Trusted by salespeople who work at these companies
Stop losing deals in the follow-up gap
Mortgage is a follow-up business: borrowers shop, stall, and go quiet for months. Outsales follows up for you: personalized, persistent, and perfectly timed, so pre-approvals convert and your database stays warm.
The manual way
With Outsales
Follow-ups done by memory
Every lead followed up
Slow replies lose leads
Instant, personal replies
Old leads go cold
Database stays warm
Generic copy-paste emails
Written per contact
No follow-up tracking
Every touch logged
Every follow-up handled, for Mortgage & Lending
Outsales reads your CRM and email threads, writes the right follow-up, and sends it at the right time, for Mortgage & Lending teams.
Nurture pre-approvals to close
Borrowers who stall get timely, relevant follow-up until they're ready: instead of going cold and closing with someone else.
Re-engage when rates move
When rates drop, the AI automatically reaches out to past leads and clients who could refinance or buy: turning your database into pipeline.
Reply to new inquiries in seconds
Rate-quote and pre-approval requests get a personalized response instantly, from your inbox: before the borrower shops elsewhere.
Every touch logged to your CRM
Each email and reply is recorded so your pipeline stays complete and your activity trail is always there.
The system
Not a bundle of tools. One machine.
An Orchestrator reads what came in and decides who should act. Workers do a job from start to finish. Skills are what they reach for on the way. Everything writes to the same contact record, so what one of them learns the rest already know.
The Orchestrator
Every email, payment, chat and meeting goes through it. It decides which worker or skill should run, and writes down why, in plain English. There is no workflow builder to maintain.
Follow-up Worker
Reads the thread, works out when the next one is due, writes it and sends it from your inbox.
Meeting Notetaker
Joins Meet, Zoom and Teams. Records, transcribes and writes the summary onto the contact.
Personal Assistant
Messages you on Slack when a client writes. Reply, translate or archive without leaving it.
Seven skills
Where you work
Cold Email Software
Every message written from scratch for the person receiving it, then sent from your own inbox with daily caps and reply detection.
Sales Follow-up Software
Keep the CRM you have, or run without one. It decides when the next follow-up is due, writes it, and stops the second someone replies.
AI CRM
Contacts, notes and stages kept current by the workers, with every decision written down so you can read its work before you trust it.
Lead Scoring
Every contact scored 0 to 100 from your own emails, payments, chats and meetings, with the reason behind every move.
AI Email Writer
Teach it your brand, your products and the phrases you never want used. Nothing leaves with a placeholder still in it.
Switch one worker on
Connect what you already use and read what it decided by Friday. Start free, no credit card.