AI Agents for
Mortgage Brokers

Your AI team is briefed on your compliance requirements and communicates within the boundaries you set. Sevenfold does not provide credit advice. It handles enquiry capture, pipeline follow-up, and client communication, working within the parameters your compliance framework requires. Your onboarding manager will walk through your specific obligations. These answers come from the knowledge you feed your AI brain — your website, uploaded documents, and text content. Your AI employees never invent details: if something isn’t covered, they say so and offer to transfer to a human.

Your AI employees communicate in your business’s voice — professional, warm, and knowledgeable. Many brokers introduce their AI team as their client services team. You choose your disclosure approach; most clients respond positively to fast, helpful responses regardless of how they’re delivered.

You define the triggers and Sevenfold does the watching. Typical triggers are a fixed-rate expiry window — say, contact clients 12 months out — time since last completion, or a rate movement worth a conversation. When a client hits a trigger, MAX sends a personalised message that references their actual loan, explains what has changed, and invites them to book a no-obligation review. If they don’t respond, a follow-up goes out two weeks later. Consider a common shape of the problem: a book with 40 clients whose fixed rates expire over the next six months. Left alone, many will Google a comparison site and land with another broker. Worked systematically, your calendar fills with warm reviews from people who already trust you — and brokers running consistent sequences like this see up to 3x more pipeline conversions. Your dashboard shows exactly who was contacted, who booked, and who needs a nudge.

Yes. Sevenfold captures and responds to enquiries from every source you use — your website, referral partners, comparison sites, and social channels such as Facebook, Instagram, and LinkedIn. Every lead gets the same treatment: a response within 90 seconds, 24 hours a day, with unlimited simultaneous capacity, so a busy Monday morning never queues anyone. The mechanism is simple but decisive — 60% of leads that go cold do so because follow-up was slow, and speed is the one thing you cannot deliver manually from inside a client meeting. A typical example: a first-time buyer enquires at 9pm on a Friday. By 9:05pm they’ve had their initial questions answered and a discovery call booked for Monday morning. The broker who would have called them back on Monday afternoon never gets the chance. Every lead is qualified before it reaches your calendar, so your time goes to the enquiries that are real.

Most brokers are fully live within 3–5 business days. Your onboarding manager handles all integrations and works through your briefing step by step — covering your lender panel, loan products, qualifying criteria, and communication style. No technical knowledge required.

Mortgage brokers in Singapore field home-loan and refinancing enquiries all day — usually while deep in a client’s application. Sevenfold fits that: new enquiries answered and qualified immediately, appointments booked, and every lead followed up while rate packages and lock-in periods keep clients comparing. Sevenfold also operates infrastructure across Singapore, Australia, Europe and the US — having infrastructure closer to your customers and team can help reduce network latency, which is particularly relevant for real-time AI phone conversations.

Sevenfold answers home-loan and refinancing enquiries, books appointments, qualifies new leads, and follows up until clients are ready to proceed — while you focus on applications. It can be configured around your process, terminology and working hours.