AI receptionist for mortgage brokers, and more
It answers while your advisers are with clients, rings new enquiries within seconds, chases the documents a case is waiting on and books calls into your advisers’ diaries.
The calls a broker gets.
Five situations from brokers’ phone lines, and what the assistant does with each. It never recommends a mortgage or quotes a rate; it gets the client to the right adviser.
A client’s deal ending in a few months
A client’s mortgage deal is coming to an end. If they’ve agreed to hear from you, the assistant rings to remind them and books a review with their adviser; if they ring in first, it answers and does the same. It never suggests a product or says what they’ll be offered. That conversation is for your advisers.
A call at eight, after a viewing
A buyer has just seen a house they love and rings you on the way home. The office is closed, but the assistant answers. It takes the property, the price and their timescale, asks whether they have an agreement in principle, and books a call with an adviser for the morning, with a text to confirm it.
A new enquiry from your website
Someone fills in your enquiry form or comes through a comparison site. Within seconds, inside the calling hours you set, the assistant rings them while they’re still at their screen, confirms what they’re looking for and books a call with an adviser. The longer an enquiry waits, the more likely they’ve rung another broker first.
A case waiting on payslips
A live application has stalled because the lender is waiting on payslips or a bank statement. The assistant rings the client, tells them what’s missing and how to send it, and takes a message for the case handler if they have a question. The case gets moving again without a round of voicemails.
“Can I speak to my adviser?”
A client rings for their adviser, who’s in a meeting. The assistant takes the reason for the call and books a time in that adviser’s diary, or puts the client through to someone else on your team if it can’t wait. The adviser rings back knowing what it’s about.
Thu 15 OctAdviser diary
- 09:00
Client review: remortgage
- 11:00
Call: first-time buyer, after a viewing
Booked by your AI assistant
- median, from enquiry to phone call
- 17s
- of new enquiries called within a minute
- 95%
- support calls handled by AI
- 4 in 5
More for lenders and brokers.
See how it works for business lenders, or for finance as a whole.
The client hangs up. Your adviser has the details.
A summary on the case
The property, the price, the timescale and what the client asked, written up on the case.
A call in the adviser’s diary
A slot in the right adviser’s diary, agreed while the client’s on the phone and confirmed by text.
Which enquiries to ring first
Enquiries come back marked with an outcome and a score, so your advisers start with the buyers who are ready to move.
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 mortgage brokers ask.
How can AI help a mortgage broker with calls?
It answers when your advisers can’t: in meetings, on the phone to lenders or after you’ve closed. It rings new enquiries within seconds, chases documents on live cases and books calls into your advisers’ diaries. Each call is written up, so your advisers know who they’re ringing back and why.
Can it book calls with our advisers?
Yes. It books into the right adviser’s diary while the client is still on the line, and texts them to confirm, so the client knows when their adviser will ring.
Will it recommend a mortgage or quote a rate?
No. It never recommends a product, never quotes a rate and never says whether someone will be approved. It takes the details and books a call with one of your advisers, who has that conversation.
How quickly does it ring a new enquiry?
Within seconds of the form landing, inside the calling hours you set, while the client is still deciding who to speak to. It confirms what they’re looking for and books a call with an adviser on the same call.
Can it chase documents on a live case?
Yes. It rings the client about the payslips, bank statements or ID the case is waiting on, tells them how to send them, and takes a message for the case handler if they have a question.
Will it call clients about their remortgage?
Only clients who’ve agreed to hear from you. It rings them before their deal ends and books a review with their adviser, and it answers in the same way when a client rings in first.
Start with tonight’s enquiries.
Book a demo and we’ll show you how an assistant would answer them and book the call with your adviser.