Mortgage AI Toolkit

DealStream

DealStream calls prospects instantly and tracks performance. The AI handles initial conversations, qualifies leads, and ensures no opportunity is missed.

Powerful Features

Everything you need to convert more prospects

📞

Instant Prospect Calls

AI calls prospects immediately when they show interest

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Performance Tracking

Track call success rates and conversion metrics

🎯

Lead Qualification

Automatically qualifies leads and scores them

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Follow-up Automation

Automated follow-up sequences for better conversion

Frequently Asked Questions

Common questions about DealStream

What is DealStream?

DealStream is an AI-powered lead management system that calls prospects instantly when they show interest, qualifies leads automatically, and tracks performance metrics. It ensures no opportunity is missed by handling initial conversations with AI and providing comprehensive lead tracking.

How quickly does DealStream call prospects?

DealStream calls prospects instantly - as soon as a form is submitted or a lead is created, the AI system automatically initiates a call. This immediate response significantly increases conversion rates compared to delayed follow-ups.

What metrics does DealStream track?

DealStream tracks comprehensive performance metrics including call success rates, conversion rates, lead qualification scores, call duration, follow-up sequences, and overall pipeline performance. All metrics are displayed in real-time on the dashboard.

Can I customize the AI calling script?

Yes, DealStream allows you to customize the AI calling script to match your brand voice, messaging, and specific qualification criteria. You can adjust the conversation flow, questions asked, and responses to align with your business needs.

How does DealStream qualify leads?

DealStream uses AI to automatically qualify leads during conversations by asking relevant questions, understanding responses, and scoring leads based on predefined criteria. The system can identify high-quality prospects and prioritize them for immediate follow-up.

Can DealStream handle bulk lead uploads?

Yes, DealStream supports bulk lead uploads via Excel files. You can upload hundreds of leads at once, and the system will automatically extract information and initiate calls, making it easy to process large lead lists efficiently.

What happens if a call fails?

DealStream includes automatic retry functionality for failed calls. The system tracks call status (queued, active, completed, failed) and can retry failed calls at optimal times. You can also manually retry calls from the dashboard.

Is DealStream FCA compliant?

Yes, DealStream is built with FCA compliance in mind. All calls are recorded and transcribed for compliance purposes, and the system ensures all communications meet regulatory standards for the mortgage industry.

Can DealStream integrate with my CRM?

Yes, DealStream can integrate with popular CRM systems to sync lead data, call records, and performance metrics. This ensures all your lead information is centralized and accessible across your business tools.

How much does DealStream cost?

DealStream pricing is based on your business needs, call volume, and required features. Contact our sales team for a customized quote that includes the right plan for your lead management requirements.

Coming Soon

DealStream is currently in development. Contact us to be notified when it's ready.

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