put on hold or sent to voicemail.

$12T

US Mortgage Market

Source: Fed Data

57%

Uncontacted Rate Leads

Source: Lender Metrics

$4,500

Avg. Origination Revenue

Source: Industry Average

86%

Apply First Responder

Source: Sales Metrics

How does AI call screening qualify purchase vs. refinance intent?

Pitchit’s AI call screening engages new rate callers in under 5 seconds, gathering purchase timelines or current refinance terms conversationally.

How does automated call screening live-transfer pre-qualified applicants?

Pre-qualified borrowers meeting loan criteria are live-transferred directly to available loan officers or scheduled for consultation calls. Pitchit maintains SOC 2 Type II compliance.

Live AI Audio Samples

Hear How Pitchit Sounds in Action

Listen to real 1-2min call handling examples, built using Pitchit, across emergency dispatch, lead qualification, and instant scheduling.

2 AM After-Hours Call

Furnace Failure & Emergency Tech Dispatch

Pitchit triages a broken hvac/no-heat emergency, collects furnace brand details, and schedules the callback with the on-call technician.

Interactive ROI Dashboard

Calculate Your True Net Profit Increase with Pitchit

Plug revenue leaks from missed calls and delayed follow-ups, cut front-desk overhead, and calculate your exact monthly net profit after software costs.

Monthly Inbound Conversations / Leads 150

Avg. Job / Lead Value $2,500

Est. Missed/After-Hours Calls 15%

Slow-Response / Uncontacted Web Leads 25/mo

Full-Time Call Staff 2 Reps

Answering Service Fees $800/mo

Recommended Plan Starter Plan ($149/mo)

Recovered +$32,500

Overhead Saved +$5,460

Est. Net ROI 25,376%

Net Monthly Profit

$37,811

net gain after Pitchit plan cost

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How Your True Net Profit Is Calculated

Based on industry benchmarks

1. Missed Call Win-Back:

(Inbound Calls × Missed %) × Job Value × 30% baseline conversion rate for immediate 24/7 AI response.

2. Speed-to-Lead Win-Back:

Uncontacted Web Leads × Job Value × 25% conversion rate achieved by placing 5-second outbound AI calls.

3. Operational Overhead Saved:

((Staff Reps × $3,500/mo avg salary) + Answering Fees) × 70% automated workload reduction.

4. Dynamic Enterprise Bracket:

Standard tiers (Starter $149, Growth $349, Pro $599). Enterprise volume uses a $599 Pro base + $0.15/lead for all volume above 2,000.

Side-by-Side Comparison

Why Home Service Businesses Are Switching to Pitchit

See how Pitchit compares to traditional answering services and offshore virtual assistants.

Operational Feature	Answering Service	Offshore VA	✓ Recommended Pitchit 24/7 AI
Speed to Answer	3–5 Rings (Hold Times)	Varies (Shift Dependent)	Under 1 Ring (Instant)
Trade & Industry Logic	Generic Scripts Only	Requires Months Training	Pre-Trained Vertical Logic
Direct CRM & Board Booking	Takes Messages Only	Manual Entry	Instant Real-Time Sync
Proactive Outbound Calls	None (Inbound Only)	Slow Response Times	Instant & Automated
Call Capacity & Scalability	Per-Minute Surcharges	1 Call at a Time	Infinite Concurrent Calls
Transcripts & CRM Dispositions	Basic Email Alerts	Variable Human Quality	100% Accurate & Automatic

End-to-End Inbound & Outbound AI Workflows

From First Touch to System of Record

Whether answering inbound calls or triggering proactive outbound outreach, Pitchit drives every lead to resolution.

1. Engagement

Inbound & Outbound Customer Experiences

Pitchit answers inbound calls 24/7, conducts outreach to a list of customers, or instantly initiates proactive outbound calls & SMS for web leads, quote follow-ups, and reminders.

2. Trade AI

Qualifies Intent & Urgency

Applies conditional logic: captures customer information, surveys to understand intent, handles FAQ and objections.

