NEXA Mortgage
Two agents handling client retention and loan officer recruiting. Inbound calls pick up where the last conversation left off using CRM history.
A two-agent calling system targeting two distinct audiences — past mortgage clients who lost their loan officer, and former loan officers being recruited back. Both agents handle outbound re-engagement and appointment booking, and the system is configured for inbound calls with full conversation continuity using CRM history.
Reconnects with past mortgage applicants whose loan officer left NEXA. Introduces their new Mortgage Portfolio Manager and books a 15-minute consultation by suggesting two available slots or accepting the caller's preferred time.
Calls former loan officers, sparks curiosity about how NEXA has evolved, and drives them toward a live conversation with a team member. Attempts a warm transfer if available, otherwise books from two specific time options. Every call starts with a fixed script opening.
Contacts are pulled from GoHighLevel based on audience type — past clients or former loan officers.
The relevant agent makes the call. The Client Retention agent reconnects with past clients; Lexi targets former loan officers.
Agent presents two specific time slots or accepts the caller's preferred time.
Meeting is created and confirmed inside GoHighLevel.
For inbound calls, the caller's number is matched in GHL, conversation history is fetched, and the agent continues with full context from the last interaction.
- Two agents targeting completely different audiences in one system
- Inbound and outbound handled in a single integrated setup
- Caller recognition with full GHL conversation history on inbound
- Smart appointment booking with two-slot suggestion or custom time
- Warm transfer capability for high-intent loan officer prospects