What We Build for a Broker Running Their Pipeline Out of a Spreadsheet
How CRM automation and instant response are designed to remove manual follow-up from a mortgage brokerage.
Hours on manual follow-up per week — modelled, not client data
First 30 daysSeconds
Inquiry response time
24/7
Response coverage
1
Pipeline, not a spreadsheet
90-day
KPI guarantee
Worked scenario. A modelled scenario, not a past client engagement. The numbers are targets we set and guarantee against, not results already achieved.
The Problem
Picture an Abbotsford mortgage broker drowning in manual follow-up: every web inquiry, referral and callback request tracked in a spreadsheet and chased by hand. Leads arriving on evenings and weekends sit untouched until Monday, and rate-shopping borrowers do not wait until Monday.
What We'd Build
We replace the spreadsheet with a CRM pipeline and automate the intake sequence end to end: instant SMS and email response to every inquiry, document checklists, appointment booking and reminder sequences. The AI voice receptionist answers and qualifies calls during meetings and after hours.
Automated Follow-Up That Closes More Deals
One Dashboard for Every Lead, Call, and Booking
24/7 Call Answering That Never Misses a Lead
What We're Aiming For
Once intake is automated, response time stops depending on whether anyone is at a desk — every inquiry gets answered in seconds, including the ones that arrive at 9pm on a Sunday. The hours currently spent chasing leads by hand go back into closing files. We scope the specific time saving with you before we build.
Verify the part that matters: Don't take the model on faith — test the system instead. Call (778) 771-3886 and our AI receptionist will answer, qualify you and book a slot. That's the same system described above, running live right now. Then book the free audit and we'll measure what your business is actually losing before you commit to anything.
Want Results Like This for Your Business?
Book a free 15-minute AI audit. We'll show you exactly how many leads you're missing and what a system like this would cost.