Blue Sage Launches New AI Sales Agent

A new AI-powered assistant natively integrated in the Blue Sage Digital Lending Platform is designed to streamline loan officer workflows and elevate borrower engagement.

Blue Sage Solutions, a leading provider of innovative cloud-based digital lending technology, announced the early release of its new AI Sales Agent, a powerful voice- and text-enabled assistant built natively into the Blue Sage Digital Lending Platform. AI Sales Agent is currently being tested with select clients and is expected to be generally available later in 2025.

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The AI Sales Agent streamlines how loan officers work, using natural language to create contacts, retrieve loan information, run borrower scenarios and send emails instantly without using standard screens, menus, and entering data into fields. Accessible  directly from the Blue Sage Digital Lending platform, the AI Sales Agent delivers:

• Real-time voice recognition and intent resolution, optimized to understand various accents and dialects.
• More natural, human-like conversation flow—even across multi-step interactions
• Advanced speech synthesis, with improved tone and phrasing to improve user trust and engagement
• Streamlined AI training workflows, enabling rapid iteration and seamless integration with enterprise systems via the company’s scalable API and low-code tools.

“Our mission at Blue Sage has always been to deliver the most modern, flexible and practical lending technology on the market—and the AI Sales Agent is an example of that vision,” said Carmine Cacciavillani, president and founder of Blue Sage. “Built natively into our cloud-based, API-first platform, this new capability doesn’t just add AI—it redefines how AI works within the mortgage workflow, empowering lenders with smarter, faster, and more human-like interactions from day one.”