AIRE Launches Internal AI-Powered Engagement Assistant to Automate Lead Management and Streamline Mortgage Workflow
AI-driven workflow automation improves mortgage operations by strengthening top-of-funnel conversion performance
reAlpha Tech Corp., an AI-powered real estate technology company, announced the launch of its internal AI-powered Engagement Assistant, a multi-agent system designed to handle top-of-the-funnel lead qualification, appointment booking, and other pre-application workflows, helping improve scalability and efficiency across mortgage operations.
Recent performance results1 of the internal AI-powered Engagement Assistant have shown clear improvements across key front-end mortgage workflows. The system increased borrower lead engagement by more than 90 percent, improved appointment conversion by over 200 percent, and generated an increase of more than 140 percent in completed applications compared to manual outreach processes.2 These results reflect the system’s ability to accelerate borrower’s connection to licensed loan officers for personalized support and maintain consistent follow-up for remaining prospects. The system is designed to provide timely, organized information to the sales team while preserving compliance and data integrity across communication workflows.
The internal system works seamlessly within reAlpha’s customer relationship management system (“CRM”). A customer support assistant welcomes new prospects, assesses the borrower’s intent, answers routine inquiries that do not require a licensed mortgage professional, and organizes borrower information so licensed team members can respond efficiently. A loan application assistant guides early-stage borrowers through digital intake forms, capturing their key goals and application information. An appointment booking assistant schedules consultations for borrowers ready to move forward with the mortgage process, managing appointment confirmations, rescheduling, and follow-ups. These features are designed to work together to improve borrower engagement with the intent to reduce repetitive manual work for loan officers.
According to a 2024 consumer survey, the first professional to engage a motivated borrower is most likely to win the business, reinforcing the need for rapid, consistent outreach.3 An industry study shows that 78 percent of customers buy from the first company that responds to their inquiry,4 and reaching out to a prospective borrower within five minutes can increase qualification rates more than twenty times compared to a 30-minute delay.5 Research shows that more than 30 percent of inbound leads receive no follow-up,6 resulting in substantial lost opportunity. reAlpha’s new system addresses this gap by automating initial screening and customer engagement, enabling timely outreach within regulated hours and ensuring that qualified borrowers are efficiently routed to loan officers. reAlpha’s use of the internal AI-Powered Engagement Assistant helps ensure that borrowers interested in reAlpha Mortgage automatically receive a timely, topical response to their inquiry.
In addition, the system is built for proactive and compliant borrower engagement. It enables timely outreach informed by borrower intent signals and provides consistent follow-up through personalized and brand-aligned conversations. Each interaction is captured in the CRM with full context, giving loan officers visibility into borrower goals and history while maintaining compliance through encryption and audit-ready records. With the internal assistant handling repetitive outreach and pre-qualification tasks, loan officers have more time to focus on what matters most, building relationships and guiding borrowers through successful applications.
“Our internal AI-Powered Engagement Assistant is about enabling our people, not replacing them,” said Jamie Cavanaugh, CEO of reAlpha Mortgage. “By automating early interactions, we aim to help ensure that every lead receives timely attention while giving loan officers more capacity to connect directly with borrowers who are ready to move forward. We expect this to lead to faster appointments, less manual work, and an improved experience for both our team and our customers.”
“We engineered the system to think, adapt, and scale – giving our loan officers more time for the conversations that matter,” said Vijay Rathna, Chief Technology Officer of reAlpha. “By combining multiple AI agents within a single framework, the system can manage high lead volumes, adapt to borrower needs in real time, and integrate seamlessly with our CRM. We believe that this foundation ensures that our technology not only improves speed and efficiency today, but can also evolve with new capabilities as we expand.”
This launch represents the latest addition to reAlpha Mortgage’s AI-enabled product stack. It builds on the earlier launch of the internal AI Loan Officer Assistant, which automates document classification, extraction, and validation for loan officers. The two products are expected to work together to reduce administrative burden, increase operational efficiency, and allow loan officers to focus on building stronger relationships with borrowers.
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