Solutions

Scheduling automation built for Financial Wholesalers, proven to increase meetings and sales production.

LIFTLINE AI handles back-and-forth scheduling with advisors, syncs with Microsoft Outlook email + calendar, and logs correspondence so your team can focus on relationships.

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See how it works

Built for

Solutions for both sides of the meeting

LIFTLINE AI coordinates scheduling in a way that respects advisor preferences and wholesaler workflows—while keeping a complete record of communications.

For Wholesalers

Reduce scheduling time by up to 75% with an AI agent that proposes times, follows up, confirms meetings, and updates your calendar and CRM.

For Wholesalers

Analytics dashboard representing audit-ready reporting

Compliance-ready logging

Designed to support FINRA recordkeeping with correspondence tracking and audit-ready logs across outreach, replies, and confirmations.

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What you get

A complete scheduling workflow

Outlook email + calendar integration

Connect Microsoft Outlook so Liftline AI can read and respond to scheduling threads and keep calendars in sync.

CRM-friendly updates

Capture meeting outcomes and key details so your CRM stays current without manual re-entry.

Correspondence tracking

Maintain searchable, time-stamped records of scheduling communications for internal review and audit readiness.

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FAQ

Common questions

If you have a specific workflow or compliance requirement, we’ll walk through it in a demo.

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See LIFTLINE AI in action

Get a walkthrough tailored to your territory model, advisor outreach cadence, and CRM workflow.

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