REAL ESTATE LENDING
How a Presidential Bank Loan Officer Booked 15 Real Estate Agent Meetings at a 75% Show Rate in Two Months With AI Cold Calling
15 meetings and a 75% show rate in month two
Meetings booked in 1 month
Meeting show rate
Outbound channel used
CLIENT REVIEW
Hear it straight from the client
Brad Siebert
Loan Officer at PRESIDENTIAL BANK
THE CHALLENGE
Where they were stuck
Brad Siebert is a loan officer at Presidential Bank with 24 years in the mortgage business, responsible for generating his own business and referrals. His growth depends on relationships with real estate agents who send him buyers, but prospecting those agents by phone at any real volume was impossible without stealing time from the loan origination work that pays the bills.
Prospecting agents by phone competed directly with the time needed for loan origination
Manual calling couldn't hit the volume required. 250 dials a day was impossible alongside the job
Skepticism that an AI caller could credibly represent a relationship-driven mortgage business
THE SYSTEM WE BUILT
How we solved their problems
AI Voice Training
The AI was trained on Brad's specific value to agents and his own approach to the conversation, with voice quality indistinguishable from a professional human caller. It was built to handle natural objections so agents engage the same way they would with a live rep, and Brad never has to explain that AI is involved.
Strategic Call Deployment
The system dials 250 real estate agents a day nationwide and books interested agents directly onto Brad's calendar, often the same day, with zero manual follow-up. That means Brad adds pipeline without giving up a minute of loan origination time.
Scale Beyond Human Capacity
At 250 calls a day, the AI does roughly five times what Brad could manage himself while still doing his job, and it never gets discouraged by rejection. That consistency drove about 15 meetings at a 75% show rate in his first two months.
Brad Siebert has spent 24 years originating mortgages, and like most loan officers, he lives and dies by referral relationships with real estate agents. The problem is time. Building those relationships means calling agents all day, and every hour spent dialing is an hour not spent originating loans. Doing it himself, he could make maybe 50 calls before the day got away from him, nowhere near the volume needed to build a national referral network.
Brad was skeptical of AI cold calling at first. "I was very hesitant about using AI because, you know, it's fake for lack of a better term." But during his research he kept finding studies showing AI outperforming human callers, and as someone who does his own cold calling, he knew those reports were true. After hearing Outbound System's demo of the different AI voices, he decided it was a strong, and far faster, alternative to hiring expensive human callers.
The AI was trained on Brad's approach to agents and set to dial 250 real estate agents a day across the country. Interested agents were booked directly onto his calendar, frequently the same day. One afternoon he noticed a 5:30 appointment that had been booked at 1:00 that same day. "It's kind of like going downstairs and looking at the Christmas tree on Christmas day. Every day you come in and there's a new present to open." Because the AI books the meeting seamlessly, Brad never has to explain the technology. He runs his own script on the call, and the agents show up with no pushback. "I'm not even sure they really know that I do."
Over his first two months, the system booked about 15 meetings at roughly a 75% show rate, a number Brad credits to the sheer consistency of 250 calls a day that he could never match himself. One of the very first bookings, an agent named David Henderson, agreed to meet on a weekend, answered right away, and turned out to share hobbies with Brad. Henderson is now working on a project of roughly 72 homes and a new condo build that Brad is helping finance, the kind of relationship he calls "more than a home run, a grand slam." His advice to skeptical peers is simple: "Change is necessary. Either embrace it or not. If you don't, you know what you're gonna get. If you do, the sky's the limit."
