Lending & Financial Services
Turn More Leads into Funded Loans with a Smarter Phone System
In lending, speed wins. Our cloud call center connects your reps to prospects faster, tracks every conversation, and gives managers the visibility they need to scale.
Why Your Current Phone System Is Losing You Deals
Common Challenges
Leads from your website or paid ads go cold within 5 minutes — but your current setup takes 30 minutes to route them to an available rep
You're paying for expensive legacy phone systems that weren't designed for high-volume outbound calling and remote teams
No visibility into which reps are actually making calls, how long they're talking, or why some close at 20% while others struggle at 5%
Managing a distributed sales team is chaos without centralized call logs, recordings, and performance dashboards
How We Solve It
Intelligent lead routing connects inbound inquiries to your best available closer within seconds — before the lead clicks away
Call recording and transcription let managers review deals, identify coaching moments, and replicate what top performers do differently
Automated follow-up sequences via SMS keep leads warm between calls, dramatically improving contact rates on callbacks
Real-time dashboards show calls made, talk time, and conversion rates by rep — so you can coach with data, not guesses
See It In Action
Watch how OpenVBX transforms communication for lending & financial services
Simple, Transparent Pricing
Choose the plan that fits your business needs
🚀 Connect Starter
Getting started
$
49
Monthly
-
📊 Complete Business Communication Platform - Core Features 👥 User Management & Access Control ✅ Multi-User Support - Unlimited user accounts with individual profiles and settings 📞 Phone Numbers & Line Management ✅ Virtual Phone Numbers - Local
💎 Engage Pro
Most popular
$
99
Monthly
-
🚀 All Starter Features + Advanced Business Communication Suite 📞 Core Starter Features Foundation ✅ Basic Call Management - Inbound/outbound calling with call history and logs ✅ Contact Management - Centralized contact database with import/export capabilities ✅ Basic SMS Messaging - Send and receive text messages with conversation threading ✅ Simple Analytics - Basic call and message statistics with visual reports ✅ User Management - Multi-user support with basic role assignments ✅ Standard Support - Email and chat support during business hours 📱 Manual Dialer & Call Management ✅ Click-to-Call Interface - One-click dialing from contact lists and CRM records ✅ Call History Tracking - Complete call logs with duration ✓ outcome ✓ and notes ✅ Contact Quick Actions - Instant access to call ✓ text ✓ and email from contact cards ✅ Speed Dial Setup - Customizable quick-dial buttons for frequently called numbers ✅ Call Disposition Codes - Categorize call outcomes for better tracking and reporting ✅ Local Presence Dialing - Display local numbers to improve answer rates 💬 Auto-Messaging & Communication Automation ✅ Automated Welcome Messages - Instant responses to new contacts and inquiries ✅ Follow-up Message Sequences - Scheduled message campaigns with smart timing ✅ Keyword Auto-Responses - Trigger automated replies based on incoming message content ✅ Appointment Reminders - Automated SMS and email reminders for scheduled events ✅ Birthday & Anniversary Messages - Personalized automated greetings for special dates ✅ Drip Campaign Management - Multi-step messaging sequences with conditional logic 👥 Advanced User Roles & Permissions ✅ Granular Permission System - Fine-tuned access control for features and data ✅ Role-Based Access Control - Pre-defined roles (Admin ✓ Manager ✓ Agent ✓ Viewer) ✅ Department Segregation - Separate access to contacts and campaigns by department ✅ Data Visibility Controls - Restrict access to sensitive customer information ✅ Action Logging - Complete audit trail of user actions and system changes ✅ Multi-Location Management - Separate permissions and data for different office locations Voicemail & Message Management ✅ Visual Voicemail - View voicemails in dashboard with transcription
💎 Command Elite
Ultimate
$
149
Monthly
-
🏆 All Pro Features - Professional Business Communication Suite 📞 Advanced Call Management System & 🎯 Interactive Voice Response (IVR) Core Features ✅ Multi-Level Menu System - Complex nested menus with unlimited depth and options ✅ Visual Flow Builder - Drag-and-drop interface for creating complex call flows ✅ Dynamic Call Routing - Intelligent routing based on caller input and business rules ✅ Call Whisper - Pre-call briefings with customer context and conversation history ✅ Smart Call Routing - Intelligent distribution based on agent skills and availability ✅ Unlimited Recording - Complete call recording with cloud storage and instant playback ✅ Call Queue Management - Advanced queuing with priority handling and callback options ✅ Multi-line Support - Handle multiple simultaneous calls with seamless switching ✅ Call Transfer & Conference - Professional call handling with 3-way conferencing 📱 Advanced SMS & Messaging ✅ Bulk SMS Campaigns - Mass messaging with personalization and scheduling ✅ Two-way SMS Conversations - Interactive messaging with conversation threading ✅ SMS Templates - Pre-built message templates for common scenarios ✅ Automated SMS Responses - Smart auto-replies based on keywords and context ✅ SMS Analytics - Delivery rates ✓ response tracking ✓ and engagement metrics Voicemail & Message Management ✅ Visual Voicemail - View voicemails in dashboard with transcription’
🤖 AI Ultimate
AI-Powered
$
299
Monthly
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🚀 Elite All-in-One Business Communication Platform 📞 AI-Powered Voice Communication Suite ✅ AI Outgoing Calls - Automated outbound calling with intelligent conversation flow ✅ AI Incoming Calls - Smart call handling with natural language processing ✅ AI Follow-up Automation - Intelligent post-call actions and scheduling ✅ AI Voice Assistant - Advanced conversational AI for customer interactions ✅ Smart Call Routing - Intelligent call distribution based on context and priority ✅ Real-time Transcription - Live speech-to-text with conversation logging ✅ Multi-language Support - Global communication capabilities across languages ✅ Custom AI Training - Personalized AI models trained on your business data 📧 Advanced Bulk Email Marketing System ✅ CSV Upload & Processing - Smart contact import with validation & deduplication ✅ AI Message Generation - powered content creation for professional emails ✅ Multi-Provider Support - Gmail ✓ Mailchimp API ✓ Brevo ✓ Mailgun ✅ Real-time Campaign Tracking - Live progress monitoring with detailed analytics ✅ Professional Templates - HTML email templates with dynamic personalization ✅ Advanced Analytics - Delivery rates ✓ engagement metrics ✓ performance insights ✅ Error Recovery System - Detailed failure logs with automated retry mechanisms ✅ Daily Limit Management - Smart quota tracking with automatic reset functionality 📊 Business Intelligence & Analytics ✅ AI Call Analytics - Deep insights into call performance and customer sentiment ✅ AI Lead Scoring - Intelligent prospect qualification and ranking system ✅ Automated Callbacks - Smart scheduling based on customer preferences and availability ✅ Performance Dashboards - Real-time metrics and KPI tracking across all channels ✅ Conversation Analytics - AI-powered analysis of customer interactions ✅ Predictive Insights - Machine learning driven forecasting and recommendations 🎯 Automation & Workflow Intelligence ✅ Intelligent Campaign Orchestration - Multi-channel campaigns with AI optimization ✅ Dynamic Content Personalization - AI-driven content adaptation per recipient ✅ Behavioral Trigger Automation - Smart responses based on customer actions ✅ Cross-channel Integration - Unified communication across email ✓ voice ✓ and messaging ✅ Advanced Segmentation - AI-powered audience targeting and classification ✅ ROI Optimization - Machine learning driven performance enhancement Voicemail & Message Management ✅ Visual Voicemail - View voicemails in dashboard with transcription
Ready to Transform Your Communication?
Book a free demo and see how OpenVBX can help your real estate professionals business grow.