This practical Power Dialer training shows how to respect channel-specific opt-outs, organize contacts into smart calling lists, prepare a targeted voicemail and SMS companion for each session, dial up to three lines, handle simultaneous answers, work from the live borrower record, and return to unfinished sessions without rebuilding the list.
Build a repeatable Power Dialer workflow with channel-aware opt-outs, campaign tags, saved smart lists, targeted voicemail and SMS templates, multi-line dialing, and resumable sessions.
The walkthrough begins with a contact who replied STOP to a text. LoanOfficer.ai marks SMS as unavailable under Do Not Disturb and prevents additional texts through that channel. Calling and email remain separate, subject to their own permissions and restrictions. The contact also exits the campaign shown in the training. Before building a call list, review the contact's channel status and your organization's consent, do-not-call, and calling-time requirements. A blocked text channel is not permission to ignore restrictions on another channel.
A Power Dialer workflow starts with a defined audience. The training demonstrates adding a Dialer tag from a campaign automation, filtering contacts by that tag, and saving the result as a smart list. New contacts who meet the campaign rule can then enter the same calling queue without rebuilding it manually. Existing lists can also be used directly. The example reviews a large group of jumbo and DSCR leads and recommends segmenting the audience before dialing so the reason for the call stays specific.
Select the borrowers in the list and choose the Power Dial action. The session setup lets you record a voicemail, prepare an abandon message, select an SMS companion, and choose the number of simultaneous lines. Each session can use messaging written for that exact audience. In the example, a jumbo and DSCR list receives a voicemail and text that mention the reason for the outreach. That is more useful than one generic recording used for every lead source and product.
When a dial reaches voicemail, the saved recording can be left without repeating the message live. If the contact is eligible for SMS and the session has an approved companion template enabled, the workflow can also send a short text explaining who called and why. Create and manage the text template in Marketing under Text Templates, then select it during the dial-session setup. Keep the voicemail and text aligned so the contact receives one consistent reason to respond.
The Power Dialer can call up to three lines at once. When a person answers, the loan officer connects to that live call and the relevant record appears with the contact's details. The remaining session continues according to the dialer flow. If another person answers at the same time, the configured abandon message plays. The training recommends a short message that identifies the caller, explains that something came up, and promises a prompt return call rather than leaving silence.
Starting a Power Dialer session tags and tracks the selected contacts as part of that session. The training shows how this creates a practical record of completed and unconnected attempts. If the full list is not finished, return to the session and continue working the remaining contacts. A repeatable workflow therefore has four parts: a reason-based smart list, session-specific messages, live dialing, and a documented next-action process for connected and unconnected contacts.
Begin with a specific reason to call. The walkthrough demonstrates adding a Dialer tag through campaign automation, filtering contacts by that tag, and saving the result as a smart list. This keeps new qualifying contacts in one reusable queue.
A STOP reply disables SMS for the contact shown in the walkthrough. Calling and email are separate channels, but each still requires its own permitted basis and compliance review. Check the record before using any channel.
Select the contacts, open Power Dial, and prepare the voicemail, abandon message, and optional SMS companion. The example uses messaging tailored to jumbo and DSCR leads rather than a generic script.
Choose up to three lines. The first live answer connects to the loan officer and opens the contact record. A simultaneous second answer receives the configured abandon message. The session preserves its list and outcomes so unfinished contacts can be called later.
Choose a campaign, product, lead source, or borrower event that creates a clear reason to call.
Apply a Dialer tag where appropriate, filter by the tag, and save the filter as a reusable list.
Choose the eligible contacts from the smart list and launch Power Dial.
Record the session voicemail and abandon message, then select an approved SMS companion template if SMS is permitted.
Start with one line or select up to three after the multi-line workflow is approved and tested.
Use the live contact record during connected calls, document outcomes, and return to unfinished contacts later.
It disables SMS for that contact in the workflow shown. Other channels remain subject to their own permissions and restrictions.
Yes. The walkthrough adds a Dialer tag through a campaign action and saves a filtered smart list from it.
Yes. Each session can use a voicemail, abandon message, and eligible SMS companion matched to its audience.
Up to three lines are shown in the training.
Yes. The session keeps the list and outcomes so unfinished contacts can be worked again.
The walkthrough begins with a contact who replied STOP, showing that SMS becomes unavailable under Do Not Disturb while calling and email remain separate channels. It then demonstrates selecting borrowers and opening Power Dial, configuring voicemail, an abandon message, and an optional SMS companion. A campaign action applies a Dialer tag; a saved smart list filters contacts with that tag. The example also segments jumbo and DSCR leads and records messages specific to the session. Power Dialer can call up to three lines. The first live answer connects to the loan officer and opens the contact record; another simultaneous answer receives the abandon message. Session history allows unfinished contacts to be called again later.