RevStack AI
Subscribe

A mortgage lender turns past borrowers into $60M in funded loans

Total Expert flags past customers when rates drop or another lender pulls their credit, so loan officers call with a real reason.

Moderate

Mortgage

How to do this

Steps

  1. 1

    Total Expert CRM

  2. 2

    Customer IQ

  3. 3

    Calling consent for AI outreach

This uses AI to call people. Only turn it on where you already have permission to contact them.

Tools that do this

Markdown version

More in Follow-up

Every in-home flooring appointment is recorded, scored and handed to the rehash team

Express Flooring

One recording per appointment drives coaching, AI-homeowner training and a structured brief for whoever calls back unsold estimates.

FlooringVendor case studyModerate+2
View

AI voice agents call back abandoned insurance quotes and partner leads

Scripted AI calls chase abandoned quotes and partner referrals, log to HubSpot, and hand interested buyers to a rep.

InsuranceVendor case studyModerate+2
View

Reactivate ghosted CRM leads with AI

Leads never followed up.

IndependentModerateFollow-up
View

Newsletter

Get the weekly stack.

One email a week. The setup a sales rep already ran, the tool in it, and the stack around it.