Industries · Mortgage and debt consolidation advisors

Voice bot for mortgage and debt consolidation advisors

A mortgage lead is worth a lot, but only if you reach it at the right stage. The bot calls everyone who left their details, finds out where they stand and passes the ones who need a meeting now to an advisor.

Open an account About the Voice Bot

Hi, this is Mia, the digital assistant for the advisory office. I saw you were interested in a mortgage. Are you already in the process of buying?

Our offer was accepted last week

Congratulations! Have you applied to a lender for pre-approval yet?

Not yet

Then this is exactly the right time. I'll set up a meeting with an advisor this week. Which day works for you?

Sample screening call for a mortgage office

Mortgage and debt consolidation advisors: what the bot solves

Leads at different stages

Some are just browsing, some have a signed contract, some want to refinance. The bot sorts them.

Response time decides

Whoever calls first closes. The bot calls the whole list during the hours you set.

Expensive advisors on opening calls

Your advisor starts the day with a list of meetings, not a list of phone numbers.

What the bot covers on the call

You write the questions. The bot asks them one by one, listens to each answer and responds to it.

New purchase, refinance or debt consolidation
What stage: still looking, offer accepted or signed contract
A rough loan amount, if the customer is willing to share
When they are available to meet with an advisor

What you get

A score for every lead

Every call gets a score from 1 to 5. Leads scored 4 and 5 are your hot leads, and they go to the top of the list.

Summary, transcript and recording

Every call is saved with a short summary, the full transcript and the recording, so you can hear exactly what was said.

Everything in the CRM

The lead goes into ENIGMA CRM with its source, stage and history. From there you follow up on WhatsApp, by email or by phone.

How it works for you

Define the questions
What separates a hot lead from someone who is just browsing, in your office.
Upload your leads
From a campaign, your website or a file. Every call goes out from your office's number.
Your advisor gets meetings
Scored leads with a summary, so the advisor walks into the meeting prepared.

Good to know

The bot does not give financial advice and does not promise a rate or an approval. It collects details and books a meeting with an advisor. The office is responsible for consent from the people on the list and for following calling rules.

Common questions

Does the bot ask about income and amounts?

Only if you tell it to. Most offices prefer to ask about the stage and the type of deal, and leave the numbers for the meeting.

Can the bot call back a customer who said "call me in half an hour"?

Yes. The bot logs the request and calls again at the time the customer asked for.

How do we know the call went well?

Every call is recorded and transcribed, and you can listen to it inside the system.

How much does it cost?

You pay by call minutes. Details are on the Voice Bot page and in the guide How much does a voice bot cost.

Want to hear the bot talk about your business?

Open an account, upload a script and a lead file, and hear a real call before you start a campaign.