It answers the call
Your AI employee picks up straight away when an enquiry calls. It says it is an AI assistant and names your brokerage.
Intake and fact-finding for mortgage brokers
It collects the details
It finds out who the client is and what they need, and takes down their details.
It completes the fact-find
It works through the fact-find with the client: income, commitments and goals.
What you get back
A summary to review before your first meeting.
You walk into the first meeting with the fact-find done, and your time goes into the advice.
- No typing up. The details the client gives are summarised for you.
- Yours to check. Summaries and fact-find details are produced by software, including AI, and can be wrong or incomplete. Review them before you rely on them.
- No advice given. It never recommends a loan or a lender, and it never assesses whether a loan is suitable.
ExampleOne new enquiry
- Call answeredThe AI employee picks up straight away
- Details collectedWho they are and what they need
- Fact-find completedIncome, commitments and goals
- Summary handed to youReady for your first meeting
The difference
Answered straight away, not when you are next free.
In a traditional brokerage a new enquiry is called back when the broker is free. In an AI-native brokerage it is answered straight away, with the details collected for the broker.
Read what an AI-native brokerage isOn every call
Callers always know who they are speaking to.
It says it is an AI assistant
On every call the AI employee says it is an AI assistant and names your brokerage.
It says when a call is recorded
If a call is recorded, the caller is told at the start of the call.
It never asks for secrets
It never asks for passwords, PINs, tax file numbers or card numbers.
The other jobs your AI employee handles: document collection, rate monitoring and client retention and reactivation.