Avery answers, 24/7
Calls to your business line are answered by Avery at any hour. She introduces herself as an AI assistant.
Agent Edge sits above the tools a business already uses. Here’s what happens on a call today, and what comes next.
Calls to your business line are answered by Avery at any hour. She introduces herself as an AI assistant.
Avery talks with the caller warmly to learn who they are and what they need.
Avery transfers the caller to the right agent, loan officer or team member, based on how your team works.
Summaries, notes on each client’s record, appointments, tasks and follow-up turn the conversation into work.
Avery is an AI assistant, not a person. We don’t promise that no call will ever be missed: coverage and outage handling are still being defined, and we’ll publish the details before making any availability commitment.
Each light is a contact. Each contact has a library. Open a book, find a chapter, and reach the verse that holds the detail.
The whole story, or the exact words. Summaries lead back to the source conversation, so nobody has to take a summary on faith. Coming soon
We start by learning how your office handles calls today: who takes which kind of call, and when. Then we set up Avery to match. Each team is set up by configuration, not custom code.
Every change is tested on real calls before it goes live, with a way to roll it back, and we tell you exactly what’s live at every step.
Consequential actions can stay behind clear approval gates.
Your policies guide routing, permissions, and escalation.
Avery is always identified as an AI assistant when introduced.
We’re working with a focused group of real estate and mortgage teams first. Pricing is set with each team, so talk to us.