3x Loan Origination with AI Cold Calling
Apex Financial Services
Apex Financial Services is a mid-market lender with over 200 employees, specializing in personal and small-business loans. Their 40-agent cold calling team was the backbone of lead generation.
The Challenge
- 1
A 40-agent cold calling team that couldn't scale beyond 2,000 calls per day.
- 2
Cost per qualified lead had ballooned to $85, eating into margins.
- 3
Each agent could only make 50-60 calls per day due to manual dialing, note-taking, and CRM updates.
- 4
High agent burnout meant constant hiring and training cycles.
The Solution
Deployed OutboundCalls.ai agents for all initial outreach to purchased lead lists.
AI agents qualify every prospect using the BANT framework (Budget, Authority, Need, Timeline) before transferring.
Qualified leads are automatically booked into loan officers' calendars with full context and call summaries.
15 human agents were reassigned from cold calling to high-value closing conversations.
The Results
12,000
Calls per Day (was 2,000)
$28
Cost per Qualified Lead (was $85)
3x
More Loans Originated
15
Agents Reassigned to Closing
“We went from struggling to hit targets to exceeding them by 200%. The AI doesn't take breaks, doesn't have bad days, and qualifies leads with remarkable consistency.”
Implementation Timeline
Setup & Integration
Week 1Connected CRM, uploaded lead lists, configured BANT qualification scripts.
Pilot Campaign
Weeks 2-3Ran AI agents on 20% of lead volume alongside human agents for A/B comparison.
Full Deployment
Week 4Scaled to 100% of outbound volume. Reassigned 15 agents to closing roles.
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