Contact strategy, executed.
You are paying for leads you never really reach, and losing the warm ones you do. Connect decides which lead to call, when, from what number, and how many times, runs that plan on every lead without fail, and hands your loan officer a live conversation.
The AI is the machine. Your people are the humans.
Your leads did not get worse. Nobody answers a number they don't know.
A few calls from an unknown number, on a schedule nobody designed, then silence. The borrowers you do reach go cold because the follow-up fell off. That is not a sales problem. Your loan officers never got the conversation.
Everyone else sells the voice. We sell the plan it runs.
Speed to lead is table stakes. The money is in the questions after it: which lead, which attempt, which hour, how long to stay on it, and which conversation deserves a licensed loan officer.
Ten years before the first call
RANK and MATCH have scored and routed leads for consumer direct lenders since 2016. Connect is that same intelligence with a phone attached.
Depth follows lead value
Top-tier leads get more attempts, longer persistence, and the hours they actually answer. Low-value leads stop costing you dials.
Three to four weeks, your baseline
We agree the scorecard in week zero and measure against your own history. If contact rate doesn't move, you lost a month and learned where the leak isn't.
Reached on attempt five, from a number she recognized
- Source
- Rate-shopping aggregator
- Product
- Cash-out refi · CA
- RANK tier
- A (top 15%)
- Planned depth
- 12 attempts / 21 days
- Outcome
- Warm transfer, day 3
- Day 1 9:02:14Lead postsintake
Arrives by lead post. No CRM work needed to start.
- +0.4 sRANK scores it tier ARANK
Worth persistence: plan set to 12 attempts over 21 days.
- +0.9 sAttempt 1, from a local 916 numberLila
No answer. Same number every time, so it becomes familiar.
- Day 1 11:40Attempt 2Lila
Voicemail. Short message, callback number that rings straight back to Lila.
- Day 2 4:55 pmAttempts 3 and 4, late afternoonschedule
Hours chosen from attempt data for this lead type, not a flat dialer rule.
- Day 3 5:32 pmAttempt 5: she picks upLila
“I've seen this number a few times.” Consent, intent, and timing confirmed.
- +1 m 10 sMATCH picks the loan officerMATCH
The available LO most likely to close this borrower, not the next one in rotation.
- +1 m 22 sWarm transfer with contextloan officer
LO greets her by name with the purpose of the call. Lila drops off. Transcript lands in the dashboard.
Don't take our word for it. Call her.
These are the same agents running in production, pointed at a demo lender. Play a borrower. Push back. Ask about rates.
Call Lila now
Pick a scenario and dial. Works from any phone.
Or have Lila call you
Enter your number and she calls within a minute, as if you had just requested a quote.
Every dial, every conversation, every transfer. Same day.
You shouldn't have to ask your vendor what happened to a lead. Your team gets the same dashboard we run the program from.
- Every call with recording and transcript searchable by phone or lead ID
- Attempts per lead against the plan so you can see the schedule actually ran
- Contact, conversation and transfer rates by campaign, source, and caller ID
- Quality and compliance scored on every conversation not a sample
- Flag a call from the dashboard and get an answer the same day
| Time | Lead | Attempt | Outcome | Length | |
|---|---|---|---|---|---|
| 4:12 pm | …0142 | 6 of 12 | Transferred | 3:41 | Transcript |
| 4:09 pm | …0177 | 2 of 8 | Callback set | 1:06 | Transcript |
| 4:07 pm | …0119 | 9 of 12 | Voicemail | 0:31 | Transcript |
| 4:05 pm | …0163 | 1 of 6 | Not interested | 0:48 | Transcript |
| 4:02 pm | …0108 | 4 of 12 | Transferred | 5:12 | Transcript |
A time-boxed proof against your own baseline
Open-ended pilots are how vendors hide. We agree what we're measuring before the first dial, and we tell you plainly which numbers have matured and which haven't.
Agree the scorecard
Your current contact rate, transfers, and funded loans by source become the baseline.
Live on your leads
Lead post and phone access. Your brand, your LOs, your hours. Nothing touches CRM plumbing yet.
Contact rate reads first
It resolves inside the window. Transfers and conversations follow, in the dashboard daily.
Decide on your numbers
Against your history, not our benchmark. Longer-cycle outcomes keep reporting as they mature.
Live in days, starting with a lead post
Integrations
Built for regulated lending
- TCPA-aware calling windows by state and time zone, every dial
- Every call recorded and transcribed audit-ready, kept in your dashboard
- No rates, fees, or loan advice hard rules, not prompts; handed to a licensed LO
- Compliance scan on every conversation findings reviewed the same day