Financial Lenders

AI Receptionist for Lenders

Money talks - but so do clients. Capture leads, book appointments, and collect loan details 24/7 with an AI that never sleeps.

Hero

Focus on loans, not phones

Calls come in, but you're not always available to answer them. Missing a call from a prospective borrower often means losing the deal to a competitor who picked up.

Marlie greets every caller professionally and captures essential lending information through structured intake questions. We collect key details upfront - such as loan type needed (mortgage, personal, business), loan amount, and timeline.

The system helps identify and prioritize qualified borrowers based on your lending criteria. Our human agents seamlessly step in when callers request to speak with someone directly.

Focus on loans, not phones
82%

Expect Speed

Of consumers expect immediate responses to sales inquiries.

50%

Wasted Budget

Of lead gen budgets are wasted on uncontacted leads.

Streamlined Loan Intake

Loan Prequalification

Gather essential details like loan amount, purpose, and timeline before you ever get on the phone.

24/7 Lead Capture

Borrowers shop for loans at all hours. Marlie is always there to answer and start the application process.

CRM Integration

Sync caller details directly to your lending platform or CRM via Zapier integration.

Trusted by 2,000+ businesses

"To anyone who is looking for an AI answering service, I think Marlie.ai is the best"

Albin Dejesus
Albin Dejesus
Owner
sohodrivingschool.com

Connects with your favorite tools

Marlie plays nice with the software you already use. Sync calls, calendar, and customer data instantly across 8,000+ integrations.

Frequently Asked Questions

How quickly does Marlie answer calls?

Under 2 seconds, 24/7. No hold times, no voicemail.

What's the cost compared to traditional services?

Starting at $49/month, Marlie costs 90% less than traditional services. You only pay $0.25 per minute.

Can Marlie integrate with my existing tools?

Yes! Marlie connects with 8,000+ apps including Salesforce, HubSpot, and lending platforms via Zapier.

Can the AI ask specific pre-qualification questions?

Yes. You can customize the script to ask about loan amounts, credit score ranges, down payments, and more to ensure you talk to qualified leads.

What happens if a caller has a complex question?

Marlie's Smart Human Escalation can transfer the call to a loan officer immediately if specific keywords are mentioned or if the caller requests a live person.
Easy onboarding

Get set up in minutes

Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.

    AI Receptionist for Lenders | Marlie AI