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Mortgage & Lending · Retell AI, Zapier, Zoho Bigin, ARIVE (LOS), Zoho Campaigns, Gmail

Borrower Lifecycle Automation

Never quiet — From first call to loan anniversary

A mortgage lender had modernized the front of its funnel with AI calling agents (Retell AI) but everything behind the calls was manual — borrower records retyped from the loan system into the CRM, pipeline stages lagging, texts/emails depending on memory, and funded borrowers going silent. We connected the calling agents, loan system (ARIVE LOS), CRM (Zoho Bigin), and email (Zoho Campaigns/Gmail) with Zapier so the whole borrower lifecycle runs itself: the moment an outbound AI call ends the borrower gets a text; inbound calls land as written summaries in the officer's inbox; every borrower syncs into the CRM (fields mapped, matched by email/phone, deduplicated) and is auto-assigned to the right loan officer; eight loan milestones move the CRM pipeline stage in real time; and stage-based email campaigns fire at every step — each signed by the borrower's own officer. After funding the relationship continues with post-close, birthday, anniversary, and holiday emails for years. When one AI dependency hit usage limits we rebuilt on the calling platform's own analysis. Runs in the client's own accounts; identities anonymized.

Built with: Retell AI, Zapier, Zoho Bigin, ARIVE (LOS), Zoho Campaigns, Gmail