AI voice agents for lenders and brokers
Assistants that make your arrears and renewal calls, ring new applications within seconds and answer servicing calls, with a person on the line whenever a customer wants one.
The calls a lender or broker gets.
Five situations from lenders’ and brokers’ phone lines, and what the assistant does with each. It never quotes a rate and never says whether someone will be approved; those conversations are for your team.
A missed payment
A payment hasn’t come in. At the times you set, the assistant rings the customer, explains why it’s calling and sets out their options. If they want to pay, it puts them straight through to a person on a secure line, or texts them a payment link. If they need more time, it puts them through to your team or books a callback, and the call is written up either way.
An agreement coming to an end
A customer’s term ends next month and they’ve agreed to hear from you. The assistant rings them, asks whether they’d like to talk about what comes next, and books a call with your team at a time that suits them, with a text to confirm it. It never says what they’ll be offered. If they’d rather not, that goes on the record too.
A new application from your website
Someone fills in your application form. Within seconds, inside the calling hours you set, the assistant rings them while they’re still at their screen, confirms the details they gave, asks the questions you want asked and books a call with an underwriter or an adviser at your firm. It never tells them whether they’ll be approved.
A live application waiting on paperwork
A case has stalled because a payslip or a bank statement hasn’t arrived. The assistant rings the applicant, tells them what’s missing and how to send it, and books a time to talk or takes a message for the case handler. The case handler can see what was agreed.
A change of address or a question about a statement
An existing customer rings to change their address, ask about a statement or move the day their direct debit goes out. The assistant takes the details and logs a ticket for your team with a short summary. It can look up their account itself, depending on the access you give us; without that access, it takes the details and passes them on.
ContactYour CRM
John Smith
- Reason
- Arrears
- Wants
- A call about options
- Outcome
- Payment link sent by text
Call summary
Fell behind this month after changing jobs. Asked for a payment link by text, and a call with your team next week to talk through options.
- median, from enquiry to phone call
- 17s
- of new enquiries called within a minute
- 95%
- support calls handled by AI
- 4 in 5
Lenders and brokers in more detail.
Business lenders and mortgage brokers get different calls, so each has its own page.
The call ends. Your team knows what happened.
A summary on the record
Who rang, what they wanted and what was agreed, written onto the customer’s record.
A call booked with your team
When a customer wants to talk it through, the assistant finds a free slot with your team before they hang up and texts them the time.
Which calls to pick up first
An outcome and a score on each call show your team which conversations to have first.
Systems we’ve connected for customers
Our team has connected each of these for a customer. Using something else? It connects through webhooks and our API too.
Zoho CRMNew enquiries in, outcomes and notes back
Zoho DeskSupport tickets
Zoho BookingsCallbacks in your team’s diaries
HubSpotContacts, notes and call outcomes
SalesforceLeads, notes and outcomes
GoHighLevelLeads, notes and appointments
Google SheetsNew enquiries in, call outcomes back
Google CalendarCallbacks booked into your calendar
Cal.comAppointments booked straight in
And many more. Let us know how you’re set up and we’ll help you get integrated.
Questions lenders and brokers ask.
How do AI voice agents work for lenders and brokers?
They answer and make calls for your team: arrears and renewal calls, new applications rung within seconds, documents chased on live cases, and servicing calls taken and logged. Each call is written up, and a customer can be put through to a person whenever they want one.
How does it handle arrears calls?
At the times you set, it rings the customer, explains why it’s calling and gives them their options, with no pressure. They can speak to a person, have a payment link texted to them, or book a callback with your team if they need more time.
What happens when a customer wants to pay?
The assistant puts them straight through to a person on a secure line, or texts them a payment link so they can pay when it suits them. The call summary shows your team which they chose.
Will it tell an applicant whether they’ll be approved?
No. It never quotes a rate and never says whether someone will be approved. It confirms the details they gave, asks the questions you want asked and books a call with an underwriter or an adviser at your firm.
Can it look up a customer’s account or application?
Yes, depending on the access you give us. Without that access, it takes the details and the question, and passes them to the right person on your team with a summary.
Can customers still speak to a person?
Yes. A customer who asks for a person is put through to your team, with a short summary passed on so they don’t have to start again. Your team stays on the calls that need a person.
Start with your arrears and renewal calls.
Book a demo and we’ll show you how an assistant would make them, with a person on the line whenever a customer wants one.