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E88: A real AI-powered mortgage check-in call
In this episode of Mortgage Tech Talks, we put AI to the test in a live phone call simulation. We set up an AI assistant to act as a mortgage broker’s team member, following up with a client, and then break down the results.
How natural was the conversation? What can mortgage brokers actually use this technology for today? And what are the risks and future implications as AI-powered calls become more common?
Tune in to hear the full call, my breakdown, and the opportunities—and challenges—AI phone calls present for the mortgage industry.
Timestamps:
00:00 – Intro: Setting up the AI phone call
01:05 – Why this experiment matters for mortgage brokers
01:25 – Building the AI assistant (tools + setup)
02:48 – How the AI call works (voice & prompt setup)
03:45 – The call script and goals explained
05:29 – Live AI phone call demo
07:16 – Immediate takeaways from the conversation
08:18 – What AI can do well (and what it can’t)
09:21 – The importance of “specific knowledge” in brokering
11:07 – Efficiency gains for brokers using AI assistants
12:03 – Potential downsides: will calls get commoditized?
13:31 – The future of communication (calls, texts, proof of humanity)
17:12 – Blockchain, identity, and trust in calls
18:29 – Social networks as the new trust system
19:37 – Final thoughts + what’s next for brokers
If you’re a mortgage broker, lender, or financial professional looking to understand how AI will impact your business, this episode is for you.
👉 Don’t forget to like, subscribe, and comment below with your thoughts on AI-powered calls. Do you see this as the future—or a problem waiting to happen?
View all episodes
By Tom HallIn this episode of Mortgage Tech Talks, we put AI to the test in a live phone call simulation. We set up an AI assistant to act as a mortgage broker’s team member, following up with a client, and then break down the results.
How natural was the conversation? What can mortgage brokers actually use this technology for today? And what are the risks and future implications as AI-powered calls become more common?
Tune in to hear the full call, my breakdown, and the opportunities—and challenges—AI phone calls present for the mortgage industry.
Timestamps:
00:00 – Intro: Setting up the AI phone call
01:05 – Why this experiment matters for mortgage brokers
01:25 – Building the AI assistant (tools + setup)
02:48 – How the AI call works (voice & prompt setup)
03:45 – The call script and goals explained
05:29 – Live AI phone call demo
07:16 – Immediate takeaways from the conversation
08:18 – What AI can do well (and what it can’t)
09:21 – The importance of “specific knowledge” in brokering
11:07 – Efficiency gains for brokers using AI assistants
12:03 – Potential downsides: will calls get commoditized?
13:31 – The future of communication (calls, texts, proof of humanity)
17:12 – Blockchain, identity, and trust in calls
18:29 – Social networks as the new trust system
19:37 – Final thoughts + what’s next for brokers
If you’re a mortgage broker, lender, or financial professional looking to understand how AI will impact your business, this episode is for you.
👉 Don’t forget to like, subscribe, and comment below with your thoughts on AI-powered calls. Do you see this as the future—or a problem waiting to happen?
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