VAPI AI and ChatBot expert

AI Development Roadmap for Cashin Mortgages & Greenlight Capital


Background
Cashin Mortgages is a mortgage brokerage.
We want to set up AI voice agents and Chat bots for the main company for
AI voice agent
Brokerage to Consumer engagement
Inbound calls -
Outbound calls
Dial out would like ot tie into ZOHO CRM if possible
ChatBots
Various social media platforms
Website

Goal
We would like to set up as the “white label” agency so we can provide value added services for agents who belong to Cashin Mortgages instead of hiring an agency

Allowing us to offer the service for less and use it as a recruitment tool
Would need to have a dashboard if we can use Zoho
Would need a fairly simple onboarding process like vapify etc.

1. Overview
This roadmap outlines the phased development of AI automation solutions for Cashin Mortgages and Greenlight Capital. The goal is to enhance lead management, optimize recruitment, and streamline scheduling processes utilizing AI Agents.