Capture & Nurture
every lead, with a
compliant audit trail.

Speed to lead is so critical now. All business deals start with a conversation. More and more new regulatory requirements make it difficult to manage this at scale. You still want to maintain your personal touch with ever client. Leverage a Voice-first AI platform that works your leads and clients across calls, texts, and email, logging every interaction and keeping your clients top of mind.

Founding beta, 50 seats, 50% off for life.

Maria Delgado · Pre-approval
Live
AI · Call
Hi Maria, this is Lavon's assistant at Multiculture Mortgage, following up on your pre-approval. Is now a good time?
9:02 AM
SMS
Can't talk now, text me the rate?
9:03 AM
AI · SMS
Of course. You're locked at 6.25% on the 30-yr fixed. Want me to send the full breakdown by email?
9:03 AM
Email
Yes please.
9:05 AM
AI · Email
Sent, full rate sheet + next steps attached. I'll check back Thursday unless I hear sooner.
9:05 AM
Every message logged to the compliance trail

One AI. Every channel. Total context.

Unified Channels
Call · Text · Email
One AI, every channel, full context
Memory
Years, not sessions
Remembers every client across deals
Compliance
Audit trail by default
Every action logged and reviewable

Once you capture the leads, how do you keep track of all those conversations?

One app. Every channel.
Conversation memory across all channels.

Calls, texts, email, and DMs land in a single unified inbox, wired to an AI memory layer that remembers every client across every deal.

OmniCommsAI
Mindset Labs
Unified Inbox
New
50
Total calls
100
Conversations
59
Unread
0
Missed
  • TW
    Thalia WoodsTwilio

    Hey, did you get my message about the closing?

    2m
  • DK
    David KimOutlook

    Re: Loan #7742, tasks pending on docs

    1h3
  • MA
    Marcus AllenWhatsApp

    I never get a hold of her, can you try?

    2h1
  • IC
    Isabella CruzTwilio

    Loved the rate breakdown, let's talk Thursday

    4h
  • PJ
    Patrick JamesOutlook

    The seller on the 4-plex is willing to…

    1d
Reply viaOutlookTwilioMyPhone
OmniCommsAI
Coming SoonMindset Labs
Pre-Approval Call Review
AI Employee Ava · with Maria Delgado · 11:40
Save
Transcript
AvaAI Employee9:02
Hi Maria, this is Lavon's assistant at Multiculture Mortgage, following up on your pre-approval. Is now a good time?
Maria DelgadoCustomer9:03
Can't talk now, text me the rate?
AvaAI Employee9:03
Of course. You're locked at 6.25% on the 30-yr fixed. Want me to send the full breakdown by email?
Maria DelgadoCustomer9:05
Yes please.
AvaAI Employee9:05
Sent, full rate sheet plus next steps attached. I'll check back Thursday unless I hear sooner.
Attachments
rate-sheet-delgado.pdf142 KB
call-recording.mp311:40
transcript.txt2,318 words
Drag files to attach
Coaching noteCapture verbal consent on the record here.
Agent
Ava
Cust.
Maria
1:003:005:007:009:0011:40
05:24 / 11:40
OmniCommsAI
Coming SoonMindset Labs
AI Employees
+ Add New
6
Employees
2
On calls
3
Active
2
Idle
Ava Chen
@ Sales Rep
Claude · ElevenLabs
Marcus Reed
@ Receptionist
GPT-4o · Deepgram
Sofia Ruiz
@ Collections
Claude · Chatterbox
Riley Park
@ Scheduler
GPT-4o · ElevenLabs
Noah Bishop
@ Support
Claude · Deepgram
Priya Nair
@ Onboarding
Claude · ElevenLabs
OmniCommsAI
Mindset Labs
Contacts Search name, email, title…
Total contacts: 545
Name Email CompanyTitle Stage Actions
MDMaria Delgadomaria.delgado@gmail.comBorrowerPre-Approval
JCJoseph Clark—Unassigned—Raw Import
+1 229 471 4919—Unassigned—
DKDavid Kimdkim@northbayrealty.coNorthbay RealtyRealtor PartnerPartner
ICIsabella Cruzi.cruz@outlook.comBorrowerNurture
PJPatrick Jamespjames@4plexholdings.com4-Plex HoldingsInvestorQualified
MMMds Main Number—Unassigned—
SOSarah Okafors.okafor@gmail.comBorrowerNew
+1 303 339 9636—Unassigned—
DCDeShawn Carterd.carter@cartergroup.ioCarter GroupInvestorClosed

Can't justify hiring an assistant yet?

Use an AI Employee.
Give it tools to execute real tasks.

This is a numbers game, more touches equal more closed deals. Let an AI Employee reach out on your behalf. Give it a real phone line, an email inbox, and an objective.

No lead slips through the cracks

Every channel

No lead slips through the cracks

Calls, SMS, email, and social DMs land in a single thread per client, your AI works each one with full context, on whichever channel they reached you.

It remembers every promise you made

AI memory

It remembers every promise you made

Built on an AI-accessible memory layer that recalls every promise and detail, cited down to the file line or the exact second in a recording.

