New enquiry intake
Every enquiry gets a reply in minutes, even at 9pm, and turns up to the first call prepared. Fewer leads go cold.
Hours back
3
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
A fast first reply
Every new enquiry gets a reply from your address within minutes, at any hour.
- 02
A short intake questionnaire
Buying or refinancing, price range, income type, timeline. Five minutes for the borrower, and it saves ten on the call.
- 03
A call booked straight away
The borrower picks a time in the broker's calendar.
- 04
A prepared broker
Before the call, the broker gets a one-page summary of the questionnaire. The borrower gets the document checklist that matches their situation.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
The broker handles every conversation about rates, products and eligibility. The system only gathers details and books the time.
What it's worth
What those hours add up to.
3 hours a week, over 46 working weeks, is 138 hours a year. At $50 an hour, that’s
$6,900
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Enquiries come from the website, agents and past clients. The broker replies when they can, plays phone tag to book a call, and spends the first ten minutes collecting basics a form could have gathered.
What we build
- A fast first reply
- A short intake questionnaire
- A call booked straight away
- A prepared broker
A month in
Every enquiry gets a reply within minutes, even at 9pm, and first calls start with the facts already on the table.
FAQ
Will it quote rates to new enquiries?
No. New mortgage enquiries get a questionnaire and a booked call, and rates and product options come from a broker on that call.
Can estate agent referrals skip the form?
Yes. Referrals from estate agents you work with can go straight to a booked call with a broker, and the questionnaire is sent afterwards.
More for mortgage & lending
See them all →Next step
Bring this one to a free live build.
Thirty minutes on new enquiry intake. We build its elf with you, live, and you keep it.