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AI receptionist for mortgage brokers

Mortgage enquiries qualified before the first adviser call

Available answers calls and chats, identifies the applicant’s stage and broad circumstances, and books or requests a discovery call without giving regulated mortgage advice.

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Set up for you · Keep your existing number · Test privately before launch
Available — virtual receptionLive example
CallerOur fixed rate ends in October — should we be looking at remortgaging now?
AvailableThat timing question is exactly one for the adviser, and October is worth moving on. Is the mortgage in joint names, and roughly what’s the outstanding balance?
Adviser call requested · rate-end date flagged
Where enquiries are lost

Applicants expect rapid help at moments of financial pressure

A first-time buyer, remortgage customer or landlord may contact several brokers after finding a property or receiving a rate change. Available keeps the enquiry warm and organised.

Businesses find this page searching for mortgage broker call answering and mortgage enquiry handling — different words for the same problem: enquiries arriving faster than a busy team can answer them.

What Available can handle
  • Answers calls and website chat 24/7 in your tone of voice
  • Answers approved questions about services, guide prices, hours and coverage
  • Captures contact details and qualifies each enquiry
  • Sends your booking link or creates structured booking requests
  • Transfers important calls and sends summaries with urgent flags
Common enquiries

The enquiries it handles for mortgage brokers

First-time buyer mortgages
Home movers and remortgages
Buy-to-let and landlord finance
Agreement-in-principle requests
Self-employed applicant enquiries
Protection and insurance callbacks
Example conversation

What a real enquiry looks like

Wording adapts to your business — this is a typical journey from first ring to structured summary. Nothing is booked or promised beyond the rules you approve.

Hear a sample call
Available — virtual receptionExample journey
CallerOur fixed rate ends in October — should we be looking at remortgaging now?
AvailableThat timing question is exactly one for the adviser, and October is worth moving on. Is the mortgage in joint names, and roughly what’s the outstanding balance?
CallerJoint, around £210,000 with Halifax.
AvailableThank you — a joint remortgage, roughly £210k, fixed rate ending October. I've booked an adviser call request and flagged the timescale so you're contacted this week.
Adviser call requested · rate-end date flagged
Qualification

It asks the questions your team would ask

Example qualification questions for mortgage brokers — the exact wording follows your services, policies and escalation rules.

QWhat stage is the applicant at?
QPurchase, remortgage or buy-to-let?
QHas a property been found?
QWhat is the approximate purchase price and deposit?
QIs income employed or self-employed?
QWhen can all applicants join a discovery call?
Safety & escalation

Boundaries your business controls

Every rule below is configured and approved by you before launch — and anything outside its knowledge becomes a captured callback, never a guess.

  • It never discusses rates, products or affordability — regulated advice stays with the adviser, and time-critical cases like expiring offers are flagged for same-day contact
  • Never gives regulated advice — it captures the matter and books the conversation with a qualified person
  • Confidential and sensitive enquiries are handled with wording you approve, and nothing is discussed beyond it
  • Urgent matters from existing clients skip the queue and reach the right person immediately
Setup

Live within a week, without disruption

We learn the business

Your services, coverage, guide pricing, hours, FAQs, escalation contacts and preferred tone become one approved knowledge base.

You test it privately

A private demo line and chat built on your information. Your team asks the difficult questions and signs off the behaviour.

Calls and chats go live

A simple call divert and website snippet. Every conversation is summarised and sent to the people who need it.

Available works alongside your existing booking process and software: it can send booking links and create structured requests without a deep integration. Direct integrations may be available depending on your system — confirmed honestly during setup.

Get a tailored demo See pricing
Questions

What mortgage brokers usually ask

No. It can sit behind your existing team and answer only when the line is busy, unanswered or closed. It can also handle all first-response enquiries if that suits your workflow.

Available can send booking links and structured requests without a deep integration. Direct availability and booking can be enabled where your calendar or business software provides suitable authorised access.

It says that your team will confirm, captures the caller or visitor details, and routes the enquiry. It does not invent answers.

Yes. It is trained on your approved services, pricing guidance, policies, coverage and tone. You test it privately and sign off before it handles live enquiries.

No. Your existing number can divert calls on busy, no answer or after hours. A separate campaign number can also be used when required.

A focused deployment can usually be prepared within about a week once your services, rules and escalation contacts have been supplied and approved.

See it handling your enquiries — before you pay anything

A tailored demo built from your website and approved information. Ring it, chat to it, try to break it.

Get a tailored demo