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1000+
AI-enabled Agents
 Available Globally
100K
Registered Users
80+
Enterprise Clients
75
Languages Supported

Loan Officer AI Assistant

 Helport AI is an AI technology company dedicated to optimizing customer communication through intelligent software, solutions, and a digital platform.  Our mission is to empower everyone to work as an expert. With over 100,000 registered users, we have amassed over 10 billion conversations on our SaaS platform over the last 3 years.

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Conversation Copilot

Guide every conversation with confidence.
Our Copilot provides agents with a dynamic conversation outline and real-time script checklist, ensuring consistent messaging and compliance. It tracks script adherence, objection handling, and mortgage-specific guidelines live during calls — then recommends the best next action based on the client’s profile.

 

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Performance Scorecard

Measure. Improve. Repeat.
Automatically assess each call’s performance with precision. Our scorecard offers clear metrics and personalized improvement tips after every interaction, helping agents grow with every conversation.

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AI-Powered Note-Taking with Actionable Insights

From call to 1003 — in seconds.
Transform conversations into comprehensive summaries instantly. Our AI captures key details, generates a MISMO 3.4 file, and delivers actionable insights — ready to plug into your LOS. Designed specifically for mortgage workflows, this feature streamlines quoting and follow-ups while remaining fully customizable and highly accurate.

Mortgage Industry Painpoints

Pain Points

Loan Officer:

  • Overwhelmed with managing lead generation
  • Spent too much time cold-calling leads from a purchased lead pool
  • Difficulty converting cold leads into warm, qualified prospects

Mortgage Brokers:

  • Competing with larger mortgage firms
  • Complex, Changing regulation
  • Client Trust maintenance

Solutions

  • Rapid Deployment & Quick Results: fast implementation, delivering immediate improvements and efficiency.
  • Real-Time Answer Generation: Instantly provide accurate responses, improving client satisfaction and conversion rates.
  • Deep and Accurate Industry Knowledge: Tailored solutions based on accurate mortgage industry insights
View Case Studies