Mortgage AI Toolkit

DealStream

DealStream calls prospects instantly and tracks performance. The AI handles initial conversations, qualifies leads, and ensures no opportunity is missed.

  • Instant lead response
  • AI qualification built-in
  • FCA-conscious call recording

How DealStream Works

DealStream ensures no opportunity is missed by handling initial conversations with AI and providing comprehensive lead tracking.

DealStream AI context settings that shape how the assistant calls new leads
AI context configured
Smart AI calling
  1. 1.Lead shows interest

    Form submitted or lead created in your system

  2. 2.AI calls instantly

    DealStream initiates the call immediately

  3. 3.Qualifies & scores

    AI qualifies leads during the conversation

  4. 4.Track performance

    Real-time metrics and conversion tracking on your dashboard

Powerful Features

Everything you need to convert more prospects

Instant Prospect Calls

AI calls prospects immediately when they show interest

Performance Tracking

Track call success rates and conversion metrics

Lead Qualification

Automatically qualifies leads and scores them

Follow-up Automation

Automated follow-up sequences for better conversion

See it in the app

Real screens from the product, one for each feature.

DealStream leads list with AI calls completed and appointments booked
Appointment booked
Automatic booking
Automatic bookingDealStream
DealStream email outreach set up to re-engage old leads
Lead re-engaged
Old lead re-engagement
Old lead re-engagementDealStream

See DealStream in action

Watch a product walkthrough of DealStream – how instant prospect calls work, how leads are qualified, and how your team tracks performance day to day.

  • • Full lead workflow inside the DealStream app
  • • How AI calls, qualification and follow-ups work together
  • • Example of a real-world prospect conversion flow

Frequently Asked Questions

Common questions about DealStream

What is DealStream?

DealStream is an AI-powered lead management system that calls prospects instantly when they show interest, qualifies leads automatically, and tracks performance metrics. It ensures no opportunity is missed by handling initial conversations with AI and providing comprehensive lead tracking.

How quickly does DealStream call prospects?

DealStream calls prospects instantly, as soon as a form is submitted or a lead is created, the AI system automatically initiates a call. This immediate response significantly increases conversion rates compared to delayed follow-ups.

What metrics does DealStream track?

DealStream tracks comprehensive performance metrics including call success rates, conversion rates, lead qualification scores, call duration, follow-up sequences, and overall pipeline performance. All metrics are displayed in real-time on the dashboard.

Is DealStream FCA compliant?

Yes, DealStream is built with FCA compliance in mind. All calls are recorded and transcribed for compliance purposes, and the system ensures all communications meet regulatory standards for the mortgage industry.

How much does DealStream cost?

DealStream pricing is based on your business needs, call volume, and required features. Book a demo for a customized quote that includes the right plan for your lead management requirements.

See DealStream in action

See how it can work for you.

QR code that opens the DealStream interactive demo

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