AI receptionist for mortgage brokers.
Borrower enquiries qualified, rate questions answered and consultations booked, day or night, while you are with clients or working on submissions.
95c a minute or less. Pay for talk time only.
What is an AI voice agent for mortgage brokers?
An AI voice agent for mortgage brokers answers your phone 24/7 with a natural Australian voice. It qualifies new borrower enquiries (deposit, income, property type and timeline), explains fixed and variable rates in general terms, gives application updates, books consultations into your calendar and sends hot leads straight to your phone. It documents client objectives and circumstances to support your Best Interests Duty obligations but never makes lending decisions. It works with Salesforce, MyCRM, Mercury Nexus, Salestrekker and your calendar. Talk time is 95c a minute or less. See how the AI receptionist works
Answering and making calls for businesses across New Zealand and Australia
Try them yourself
Three live agents, right here in your browser. Tap one, allow your microphone and start talking. Calls run for up to four minutes.
AI receptionistSamAustralia
Have him book you a real meeting.
AI receptionistZoeNew Zealand
Never misses a customer moment.
Multilingual receptionistJingNew Zealand
Start in English, then switch to Mandarin.
Calls it handles for mortgage brokers.
From first enquiry to settlement, it takes the calls that eat into your day so you can get deals across the line.
Lead qualification
Captures borrowing intent, deposit, income and employment, property type and timeline. Flags first home buyers and investors, and routes hot leads to your phone.
Rate enquiries
Explains fixed and variable options and gives general rate information. Serious enquiries get a consultation booked for a detailed quote.
Application updates
Pre-approval status checks, missing document reminders, settlement date confirmations and lender updates.
Consultation booking
Books first meetings around your availability, sends confirmations and handles rescheduling, even at 9pm when people are browsing realestate.com.au.
Pre-approval follow-ups
Calls pre-approved clients before their approval runs out, with rate change and refinance reminders.
Referral partner calls
Real estate agents and conveyancers referring clients get an instant response. Referral details go straight to you.
Compliance and safety.
Trained to handle mortgage enquiries with the same care you would.
Best Interests Duty aware
Documents client objectives, financial situation and requirements from first contact, to support your BID obligations.
No lending decisions
It never gives lending advice or decides on a loan. Complex scenarios always go to you.
Records for compliance
Every call is recorded and transcribed for your compliance records. Recordings can be deleted when you choose.
Australian Privacy Act 1988
Collection notice on calls, secure storage, access on request and retention you control.
Load credit. The more you load, the less each minute costs.
From 95c down to 71c a minute. Credit never expires.
Enterprise
For bigger call volumes, several sites or a whole team. We build a plan around how you work.
Talk to us30-day money-back guarantee on every plan. If your AI receptionist is not right for your business in the first 30 days, we refund you.
How credit works
Load credit once. Your receptionist only uses it while it is on a call.
Pick your package
Choose how much credit to load, plus A$130 a month for the platform.
Talk time comes off it
Only while your receptionist is on a call. No calls, no credit used.
Tops up automatically
When your credit runs low, the same amount reloads. Credit never expires.
Rated 5.0 on Google
Read all reviews on Google (opens in a new tab)- ★★★★★
The AI Receptionist has been fantastic for our team at Rangehood Solutions. It’s taken a huge amount of workload off us, especially when we’re a staff member down, and means we can keep looking after customers without calls being missed.
Rangehood Solutions
AI receptionist client, New Zealand
- ★★★★★
It handles hundreds of calls a day, prospecting, qualifying sellers, and building a pipeline for future deals. … Not a set-and-forget service, they actually care about results.
James Mairs
Auckland apartment agency
- ★★★★★
Getting an entire team, from our IT manager to our admin staff, aligned on AI is not easy. Leo made it look easy! … No hype. No theory.
Shiv Narayan
Technology Solutions NZ
Works with your CRM and aggregator platform.
- Salesforce
- MyCRM
- Infusionsoft
- Mercury Nexus
- FLEX
- Salestrekker
- ActivePipe
- Google Calendar
- Outlook
Plus your calendar, CRM and inbox. See all integrations
Leo and John on our stand at NZ Tech Expo, on stage and running workshops. We are the team who builds your agent and looks after it once it is live.
- ★★★★★From 24 Google reviews (opens in a new tab)
- Sovereign dataKeep your calls and data in Australia
- 30-day money-backGuarantee on every plan
See your mortgage broker's receptionist working. Live in 24 hours.
Book a quick meeting and we will show you how it would qualify your borrower enquiries, then build it for you.
- Your receptionist built around your business
- Live and answering calls within 24 hours
- Credit that never expires, from $500
- Every plan backed by a 30-day money-back guarantee
Choose a time on our calendar. It takes less than a minute.
Less Busy. More Life.
Common questions
Can AI really qualify mortgage leads effectively?
Yes. The agent is trained on the details of Australian mortgage enquiries. It captures deposit amounts, income sources, property plans and timeline. This goes straight to your CRM with a lead score, so you know who to call first. Complex scenarios always go to you.
How does the AI handle rate inquiries?
It gives general rate information and explains the difference between fixed and variable options. For a specific quote that needs detailed circumstances, it books a consultation with you. This filters out tyre-kickers while capturing serious enquiries.
Will clients know they're talking to AI?
The agent uses a natural Australian voice and has real conversations. We recommend being open about it, and many clients like the instant response either way. It can introduce itself as your assistant or by name, as you prefer.
What about Best Interests Duty compliance?
The agent captures information relevant to your BID obligations: client objectives, financial situation and requirements. It documents circumstances from first contact to support your compliance records, and never makes lending decisions. All conversations are recorded and transcribed.
Can I customize what information the AI collects?
Yes. We build the qualification flow around your process. Whether you use specific screening questions, want to prioritise certain property types or have lender preferences, the agent follows your workflow.
How quickly can leads reach me for urgent matters?
The agent spots urgent situations and hot leads straight away. These can trigger instant notifications, SMS alerts or a direct transfer to your mobile. You set the rules for what counts as urgent.
What does it cost?
Start with A$500 of call credit plus A$130 a month for the platform. Talk time is 95c a minute and drops to 71c when you load more credit. Credit never expires, and every plan has a 30-day money-back guarantee.