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24/7 AI RECEPTIONISTS
AI Receptionist for lenders
Money talks — but so do clients. The AI Receptionist from Smith.ai provides intelligent call handling with human oversight for financial services, taking calls 24/7, booking appointments.
Incoming calls are unpredictable.
Calls come in, but you’re not always available to answer them. We capture leads, book appointments, collect payments, and log details instantly in your systems. Our answering service for lendersintake prospective clients calls, book new consultations, and log details in your CRM system.
Focus on loans while our AI handles the calls
The AI Receptionist from Smith.ai greets every caller professionally and captures essential lending information through structured intake questions. By collecting key information upfront — such as loan type needed (mortgage, personal, business, auto, or refinancing), loan amount and purpose, credit history and income details, timeline requirements, and pre-approval status — 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 or have complex inquiries that require detailed information collection and routing to the appropriate loan officer or underwriting specialist.
The most advanced and customizable call handling solution available
The AI Receptionist from Smith.ai combines cutting-edge AI technology with optional human support to deliver unmatched call handling capabilities. Unlike competitors who offer basic subscription services, we provide white-glove implementation and ongoing support to ensure your success.
What sets Smith.ai apart:
- Custom AI configuration with prompts and instructions tailored specifically to your business needs and goals
- True 24/7 coverage with intelligent call routing and seamless human escalation when needed
- Complete call handling including complex scheduling, payment processing, and sensitive conversations
- Advanced CRM integration with 7,000+ business tools and custom workflow automation
- Dedicated onboarding support with sales engineers and account managers ensuring optimal setup
- North America-based receptionists to support callers when needed
- Professional representation that adapts to your brand voice and industry requirements
Intelligent Call Analytics gives your financial business the lead
Make better business decisions with real-time call data visualized in every Smith.ai client dashboard. Every call summary is enriched with metadata — actions completed, caller disposition, priority, relevance, call recording & transcription, and more. See the big picture with historical tables and charts to predict business growth, costs, and ROI
of consumers expect an immediate response to a sales inquiry
of lead generation budgets are wasted on leads who are never contacted
of customers who receive excellent service spend up to 14% more
Looking for 100% human-powered coverage?
While our AI Receptionist with human support delivers exceptional results for most businesses, we understand that some situations require dedicated human coverage. That’s why Smith.ai also offers comprehensive virtual receptionist plans with 100% live, North America-based agents answering your calls 24/7.
Our virtual receptionist plans provide dedicated human agents trained specifically on your business and industry.
Complete Human Coverage When You Need It
Smith.ai is trusted by 4,000+ businesses
“Smith.ai is a fantastic service which allows me to focus on my clients without the distraction of unwanted spam and sales calls.”
Read case study
TALK TO OUR TEAM OF EXPERTS
Book a consultation
Improve customer experiences with 24/7 AI-powered engagement built specifically for your business. Unlike basic AI competitors that offer one-size-fits-all solutions, Smith.ai delivers infinite customization with white-glove implementation tailored to your exact needs and goals.
- Custom AI prompts engineered for your industry, terminology, and workflows.
- Intelligent call handling with seamless human escalation.
- Native CRM integration with your existing tech stack.
- Dedicated implementation team that ensures perfect setup from day one.
END-TO-END INTEGRATIONS
We play well with your software
Calls, appointments, and payments are automatically logged in your systems by our AI. Real-time syncing with over 7,000 integrations.
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View all integrations
END-TO-END INTEGRATIONS
We play well with your software
Calls, appointments, and payments are automatically logged in your systems by our AI. Real-time syncing with over 7,000 integrations.
View all integrations
Frequently asked questions
The best financial lender answering services do much more than pick up phone calls and take messages for financial lenders. At Smith.ai, we provide virtual receptionists capable of a wide range of services from calling handling, to scheduling, to lead intake, to website chat, and more. Whether you need a virtual receptionist for full-time call handling, overflow support only, after-hours, or triage, here are the answers to the most common questions we receive from financial lenders.
How does the AI Receptionist from Smith.ai improve lead capture for financial services businesses?
What are the cost benefits of using Smith.ai AI Receptionist compared to hiring an in-house receptionist?
How customizable is Smith.ai AI Receptionist for different financial business needs, and what support is provided during the setup process?
What features does Smith.ai offer to ensure they provide 24/7 client support for financial services?
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