IndustriesPowerful AI Phone Agent for Financial Services
Answer rate inquiries in seconds, qualify borrowers against your own criteria, and warm-transfer the ones worth a licensed officer's time.
- Mortgage
- Refinance
- Consumer lending
- Retirement and metals
Speed, qualification, and a licensed handoff.
Speed on rate-sensitive inquiries
A borrower comparing rates is talking to several lenders at once. Hubbly answers the moment the inquiry lands, evenings and weekends included.
Qualification before a licensed officer engages
Loan amount, property type, timeline, and self-reported credit captured to your script before anyone on your team spends a minute.
Aged files worked without adding headcount
The applications that stalled at document collection are still in your CRM. Structured outreach surfaces the ones still live.
How it worksThree ways it runs on your line.
Inbound response and qualification
Prequalification and application intake
See how live transfer worksImmediate response to new inquiries
Rate requests, application starts, and click-to-call leads are answered in seconds instead of queued for the next free officer.
Qualification to your lending criteria
Hubbly asks your questions in your order and returns the answers as structured fields, not a call note someone has to read.
Live transfer to a licensed officer
When a borrower clears your bar, Hubbly warms the transfer and hands over the context it already captured.
Routine servicing calls answered
Application status, document checklists, and payment questions handled without occupying a servicing rep.
Answers drawn from your own material
Hubbly answers from the policy material you provide, and says plainly when a question falls outside it rather than guessing.
Escalation with the reason attached
Anything that needs a licensed answer routes to a person with the borrower context already gathered.
Reactivation on dormant files
Contacts who stopped responding get structured, spaced outreach instead of sitting untouched in a list view.
Voice and text in one sequence
When a call goes unanswered, follow-up continues by text inside the same workflow rather than a separate tool.
Screening runs before every dial
Do-not-call screening and time-zone calling windows are applied ahead of each call, and the gate fails closed.
ComplianceCompliance is not a setting.
Do-not-call screening, calling-window enforcement, consent handling, and required disclosures are built into every plan and cannot be switched off.
Checks run before the dial, not after. When a check cannot complete, the call does not go out.
Runs inside the stack you already use.
Leads come from your CRM, appointments land on your calendar, and outcomes are written back to the record. No new system for your team to learn.
- Salesforce
- HubSpot
- HighLevel
- Google Calendar
- Microsoft Outlook
- Twilio
- Zapier
- Slack
Priced by conversation, not by seat.
You pay for connected minutes — live, human-answered conversation. Dials that do not pick up and machine pickups are never billed.
FAQQuestions this page gets asked.
- Does Hubbly Voice give financial advice or quote rates?
- No. Hubbly Voice handles response, qualification, scheduling, and transfer. Anything requiring a licensed answer — a rate quote, a suitability judgment, a product recommendation — routes to your licensed staff with the context already captured.
- How does qualification data reach our loan origination system or CRM?
- Answers are captured as structured fields and synced to the record in your CRM, so a qualified borrower arrives with the questionnaire already filled in rather than as a transcript someone has to read.
- Can it work our aged lead lists?
- Yes, as a campaign with defined timing, spacing, and stop conditions. Screening and calling-window checks run before each dial on those lists exactly as they do on new inquiries.
- How is this billed?
- By connected minute — time spent in live, human-answered conversation. Dials that do not pick up and machine pickups are not billed.
More industriesThe same platform, shaped to a different call.
- InsuranceAnswer quote requests and warm-transfer to a licensed agent.
- Home ServicesAnswer every call and book the job onto the schedule.
- Auto DealershipsAnswer internet leads in seconds and fill the service drive.
- LogisticsRun check calls and escalate exceptions to dispatch.
- Retail and ConsumerAbsorb peak volume and recover abandoned checkouts.
- Travel and HospitalityTake bookings in every time zone and refill cancellations.
- Debt CollectionRight-party contact and disclosures, enforced before the dial.
Get startedSee it on your own financial services calls.
Tell us where the calls pile up today, and we will walk through the workflow against your own volume.