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UCI pre-qualifies leads for mortgage acquisition with Rauda AI agents
UCI, Unión de Créditos Inmobiliarios, is a leading mortgage financing institution in Spain, specializing in helping individuals access home loans and real state financing.
+40%
of leads fully qualified with all required information collected automatically
Only 5%
of conversations escalated to a human agent during the call
+200,000
minutes of conversation with potential loan buyers every year through automated outbound calls
Challenge
Every time a potential customer submits a mortgage request on UCI’s website, the team needs to gather additional information to assess the customer’s situation and determine how to proceed.
Traditionally this step requires manual outbound calls from sales teams, which can be time consuming and difficult to scale as lead volume increases.
UCI needed a way to pre-qualify leads quickly and consistently while ensuring their teams could focus their time on high value interactions where human expertise makes the biggest difference.
Solution
UCI partnered with Rauda to automate the initial lead qualification process using AI voice agents. When a new request is submitted on the website, Rauda automatically triggers an outbound call to the customer and conducts a structured conversation to gather the key information required to evaluate the opportunity.
The AI agent holds a natural conversation that typically lasts around ten minutes and adapts to the language used by the customer. During the call, the system collects and structures the relevant information needed to qualify the lead.
Once the interaction is completed, the data is automatically synced back into UCI’s CRM, providing the sales team with fully structured and ready-to-work opportunities. This allows advisors to focus directly on qualified prospects instead of spending time on repetitive initial
Impact
By automating the first stage of lead qualification, UCI can process thousands of incoming opportunities efficiently while maintaining a high quality customer experience.
The AI agents handle more than 2,000 leads every month and successfully complete the full qualification process for 41% of them.
Only 3% of leads request to speak with a human agent during the call. This allows UCI’s teams to focus their time on advising customers and progressing qualified opportunities instead of spending time on repetitive initial calls.
