AI Sales Coach for Velocify

Amotions adds private conversation guidance beside Velocify on the loan officer’s computer. It does not connect to Velocify, your LOS such as Encompass, or any other mortgage system through an API.

• The loan officer works Velocify leads as usual and takes the call on a Mac or Windows computer.
• They start the Amotions live coach for the call (dialer and phone calls need a manual start).
• Amotions listens to computer audio, or to a shared browser tab with audio, and needs both sides of the call audible.
• Suggestions respond to what the borrower just said, using a running summary of the call as context.
• Prompts and the Steps panel appear only on the loan officer’s screen; the borrower hears and sees nothing.

Velocify stays your lead system: in most setups it captures web and purchased leads, routes them to loan officers and places or logs the calls. Amotions AI runs on the loan officer’s Mac or Windows computer next to it. The Desktop App listens to computer audio; if the call runs in a browser tab, Web Real-time AI can listen to that tab when it is shared with audio.

The practical question is where the call is heard. If your Velocify account is configured to connect calls to a desk phone or a cell phone, the audio never reaches the computer, so live coaching cannot hear it—and Amotions has no mobile or tablet app. Loan officers who want live prompts should take calls through the computer with a headset. Whatever the route, permitted recordings or transcripts can be uploaded afterward for scoring against your rubric.

Most inquiry calls hit the rate question in the first minute. Amotions does not quote rates, read your pricing engine or see the borrower’s file. What it can do is remind the loan officer of the bridge your team uses—acknowledge the question, explain what the rate depends on, and ask the scenario questions that let you give a real answer.

The Steps panel ticks off the playbook steps as they are covered—purpose of the loan, timeline, property, credit range, next appointment—so a loan officer working a full queue can see what is still missing before ending the call.

Velocify stays your calling or meeting tool. Amotions AI sits alongside the conversation to understand context and coach the seller privately.

Mortgage inquiry calls are short and decided early. On a working computer-audio path, Amotions can surface private prompts drawn from your team’s own approved language.

Mortgage teams often run lead management in Velocify, the loan file in an LOS such as Encompass, and sometimes a separate contact-center platform for phones. Amotions does not join that stack through an API. It sits on the loan officer’s screen during the conversation itself, which is where speed-to-lead calls are won or lost.

Loan officers hear the same handful of objections every day: “What’s your rate?”, “I’m just shopping”, “I’ll wait for rates to come down”, “I already have a lender.” Teams load the responses, discovery questions and required wording their compliance team has approved, and Amotions suggests those—not a generic script. Amotions does not decide what is compliant; your team configures its own approved language and disclosures.

Amotions has no native Velocify integration and does not change lead distribution, dialing, dispositions or your LOS. Run it on the loan officer’s computer and confirm that both the borrower and the loan officer are audible there before relying on live prompts.

Load the scripts, objection responses, product information and disclosure wording your organization has already approved. Suggestion frequency can be adjusted from 1 to 12 per minute (default 8) so prompts don’t crowd a fast inquiry call.

For calls that ring to a phone, or when live capture is not approved, upload recordings or transcripts your team is permitted to use and score them against your own rubric.