Leads, intakes and files
For mortgage advisors: complete files, without chasing.
Chasing clients for the same documents, online leads going cold before the first call, and past clients who never hear from you when their fixed rate ends. We build a client portal, fast follow-up on every lead and automatic contact at the right moment.
- Client Portal
- A client portal with a checklist, uploads and reminders
- Lead Responder
- Every lead contacted within minutes, intake booked
- Reactivation
- Automatic contact at the right moment. The AI never gives advice.
Where it hurts
Three moments where clients and time slip away.
Online leads go cold before the first call
Every lead contacted within minutes, intake bookedPast clients never hear from you when their fixed rate ends
Automatic contact at the right moment. The AI never gives advice.What we build
Three parts, one system.
You do not have to do it all at once. We start with what costs you the most, and add more once it pays off.
- 01A client portal with a checklist, uploads and reminders→
Through Client Portal. Checklist, uploads and status per client, so you stop chasing documents.
- 02Every lead contacted within minutes, intake booked→
Through Lead Responder. Every inquiry through your website, WhatsApp, email or a portal answered personally within a minute.
- 03Automatic contact at the right moment. The AI never gives advice.→
Through Reactivation. New appointments from past clients and leads already in your system, with permission.
In practice
This is what it looks like.
An example of Client Portal, as it could work for your business.
Example for illustration.
Control
You stay in control.
The AI only answers what you approved and hands anything complex to you or your team. You see every conversation, booking and result in your dashboard.
How you measure it
- How many files are complete, and what is missing
- How many leads booked an intake
- How many past clients were contacted again
What stays with you
- All advice. The AI never gives advice
- Complex questions, which go to you or your team
- Anything you have not approved up front
FAQ
Questions from your industry.
Will my customers know they are talking to AI?
Yes. Our AI always says it is an AI. It sounds natural, only answers what you approved, and hands anything complex to you or your team.
Do I need technical knowledge?
No. You fill in one form and we have one 30-minute kickoff. We build, connect, test and maintain everything.
How long does it take?
It depends on what we build. Most systems are live within a few weeks, bigger builds like a client portal take longer. You get the exact timeline in your proposal, before you commit.
How does pricing work?
A one-time setup and a monthly fee. You choose: a fixed monthly amount, or a lower amount plus a share of the revenue we bring in. You get a clear price after a short call.
How do you handle data and privacy?
We work under a processing agreement, host in the EU wherever possible and share the list of providers we use. Conversations are only recorded with notice.
Last question
Start with a 30-day pilot.
We agree on a clear goal in writing up front. If we don't reach it within 30 days, we keep working for free until we do, up to 30 extra days.