Compliant on every touch, automatically

Compliance

Compliant on every touch, automatically

Every word it says is on the record, what was said, on which channel, and when, exportable and defensible without lifting a finger.

Nothing goes out without your say-so

Human-in-the-loop

Nothing goes out without your say-so

Routine follow-up runs on its own. Anything that touches a rate lock, a commitment, or your license waits for one tap to send or edit.

Post to all social platforms from one app

Social

Post to all social platforms from one app

Write it once and publish everywhere, Instagram, Facebook, LinkedIn, X and more, from a single composer. No juggling five apps or five logins.

Your whole book of business,
in your pocket.

The OmniCommsAI mobile app keeps every channel, call, and client in one place, with real-time alerts the moment something needs you, and one unified thread no matter which platform a message came in on.

  • Real-time on-device alerts
    Know the second a lead replies, on calls, texts, email, or DMs, straight to your phone.
  • Business calls from your handset
    Dial and answer on your business line, never your personal number.
  • Switch company context instantly
    Run multiple books of business and switch between them in a single tap.
Download on theApp StoreComing soon
Get it onGoogle PlayComing soon

Are you missing calls?

One platform · in & out of network
Global
In-network

Free VoIP, user to user, instant and zero carrier cost.

Out-of-network

Carrier calls to any number, any country, clients reach you first.

Already where your clients are
WhatsAppInstagramFacebookLinkedInYouTubeXTikTokTelegram

Every lead responded to,
any time of day.

We're the only platform that can receive and place major carrier calls from any global number and free in-network secure VoIP calls direct to other users. Similar to WhatsApp, but it works in or out of network. Any client can call you first; they never have to be on the platform to reach you.

  • Calls in and out of network
    Free VoIP between users, plus carrier calls to any phone in any country.
  • Clients reach you on their terms
    No app required for them, they call, text, or message however they already do.
  • Live on every platform you already use
    Google My Business, Facebook Lead Ads, Messenger, WhatsApp, YouTube, LinkedIn, bring your AI agents to every channel your business runs on.

We rebuilt the communication layer
on top of memory.

Most tools bolt AI onto a CRM. We built the communication layer on top of an AI-accessible memory, so once the AI has full context of your entire business and every customer conversation, it stops being an assistant and becomes a second brain. A compounding superpower that gets sharper every single day.

  • Indexed by meaning, not keywords
    It understands what was said and why it matters, not just which words appeared.
  • Cited down to the source
    Every recall points to the file and line, or the exact second in a call or video.
  • Compounds over time
    The longer it runs, the more it knows, your business memory, never lost to turnover.
Business memory · recall
4 yrs indexed
What did I promise the Delgado family?
Recalled with sources

“You waived the $1,200 processing fee as a goodwill credit.”

Call recording · Mar 4 · 14:32

“Rate locked at 6.25% on the 30-yr fixed for 45 days.”

rate-sheet-delgado.pdf · line 12

“Promised the appraisal report by Friday, end of day.”

Voicemail · Mar 6 · 0:48
Stored by meaning, down to the line and the second.

Every word it says is on the record.

Your income depends on relationships. Your license depends on documentation. OmniCommsAI writes the audit trail as it works, what was said, on which channel, and when, so you're covered without lifting a finger.

  • Compliant-first, not bolted on
    Built by a licensed broker whose own license is on the line.
  • Disclosures tracked automatically
    Rate quotes, terms, and required language flagged and stored.
  • Exportable, reviewable, defensible
    Pull a complete record for any client, any conversation.

Can you trust any off-the-shelf AI agent without observing and tracking every word it says?

Compliance trail · Maria Delgado
Today
  • 9:02 AMOutbound call placed to Maria DelgadoLogged
  • 9:03 AMRate disclosure sent (6.25% / 30-yr fixed)Disclosed
  • 9:05 AMRate sheet + next steps emailedLogged
  • 9:05 AMFollow-up scheduled for ThursdayScheduled
AI memory

Why is the memory layer so important?

You can't measure what you don't track, and this becomes a compounding effect. As you communicate daily and post on social media, the AI becomes a sponge. It learns your habits and your tendencies, and this proprietary data becomes an absolute gold mine. It becomes your differentiator, the AI starts communicating the way you do. It also protects you if you're ever falsely accused: query the historical record of all your communications at any time and get to the truth.

Secure
Clients
Processes
Context
Communication Channels
captured by memory
Core AI Memory EngineSemanticRelationship GraphAudit Logged
Data privacy

Are you leaking sensitive client data?

Every call, text, and email your AI Employee handles can carry a client's SSN, income, or loan file. We route it through a private channel, so the model vendors never see it, never store it, and never train on it.

Secure private channel
Your client data
SSNIncomeLoan file
Encrypted
AWS PrivateLink
Private Frontier Model Access · Bedrock
Claude
Frontier
OpenAI GPT
Frontier
DeepSeek
Open source
Llama 3
Open source
Your gateway
Bring your own keys
Never leaves AWS Zero data retention Never used to train Your own KMS keys

Private frontier access

Claude and GPT run inside AWS, so the model vendor never receives your prompts or completions. Same frontier models, none of the exposure.

