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Mortgage brokers and loan advisors
Loan enquiries are time-sensitive and advisor-specific. TalkToLeads acknowledges the enquiry, collects the basics needed to point it at the right advisor, and keeps a defined follow-up running — while your advisors handle all advice.
Use cases
Different enquiries need different questions and different people. We separate them at the point of arrival rather than downstream.
First-time and next-home buyers are separated and routed with property value and location attached.
Existing-loan enquiries collect current lender context before an advisor picks them up.
General eligibility questions are acknowledged and routed rather than left in an inbox.
Enquiries that ask for a specific advisor or a call time are flagged and routed accordingly.
Qualification
Examples only. Your final questions are written with your team and approved by you before anything goes live.
The flow
The same path every time, whether the enquiry arrives at 10am on a Tuesday or 10pm on a Sunday.
Loan enquiry
Immediate acknowledgement
Qualification
Right advisor alert
Advisor takeover
Defined follow-up
Compliance note: Clients remain responsible for ensuring their messaging, consent, data handling, and financial-compliance requirements are met.
$1,499 implementation + $149/month TalkToLeads Care. Invoiced through Wise. 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.