AI answers every call
Your dedicated AI number picks up when you can't. It greets borrowers, asks the right qualifying questions, and texts you a recap before the call even ends.
AI packages for loan officers
Never miss another borrower. Your AI answers first.
Tesan AI answers your calls, texts back every missed lead in seconds, revives your old database, and books hot borrowers straight onto your calendar — while you focus on closings.
No credit card to explore Compliance guardrails built in You approve every sensitive send
Tonight, 9:42 PM
AI on dutyMissed call — (415) 555-0132
New lead from Zillow · score 91 · purchase
AI texted back in 8 seconds
“Hi Maya, this is the assistant for Juan at Tesan Home Loans — sorry we missed you! Are you looking to buy or refinance? I can get you on Juan’s calendar tonight.”
Appointment booked — 10:30 AM
Preapproval call · AI recap waiting in your inbox
You were asleep the whole time+1 hot lead
8 sec
median AI text-back on a missed call
24/7
coverage for calls, texts, and DMs
78%
of buyers choose the first lender to respond
3x
more conversations from the same lead spend
The AI operating system
Everything a great assistant would do — done in seconds
Tesan AI covers the moments that decide whether a lead funds with you or with whoever answered first.
Speed-to-lead in seconds
New leads from your website, Zillow, or Facebook get an instant, compliant text and a follow-up task with a countdown — before your competitor's phone rings.
AI follow-up drafts
Every conversation gets an AI summary, sentiment read, and a suggested reply you approve with one tap. You stay in control; the AI does the typing.
Lead revival campaigns
Old databases become new appointments. Drop in a list of numbers and the revival machine re-engages them with timed sequences that stop the moment they reply.
Social growth engine
Rate moves become posts, comments become DMs, and DMs become leads. Instagram comment-to-DM automation captures borrowers where they already are.
Booked, not busy
The AI routes hot borrowers straight to your calendar, batches low-priority callbacks, and protects your time blocks so your day belongs to closings.
How it works
Add a number. The AI takes it from there.
From first ring to funded loan, the platform keeps every contact moving toward a conversation with you.
Add your numbers
Connect a lead source or just type in a name and phone number. Every contact is scored, tagged, and dropped into a timed follow-up queue instantly.
AI works the queue
Missed calls get texted back, new leads get welcomed, quiet files get revived. You approve drafts and take the calls that actually need a loan officer.
You take the closings
Hot borrowers land on your calendar with a full AI recap. Analytics show which sources, campaigns, and hours produce your next funded loan.
Try the follow-up queue now
Sign in to the demo workspace, add a number, and watch it get scored and queued.
Pricing
AI packages built for how loan officers actually work
Start solo, scale to a branch. Every package pays for itself with one saved deal.
Launch
For solo loan officers who never want to miss another lead.
$199/ month
- Dedicated AI phone number
- 24/7 missed-call text-back
- Instant speed-to-lead follow-up
- Follow-up queue + pipeline board
- Branded borrower capture page
- 500 AI conversations / month
Producer
For producing officers who want an AI assistant working the phones.
$399/ month
- Everything in Launch
- AI voice answering + appointment booking
- Lead revival campaigns for old databases
- AI social content studio
- Instagram comment-to-DM automation
- 2,000 AI conversations / month
- Priority support
Branch
For teams and branches that need routing, reporting, and guardrails.
$899/ month
- Everything in Producer
- Up to 10 loan officer seats
- Round-robin lead routing
- Team analytics + coaching views
- Compliance guardrails on every message
- LOS, Zillow + Zapier integrations
- Unlimited AI conversations
- Dedicated onboarding
Every package includes
- Mortgage-aware AI trained on loan officer workflows
- One-tap call and text on every queued number
- AI call recaps and conversation summaries
- Human approval before anything sensitive goes out
- Cancel anytime — your leads export with you
Loan officers on Tesan AI
Built with producers, for producers
Sample stories from the workflows this platform automates. Swap in your own client wins before launch.
“I used to lose leads every weekend. Now the AI texts them back in seconds, books them on my calendar, and I show up Monday to appointments instead of voicemails.”
Maria G.
Senior Loan Officer, Purchase-heavy market
“The revival campaign paid for the whole year in one month. It pulled two funded loans out of a lead list I'd written off in 2023.”
Devon C.
Branch Manager, 6-officer team
“It feels like hiring a full-time assistant who never sleeps, never forgets a follow-up, and always asks before sending anything with a rate in it.”
Juan R.
Top producer, refi + HELOC
FAQ
Questions loan officers ask us
Everything else lives in the in-app manual once you sign in.
Do I need new phone numbers?
You get a dedicated AI number for automation, and your existing cell stays yours. Missed calls forward to the AI, and you can add as many follow-up numbers as you want from the lead workspace or CSV import.
Will the AI say something non-compliant?
Every template runs through mortgage compliance guardrails: no guaranteed approvals, no guaranteed savings, no specific rate quotes without your review. Anything sensitive is drafted for your approval instead of auto-sent.
How fast can I go live?
The workspace is usable the moment you sign in — add numbers and work the follow-up queue immediately. Connecting your Twilio number, email, and calendar for live sending takes about 30 minutes with our checklist.
Does it work with my existing lead sources?
Yes. Website forms, Zillow, Facebook lead forms, Instagram comments, Zapier, CSV imports, and a direct API endpoint all flow into the same scored follow-up queue.
What happens when a borrower replies?
Campaigns stop instantly, the conversation moves to your attention queue with an AI summary and suggested reply, and hot borrowers get routed to your calendar or your cell — your call.
The next lead that calls you is going somewhere.
Make sure it’s your calendar. Sign in, add your first follow-up numbers, and let the AI start working your queue today.