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Client profile · Mortgage & Lending

Independent residential mortgage team

Independent mortgage lending team using a prepaid support retainer to deploy an Aircall AI voice agent for overflow and after-hours call handling, integrated with Salesforce.

Midwest Client since 2026 1 engagement

The challenge

A small team needed reliable coverage for overflow and after-hours mortgage calls without adding staff.

What Vantage Point delivered

  • Deployed an Aircall AI voice agent for overflow and after-hours call routing
  • Configured mortgage call intake with human escalation paths
  • Connected the voice agent to Salesforce through MCP
  • Provided ongoing support through a prepaid hours retainer

Platforms

SalesforceAircall

Services

ImplementationAI agentsIntegrationManaged services

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