AI for Mortgage Brokers
Sevenfold AI employees follow up every lead, move every pre-approval forward, and reactivate clients for refinance — so you spend your time closing, not chasing.
90 sec
lead response time
60%
of cold leads: slow follow-up
3x
more pipeline conversions
5 days
from sign-up to fully live
The fix is here
You're great at structuring loans. Agentic AI makes sure every lead is followed up before the competition gets there.
Every lead responded to within 90 seconds
No more leads going cold because they couldn’t reach you after hours. Every website enquiry, referral lead, and inbound call is responded to immediately — capturing interest before they move on to the next broker.
Pre-approval pipeline kept moving automatically
No more chasing clients for payslips, bank statements, and identity documents. Automated document request sequences follow up clients at the right intervals until your file is complete and ready to submit.
Refinance reactivation on autopilot
No more past clients refinancing with another broker because you didn’t reach out at the right time. Automated sequences contact clients 12 months before their fixed rate expires or when rate movements make refinancing worth discussing.
Compliance-safe communication every time
No more inconsistency in how enquiries and disclosures are communicated. Your AI team delivers consistent, professional messaging that aligns with your responsible lending obligations and internal compliance standards.
…and that’s before we get to everything your AI employees can do…
Your AI Mortgage Broker Team
Five AI employees built for mortgage brokers.
Each one briefed on your loan products, lender panel, qualifying criteria, and communication style — live and following up leads within days.
Getting Started
From sign-up to following up leads in 5 days.
No technical knowledge required. Your onboarding manager handles every integration and briefing — you just answer questions about your business and client communication style.
1
Brief your AI team
Share your loan products, lender panel, qualifying process, and communication style. Done in a guided session with your onboarding manager.
~2–3 hours2
Connect your tools
Link your CRM, calendar, email, and phone. Your onboarding manager handles every integration so your pipeline data flows automatically.
~1 business day3
Set your follow-up sequences
Define your lead follow-up timing, document request intervals, and refinance reactivation triggers. Your client communication runs itself from here.
30 minutes4
Go live
Your AI team starts responding to leads and moving pipeline applications forward immediately. Monitor performance from your dashboard.
Ongoing support includedWhy Choose Sevenfold
Why brokers choose Sevenfold over hiring another admin.
Responds to every lead within 90 seconds — even at 9pm on a Friday
Speed wins deals in mortgage broking. Sevenfold responds to every enquiry instantly, captures the lead’s details, and books a discovery call before the client even considers calling another broker.
Keeps your pre-approval pipeline moving without manual follow-up
Document chasing is the biggest time drain in broking. Sevenfold sends automated, professional follow-up sequences that get clients to submit their documents faster — keeping your files moving and lender SLAs intact.
Reactivates past clients for refinance at exactly the right moment
Your existing client book is your most valuable asset. Sevenfold contacts clients before fixed rates expire and when rate movements make refinancing worthwhile — protecting your trail income and generating new settlements.
Delivers compliance-safe, consistent communication every time
Inconsistent client communication is a compliance risk. Sevenfold delivers professional, consistent messaging that aligns with your responsible lending obligations — so every client interaction is documented and on-brand.
Integrations
Connects to your broker tools — no IT team required.
Sevenfold connects to your CRM, mortgage broking software, calendar, email, and social accounts — no IT team required. Your onboarding manager handles every integration, typically within one business day.
Questions and Answers
Everything you need to know.
Does Sevenfold integrate with mortgage broking CRMs like Salestrekker, MyCRM, or Connective?+
Sevenfold works alongside your existing CRM and broking tools. Your AI team is briefed on your pipeline stages, client communication preferences, and document requirements — and connects to your calendar and communication channels. Integration compatibility for your specific platform is confirmed during onboarding.
Can Sevenfold send compliant communications that meet NCCP and responsible lending obligations?+
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 in line with the parameters your compliance framework requires. Your onboarding manager will walk through your specific obligations.
Will clients know they're communicating with an AI?+
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.
How does the refinance reactivation work?+
You define the triggers — fixed rate expiry windows, time since last settlement, or rate movement thresholds. MAX contacts clients at the right moment with a personalised message, invites them to book a review, and sends follow-ups if they don’t respond. You see full reporting on reactivation performance from your dashboard.
Can Sevenfold handle enquiries from different lead sources — website, referral partners, and comparison sites?+
Yes. Sevenfold captures and responds to enquiries from all your lead sources. Whether a lead comes through your website, a referral partner, or a comparison site, your AI Receptionist responds immediately, qualifies the client’s situation, and books them into your calendar.
How long does setup take?+
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.
Ready to stop losing leads to a slow response?
See exactly how Sevenfold would work for your broking business — 30 minutes, no commitment, no pressure.
Book My Free DemoYour AI Team
