What the agent handles
- Books pre-approval consultations
- Collects income and property basics
- Tracks renewal and closing dates
- Sends document checklists
- Takes referral partner calls
Legal, finance and professional
AI voice agent for Mortgage brokers
Handles pre-approval and renewal enquiries, collects the basics a broker needs to get started, and books calls before financing deadlines slip past.
CallerWe put an offer in on a house and need financing confirmed by Friday.
CallerMy mortgage is up for renewal soon and the bank's offer seems high. Can you shop it around?
CallerI'm self-employed. Can I even get approved?
Where calls go
Mortgage agentsUnderwriting supportClosing coordinatorOffice manager
Warm transfer: If a buyer calls with a financing condition that expires in a few days, the agent warm-transfers to their mortgage agent right away.
What it books
Pre-approval and renewal consultations