AI Match New

Hope AI Match Maker Here to help you compare lenders and get answers, any time ✨

AI Match Leads: introduced by Hope.

Hope is FreeRateUpdate's conversational AI. She talks with homeowners all day long by text, email and chat. When one is ready to talk about a mortgage or home equity, she introduces you on a 3-way email, with the whole story, so you pick up a conversation instead of starting a cold call.

Verified interest. They told Hope they want to talk mortgage or home equity.
Full context. The introduction carries what they told us, and the lead reaches your CRM or inbox moments before.
Introduced by name. Hope tells them who you are, then hands the conversation to you.
Hope keeps it moving. If the thread goes quiet she follows up, and steps back when you tell her you're all set.

Maria, meet Jordan from Lakeview Lending

Hope

Maria, meet Jordan Lee, a loan officer at Lakeview Lending. Jordan, Maria wants to refinance her home in Austin and lower her payment. I've shared everything she told me.

Maria, homeowner

Thanks, Hope! Jordan, I'm free after 5 today.

You

Jordan, your loan officer

Great to meet you, Maria. I'll call you at 5:15.

An example introduction. One thread, three people: reply all and the conversation is yours.

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PARTICIPATING LENDERS

How AI Match works

1
A homeowner talks with Hope.

They came to FreeRateUpdate.com for mortgage or home equity rates, and they are texting, emailing or chatting with Hope.
2
Hope introduces you.

The lead arrives in your CRM or inbox, and moments later Hope introduces you to the consumer on a 3-way email, with full context.
3
You take it from there.

Reply all and take over the conversation. Hope follows up if things go quiet, and stands down when you tell her you're all set.

Why loan officers turn it on

The best of the website leads

The same people who come to FreeRateUpdate.com, at the moment they are most engaged: already in a conversation and interested.

No cold opener

You start with a warm introduction and the whole story, not a name and a phone number.

Answer on your schedule

It happens over email, so a reply the next morning still lands. Hope keeps the homeowner engaged in the meantime.

Set up your way

In your account you choose how introductions reach you, and you can send us any custom request for how you'd like them handled.

700+ active loan officer accounts
A+ BBB rating
8× Named to the Inc. 5000 eight times (2014-2018 and 2021-2023)
2008 the year we started serving lenders

Questions loan officers ask

What is an AI Match lead?

A consumer from FreeRateUpdate.com who is already talking with Hope, FreeRateUpdate's conversational AI, by text or email. You receive the lead, and Hope introduces you to the consumer on a 3-way email so you can take over the conversation.

Where do AI Match leads come from?

The same consumers who come through the FreeRateUpdate website or call in. AI Match leads are the higher intent ones who are talking with Hope on text and email.

Is this a live transfer?

No. Live transfers happen on the phone. AI Match happens in email and text conversations. You can receive a consumer one way or the other, never both.

How do I know I received an AI Match?

You get an email with Hope and the consumer on the thread, introducing you. The lead reaches your CRM or email moments before.

When am I charged?

When you receive the lead and are introduced to the consumer.

What if I can't reply right away?

That's fine. It's an email thread, so you can reply when you're free. If the conversation doesn't move, Hope sends a few follow-ups to get the consumer engaged with you.

How do I tell Hope to step back?

Reply all in the thread and let Hope know you no longer need her. She marks the thread inactive and stops working it.

Do I need regular internet leads turned on?

AI Match works best alongside your other lead types, and you turn it on with them in your account. Your account executive can walk you through the options.

Is Hope a person?

No. Hope is FreeRateUpdate's conversational AI. The consumer is talking with Hope and knows you are being introduced.

Let Hope introduce you.

Create your account, then switch AI Match on alongside your other lead types.

Get AI Match leads Call (888) 99-LEADS