3. Outcome

Transfers or Books Slot

Live-transfers qualified leads directly to open sales reps—or books appointments straight onto dispatch boards and calendars 24/7.

4. System Sync

Documents & Dispositions

Pitchit logs transcripts, audio recordings, collected data, and call disposition codes directly into your FSM, CRM, or ERP.

Fully Automated Inbound AI Agents

Complete Inbound Call & Intake Coverage

From answering late-night emergency requests to screening inbound callers and dispatching technicians, Pitchit manages every inbound customer touchpoint.

Inbound Reception

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Capture Every Incoming Lead

Never lose another customer to hold times or voicemail. Pitchit answers instantly and executes complex trade logic in real time.

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24/7 After-Hours & Overflow Handling Answers calls on the first ring when lines are busy or offices are closed.
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Emergency Triage & On-Call Dispatch Assesses leak/failure severity and immediately routes urgent tickets to technicians.
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Live Hot-Lead Transfers Patches high-intent commercial prospects directly to available sales reps.
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Real-Time Dispatch Board Booking Places service appointments straight onto your CRM or FSM calendar.

Smart Call Screening

🛡️

Filter Out Zero-Value Calls

Protect your dispatchers and sales reps by vetting inbound inquiries automatically before handing off live calls.

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Spam & Solicitor Filtering Blocks robo-calls and vendor solicitations from ever reaching your office phones.
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Custom Qualification Logic Surveys callers on job type, budget, and timeline to confirm ideal service fit.
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Built-In Conditional Qualification Applies custom rules directly within the playbook to qualify leads without complex integrations or code.
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Automated Triage & Activity Logging Dispositions every interaction, tags intent, and logs transcripts and call summaries directly into your system.

Ecosystem Compatibility

Plugs Directly into 9,000+ Apps

No manual data entry. Pitchit reads schedule availability and writes booked jobs directly to your software ecosystem.

Platform / Software	Category	Integration Type	Pitchit AI Action
ServiceTitan / Jobber / Housecall Pro	Field Service Management (FSM)	Zapier, ViaSocket & Webhooks	Pushes job details, customer records, and booked slots directly to your board.
HubSpot / Salesforce / Zoho	CRM & Pipeline Management	Zapier, ViaSocket & Webhooks	Creates contact records, logs call audio transcripts, and updates pipeline stages.
Google Calendar / Outlook	Team Calendars	Native Integration	Checks real-time availability and places sales/estimator appointments seamlessly.
Gmail / Outlook Email	Email Communications	Native Integration	Engages prospects, sends booking confirmations, follow-ups, and qualifies leads directly via email.
WhatsApp Business	Messaging & Chat	Native Integration	Engages prospects, qualifies leads, and sends automated reminders via WhatsApp.
Twilio / Infobip	Telephony & Infrastructure	Native Integration	Powers ultra-low-latency voice calls and omnichannel SMS messaging natively.
REST API / Custom Endpoints	Developer Workflows	Direct REST API	Allows custom data payloads, internal database updates, and proprietary system triggers.

Simple, Predictable Plans

Scale Your Operations, Not Your Overhead

Choose the right capacity for your team. Month-to-month billing, cancel anytime.

Starter

$149 / mo

✓ Up to 400 customer conversations per month
✓ All channels (voice, sms, email, whatsapp)
✓ 6,000+ integrations
✓ Inbound and Outbound
✓ Agent Builder
✓ Integration support
✓ 100% AI-powered conversations

Growth

$349 / mo

✓ Everything in Starter
✓ Up to 1,000 customer conversations per month
✓ Volume discount

Pro

$599 / mo

✓ Everything in Growth
✓ Up to 2,000 customer conversations per month
✓ Volume discount

Enterprise

Custom

✓ Custom SLAs
✓ Unlimited customer conversations
✓ Wholesale volume discount
✓ SOC2 compliant
✓ HIPAA compliant
✓ Dedicated account manager
✓ White glove onboarding

Book Demo

Ready to Scale Your Operation?

Schedule a demo and we'll show you how to quickly build, test, and install Pitchit AI straight into your business.

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