Documentation

• Onboarding gates

  The ten approvals every client signs before go-live and on every change: agreement, consent evidence format, script of record, agent review, calendar and CRM connections, calling rules, billing plan, pre-launch attestation, go-live authorization, change control.

• Lead file format

  CSV or CRM sync. Required columns: first name, phone, time zone or ZIP, lead source, and the consent block. Optional: loan officer assignment, last contact date, notes the agent may use.

• Consent evidence specification

  For each lead: the consent text exactly as presented, the page or form it appeared on, date and time, the method (checkbox, signature, voice), the company named, and corroborating data such as IP address and user agent. A sample validator is available in the portal.

• Script of record

  Structure of the approved script: opening identification and disclosures, purpose, qualifying questions, prohibited topics and the hand-off line, objection handling, voicemail message, opt-out confirmation, closing. Versioned; any change requires re-approval.

• Calendar connections

  Each loan officer connects their own Google Workspace or Microsoft 365 calendar. Everlend reads free and busy time only and writes the appointments it books. Appointment length, buffers and round-robin rules are set per team.

• CRM sync

  Native connections for HubSpot and Salesforce; others through a managed connector. Outcomes, recordings links, transcripts and opt-outs are written back within a minute of call end.

• Calling rules

  Hours by local time, days, states to include or exclude, retry spacing, attempts per lead, voicemail behavior, transfer targets and hours of availability.

• Audit export

  One click produces a bundle for any lead, campaign or period: consent record, DNC results, dial decisions with reasons, recordings, transcripts, disclosure timestamps, opt-outs and the signed approvals that governed the campaign.

• API and webhooks

  Everything in the portal is available by API with per-client keys. Webhooks for call started, call ended, appointment booked, opt-out received and balance threshold.

Questions about an integration: support@agentiavoice.com