From a quiet lead file to a booked calendar.
Six steps, four of them yours. Everlend is built so that your company makes every decision with legal weight, and the platform enforces it on every call.
- 01
You upload the leads and the consent that came with them
Your team uploads the lead file in the Everlend portal and maps the consent fields: the exact consent text the borrower saw, where and when they gave it, and that it named your company. Rows without a valid consent record are rejected before anything is dialed. Everlend never uploads leads on your behalf.
- 02
You approve the script, the voice and the calling rules
You write or approve every word the agent may say: the opening identification, the assistant disclosure, the recording notice, the opt-out line, the voicemail message, and the list of topics it must hand to a loan officer. You set the hours, the states, the retry schedule and the attempt limit. Each approval is signed and versioned.
- 03
The agent calls, inside the rules
Before every dial the platform checks consent, national and state do-not-call lists, your internal DNC and revocations, the local time at the called number, the attempt count and your minute balance. If any check fails, the call does not happen and the reason is logged.
- 04
It holds a real conversation
Speech to speech, under a second to respond, with natural interruption handling. It confirms interest and timing, answers process questions in plain terms, and routes anything about rates, payments, programs or eligibility to a licensed loan officer. On a request to stop, it stops, confirms, and the number is suppressed everywhere at once.
- 05
It books onto the right calendar
Everlend reads free and busy time across your loan officers’ Google or Microsoft calendars, offers real slots, books the appointment, and sends a confirmation by text and email, then reminders at the times you choose. Warm transfer to a loan officer who is free is one sentence away.
- 06
Everything lands where your team works
Outcome, recording, transcript and the consent record it was dialed under are written to your portal and pushed to your CRM. Minutes are metered per call against your plan. One click exports the complete audit trail for any lead, campaign or period.