If you're not the first mortgage broker to respond, you're already behind. Ensure every homebuyer or remortgage enquirer gets a warm, personalised reply within 5 minutes — via WhatsApp or email — 24/7, automatically.
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It's late on a Thursday night. A couple has just found their dream home on Rightmove and suddenly panics about getting a mortgage in principle. They fill out the enquiry form on your website, but in their urgency, they also submit details to a comparison site and another local broker.
You see the alert on Friday morning and reply by early afternoon. Unfortunately, the other broker's automated assistant texted them at 10:00 PM the night before, answered their immediate worries, and secured a call for Friday morning.
While you were catching up on emails, your competitor already built trust. Larger banks and tech-savvy brokers understand that instant reassurance wins the client, leaving slower-replying businesses struggling to even get a foot in the door.
Larger banks and tech-savvy brokers understand that instant reassurance wins the client, leaving slower-replying businesses struggling to even get a foot in the door.
If your average broker fee on a typical mortgage is worth £2,000 and you lose just 1 mortgage client a month to slow follow-up, that's £24,000 a year walking out the door.
Based on industry average figures
Our n8n automation system captures every inbound enquiry and sends an instant, personalised acknowledgement within 5 minutes, day or night, weekday or weekend. It automatically gathers the key qualifying questions specific to mortgage broking.
Best of all, every message is AI-crafted to match your unique brand voice, ensuring your prospects feel valued and understood from the very first interaction.
Automate your lead response without lifting a finger.
Homebuyers and remortgage enquirers submit an enquiry — from any channel, any time.
Within 5 minutes, they receive a warm, personalised reply that sounds like you wrote it.
The system automatically gathers key qualifying questions specific to mortgage broking.
A contact is created in your CRM or system with all these qualifying details neatly logged.
We handle the setup and management, so you focus on your clients.
Capture enquiries day or night, ensuring no opportunity slips through the cracks.
Every message is crafted to match your brand voice, making communication feel personal and genuine.
Automatically gather essential details needed to qualify leads without overwhelming the prospect.
All interactions are logged in your existing system, keeping your records up-to-date effortlessly.
Easily schedule consultations directly from the enquiry, streamlining the booking process.
Receive a Loom walkthrough and written guides to understand the system without technical jargon.
Common concerns from mortgage brokers, answered honestly.
Fixed scope. No hourly rates. No surprises.
Both packages start with a free mapping call. Nothing is committed until we've both agreed it's the right fit.
It's not a sales pitch. It's a working session. Here's what we cover.
We get a clear picture of what you're using, how data moves between them, and where things are falling through the cracks or being done manually.
We work through a structured gap analysis together to identify where automation would have the highest impact for your business right now.
You get a written Automation Opportunity Map showing a clear picture of where your business is today, your desired state, and a clear path between the two.
If there's a fit, we'll scope the work and propose either the Starter Build or Jumpstart. Fixed scope, no hourly rates, no surprises.
See what's inside your Automation Opportunity Map
We take on a small number of new clients each month. Free, no obligation.
Typically 30–45 minutes.