AI team for mortgage advisers

More value from every enquiry. Less work for your team.

Reply Ready responds to new mortgage enquiries, gathers the information your advisers need, collects documents and hands over organised opportunities ready for human review.

See it in action Talk to Reply Ready
  • No regulated advice
  • Human review
  • Website, SMS & WhatsApp
  • Missed-call recovery
Mortgage adviser reviewing a client case
New enquiry · First-time buyerReceived 19:42
Qualification6 / 7 required details captured
HandoverReady for adviser review

Mortgage team

Meet your mortgage AI team.

Mortgage Enquiry Coordinator

Available now

Responds to new mortgage enquiries, gathers factual information, qualifies operationally and prepares adviser-ready handovers.

  • Website enquiries
  • SMS
  • WhatsApp
  • Missed-call recovery
  • Factual qualification
  • Booking
  • Structured handover

Document Assistant

Available now

Requests documents, provides secure uploads, tracks what's missing and chases outstanding items.

  • Document requests
  • Secure uploads
  • Outstanding tracking
  • Chasing

Document recognition intelligence coming next.

Case Progression Assistant

Coming soon

Keeps applications moving by tracking next steps, chasing outstanding actions and escalating exceptions.

AI Receptionist

Coming soon

Answers and routes calls, captures new opportunities and connects callers with the right workflow.

Show the work

See what the Mortgage Enquiry Coordinator actually does.

01

Responds immediately

A new enquiry gets a fast, useful first response.

02

Gathers the right information

Follows the approved questions your advisers need answered.

03

Knows when your team is needed

Escalates and hands over the moment human judgement is required.

04

Hands over organised opportunities

Your adviser receives a clear, structured summary ready to act on.

Documents

Stop chasing documents manually.

Proof of IDReceived
PayslipReceived
Bank statementNeeded
  • Request
  • Secure upload
  • Chase
  • Ready for review

    • Multichannel

    One shared Enquiry Coordinator, every channel.

    Website
    SMS
    WhatsApp
    Missed calls

    Boundaries

    The AI gathers. Your adviser advises.

    Reply Ready does

    • Factual information collection
    • Approved process information
    • Booking
    • Structured handover

    Reply Ready does not

    • Give mortgage recommendations
    • Make suitability decisions
    • Promise approval
    • Replace human escalation

    Live website conversation

    Don't take our word for it. Pretend you're a customer.

    Try Reply Ready as though you were making a mortgage enquiry yourself. See how it asks useful factual questions before a human adviser takes over.

    Mortgage Enquiry Coordinator
    Enquiry-gathering demo
    Live demo
    Hi 👋 Tell me what you're looking to do and I'll ask a few questions to gather the details an adviser would normally need. I don't give mortgage advice or decide eligibility — a qualified adviser handles that.

    Demo only. This assistant gathers enquiry information and does not provide mortgage advice or determine eligibility.

    Put a number on the gap

    What's one missed enquiry worth to you?

    Use a simple estimate to see the potential value of enquiries that arrive when nobody can respond.

    Potential opportunity value slipping through each month £24,000
    £2,000 × 3 × 4 weeks

    Reply Ready: £149/month.
    It doesn't need to recover every missed enquiry to justify the cost.

    This is an illustrative estimate of potential opportunity value, not guaranteed revenue or recovered sales.

    Give every valuable enquiry a proper first response.

    See how your enquiries could be answered, qualified and handed to your team — even when nobody is free to respond.

    Start my Reply Ready workspace Get your free AI opportunity audit

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