What costs you time and money today
Here the adviser who calls back in half a minute wins
In mortgages, insurance and leasing, the product often looks similar from one broker to the next, so the choice usually comes down to who speaks to the client first. The assistant reads your website - loan and policy types, the lenders and insurers you work with, how the process runs, document checklists - and checks it for changes every night. In the dashboard you add what is not on the site: the first meeting is free, which documents self-employed clients need, and a rule that any question about borrowing capacity gets an offer of a call with an adviser. The assistant does not calculate repayments, assess affordability or say which offer is best - it shares information from your site and hands the client to a person. The callback can ring an adviser's mobile, so the conversation can happen between two meetings, before a competitor gets through.
- Describes your products, partner lenders and insurers, and how the process works
- Lists required documents and takes clients to the right mortgage, policy or lease page
- Never assesses affordability or recommends offers - hands over to an adviser
- Your adviser talks to the client before another broker does
- Calls can ring an adviser's mobile while they are out at meetings
- Answering order sends calls to a specialist first, then to the next person if busy
What it looks like in practice
Times and numbers are examples - they show the situation, not a guaranteed result.
Sarah and Paul viewed a flat today and want to make an offer. In the evening they ask in chat whether they can get a mortgage with one salaried job and one self-employed income, and where to start.
From your website it explains which lenders you work with, how the process runs from first call to approval and which documents self-employed applicants need. Asked how much they could borrow, it says an adviser will work that out.
The assistant offers a call with an adviser and they pick 8:30, before work. The lead, with the chat and the mortgage pages they viewed, lands in your dashboard and a Telegram notification goes out.
The system rings your mortgage specialist first and, if he does not pick up, the next person in the answering order. He answers on his mobile on the way to the office and sees what the couple asked last night.
The adviser books a Saturday meeting, tells them which income documents to bring and saves a note in the dashboard. The couple who sent enquiries to several places that evening come to you.
What it looks like on your website
In the chat, the AI assistant or your team replies - you decide when. On the phone, it is always a person.
The features that work hardest here
The client leaves a number, the system rings a free adviser - in the dashboard, the app or on their mobile - and connects them, usually in about 30 seconds. A person is always on the phone.
On the Business plan you decide who answers first and who takes over when an adviser is in a meeting - for example your mortgage specialist first, then the duty agent.
As a paid add-on you can call from your own number with an area code you choose, one clients recognise and are more likely to call back.
Add document checklists, current insurer promotions and rules like ‘if asked about borrowing capacity, always offer a call with an adviser’.
API and webhooks send every lead from chat and phone to your CRM, and the CallsYou dashboard can be embedded in the system your advisers already use.
What it costs and what you get in this industry
The same simple plans for every business - below, what they do for you specifically. 3 days free, no contract, cancel in one click.
Chat
An AI assistant that answers on your website instantly
- 1 agent
- Up to 250 chat conversations / mo
- The AI assistant knows your whole website
- Describes your products, partner lenders and insurers, and how the process works
- Lists required documents and takes clients to the right mortgage, policy or lease page
- Never assesses affordability or recommends offers - hands over to an adviser
Chat + Call
AI assistant and 30-second callback in one
- 2 agents
- Up to 500 chat conversations / mo
- 50 min on the phone or 100 min in the app
- Everything in Chat
- Your adviser talks to the client before another broker does
- Calls can ring an adviser's mobile while they are out at meetings
- Answering order sends calls to a specialist first, then to the next person if busy
Business
For businesses with heavy traffic and a bigger team
- 5 agents
- Up to 1,000 chat conversations / mo
- 100 min on the phone or 200 min in the app
- Everything in Chat + Call
- Agent order: who answers first and who takes over
- Call recording
- "Phone only" mode
Questions
Will the assistant work out a client's borrowing capacity or monthly payment?
No. It does not calculate affordability or repayments, recommend products or prepare offers - it shares information from your website and hands the client to an adviser. That way the client knows from the start that a person will give them the actual numbers.
Can the assistant sell a policy or take an application?
It makes no binding decisions and does not enter into contracts. It can describe products from your website, send the client to the right page and take their number, and your agent or adviser handles the rest.
Can we record calls with clients?
Yes, on the Business plan. You switch recording on yourselves and inform callers yourselves. A data processing agreement is part of the CallsYou terms.
See CallsYou in your business
3 days free. Enter your website, check the assistant's answers and paste one line of code.