A productive calling block does not begin when the first number rings. It begins with a permitted audience, a specific reason to call, messages written for that audience, and a clear way to separate completed conversations from the contacts who still need follow-up. The new LoanOfficer.ai Power Dialer training brings those pieces into one repeatable workflow.
1. Start With the Contact's Communication Status
The walkthrough opens with a contact who replied STOP. LoanOfficer.ai marks SMS as unavailable under Do Not Disturb and prevents additional texts through that channel. Calling and email remain separate communication channels, but they still require their own permitted basis, restrictions, and company review.
That distinction should shape every list. Before selecting contacts, check the channel you plan to use, documented consent where required, do-not-call status, local calling windows, and any company-specific suppression rules. Software can enforce the status recorded in the system; it cannot replace accurate records or compliance oversight.
2. Give Every Calling List One Reason to Exist
A giant list may create activity, but it rarely creates useful conversations. The training demonstrates two ways to narrow the audience: begin with an existing borrower segment, or let a campaign automation add a Dialer tag when a contact meets a defined rule. Filter by that tag and save the result as a smart list.
The example uses jumbo and DSCR leads. Those borrowers may need different questions and a different explanation than first-time buyers, refinance candidates, or referral partners. Build a list around one product, source, borrower event, or follow-up stage so the message can name a real reason for the call.
- Choose a verified segment with a clear outreach purpose.
- Add a descriptive Dialer tag through the relevant campaign action when appropriate.
- Filter contacts by that tag and save the filter as a smart list.
- Define what happens to the tag after a connection, disposition, or completed follow-up.
3. Write Messages for the Session, Not the Entire Database
After selecting the list and choosing Power Dial from bulk actions, the session setup presents the messages that support the calls. Record a voicemail for contacts who do not answer. Prepare a short abandon message for a simultaneous second answer. If a contact is eligible for text messaging, choose an approved SMS companion from your saved text templates.
The voicemail and text should say the same thing in different formats: who is reaching out, the specific reason, and one simple next step. A template named for the audience—such as “DC jumbo DSCR follow-up”—is easier to verify than a generic template called “dialer message.”
4. Create the SMS Companion in Text Templates
The walkthrough creates the companion message under Marketing in Text Templates, then returns to Power Dialer and selects it during setup. Keeping templates in one library gives teams a practical review point before a message is used in a live session.
Only enable the companion for contacts who are eligible to receive it. A STOP reply, SMS Do Not Disturb status, or another applicable restriction should keep that contact out of the texting step even when calling remains separately available.
5. Decide How Many Lines the Session Needs
Power Dialer supports one, two, or three lines. The first live answer connects to the loan officer, and the corresponding borrower record opens with the context needed for the conversation. Using more than one line can reduce waiting, but it also makes the abandon message and the team's handling process essential.
If a second person answers while the loan officer is connecting to the first, the configured message plays. Keep it brief, identify the caller, explain that the call could not be taken, and make the promised return call promptly. Compliance should review line count, calling windows, recordings, and abandoned-call handling before launch.
6. Use the Live CRM Record During the Conversation
When a live call connects, the CRM record appears instead of leaving the caller with only a phone number. That makes it possible to review contact details and prior context while speaking. The value of the dialer is therefore not only dialing speed; it is keeping outreach and borrower information in the same workspace.
Document the outcome before moving on. A clear disposition, note, and next action are what turn a calling session into pipeline progress. Without that final step, a faster dialer only creates a faster backlog.
7. Resume Unfinished Sessions
The selected contacts and session outcomes remain available after the calling block. If the entire list is not completed, return to the session and continue with the contacts who did not connect. There is no need to rebuild the segment from memory.
This is where the smart-list structure pays off. The list defines who qualifies, the session records what happened, and the follow-up process determines who should be called again, moved into another campaign, or removed from the active queue.
A Practical Preflight Checklist
- Confirm the reason for the session and the contacts who qualify.
- Review channel permissions, suppression status, and applicable calling rules.
- Open the correct smart list and check for stale or duplicate records.
- Select the approved voicemail, abandon message, and optional text template.
- Choose the line count your team has tested and approved.
- Run a small first session and review dispositions before scaling.
- Return to unfinished contacts through the saved session rather than making a new ad hoc list.
Frequently Asked Questions
What happens when a contact replies STOP?
The training shows SMS being disabled for that contact. Calling and email remain separate, but each channel still has its own permissions and restrictions.
Can a campaign build a Power Dialer list automatically?
A campaign action can add a Dialer tag. You can filter by that tag and save the result as a smart list that updates as qualifying contacts are tagged.
Can I use different messages for different lists?
Yes. The workflow demonstrates voicemail, abandon-message, and SMS companion choices at the session level so the message can match the audience.
How many lines can Power Dialer call?
The session setup shown in the training supports up to three simultaneous lines.
Can I finish a calling list later?
Yes. The session retains its contacts and outcomes, allowing unfinished attempts to be resumed later.
Watch the Full Power Dialer Workflow
Follow every step in the Power Dialer workflow lesson in LoanOfficer.ai Academy. For product capabilities, visit the Power Dialer feature page. To test the workflow in the platform, Start 14-Day Trial — $1.