Voice AI & Compliance for Lenders: What You Need to Know

This webinar will introduce you to a purpose-built consent management and AI engagement framework designed specifically for highly regulated lending workflows. From re-engaging preapprovals to surfacing refinance opportunities and educating borrowers about rate changes, we’ll show you how to prioritize transparency, trust, and compliance at every step. 

What you’ll learn: 

• How to secure & validate consent 
  Ensure outbound and inbound AI engagements are fully aligned with TCPA, UDAAP, and RESPA regulations.
• Deploy AI assistants responsibly 
  Operate within clear licensing guardrails—keeping sensitive conversations human-led when necessary.
• Mitigate risk with smart safeguards 
  Use structured disclosures, audit-ready AI behavior, and real-time monitoring to reduce legal exposure. 

Whether you’re just starting to explore Voice AI capabilities or looking to scale your existing automation strategy, this session will equip you with the tools and insights to do it right.