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