Sales and new business · Live demo
Instant lead callback
Calls every new website or referral lead within minutes, asks the qualifying questions and books the right adviser from a team of 40.
Talk to Lucy at Hearthmoor Lending Advisers
Hearthmoor Lending Advisers is made up. Lucy is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
Want one like this for your business? Book a call with Sam
The problem
A home buyer who fills in a form usually fills in two or three. The firm that calls first tends to win, and advisers are usually in meetings when the lead comes in.
How it works
- Picks up a new lead the moment it lands in the CRM
- Calls within minutes and says clearly who it is calling for
- Asks the firm's qualifying questions: buying or refinancing, timing, deposit including KiwiSaver, income
- Matches the lead to the right adviser by loan type and availability, including the commercial team
- Books the meeting, sends a confirmation and writes a short lead summary into the CRM
What it connects to
- AgentHi, is that James? It's Lucy from Hearthmoor Lending Advisers. You asked about a home loan on our website a few minutes ago.
- CallerOh, that was quick. Yes, we're looking at buying our first place.
- AgentExciting. So I can match you with the right adviser, roughly when are you hoping to buy, and how much deposit do you have, including KiwiSaver?
- CallerIn the next three months. We've got about 120 thousand between us.
- AgentThanks. Hannah Reid heads our first home team and has Thursday at 6pm by video. Shall I lock that in and send you a list of what to have ready?
- CallerYes please.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Fixed-rate expiry reminders
Contacts existing clients before their fixed rate ends and books a refix review, so the adviser keeps the relationship.
Pre-approval qualifier line
Answers pre-approval calls and chats, asks the qualifying questions, books the right adviser and writes the summary into the CRM.
Loan settlement status updates for clients
Tells home and commercial borrowers where their loan is at each step to settlement, chases what's outstanding and passes date changes to the adviser.
Want this agent in your business?
Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.
Book a discovery call →