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

15

15

Meetings booked in 1 month

75%

75%

Meeting show rate

AI Cold Calling

AI Cold Calling

Outbound channel used

CLIENT REVIEW

Hear it straight from the client

Every day is like coming downstairs to the Christmas tree on Christmas morning. There's a new appointment on my calendar and I didn't have to stop originating loans to get it. There's no way I could make 250 calls a day and still do my job. And the agents have no pushback. I'm not even sure they know it's AI.

Every day is like coming downstairs to the Christmas tree on Christmas morning. There's a new appointment on my calendar and I didn't have to stop originating loans to get it. There's no way I could make 250 calls a day and still do my job. And the agents have no pushback. I'm not even sure they know it's AI.

Every day is like coming downstairs to the Christmas tree on Christmas morning. There's a new appointment on my calendar and I didn't have to stop originating loans to get it. There's no way I could make 250 calls a day and still do my job. And the agents have no pushback. I'm not even sure they know it's AI.

Brad Siebert

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."

FAQ

Frequently asked questions

Common questions about this case study, answered.

Can AI cold calling work for mortgage loan officers and lenders?

Yes. A Presidential Bank loan officer booked about 15 real estate agent meetings at a 75% show rate in his first two months while continuing to originate loans full time. The voice quality is realistic enough that agents have no idea they were booked by AI.

How does AI cold calling work for a relationship-driven business like mortgage lending?

The AI is trained on your specific value to agents and your objection handling, then dials 250 agents a day and books interested ones straight into your calendar. Because the booking is seamless, you run your own script on the meeting itself, so the AI never has to be explained or mentioned.

What results can loan officers expect from AI cold calling?

In two months, Brad Siebert booked roughly 15 meetings at a 75% show rate, including a relationship tied to a 72-home development project. The consistency of 250 calls a day, impossible to hit manually while still doing the job, is what drives the outcome.

MORE CASE STUDIES

More AI Cold Calling results

See how other B2B teams turned outbound into booked meetings.

CANDLEWOOD DEVELOPMENT

REAL ESTATE DEVELOPMENT

61

Meetings booked

13

New qualified partnerships

Strategy

Candlewood Development is a real estate investor and developer that acquires land for new builds and purchases existing homes from sellers as-is. Sean's growth strategy depends on building a network of real estate agents and brokers who bring deal flow when they encounter sellers needing a fast, certain close. To work that channel at scale, Sean had hired three virtual assistants in the Philippines to call agents on his behalf. The setup produced limited results. Sean replaced all three VAs with our AI cold calling system at a fraction of the combined cost. The AI was trained on Candlewood's specific value to agents (referral fees, fast cash close, no contingencies, retain the listing on the next deal) and built to handle natural objections like skepticism toward investors. Voice quality is indistinguishable from a professional human caller, which immediately lifted conversion rates with agents. Calls used local-area caller IDs and ran during peak agent-availability windows. Interested agents were booked directly into Sean’s calendar. Over 4 months, the AI booked 61 meetings with agents and produced 13 new qualified referral partnerships, outperforming the three-VA team Sean had been managing for years.

Read The Full Case Study →

"Had 3 VAs in the Philippines making calls for me. Replaced all of them with the AI for a fraction of the cost and I'm getting better results. The voice quality is unreal. Agents have no idea they're talking to AI."

Sean Gerrity

Founder at CANDLEWOOD DEVELOPMENT

LEAD MARVELS

LEAD GENERATION

120+

Qualified leads in 12 months

$786k

Qualified pipeline built

Strategy

Lead Marvels is the pioneer of Lead Generation as a Service (LGaaS) for professional associations and publishers, building white-labeled digital resource libraries that generate intent-based leads for advertisers. Tyler needed a steady pipeline of qualified conversations with association executive directors and publishers who could become long-term partners, not one-off engagements. We built segmented lists by association type, member size, and vertical (CPA societies, medical associations, trade groups, etc.) and wrote outreach that led with Lead Marvels' specific value proposition: turn-key non-dues revenue at no cost to the association. Email infrastructure was set up with 350+ Microsoft inboxes across 9 domains to ensure consistent inbox placement at scale. Cadences were timed to feel like a trusted partner reaching out with a relevant idea, not a sales machine. Brandon worked closely with Tyler each month to refine messaging and double down on the segments and angles producing the highest-intent conversations. In 12 months, the campaign produced 120+ qualified association leads and $782k in pipeline.

Read The Full Case Study →

"Over a year in and we've put up 120+ qualified leads, several of which have turned into long-term association partners. The thing I appreciate most is that Brandon hasn't changed since day one, same guy, same level of care, every single month. Honestly the lowest-maintenance vendor relationship I have right now and one of the highest-ROI."

Tyler Gilham

Sales Director at LEAD MARVELS

Turn Cold Emails Into Predictable Revenue

30 minutes. No cost. Just a real plan built for your business.

"Highly recommend Outbound System! I have plenty of experience in lead generation, and they nail it. From excellent prospecting to top-tier account management, they excel in every aspect."

Dean Drumm

CEO at Convert Agents

Turn Cold Emails Into Predictable Revenue

30 minutes. No cost. Just a real plan built for your business.

"Highly recommend Outbound System! I have plenty of experience in lead generation, and they nail it. From excellent prospecting to top-tier account management, they excel in every aspect."

Dean Drumm

CEO at Convert Agents

Turn Cold Emails Into Predictable Revenue

30 minutes. No cost. Just a real plan built for your business.

"Highly recommend Outbound System! I have plenty of experience in lead generation, and they nail it. From excellent prospecting to top-tier account management, they excel in every aspect."

Dean Drumm

CEO at Convert Agents

OS

Outbound System

Get your free growth plan today and stop guessing what works. We'll map your ideal customers, build custom outreach sequences across email, phone, and LinkedIn, and show you exactly how many meetings your outbound should be generating. All backed by data from 52M+ cold emails and tens of thousands of campaigns.

Trusted by 1,000+ B2B companies, Outbound System consolidates your entire outbound tech stack into one done-for-you system. Scale your pipeline across cold email, AI calling, and LinkedIn from a single platform, delivering twice the leads at half the cost while we fill your calendar with qualified decision-makers every month.

© 2026 Outbound System. All rights reserved.

OS

Outbound System

Get your free growth plan today and stop guessing what works. We'll map your ideal customers, build custom outreach sequences across email, phone, and LinkedIn, and show you exactly how many meetings your outbound should be generating. All backed by data from 52M+ cold emails and tens of thousands of campaigns.

Trusted by 1,000+ B2B companies, Outbound System consolidates your entire outbound tech stack into one done-for-you system. Scale your pipeline across cold email, AI calling, and LinkedIn from a single platform, delivering twice the leads at half the cost while we fill your calendar with qualified decision-makers every month.

© 2026 Outbound System. All rights reserved.

OS

Outbound System

Get your free growth plan today and stop guessing what works. We'll map your ideal customers, build custom outreach sequences across email, phone, and LinkedIn, and show you exactly how many meetings your outbound should be generating. All backed by data from 52M+ cold emails and tens of thousands of campaigns.

Trusted by 1,000+ B2B companies, Outbound System consolidates your entire outbound tech stack into one done-for-you system. Scale your pipeline across cold email, AI calling, and LinkedIn from a single platform, delivering twice the leads at half the cost while we fill your calendar with qualified decision-makers every month.

© 2026 Outbound System. All rights reserved.