Solutions / Financial Services

Compliant outreach.
Qualified intake.

Debt settlement, mortgage refinance, and personal lending qualification — with full audit trails, CFPB-compliant scripts, and warm transfers to licensed advisors.

Compliance Coverage

CFPB guidelinesCompliant

FDCPA restrictionsEnforced

State-specific calling rulesAuto-applied

Consent verificationRecorded

Audit trailFull history

Debt Settlement Intake

AI qualifies debt amount, creditor count, and hardship status — then transfers to your debt counselors with a full intake summary.

Mortgage Refinance Leads

Qualify rate sensitivity, loan balance, and credit profile before any loan officer touches the lead.

Full Audit Trail

Every call recorded, transcribed, and tagged with disposition. CFPB and state regulator documentation ready on demand.

What's included.

Debt settlement intake playbook

Mortgage refinance qualification

Personal lending pre-qualification

CFPB-compliant call scripts

FDCPA restriction enforcement

State-specific calling hour rules

Consent recording and storage

Full audit trail export

Zero TCPA violationsBuilt-in compliance guardrails

Regulated outbound at scale — without the compliance risk.

TCPA, FDCPA, CFPB, and state-specific calling rules enforced automatically on every call. See it live.

Launch Self-Serve

No credit card required · Setup in minutes · Cancel anytime