For mortgage brokers
Every rate call answered. Every file chased.
CallableAI answers rate-enquiry surges using your own talking points, calls every web enquiry back within a minute, and chases lender document requests by call and SMS until the file moves. Genuinely urgent clients still get routed straight to their broker.
Refinance enquiries at 8pm, banks that want one more document, settlements that need six phone calls — broking is a phone business wearing a finance costume. CallableAI answers everything, chases everything, and your book grows while you write loans.
Before / after
The same day, run twice.
9:00am
Without CallableAI
Rate news broke last night. Fourteen missed calls from clients wondering what it means for them.
With CallableAI
All fourteen answered as they rang. Nine booked review calls, three needed reassurance an AI Voice Agent gave from your talking points, two flagged urgent — they're first in your diary.
12:30pm
Without CallableAI
The lender needs payslips from two applicants. You send emails. They sink.
With CallableAI
The document-chase Task queued both applicants; an AI Voice Agent called and texted them within minutes. One uploaded by 1pm; the other booked a reminder call for after work. The file keeps moving.
7:45pm
Without CallableAI
A first-home buyer fills in your website form. It waits in the inbox until tomorrow — warm lead, cold by morning.
With CallableAI
Called in 58 seconds. Pre-qualified, timeline captured, appointment booked with you Thursday 5pm. They stopped Googling brokers.
The real problem
What's actually costing you.
Rate moves turn your phone into a hotline
The days you're busiest writing loans are the days clients most want to talk. AI Voice Agents absorb the surge with your talking points, and route the genuinely urgent to you.
Files stall on missing documents
Every stalled file is settlement risk and a stressed client. A Task watches every stalled file and queues call-and-text chases until it moves — you never send another 'just following up' email.
Your trail book is a lead list nobody works
Fixed rates expiring, loans hitting year three, clients who'd save by switching — Tasks watch your book and queue those conversations for your AI Voice Agents automatically.
Walkthrough
A settlement week, reconstructed
$0.00
blended platform cost per qualified lead — 881 outcomes across three outbound tenants, 11–17 August 2026. Method and per-tenant range
- 1
Monday — a lender requests updated payslips on two files. The document-chase Task fires, and AI Voice Agents reach both applicants before you've finished your coffee.
- 2
Tuesday — an 8pm website enquiry gets called in under a minute, pre-qualified, and booked for Thursday.
- 3
Wednesday — 212 clients with fixed rates expiring within 90 days get a warm check-in call. 31 book reviews.
- 4
Thursday — settlement day: the AI Voice Agent confirms times with the buyer, agent and solicitor so you don't play phone tag.
- 5
Friday — the dashboard shows the week: 100% of enquiries contacted, 3 files unblocked, 31 review appointments from the trail book.
Deployed white glove. Backed by an SLA.
CallableAI works with organisations that need quality, volume and compliance to hold at once. Bring us your requirements — we'll scope the deployment, the rollout and the SLA with you.