Industries · Mortgage brokers & financial services
Leads go cold in hours, not days. Be first, every time.
A first-home buyer fills in your enquiry form at 8:30pm, fresh from an auction they lost. They're motivated right now — tonight. If your first contact happens tomorrow afternoon, you're their second conversation, not their first; they've already had a chat with the lender's own channel or the broker who replied from the couch.
And it's not just new leads. There are pre-approvals expiring quietly in the pipeline, applications waiting on documents nobody's chased, settlement anniversaries passing unmarked, and referral partners who send you deals when you're responsive — and stop when you're not. The work isn't hard. There's just always more of it than there are evenings.
Speed-to-contact, systematised
The moment a lead arrives, a qualification flow goes to work: purchase or refinance, where they're at — just looking, pre-approval, contract signed — deposit position, timeframe. Hot leads (contract signed, finance clause ticking) alert you immediately; everyone else gets captured, scored and booked into your calendar for a proper first conversation. You're first to respond even when you're asleep.
Behind the pipeline, follow-up automation keeps deals warm: document chase reminders, pre-approval expiry nudges, settlement check-ins, annual review prompts. Everything is logged against the client record — compliance-aware by design, so contact is documented, opt-outs are honoured, and nothing the agent says strays into advice. It does the chasing; the advice stays yours.
What we'd build
Lead qualification chatbot→
Qualifies every enquiry on arrival — purchase stage, deposit, timeframe — and alerts you to the hot ones instantly.
Appointment setter→
First appointments book themselves into your real availability, with the qualification summary attached.
Follow-up automation→
Document chasing, expiry nudges and review-date check-ins that run themselves — and log everything.
Common questions
Is this compliant with how brokers have to operate?
It's built compliance-aware: the agent gathers facts and books conversations — it never recommends products, quotes rates as advice, or strays beyond logistics. Every contact is logged with timestamps against the client record, marketing touches honour opt-outs, and you approve every script. Your licensee's requirements get factored in during design.
Does it integrate with my CRM and aggregator tools?
It connects to mainstream broker CRMs and calendar systems, writing qualified leads and contact logs where your pipeline already lives. Exact integrations are confirmed during design — and if something in your stack can't be reached directly, leads flow via email/SMS so nothing is ever lost.
Will clients feel fobbed off by automation?
Clients feel fobbed off by silence. An immediate, intelligent response that books them a real conversation with you reads as a broker who has their act together. The automation handles logistics; every substantive conversation is still you — that's the relationship, protected by faster plumbing.
What about my referral partners?
They're often the biggest winners. Deals referred by your agents, accountants and conveyancers get the same instant qualification and booking — and a partner whose referrals get contacted within minutes keeps referring. Some brokers give partners their own intake link so attribution is automatic.
How many leads went cold while you were settling deals?
Book a discovery call. We'll map your lead flow from enquiry to settlement and find where speed wins you more lodgements.