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Can AI help finance brokers? Yes, here's how.
When someone wants a loan, they often enquire with more than one broker, and they tend to go with whoever gets back first. AI replies to every enquiry within seconds and keeps applications moving, so fewer clients drift to the next broker.
Sound familiar?
Online enquiries come in at night, when people finally sit down to look at loans.
After hoursComparison and lead sites send the same person to several brokers.
Shared leadsClients go quiet halfway through the paperwork, and the deal stalls.
Stalled applicationsYou're on the phone with lenders all day, so new enquiries wait.
Busy daysPast clients come off fixed rates or finish their loans, and nobody checks in.
Past clientsCalls come in while you're with a client, and not everyone leaves a message.
Missed calls
How we help finance brokers
Set up around how you work with clients and lenders. You approve every message before it goes live.
- An instant reply to every enquiry
- Every enquiry gets a text in seconds confirming you'll be in touch, and what to have ready.
- Missing documents get chased politely
- When an application is waiting on documents, friendly reminders go out until they're in.
- Quotes and offers get followed up
- Follow-ups after you've sent options, so clients don't go quiet. They stop as soon as they reply.
- Past clients hear from you at the right time
- A win-back campaign to past clients, such as people whose fixed rate or loan term is ending.
- A review request after settlement
- Every client gets a text with your Google review link after settlement.
- You see what's working
- A monthly report on enquiries, reply times, follow-ups and deals settled.
What your customer sees
Sent in your business's name within seconds. It saves both of you time, it says it's automatic, and it never asks for sensitive details by text.
What AI can't do for you
- It doesn't give credit advice or recommend products. That stays with you and your licence.
- It can't assess serviceability or deal with lenders.
- It won't ask for sensitive details by text. It only sends what you've approved.
Text sent seconds after an online enquiry
Hi Tom, thanks for your enquiry about equipment finance. Kate will call you this afternoon. To save time, have your ABN and your last two BAS statements handy. Your Brokerage (automatic text)
What it costs
A fixed price to set up, then a monthly fee to run it, with no lock-in. The price depends on what needs connecting, and you'll know it before you agree to anything.
Other industries
Other industries we help
Questions finance brokers ask
Anything else, ask us on the Leak Check call.
Is it OK to text clients about finance?
The texts are kept to confirmations and reminders, they name your business, and anyone can reply STOP. We never put personal financial details in a text. Check anything specific with your compliance adviser.
Does it work with my CRM?
If you use a common CRM, usually yes. We check your setup during the Leak Check.
Can it chase documents?
Yes. When an application is waiting on documents, polite reminders go out until they arrive, and they stop once they do.
What about leads from comparison sites?
If they reach you by email or in your CRM, they can get the same instant reply and follow-up.
Book your free Lead Leak Check
We'll contact your business the way a customer would: an after-hours call, a web form and a message. Then we'll show you your real reply times on a 20-minute call. It costs nothing and there's nothing to sign.