Mortgage brokers · STN 01 — Capture
Every enquiry
in one place.
A rate move produces a wave of enquiries in 48 hours, and they go to whoever responds inside that window. One intake for calls, forms, chat, email and socials. Nothing lives in a notebook. Without it, enquiries scatter across inboxes and phones, and the ones nobody owns quietly die — and for mortgage brokers and finance brokers, that adds up to $63,800 a year.
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What it is costing now
$63,800
a year for mortgage brokers and finance brokers. Struck through because it is recoverable.
Based on 4 unanswered enquiries a month at $3,800 average settlement value, of which 35% would have converted. Your leak audit uses your numbers, not these.
What changes
One intake for calls, forms, chat, email and socials. Nothing lives in a notebook.
Every channel you get enquiries on lands in a single inbox with a single thread per customer. The van notebook, the shared email, the messages sitting in someone's personal phone — all of it in one place, so nothing is lost between people. On the line this sits at station 1, capture — the point where enquiries either turn into settlements or quietly stop. Months between pre-approval and purchase. Without contact, the loan settles with someone else's broker.
The board — Mortgage brokers — capture station
RUNNING- Tue 9:14Web form — refinance, $680kWeb formConsult booked
- Tue 14:02Missed call — first home buyerMissed callCallback 14:07
- WedPre-approval expiring — 34 clientsCampaign9 replies
- 06:00Shift summary → principal's phoneReport3 consults booked
How it runs
What one lead inbox changes for mortgage brokers
01
Everything lands
Phone, web form, web chat, email, Facebook, Instagram and Google — one intake.
02
One thread per person
A customer who calls, then texts, then emails is one conversation, not three.
03
Nothing unassigned
Every enquiry has an owner and a state. Nothing sits in a place where it is nobody's job.
04
It is searchable
Find what you told someone eight months ago in a couple of seconds.
Straight answers
One lead inbox for mortgage broking — questions people ask
- We already have an inbox. Why another one?
- You have five, and that is the problem. The point is not another place to look — it is one place instead of five, with every channel already in it.
- Is automated contact compliant in finance?
- The machine handles enquiry capture, scheduling and reminders — it does not give credit advice or make recommendations. Everything regulated stays with you, and the audit trail is stronger than a notepad because every contact is logged.
- What about clients whose pre-approval is expiring?
- Expiry dates drive a campaign automatically. It is the single most valuable list a broker has and it is usually only worked when someone remembers.
Same trade
Everything else that runs on a mortgage broker line
90-second speed to lead
Most jobs go to whoever replies first. This makes that you, every time.
Straight-to-calendar booking
Qualified enquiries land in your calendar. No phone tag, no back and forth.
Long-term nurture
The enquiry that was too early stays warm until it is ready.
Database reactivation
Booked work from people who already know you. No new ad spend.
Missed-call text-back
A text goes out before the voicemail beep would have finished.
The pipeline board
Every open enquiry, what stage it is at, and what happens to it next.
Same station
One lead inbox in other trades
Mortgage brokers · One lead inbox
Find your leak
in 10 minutes.
We count what is leaking out of your pipeline right now and put a dollar figure on it. Free, ten minutes, no login, no obligation.
You see the number before you spend anything.
free leak audit · 10 minutes · no login