Voice AI intake. Autonomous follow-up.
Lia captures applications by voice, reads documents, and fills application fields. She follows up on missing items and updates your LOS until the application is complete.
Start with a conversation
Lia captures application details through inbound or outbound voice calls and connects them to the borrower’s file.
Read and check documents
She extracts information from uploaded documents, fills application fields, and identifies missing pages or details against the required checklist.
Follow up on missing items
Lia requests outstanding information, checks each new upload, and continues follow-up on your institution’s cadence until the application is complete.
Keep the LOS current
Application data, organized documents, and file status flow into connected systems so the next team works from the latest information.
Consent, preferences,
and human oversight.
TCPA consent controls
Outbound borrower calls require recorded consent for AI voice calls and a consent timestamp before dialing. Communication channels cannot be enabled without the corresponding borrower consent.
Opt out and communication controls
SMS document reminders include a STOP instruction to opt out. Loan officers can stop follow-up, disable individual channels, and record the reason on the application.
AI identification & recording
Lia identifies itself as an AI assistant in voice introductions. Its Twilio voice integration does not enable call recording.
Loan team handoff
Loan officers can take over an application and pause automated follow-up. When a borrower cannot provide a requested document, Lia records the issue for the loan team and stops the reminders.
Telephony & contact center connections
Twilio supports voice calling with a configured account. For Five9, RingCentral, PhoneBurner, and Velocify, Lia provides browser call capture through its Chrome extension.
Explore calling connections ↗