A quick look at the upgraded calling experience: faster dialing, better call quality, and cleaner logging that ties every call to the right contact.
LoanOfficer.ai upgraded the calling experience with voicemail drops for outbound calls. You can now pre-record common voicemails in your phone settings, then drop one into a borrower or partner’s voicemail box and move on to the next call faster.
We rebuilt the calling path for speed and quality. You'll notice quicker call setup, clearer audio, and more reliable connections.
Voicemail drops, call summaries, and missed-call workflows work exactly as you're used to — just better.
LoanOfficer.ai has upgraded the calling experience with a faster way to handle one of the most common parts of outbound calling: voicemail.
When you are calling borrowers, real estate agents, leads, or past clients, many calls will not be answered live. Traditionally, that means repeating the same voicemail over and over. That slows down your call blocks, creates inconsistent messaging, and makes it harder to keep momentum.
With the upgraded phone system, you can now pre-record voicemail messages inside your user phone settings. Then, when an outbound call goes to voicemail, you can drop the saved message directly into the recipient’s voicemail box and move on to the next call.
This update is designed for loan officers who make repeated follow-up calls and want to stay efficient without sacrificing professionalism.
Calling is still one of the highest-leverage activities in mortgage sales. A timely call can revive a lead, move a borrower forward, or keep a referral partner engaged. But the administrative drag of calling can add up quickly.
Voicemail is a major part of that drag.
If you leave the same message manually 20, 30, or 50 times in a call session, you lose time and energy. You may also end up changing your wording from call to call, especially near the end of a long dialing block. That can make your outreach less consistent.
Voicemail drops help solve that problem by letting you prepare your message once and reuse it when appropriate. Instead of speaking the same message live every time a call reaches voicemail, you can drop a polished recording and continue working through your call list.
For a loan officer, that means:
This is especially useful for routine outreach, such as following up with new leads, checking in on borrowers, reconnecting with past clients, or touching base with realtors.
The upgraded calling feature adds voicemail recording and voicemail drop functionality to the phone system.
First, you create a voicemail recording in advance. From your user settings, go to the phone section. There, you can record a voicemail message that you commonly use while calling borrowers, realtors, or other contacts.
When you create the voicemail, you give it a name. Naming the voicemail helps you identify it later during outbound calling. For example, you may want one message for new borrower leads and another for realtor outreach. The transcript shows that you can name the voicemail, record it, and save it into the system.
Once saved, the voicemail is available when you are making outbound calls.
During a call session, if the call reaches voicemail, you can use the voicemail drop option. In the example shown in the transcript, the user is dialing a lead. When the call goes to voicemail, the user can choose to drop the saved voicemail, hit drop, and then move on to the next call.
The key benefit is speed. You do not need to wait through the entire voicemail prompt and manually recite the same message. You can leave the prepared message and continue your call workflow.
1. Open your user settings.
Start by going into your LoanOfficer.ai user settings. The voicemail recording option is located under the phone settings area.
2. Go to the phone section.
Inside user settings, open the phone section. This is where the upgraded phone system allows you to manage pre-recorded voicemail messages.
3. Create a new voicemail recording.
Record a voicemail message that you expect to use during outbound calls. Keep the message short, clear, and appropriate for the type of contact you are calling.
4. Name the voicemail.
Give the voicemail a clear name before saving it. A good name helps you quickly recognize the right message while you are dialing.
5. Save the voicemail into the system.
After recording the voicemail, save it. Once saved, it becomes available for use during outbound calling.
6. Start an outbound call.
Begin calling a lead, borrower, realtor, or other contact from your normal calling workflow. The transcript example shows dialing a lead.
7. Wait to see if the call reaches voicemail.
Voicemail drop is used when the outbound call goes to voicemail. If the person answers live, continue the conversation normally.
8. Drop the voicemail and move on.
When the call reaches voicemail, select the voicemail drop option and hit drop. The saved message is delivered, allowing you to continue to the next call.
A voicemail drop is most effective when it sounds natural, specific enough to be useful, and short enough that the recipient will actually listen.
Start by recording a message that matches the audience. A borrower lead should not receive the same message as a referral partner if the context is different. Even if you only begin with one general voicemail, think about the types of calls you make most often and create messages that support those workflows.
Keep your voicemail concise. Most people will not listen to a long message from start to finish. A strong voicemail usually includes who you are, why you are calling, and what the recipient should do next.
Use a friendly, conversational tone. Even though the message is pre-recorded, it should not sound robotic or overly scripted. Speak the way you would if you were leaving the voicemail manually.
