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Lending broker

RevDesk reployed an auto-dialer that connects answered calls live to their sales team, an AI agent that handles follow-up conversations on contacts who have already engaged, and SMS sequences that cover the spaces between. Over six weeks, the setup produced 29 qualified leads on $1,280 in voice spend. That’s about $44 per qualified lead on a flat $0.20/min rate. Some campaign details are anonymized at the customer’s request. Metrics come from the production run.

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How it’s set up

The auto-dialer places hundreds of calls in parallel for the sales team. When a contact picks up, the call routes to a human rep with the record open. The rep talks; the dialer keeps them on conversations instead of on hold music. For contacts who had already engaged (a prior call, a web form, an inbound inquiry), the AI agent runs the return conversation. Two qualifying questions, then a route back to a human specialist. SMS covers the rest: a text after a voicemail asking whether a callback later works, a nudge before a scheduled call, a booking link the moment a qualified conversation ends. Same list as voice, same compliance enforcement, automatic unsubscribe handling.

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Qualifying leads

The AI follow-up agent only flags a contact as qualified if two answers clear:

• The business does at least $20,000/month in revenue.
• The business operates a business bank account (not personal).

A lot of small-business contacts fail these questions. The gate is tight on purpose.

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Results

$44 per qualified lead sits at the low end of the $40 to $650 CPL range typical in financial-services lead generation, on a gate stricter than most paid-acquisition flows enforce. SMS sends layer on top.

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A follow-up call

The follow-up calls follow a consistent pattern. Names and dollar figures in the transcript have been changed.

Agent: Hi, this is the team at Mountain Lending following up on your inquiry from last week. Catching you at an okay moment? Caller: Yeah, briefly. Agent: Quick question. Roughly how much revenue does the business do in a typical month? Caller: Last few months, around $30,000 to $40,000. Agent: And does the business operate out of a business bank account, or a personal one? Caller: Business account. Agent: Got it. You’d be a fit for a conversation with one of our funding specialists. Want me to send a link to grab time?

The agent asks the gate questions in conversation, captures the answers, and routes from there.

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SMS in the loop

Hi, this is the team at Mountain Lending following up on your inquiry. Just left you a voicemail. Easier if we try again later today? Reply with a time that works.

Great talking. Here’s the link to grab time with one of our funding specialists this week: [link]. Reply STOP to unsubscribe.

Each text references the prior consent on file, includes an opt-out, and writes back to the contact’s record so the next interaction picks up where the last one left off.