Mortgage brokers and loan advisors
Loan enquiries are time-sensitive and advisor-specific. A first-home enquiry in Auckland is acknowledged straight away, tagged with loan purpose, property value and region, and routed to the adviser who covers it. TalkToLeads collects the basics needed to point each enquiry at the right advisor and keeps a defined follow-up running — while your advisors handle all advice.
Use cases
Enquiry types we structure
Different enquiries need different questions and different people. We separate them at the point of arrival rather than downstream.
Purchase enquiry
First-time and next-home buyers are separated and routed with property value and location attached.
Refinance enquiry
Existing-loan enquiries collect current lender context before an advisor picks them up.
Eligibility check
General eligibility questions are acknowledged and routed rather than left in an inbox.
Advisor booking
Enquiries that ask for a specific advisor or a call time are flagged and routed accordingly.
Qualification
Example qualification questions
Examples only. Your final questions are written with your team and approved by you before anything goes live.
- 1What is your goal — purchase, refinance, or an eligibility check?
- 2What loan amount or property value are you considering?
- 3Which location is the property in?
- 4What is your timeline?
- 5Would you like a specific advisor to contact you?
The flow
What happens to one enquiry.
The same path every time, whether the enquiry arrives at 10am on a Tuesday or 10pm on a Sunday.
- 1
Loan enquiry
- 2
Immediate acknowledgement
- 3
Qualification
- 4
Right advisor alert
- 5
Advisor takeover
- 6
Defined follow-up
Compliance note: Clients remain responsible for ensuring their messaging, consent, data handling, and financial-compliance requirements are met.
Start setup — US$999
US$999 setup, which includes your first 3 months. Then US$149/month from month 4. Cancel any time.. Paid by bank transfer through Wise, in US dollars. Pay from your own bank in your local currency; Wise converts at its published rate. We deliver in 10 days. The clock starts once onboarding is complete and we have access to the channels being connected — if access or approvals are delayed on your side or by a third-party platform, the date moves and we tell you straight away.