Mortgage brokers · STN 02 — Answer
Missed calls,
un-missed.
A rate move produces a wave of enquiries in 48 hours, and they go to whoever responds inside that window. A text goes out before the voicemail beep would have finished. Without it, the call goes to voicemail, no message is left, and the job goes to whoever answers next — 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
A text goes out before the voicemail beep would have finished.
When a call rings out, a text is sent to that number within seconds asking what they need. Most people never leave a voicemail, but almost everyone answers a text. It is the fastest win on the line and usually the one that pays for the whole system in the first month. On the line this sits at station 2, answer — 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 — answer station
RUNNING- Tue 14:02Missed call — first home buyerMissed callCallback 14:07
- Tue 9:14Web form — refinance, $680kWeb formConsult booked
- WedPre-approval expiring — 34 clientsCampaign9 replies
- 06:00Shift summary → principal's phoneReport3 consults booked
How it runs
What missed-call text-back changes for mortgage brokers
01
The call rings out
You are on a job, in a meeting, driving, or closed. Nothing changes about how you work.
02
A text goes out
Within seconds, to that number, apologising for the miss and asking what they need.
03
They reply
The conversation continues by text — which they can do from anywhere, including where they could not take a call.
04
It books or hands over
Straight to a booked slot, or to you with the whole thread if it needs a person.
Straight answers
Missed-call text-back for mortgage broking — questions people ask
- Won't people be annoyed by an automated text?
- They called you. A text back in ten seconds reads as attentive, not automated. The version that annoys people is the one that never comes.
- 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.
The pipeline board
Every open enquiry, what stage it is at, and what happens to it next.
Appointment reminders
A booking that does not show up cost you the same as one you never took.
Same station
Missed-call text-back in other trades
Mortgage brokers · Missed-call text-back
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