Mortgage Lead Coach · Live demo
Score every mortgage sales call. Automatically.
AI listens to your loan officers’ calls and grades every one — classifying it against an 8-stage sales funnel and an 84-point diagnostic taxonomy, flagging compliance risk and surfacing coaching before the deal is lost. Not a sample. Every call.
Built on a contact-center QA engine shipped for
You’re coaching on the 2% of calls you can hear.
Most calls
never get scored. A manager can spot-check a handful a week — the rest are invisible, and so are the patterns in them.
Days late
is when coaching usually lands — long after the call, when the loan officer can’t even remember it. The teachable moment is gone.
One slip
— a bad disclosure, an unqualified rate quote, a fair-lending misstep on a recorded line — is real regulatory exposure that manual QA never catches in time.
The calls that lose deals and the calls that create compliance risk are hiding in the volume you can’t listen to. Mortgage Lead Coach scores all of them — consistently, in minutes, with the exact moment that drove each score.
See it score a real call.
The live demo is self-serve: watch pre-scored sample calls — a strong close that reaches Stage 7–8, a mediocre one that stalls at Stage 4, and a compliance auto-fail — or upload your own call audio and get it classified and diagnosed end to end.
Live, self-serve demo
Open the Mortgage Lead Coach — sample calls and upload-your-own analysis
Launch the demoHow it scores a call
Classify the funnel
Every call is transcribed and mapped across an 8-stage sales funnel — from rapport and discovery through rate presentation and close — so you see exactly where it stalled.
Run 84 diagnostics
The call is scored against an 84-point taxonomy spanning sales methodology, communication, product knowledge, objection handling, and compliance — each score tied to the moment that caused it.
Flag risk & coaching
Regulatory breaches auto-fail the call and override the score. Everything else becomes a specific, evidence-backed coaching note — not a vague 'work on rapport.'
What changes for the team
Coverage
Every call scored, not a sample
Stop extrapolating from the few calls you had time to review. See the real distribution across the whole team.
Compliance
Auto-fail on regulatory breaches
A call that mishandles a disclosure can’t grade out as “strong.” The breach is flagged with the exact transcript moment attached.
Coaching
Specific, and grounded in the call
Managers coach from evidence — the moment a rate objection went unhandled — instead of a gut feeling days later.
Trust
Auditable, not a black box
Every score traces back to the transcript moment that produced it, so managers can calibrate the AI instead of arguing with a number.
Built by someone who’s shipped call analytics at scale.
Mortgage Lead Coach is the mortgage build of a contact-center quality engine that scores interactions at volume. Built and operated by Kenneth Arakelian — 20+ years shipping real-time contact-center and conversational AI for Verint, Nuance, and ENACOMM, now pointed at the mortgage sales floor.
It’s running in production today — open the live demo and try it on a real call.
See it on your calls
Book a walkthrough — or just try the demo.
Fifteen minutes to see it score a call from your team and talk through how it fits your QA and compliance workflow. Or open the live demo right now and upload a call yourself.
Questions first? Email [email protected] or see the full case study.