Name voicemails clearly. Avoid vague names like “Voicemail 1” or “Follow-up.” Use names that make sense during a live call session, such as “New lead follow-up,” “Borrower check-in,” or “Realtor outreach,” if those match the messages you record.
Review your recordings periodically. If your script changes, your market changes, or your call-to-action changes, re-record your voicemail so it stays current.
Finally, use voicemail drops as part of a complete follow-up process. The voicemail helps you move quickly, but it should support the larger goal: getting the borrower or partner to respond and continue the conversation.
One common mistake is recording a voicemail that is too long. A voicemail drop should save time for you and be easy for the recipient to understand. If the message tries to explain every detail, the recipient may stop listening.
Another mistake is using one generic message for every situation. A broad voicemail may be better than no voicemail, but it may not perform as well as a message tailored to the audience. Borrowers, realtors, and leads may each need a slightly different reason to call you back.
Loan officers may also forget to name voicemail recordings clearly. During a call block, you do not want to pause and wonder which recording to use. Clear names make the feature easier to use in real time.
A fourth mistake is relying on voicemail drops instead of live conversations. Voicemail drops are useful when a call goes unanswered. If someone picks up, the best outcome is still a direct conversation.
Finally, do not record a message once and ignore it forever. If your offer, process, phone number, or follow-up strategy changes, your voicemail should be updated too.
Imagine you are working through a list of new mortgage leads. You want to call each lead quickly while still leaving a professional message when someone does not answer.
Before starting the call block, you go into your user settings and open the phone section. You record a short voicemail for new leads. The message introduces you, references the reason for the call, and asks the borrower to call or text you back.
You give the message a clear name so it is easy to identify later. Then you save it.
Next, you begin dialing leads. The first lead does not answer and the call reaches voicemail. Instead of manually leaving the same message you have said dozens of times before, you select the saved voicemail, hit drop, and move on.
The next call is answered live, so you have the conversation normally. The call after that goes to voicemail, so you use the voicemail drop again.
By the end of the call session, you have contacted more people in less time. The borrowers who did not answer still received a clear, consistent message, and you were able to keep your dialing rhythm.
That is the core value of the calling upgrade: make repetitive voicemail tasks faster while keeping your outreach professional.
The upgraded LoanOfficer.ai calling experience now supports pre-recorded voicemail drops. You can create and save voicemail messages in your user phone settings, then use them during outbound calls when a call reaches voicemail.
For loan officers, this is a practical time-saver. It helps you move through call lists faster, maintain consistent messaging, and avoid repeating the same voicemail all day.
Use voicemail drops for common outreach scenarios such as borrower follow-up, lead dialing, and realtor calls. Record clear messages, name them well, and keep them updated as your workflow changes.
Go into your LoanOfficer.ai user settings to access the phone configuration area.
Open the phone section where voicemail recordings can now be created and saved.
Create a pre-recorded voicemail message for common outbound calls to borrowers, realtors, or leads.
Give the recording a clear name so you can recognize it quickly during a calling session.
Save the voicemail into the system so it is available when you make outbound calls.
Start an outbound call from your normal workflow, such as dialing a lead.
If the call reaches voicemail, choose the saved voicemail and hit drop.
After dropping the voicemail, continue to the next call without manually repeating the message.
The upgrade adds the ability to pre-record voicemail messages and drop them during outbound calls when a call reaches voicemail.
You can record voicemails from your user settings under the phone section.
Yes. The transcript shows that you can name a voicemail before saving it into the system.
Use a voicemail drop when you are making an outbound call and the call goes to voicemail.
The transcript mentions using pre-recorded voicemails when calling borrowers, realtors, and similar outbound contacts.
Yes. Instead of manually leaving the same message, you can drop the saved voicemail and move on to the next call.
If you regularly call different types of contacts, it is a good idea to create messages that fit each audience. Keep each message clear and easy to identify.
A strong voicemail should include who you are, why you are calling, and the next step you want the recipient to take.
[00:00] So another thing I wanted to go over on today's call is that we just released an update to our phone system. If you come into your user settings under Phone, you can now record voicemails in advance. [00:20] You can pre-record a voicemail that you use when calling borrowers, realtors, and others. Just name the voicemail, hit record, and that will save it into the system. [00:40] Then, when you are going through outbound calls, for example, if I go in here to dial this lead, and the call goes to voicemail, I can drop the voicemail. I hit drop and then move on to the next call. [01:00] That is the new upgraded feature: being able to do voicemail drops directly into your borrower's inbox. Thanks so much.