Professional services
AI receptionist & agentic automation for mortgage advisers
Anyone who has found a house wants advice within two days. The agent captures the situation and puts that consultation straight into your calendar.
Sound familiar?
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A caller who cannot book an appointment books one with the next firm — often the same evening.
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A consultation with no prior knowledge of the situation is half an hour of intake you could have automated.
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Callers who have not found a property yet cost as much time as callers with a signed contract.
What the agent does
From missed call to booked job
Answer and establish urgency
The agent qualifies every caller: purchase or remortgage, property found or not, single or joint, employed or self-employed, and whether student debt or an existing property is involved.
Appointment in your calendar
Once a lead fits, the agent books the consultation in your calendar with the situation noted, so you start prepared.
Summary on WhatsApp
Callers without a property yet are recorded as leads with their search stage, so you call them back at the right moment instead of spending an hour now.
Every caller recorded
The agent sends a list of what to bring in advance — income statements, employment contract, bank details — so the first conversation can be substantive immediately.
Answers from your knowledge base
Questions about advice fees, timelines, which lenders you work with and whether you help the self-employed come from your own knowledge base.
Advantages
In this market speed is the whole sale
A lead who books tonight does not shop around tomorrow. Immediate availability is a competitive advantage you are buying.
Consultations start substantively
Because the situation is known and the documents already requested, the first meeting does not lose twenty minutes to fact-finding.
Immature leads cost you no time
Someone still searching for six months belongs on a list, not in your calendar. The agent makes that distinction consistently.
Evenings are now covered
People decide their housing plans after dinner. That is exactly when your office is shut.
Drawbacks and limits
We list the drawbacks because otherwise you discover them after buying. Each one comes with how we handle it.
Financial advice stays human work
The agent quotes no borrowing capacity, no rate and no feasibility. That boundary is hard, which means the caller with the most important question still waits for you.
Asking about income is sensitive
Not everyone shares their income with an assistant. You can soften the intake, at the cost of weaker qualification.
Duty of care and record-keeping need attention
What is said at intake belongs in your file. You have to decide in advance what gets recorded and how it fits your file-building.
Frequently asked questions
Does the agent indicate borrowing capacity?
No. It captures the situation and books the meeting; every calculation or feasibility statement stays with the adviser. That is a hard boundary, not a setting.
Can the agent request documents before the meeting?
Yes. Based on the situation it sends a list of the items you need, by e-mail or WhatsApp, with an upload link.
Can I keep immature leads separate?
Yes. You set when a caller may enter your calendar and when they go on the follow-up list — based, for example, on whether a property has been found.
What about GDPR and income details?
Calls are not recorded, only kept as text, and that can be switched off. You decide which fields are stored; all processing happens within the EU.
Also relevant
Estate agents
Book viewings, qualify callers and keep listing opportunities separate.
Accountants
Handle standard questions on submissions and deadlines, and book consultations.
Law firms
Run first intake, establish practice area and book the consultation in the calendar.
Ready to stop missing callers?
Tell us how your phone runs today and we will show you in a demo what the agent does in your situation.