Does it work with my CRM?

Yes. Outsales runs on top of your CRM, reads borrower context, and writes every follow-up back to it — no migration.

Does outreach send from my email?

Yes — from your address, with your disclosures and signature. You can require approval before anything sends until you trust it.

Can it re-engage old leads automatically?

Yes. Set rules — like a rate threshold or time since last contact — and the AI reaches the right past contacts on its own.

Will the emails feel personal?

Each email is written from scratch per borrower using their context, not blasted from a template.

Built for Mortgage & Lending teams

AI follow-up for
Mortgage & Lending

Outsales follows up with every borrower automatically — nurturing pre-approvals, re-engaging old leads when rates move, and booking calls — so no deal slips while you're closing another.

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

The Outsales way

Follow-ups done by memory

Leads fall through the cracks when you get busy.

→

Every lead followed up

AI follows up at the right time, automatically.

Slow replies lose leads

Hours or days to respond to a new inquiry.

→

Instant, personal replies

New leads get a tailored response in seconds.

Old leads go cold

Your database sits untouched and forgotten.

→

Database stays warm

AI re-engages past leads on the right trigger.

Generic copy-paste emails

Templated messages prospects ignore.

→

Written per contact

Each email composed from real context.

No follow-up tracking

You don't know who still needs a nudge.

→

Every touch logged

Activity written back to your CRM — nothing forgotten.

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.

Five agents. One sales force.

Each one masters a stage of the pipeline. Together they run sales end to end — so you don't have to.

Sequencer

Design entire multi-step outbound campaigns in a 5-minute chat with AI. Source, personalize, and send — at scale.

AI Email Writer

Write 500 emails with one set of rules. Teach the AI your brand voice, products, and guardrails in plain English.

Autonomous CRM

11 specialized AI Workers analyze every signal and act on your behalf — an Orchestrator runs the operation within your rules.

AI Follow-up for your CRM

Keep Pipedrive, HubSpot, Salesforce, or ActiveCampaign — add an AI layer that follows up from your inbox. Zero migration.

Buy Intent + Orchestrator

Score every contact on real buying signals — email, Stripe, Intercom, meetings — and auto-route the right action.

See your sales force in action

Connect your stack and watch the agents run your pipeline — start free, no credit card.

Start for free