Tell you about new enquiries
- When
- Someone fills in your website form asking about a home loan.
- It does
- Texts or emails you straight away with who it is and what they're after.
- You see
- A text or email on your phone, and the enquiry in your Inbox.
Professional services
Mortgage brokers, new enquiries on your phone straight away
People looking at a loan often ring a few brokers, and you're often in a meeting when they do. You hear about each new enquiry straight away, calls are answered while you're with a client, and quiet enquiries get one friendly follow-up.
What a day can look like.
- First home buyers wanting to know where to start.
- A client asking where their pre-approval is up to.
- Refinance questions from people whose fixed rate is ending.
- Website enquiries that land while you're in a meeting.
One automation, written for you.
An automation card like the ones in the app. When it runs, what it does, and where you'll see it.
Questions that matter most.
From the questions you answer in the app. A Yes tells us what to set up.
- AI Lead Gen
Do you want a text or email the moment a new enquiry comes in?
You hear about a new enquiry straight away, by text or email.
- AI Lead Gen
Do you want people who asked about a job but went quiet followed up?
People who asked about a job and went quiet get one friendly follow-up.
- AI Virtual Assistant
Do you want a text after every call with a short summary of what the caller needed?
After each call, you get a text saying who rang and what they need.
- AI Virtual Assistant
Do you want your receptionist to book jobs straight into your calendar?
Your AI receptionist books the job into your calendar while you're on the tools.
- AI Automation
Do you want your emails sorted and replies drafted for you?
Enquiries in your email go into one list, with a reply written for you to check.
- AI Automation
Do you want past customers reminded when their next service is due?
Past customers hear from you when their next service is due.
The services behind those questions
Questions.
Will the AI talk about rates or loans?
No. It doesn't give credit advice or quote rates. It takes the caller's details and what they're looking for, and books a time to talk with you.
Can it book appointments into my calendar?
Yes. It offers the times you've left free and books the call or meeting in Google Calendar or Outlook.
Can past clients hear from me later?
Yes. Past clients can get a friendly reminder when a yearly review is due, in words you approve.
Want this set up for your business?
Tell us what's eating your week. We'll show you what we'd switch on, what it costs, and if we're not the right fit.