In mortgage broking, speed is everything. The broker who responds first wins 70% of the time. But most brokers are in client meetings, on the road, or off-hours when leads come in — and those leads are going to whoever picks up.
James and his partner handle 60+ active clients at any time. During peak hours (10am–3pm) and after hours, new client calls go to voicemail. Average 14 missed calls per week. Each new client represents an average $3,800 commission. "We knew we were losing deals — we just didn't know how many."
AI Receptionist answers every call, qualifies the enquiry (first home buyer / refinance / investment property / business loan), captures contact details, explains the process, and books a 20-minute discovery call directly into their calendar — at any hour, any day.
"It books better discovery calls than I did when I answered the phone myself."— James, Director, Summit Mortgage Advisory
The website ranks on Google for "first home buyer broker Brisbane" — pulling 200+ visits per month. Only 2.4% fill out the contact form. Most visitors browse at night when the broker is unavailable. No live chat, slow follow-up meant warm prospects going cold overnight.
Lead Capture Bot engages visitors in real time — asks about their situation (buying timeline, deposit saved, employment type), provides instant useful info, and books a free 30-minute consultation. Runs 24/7 including weekends, so no lead goes uncontacted.
"People are Googling at 10pm after their kids are asleep. That's when they book now."— Michelle, Broker, First Home Specialists
A database of 680 past clients — never systematically contacted for refinancing. With rates shifting, many clients were overpaying on their mortgages and didn't know it. Manual outreach was unsustainable across a 4-broker team already running at capacity.
Marketing Automation — rate movement trigger sequences, annual loan review emails, personalised "your rate vs. current market" comparisons, and referral campaigns for clients whose friends are buying. The database became a revenue engine, not just a contact list.
"We were sitting on a goldmine and just didn't know it. The database paid for everything."— Nick, Principal, Pacific Finance Group
Let's build you an AI system that works while you're in client meetings, on the road, or asleep. Most brokers are live in under two weeks.