Plura AI Agents Help Flow Mortgage Streamline Client Engagement
Flow Mortgage — Financial Services
Flow Mortgage, a fast-scaling digital lender, generated substantial lead volume from paid media campaigns across Google, Facebook, and direct mail. However, converting those leads into borrowers remained inconsistent. Agents struggled to manage follow-ups, especially outside business hours. Inbound calls went unanswered. Form submissions accumulated in CRM queues. Many interested prospects disappeared after initial contact.
Human-led outreach lacked the speed and persistence required to close the conversion gap. Without scalable follow-up systems, cost-per-lead increased while conversion rates stagnated.
AI Financial Service Deployment
- 01AI Web Form Agent
Triggered instant follow-up texts after submission, confirming interest, collecting missing details, and booking loan consultations in real time. - 02AI Web Chat Agent
Engaged site visitors with intelligent conversation guiding them toward action — whether booking calls or starting pre-qualifications. - 03AI Inbound Call Agent
Answered all phone calls instantly, collecting borrower information and routing qualified prospects to available loan officers 24/7. - 04AI SMS Agent
Managed inbound and outbound text flows for reminders, appointment confirmations, and pre-screening. - 05AI Outbound Voice Agent
Executed nurture sequences — automatically calling unresponsive leads, no-shows, and drop-offs in a branded, conversational format at scale.
Results
Within 30 days, Flow Mortgage experienced dramatic improvements in lead performance and operational efficiency. AI agents transformed slow, fragmented engagement into seamless, always-on experiences.
Response times dropped from over three hours to seconds. Borrowers received immediate engagement while still on-site. Plura's AI Outbound Voice Agent and SMS Agent executed an 11-day follow-up cadence, recovering more than 1 in 5 cold or unresponsive leads previously abandoned.
With AI handling over two-thirds of initial conversations and follow-ups, Flow Mortgage saved approximately 112 hours per month. Agents focused on qualified borrowers rather than manual outreach. Performance improved without increasing headcount, and borrower satisfaction rose alongside efficiency.
Why AI Fits Mortgage Lending
Speed and persistence are critical in mortgage lending. Borrowers don't wait. Plura enabled Flow Mortgage to be first and stay in conversation until conversion.
The AI Outbound Voice Agent proved especially effective for reactivation — not just answering calls but initiating them. When layered with SMS and web engagement, Plura created a powerful 24/7 borrower contact flywheel.
Rather than hiring additional staff, the solution made every agent more efficient — allowing humans to focus on qualified closers while AI handled everything else.
“Our reps gave up after one or two tries. Now, AI follows up six or seven times. and we're seeing real conversions from leads we would have abandoned.”
Instant
Avg. time to first contact
52%
Form to call conversion rate
6%
Inbound abandoned call rate
61%
Re-engagement rate (SMS)
21%
Conversion from voice nurture
~112 hrs
Monthly hours saved
82%
Borrower satisfaction (CSAT)
“We had a great front-end funnel, but we were losing people in the cracks, especially nights, weekends, and no-shows.”
VP of Marketing, Flow Mortgage