Enquiries sector Part of Reply Ready Enquiries, the enquiry assistant. Looking for customers to sell to? See Reply Ready Growth.

AI enquiry assistants 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.

  • 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

The work your mortgage AI enquiry assistants own.

Mortgage Enquiry Assistant

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 link offer
  • 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

Your team decides which documents each case needs and reviews what arrives — the assistant doesn't read or judge document contents.

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 Assistant 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.

Once a client proceeds, your team sets the documents the case needs. The Document Assistant does the repetitive part: requests them, gives the client a secure upload link, tracks what's arrived and what's missing, and chases what's outstanding — then brings your team in to review.

Proof of IDReceived
PayslipReceived
Bank statementNeeded
  • Your team sets what's needed
  • Request
  • Secure upload
  • Received / missing tracked
  • Outstanding items chased
  • Your team reviews

Multichannel

One Mortgage Enquiry Assistant, every channel.

Website
SMS
WhatsApp
Missed calls

Boundaries

The AI gathers. Your adviser advises.

Reply Ready does

  • Factual information collection
  • Approved process information
  • Offering your booking link
  • 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 Assistant
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.

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