SMS agent·Financial services·Mortgage brokerage firm

An SMS agent that qualifies leads and books mortgage appointments

Every lead gets an instant text. The agent qualifies the need and books a meeting directly with the broker, using our standard model.

Verified Project · Measured Figures

Booking rate

82,8 %
Clients contacted
425
Clients who booked
352
Bookings completed within 48 h
96%
Mortgage value (380 files)
$11.83M

Note : Test phase

01What we built

What we built

  • Lead qualification through SMS conversation
  • Automatic booking in the broker's calendar
  • Handoff to a human for complex requests

02How it works

How it works

  1. New lead

  2. Instant text

  3. Need qualification

  4. Meeting with the broker

From inquiry to result

From inquiry to result

  1. Clients contacted425
  2. Clients who booked352

03Return on investment

Return on investment

352 appointments booked out of 425 clients contacted, 338 of them within 48 hours. In total, $11.83M in mortgage value went through the agent, with no manual calls from the team.

Measured MetricVerified Result
Booking rate82,8 %
Clients contacted425
Clients who booked352
Bookings completed within 48 h96%
Mortgage value (380 files)$11.83M

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