An AI receptionist for mortgage broker enquiries
Help borrowers request a first conversation about buying, refinancing or moving home without entering financial records into a chat.
Read the guide- Hello, I’m the brokerage’s AI receptionist. How can I help you reach a broker?
- We’ve had an offer accepted and want an introductory call.
- When could a broker call to discuss your timeline?
- Tomorrow after five would be good for both of us.
Understand the stage of the enquiry
Someone exploring a first purchase and someone with an accepted offer have different timelines. Ask for the broad purpose, target time frame and preferred callback slot. The broker can decide which information to request once the conversation begins.
Make the introduction useful
Explain the appointment length, whether there is an introductory fee and what the broker will cover. Share the firm’s approved preparation list and secure portal so applicants know where documents belong when requested.
Keep live cases with the case handler
A question about a valuation, offer expiry or lender request should reach the broker managing the application. Give existing clients their established case contact. Individual rates, borrowing capacity and approval depend on a proper assessment.
Common questions
Can it tell a caller how much they can borrow?
The receptionist can arrange an assessment with a broker. The broker reviews the information needed for an individual estimate.
What should it ask at first contact?
The purchase or refinance goal, approximate timing and callback contact are enough for an introductory enquiry.