Off the public internet

AWS PrivateLink carries every request over the private AWS backbone. Your client data never crosses the public internet.

Cheaper open-source models

Route to open-weight models like DeepSeek and Llama 3 for far lower token costs, with the same private posture.

Bring your own keys

On higher plan tiers, plug in your own API keys. We point every LLM call for your workspace at your own private gateway.

Awaiting your approval
Proposed email to James Carter · Refinance

"Hi James, your appraisal came back at $540k, which clears the 80% LTV threshold. I can lock today's rate of 5.875% if you'd like to move forward. Shall I prepare the docs?"

Mission-critical actions never go out without you.

Autonomous where it's safe.
Human where it matters.

The AI handles the relentless follow-up, scheduling, and reminders on its own. But anything that touches a rate lock, a commitment, or your license waits in an approval queue, one tap to send, one tap to edit. You stay in control of every decision that counts.

If your income depends on relationships and your license depends on documentation, we built this for you.

Loan OfficersMortgage BrokersRealtorsInsurance AgentsFinancial Advisors

Any regulated professional where a missed follow-up means lost revenue, and a missing audit trail means lost license.

Built-in regulatory compliance

Do-Not-Call compliance,
baked into every outbound.

OmniCommsAI enforces federal Do-Not-Call rules, TCPA, the FTC Telemarketing Sales Rule, and CTIA messaging guidelines, on every outbound voice, SMS, email, and AI Employee action. Consent is captured per contact, every send is gated through one centralized permission check, opt-outs are processed inbound, consent records age out on their statutory clocks, and a tamper-evident audit trail is written for review.

$500
per negligent violation
Every non-compliant call or text.
$1,500
per willful violation
Knowing or willful conduct, trebled.
Millions
in class-action exposure
Per-violation damages scale fast at list size.

The CRM is the highest-risk surface in any platform, it both initiates outbound to consumer phone numbers and holds the relationship data that decides whether that outbound is lawful. We built DNC and consent as a first-class subsystem instead of a per-feature checkbox, so every new outbound surface, campaigns, sequential dial, AI conference call, broadcast, inherits the gate by calling one function.

The regulatory floor is rising, fast.

DNC and consent rules have shifted three times in the last year. Here's what changed, and how we already handle it.

April 11, 2025 · in effect
Consent can be revoked any reasonable way

Standard opt-out keywords (STOP, QUIT, REVOKE, OPT OUT, CANCEL, UNSUBSCRIBE, END) must be honored, and revocation processed within 10 business days, down from 30.

Our inbound keyword processor and centralized gate honor it in real time.
Jan 24, 2025 · vacated
FCC one-to-one consent rule struck down

The 11th Circuit vacated the rule the day before it took effect (Insurance Marketing Coalition v. FCC). Prior express written consent is still required.

We capture PEWC per contact regardless of how the rule lands.
Now → Jan 31, 2027
The 'revoke-all' deadline keeps moving

The FCC again extended its waiver of universal revocation, one opt-out silencing every business unit, to January 31, 2027.

When it lands, every outbound surface already routes through one consent check.

What we enforce, regime by regime.

FTC National DNC Registry
TSR §310.4(b)(1)(iii)
RestrictsOutbound telemarketing to numbers on the federal registry.
What we doA nightly scrub downloads and matches the registry; the gate blocks calls and texts to listed numbers unless an EBR or PEWC exists.
State DNC Registries
CO · FL · IN · LA · MA · MS · MO · OK · PA · TN · TX · WY
RestrictsSame as federal, narrower geography.
What we doSame scrub pipeline, tagged by registry type per state.
TCPA Calling Hours
TSR §310.4(c)
RestrictsTelemarketing before 8 AM or after 9 PM in the called party's local time.
What we doThe gate enforces the window using each contact's timezone; active-agreement, PEWC, and conversational-reply calls stay exempt.
TCPA Express Consent
PEWC
RestrictsAutomated calls to mobile numbers without Prior Express Written Consent.
What we doThe gate blocks AI Employee dials when there is no active PEWC on file for that contact.
TCPA Established Business Relationship
EBR
RestrictsDNC exemption for 18 months post-transaction or 3 months post-inquiry.
What we doEBR records carry statutory clocks; a daily job expires them and notifies the workspace owner.
CTIA Messaging Guidelines
STOP · HELP · opt-in
RestrictsOpt-out, help, and opt-in messaging flows.
What we doAn inbound webhook detects STOP/START keywords, sends a single CTIA confirmation, and ghosts the contact on STOP.

Informational only, not legal advice. TCPA statutory damages run $500 per violation and up to $1,500 for willful or knowing violations; regulations referenced are current as of mid-2026 and continue to evolve.

We are starting with compliant communications.
Help shape the execution layer next.

We're inviting 50 licensed professionals into our founding beta. You won't just use the product, you'll shape where it goes. Founding members lock in 50% off for life.

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