Talk to every applicant while they're still warm
We build AI systems for mortgage brokers and originators that engage every applicant the moment they enquire, collect documents and book the advisor call — so you spend your time closing, not chasing.
The leaks killing growth in mortgage
Applicants enquire on three or four brokers at once. The fastest, clearest reply wins the file.
Document collection takes weeks — applicants forget what's needed and deals stall in the pipeline.
Advisors waste hours on unqualified enquiries that don't meet lender criteria.
Past clients refinance with whoever calls them first when rates move.
What we deploy
Systems built around your mortgage workflow
We plug into the tools you already use and handle every lead end-to-end — capture, qualify, follow up, book, reactivate and upsell.
Instant advisor connector
Voice AI rings new applicants, runs a soft qualification and warm-transfers ready leads to your advisors.
Document chaser
Personalised reminders across SMS, email and WhatsApp until ID, payslips and bank statements are in.
Application concierge
AI answers product, rate and eligibility questions 24/7 in your brand voice — no leads left on read.
Advisor calendar booking
Pre-qualified applicants book straight into your advisors' diaries with the right context attached.
Rate-change reactivation
When rates move, we re-engage your past clients and pipeline first — before brokers steal them.
Pipeline visibility
Live dashboards show every applicant's stage, last touch and the action needed next.
How it runs in your business
Engage
Inbound enquiries get an instant response — voice or chat, your choice.
Qualify
Soft questions confirm income range, deposit, property type and timeline.
Book
Qualified applicants are warm-transferred or booked into an advisor's diary.
Nurture
Long-cycle applicants are nurtured for months — we keep your brand top of mind.
Outcomes our mortgage clients see
Inbound applicants contacted within 60 seconds
More qualified advisor calls per month
Faster document collection turnaround
Always-on application concierge
Ready to plug the leaks in your mortgage pipeline?
Book a 20-minute call and we'll show you exactly how FicientAI would follow up on your inbound leads this week.
- Live in 14–20 days
- Plugs into your existing stack
- Done-for-you setup