Enterprise DNA

Mortgage broking · Worked example

Instant lead callback for a mortgage broker

Calls every new website or referral lead within minutes, asks the qualifying questions and books a meeting with a broker.

OutboundVoice Lead captureBookingSummariesIntegrations
Build this for my business → Read the conversation

The problem

A home buyer who fills in a form usually fills in two or three. The broker who calls first tends to win, and brokers are usually in meetings when the lead comes in.

How it works

  1. Picks up a new lead the moment it lands in the CRM
  2. Calls within minutes and says clearly who it is calling for
  3. Asks the broker's qualifying questions: purchase or refinance, timing, deposit, employment
  4. Books a meeting in the broker's calendar and sends a confirmation
  5. Writes a short lead summary into the CRM so the broker walks in prepared

What it connects to

  • CRM
  • Calendar
  • Website forms
  • Email
Sample conversation
  1. AgentHi, is that James? I'm calling from the mortgage team, you asked about a home loan on our website a few minutes ago.
  2. CallerOh, that was quick. Yes, we're looking at buying our first place.
  3. AgentExciting. So I can match you with the right broker, roughly when are you hoping to buy, and do you have a deposit saved?
  4. CallerIn the next three months. We've got about 80 thousand between us.
  5. AgentThanks. Our broker has a slot Thursday at 6pm by video. Shall I lock that in and send you a list of what to have ready?
  6. CallerYes please.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.
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