A full walkthrough of the LoanOfficer.ai Power Dialer (beta): select borrowers or leads, launch Power Dial from bulk actions, configure your voicemail greeting, abandon message, and SMS companion, dial up to three lines at once, work the borrower record while connected, and review dispositions in Power Dial History.
Power Dialer sessions launch from your contact list. Select the borrowers, leads, or partners you want to reach, open bulk actions, and choose Power Dial. You can run a session on a single record or an entire filtered list.
You can dial up to three lines at once. More lines means more connects per hour, but it also means two people can occasionally answer at the same time — which is what the abandon message handles.
Before you dial, configure the three messages the dialer uses. Upload a voicemail greeting so AI can drop it automatically when a call reaches voicemail. Set the abandon message that plays if a simultaneous line connects while you're already talking to someone. Then add an SMS companion message so the contact gets a text telling them you just called and left a voicemail.
As the session runs, the dialer shows live status for each line — dialing, ringing, connected, or voicemail. The moment someone answers, their borrower or lead file opens automatically so you have the loan details and history in front of you. Need the full record? Minimize the Power Dialer interface, go straight into the borrower's file, review whatever you need, then maximize the dialer window again without dropping the call.
When the conversation wraps up, hang up and the dialer moves to the next contact. If you need a moment, put the session on hold to add notes or annotations before the next dial starts.
Every session builds a history of your outreach. Open Power Dial History to see each dial with its result and disposition — connected, voicemail left, no answer — so you know exactly what happened and who needs a follow-up.
Select the borrowers or leads you want to call from your contact list, open bulk actions, and choose Power Dial. You can run a session on one contact or a whole list.
Up to three lines at once.
The abandon message plays on the extra connection, which keeps the dropped line handled properly while you talk to the first person who answered.
Yes. Upload a voicemail greeting and AI drops it automatically when a dial lands in voicemail.
Yes. The SMS companion sends a text letting the borrower or lead know you called and left a voicemail so they can call you back.
No. The borrower record opens automatically when the call connects, and you can minimize the dialer to work anywhere in the CRM without ending the session.
In Power Dial History, which logs every dial with its result and disposition.
Power Dialer is in beta testing. Reach out to support with questions or feedback while it rolls out.