LISA AI Platform
In today’s mortgage market, speed, consistency, and precision decide who wins the deal. LISA is SMP’s proprietary, in-house AI platform built to ensure every opportunity is captured, engaged, qualified, and advanced immediately, without relying on human availability. This is not off the shelf software. This AI is continuously refined by SMP, purpose built for real mortgage conversations and real loan officer workflows
Check out our most recent updates to LISA!
Built for Outcomes, Not Demos
LISA was created with one goal… Help Loan Officers convert more opportunities into applications and closed loans, without additional work.
Unlike generic AI tools, LISA is developed entirely in house, purpose-built for mortgage use cases, and actively improved by SMP’s dedicated AI Solutions team. It’s designed to operate seamlessly within existing Loan Officer workflows.
LISA doesn’t replace your voice. It scales it.
Inbound LISA
Every Call Answered. Every Opportunity Managed. When a borrower calls and you’re unavailable, LISA steps in instantly! No delay and no voicemail dead ends.
Inbound LISA delivers your application link via SMS in real time, schedules appointments directly on your Outlook calendar, warm-transfers live borrowers when you’re available and seamlessly routes them to a teammate when you’re not. Every call is captured with detailed transcripts to enable precise, informed follow-up, turning each inbound interaction into a tracked, actionable opportunity.
No gaps. No missed momentum.
Outbound LISA
Engage Borrowers the Moment Intent Appears, powered by real time intent signals, LISA proactively engages prospects the moment interest is detected. Including mortgage inquiries, rate opportunities, MI removal events, and so much more.
Instead of relying on static scripts, LISA delivers natural, adaptive, curiosity-driven conversations that respond intelligently in real time. When borrower intent is high, LISA initiates immediate warm transfers, while quietly alerting Loan Officers during live engagement and handling fallbacks seamlessly if a transfer isn’t available.
The result is shorter, more efficient calls, faster identification of true intent, and stronger handoffs with full context so you enter every conversation informed, prepared, and already ahead.
AI PreQual Agent
Turn Conversations into Applications 24/7. LISA’s AI PreQualification Agent works around the clock to convert interest into action.
LISA asks essential qualifying questions, instantly calculates approximate affordability, and captures full interaction details with zero friction. It then sends pre-qualification emails branded with your contact information and offers your application link in the moment—driving faster follow-up and immediate conversion while the borrower is still engaged.
No credit pull. No waiting. No lost opportunities.
Just qualified prospects—day, night, weekends, and holidays.
LISA is continuously improved by design, never a “set it and forget it” system. Our internal AI Solutions team is always optimizing conversation quality and realism, strengthening reliability and call handling, refining intent detection and transfer logic, and enhancing real-world performance for Loan Officers. The result is an AI that evolves alongside your business, delivering smarter conversations, smoother handoffs, and stronger outcomes with every interaction.
As technology evolves and market conditions change, LISA evolves with them. Ensuring SMP Loan Officers remain best in class.
Why This Matters?
LISA isn’t a tool, It’s a force multiplier for your business. More conversations captured automatically. More applications started without friction. More deals advanced with speed and consistency
While others rely on manual follow up and availability, you operate with scale, precision, and always on engagement. up and availability, you operate with scale, precision, and always on engagement.
LISA Works Instantly. You Close Confidently.