Automated Meeting Scheduler for Financial Wholesalers.
INCREASE SALES PRODUCTION BY INCREASING MEETING COUNT BY 5+ PER WEEK
KEEP YOUR CALENDAR FULL EACH WEEK AUTOMATICALLY
LIFTLINE AI is an agentic automation that schedules meetings with financial advisors on your behalf—integrating with Microsoft Outlook email + calendar and your CRM. Reduce scheduling time by up to 75% and keeping every interaction organized with correspondence tracking.
Outcomes
More meetings. Less back-and-forth.
Increase Sales with 5+ additional meetings per week.
75%+
Less scheduling time
Automate outreach, follow-ups, and confirmations so your team stays focused on selling.
24/7
Always-on scheduling
Your agent responds quickly to advisors and keeps calendars moving—even after hours.
Audit-ready
Correspondence logs
Designed to support FINRA recordkeeping with correspondence tracking and audit-ready logs.
LIFTLINE AI works alongside your existing workflow—Outlook + CRM—so adoption is fast and measurable.
How LIFTLINE AI works
A simple setup, then your AI agent handles scheduling end-to-end—while you stay in control.
01
Connect Outlook + CRM
Securely connect Microsoft Outlook email and calendar, plus your CRM, to sync availability and contact context.
02
Set your meeting rules
Define meeting types, preferred windows, buffers, locations, and geographical zones.
“It feels like adding a scheduling coordinator—without the overhead. Advisors get quick responses, and AI Agent is like adding a team member for scheduling.
03
AI Agent schedules with advisors
LIFTLINE AI emails advisors, proposes times, confirms details, and handles reschedules automatically.
04
Track everything
Every message and outcome is logged for visibility, reporting, and compliance-friendly recordkeeping.
Solutions
Built for Wholesaler Efficiency
Scheduling while managing a territory and traveling is a constant battle. Keeping the calendar full has never been harder than it is today.
Increase Sales
Meeting count determines sales production. Remove a day of administration and scheduling downtime and replace it with a full day of meetings. LIFTLINE AI will book each weeks meetings automatically. Extra Meetings = Sales Growth!
For Wholesalers
Automates outreach and comprehensive scheduling so you can spend more time in front of advisors—and less time coordinating calendars. Built by Wholesalers for Wholesalers.
Ready to save 8+ hours every week?
See LIFTLINE AI schedule meetings with advisors in real time—then measure the impact on your pipeline.