For mortgage brokers
Every rate call answered. Every file chased.
CallableAI answers rate-enquiry surges with your own talking points. It calls every web enquiry back within a minute. It chases lender document requests by call and SMS until the file moves. Urgent clients still go straight to their broker.
Refinance enquiries at 8pm. Banks that want one more document. Settlements that need six calls. Broking is a phone business. CallableAI answers everything and chases everything. 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 asking what it means for them.
With CallableAI
All fourteen answered as they rang. Nine booked review calls. Three got reassurance from your talking points. Two flagged urgent, first in your diary.
12:30pm
Without CallableAI
The lender needs payslips from two applicants. You email. No reply.
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.
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, booked with you Thursday 5pm. They stopped looking.
The real problem
What's actually costing you.
Rate moves turn your phone into a hotline
The days you are busiest writing loans are the days clients most want to talk. AI Voice Agents take the surge with your talking points. The urgent ones come to you.
Files stall on missing documents
A stalled file is settlement risk and a stressed client. A Task watches every stalled file and chases by call and text until it moves. No more 'just following up' emails.
Your trail book is a lead list nobody works
Fixed rates expiring, loans hitting year three, clients who would save by switching. Tasks watch your book and queue those calls for your AI Voice Agents.
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 wants updated payslips on two files. The document-chase Task fires. AI Voice Agents reach both applicants before you finish your coffee.
- 2
Tuesday. An 8pm website enquiry is 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. No phone tag.
- 5
Friday. The dashboard shows the week: 100% of enquiries contacted, 3 files unblocked, 31 reviews from the trail book.
Deployed white glove. Backed by an SLA.
CallableAI is for businesses that need quality, volume and compliance at once. Bring us your requirements. We scope the deployment, the rollout and the SLA with you.