An AI agent that follows up every new enquiry.
Every enquiry answered quickly and a meeting booked.
In short
Mortgage broker leads go cold quickly, because borrowers often contact several brokers and work with the first one who replies. The Agentive Group AI agent answers new enquiries from your website, email and referral partners quickly, asks a few simple questions about what the client wants, books a first meeting in the broker's calendar and follows up politely if they go quiet. It never quotes rates or recommends a loan.
Sound familiar?
- Enquiries answered the next day
- Referral partners left waiting
- Leads lost after one follow up
How your AI agent does it
Reply
To each new enquiry quickly.
Ask
A few simple questions.
Book
The first meeting in your calendar.
Follow up
Politely until the client replies.
What changes for your broking business
- More enquiries turned into meetings
- Referral partners kept informed
- No lead forgotten
- Brokers start with the basics known
Questions
Can an AI agent follow up mortgage broker leads?
Yes. It replies quickly, books meetings and follows up, in your tone. It never quotes rates or recommends a loan.
Does it work after hours?
Yes. Enquiries that arrive at night or on weekends are answered and booked for the next available time.
Does it update referral partners?
It can send referrers a short note when their client books a meeting, if the client agrees.
More work your AI agent does
An AI agent that runs the fact find.
Client details collected and checked before you meet.
An AI agent that chases and checks loan documents.
Payslips, statements and ID chased and checked.
An AI agent that drafts your best interests notes.
Notes drafted from the meeting, finalised by you.
An AI agent that tracks every loan to settlement.
Clients and conveyancers updated at every step.
