For Australian businesses
AI lead
follow-up
for mortgage brokers.
Reply to evening and weekend enquiries within minutes, ask the questions you would ask anyway, and follow up until the borrower responds or asks you to stop.
Tell us about your business and what you need.
AI lead follow-up at spareday
Reply to enquiries outside appointment hours.
AI lead follow-up for mortgage brokers sends a prompt first reply to a new enquiry and follows up on a schedule, without saying anything about rates, capacity or products.
Many enquiries arrive in the evening and at weekends, when brokers are not available. spareday sets up a prompt first reply and a follow-up schedule, and you approve every message.
What it does
A prompt reply, then follow-up.
- An immediate acknowledgement
- The borrower hears back within minutes and is asked the few questions you would ask anyway.
- Follow-up on a schedule
- A later message gives borrowers who have not replied another chance to respond.
- Stops when they reply or ask it to
- A reply, or a request to stop, ends the sequence.
- Says what it is
- It identifies itself as an automated message, which matters in a regulated conversation.
Is it worth it
Where it helps most.
It helps most where enquiries come from a website, comparison page or advertisement and arrive outside appointment hours. If you already reply within minutes at nights and weekends, it adds little, and we will say so.
It does most where enquiries come from a website, comparison page or advertisement. It does least for brokers working purely on referral from planners and accountants, where the enquiry is expected and will wait for a callback.
How it works
Set up around your enquiry sources.
We start by looking at where enquiries arrive and how long they currently wait for a first reply.
- Map your enquiry sources
- Website forms, comparison pages, advertisements and missed calls.
- Write and approve the messages
- You approve every message and the questions it asks.
- Connect it to your CRM
- We check what your CRM allows before quoting.
- Test it, then switch it on
- Test enquiries run through before it goes live.
Clear limits
Nothing about rates, capacity or products.
Rates, borrowing capacity and product recommendations are yours, and regulated. Nothing it sends constitutes advice. Every account, sending number and message history stays in your business’s name, so it keeps working if you stop working with us. Ongoing support is agreed in the scope.
For the wider picture, see AI for mortgage brokers. For calls, see missed-call text back for mortgage brokers, the after-hours phone answering service and AI receptionist. The same approach for agents is on lead follow-up for real estate agents, and reviews are covered on Google reviews for mortgage brokers.
For independent background, the Australian Government explains AI in business and choosing digital tools.
From clients
What clients say about working with spareday
“Excellent in all facets of web design with particular expertise in SEO and email marketing. Online visibility has skyrocketed since working Reece which translates as flawless customer relations, new leads and new customers.”
“He didn’t just build me a great website, he created an easy-to-manage system that allows me to make updates myself whenever I need to. He has spared me so much time doing all of this myself!”
“He was able to take our rough ideas, from concept through to reality. The site has provided an influx of new members, helping to keep our club viable.”
“Huge shoutout to Reece for building my website for Hughesys Painting Services. Since it went live my phone hasn’t stopped ringing.”
A few practical details
Before we get started.
Will it talk about rates or borrowing capacity?
No. Rates, capacity and products stay with you. Nothing it sends is advice.
Does it pretend to be me?
No. It says what it is.
What if the borrower does not want more messages?
A reply or a request to stop ends the follow-up.
Who owns the messages and number?
Your business. Every account and message history is in your name.
What do you need for a quote?
Tell us where your enquiries come from and how quickly they are answered now. We discuss the scope and provide a free quote.
Who you’ll work with
Hi, I’m Reece.
I run spareday from Newcastle. Tell me what your business needs and what is already in place. I’ll work through the scope with you and explain the proposed work before you decide.
Find us
spareday in Newcastle.
12 Grey Street, Wickham, Newcastle NSW 2293.
Your next step
Tell us where your enquiries come from.
Describe your enquiry sources and how they are answered today. We’ll discuss a defined scope and provide a free quote.
Get a free quoteOr call 0485 017 387.