Liftline AI

Schedule more meetings.
Spend less time on email.

LIFTLINE AI is an AI agent that coordinates meetings with Financial Advisors on your behalf—integrating with Microsoft Outlook email + calendar and your CRM to cut scheduling time by up to 75%.

Request a Demo See how it works
Financial advisor meeting with clients in a modern office
Outcomes

Built for wholesalers by wholesalers who carried the bag.

From first outreach to confirmed calendar invite, LIFTLINE AI handles the back-and-forth while keeping you in control. Removes your biggest time suck while making scheduling your favorite automation.

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Less Days Scheduling Per Year
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More Advisor Meetings Per Week

01

Automate the back-and-forth

The agent proposes times, follows up, and confirms details—without you living in your inbox.

02

Stay aligned with your CRM

Log activity and outcomes to keep your meetings current and your team coordinated.

03

Audit-ready tracking

Designed to support FINRA recordkeeping with correspondence tracking and audit-ready logs.

How LIFTLINE AI works for wholesalers

A simple setup, then the agent runs scheduling in the background—so you can focus on relationships.

01

Connect Outlook + CRM

Authorize Microsoft Outlook email + calendar and connect your CRM so LIFTLINE AI can coordinate availability and capture activity.

02

Set your meeting rules

Define meeting types, preferred windows, travel buffers, and any compliance or messaging guidelines.

“We built LIFTLINE AI to remove the friction between outreach and booked meetings—without sacrificing professionalism or compliance.”

03

Let the agent schedule

LIFTLINE AI emails advisors, negotiates times, and sends calendar invites—then updates your records automatically.

04

Review logs anytime

See correspondence history, outcomes, and scheduling analytics for visibility and recordkeeping.

FAQ

Common questions from wholesaler teams

If you have a specific workflow, we’ll help you map it to LIFTLINE AI during onboarding.

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Put scheduling on autopilot

See how LIFTLINE AI can reduce scheduling time by up to 75% and help your team book more advisor meetings—without adding headcount.

LIFTLINE AI – A WHOLESALERS BEST FRIEND.