AI caller for Mortgage brokers & finance.
Speed-to-lead makes or breaks a mortgage pipeline: a borrower who fills in a rate-check form is comparing three brokers within the hour. Yappa is the AI caller for mortgage brokers and finance — it rings finance enquiries the instant they land, checks loan purpose, amount, deposit and employment, and warm-transfers ready borrowers to you while they're still keen. It also re-engages pre-approvals that went quiet so deals don't stall.
What Yappa handles for mortgage brokers & finance
Covers calls outside hours; triages urgent matters, captures the rest.
Calls leads, asks qualifying questions, scores and sorts before a human.
Instant call the moment a web form or enquiry arrives.
AI opens, then transfers a qualified warm call to a human.
Also for mortgage broker, home loan, finance broker — same AI caller, tuned to your calls.
Common calls the AI caller handles for mortgage brokers & finance
The moment a web enquiry hits, Yappa calls, confirms the loan purpose and rough numbers, and books a call with you — before the borrower fills in the next broker's form.
A borrower enquires at night. Yappa qualifies deposit, income and timeframe, answers the obvious questions, and books a consult for the morning.
Yappa follows up pre-approvals and applications that have gone quiet, checks what's changed, and re-books the ready ones with you.
Reminds clients to send outstanding documents so settlements don't slip on missing paperwork.
Every call passes a DNC / calling-hours / consent gate and carries the AI + recording disclosure.
Trained on your own information and script — with a natural Aussie-accented voice.
We connect your calls, write and voice the script, review compliance, and test before go-live.
AI caller for mortgage brokers & finance — FAQ
Can an AI caller really handle calls for mortgage brokers & finance?
Yes. Yappa is trained on your own script and information, so it answers and makes calls the way your mortgage brokers & finance would — greeting callers, answering common questions, qualifying, booking, and handing warm, qualified callers to your team. You keep full control of what it says.
Will my customers know it's an AI?
Yappa calls naturally and, if a caller asks directly, it says plainly that it's an AI — we never lie. Every call also carries the AI + call-recording disclosure and passes an AU compliance gate (DNC, calling hours, consent).
How fast can it go live?
Roughly 7–14 days: we connect your calls/leads, write and voice your script, run a compliance review, and test before you go live. Starter is self-serve and faster.
What does it cost?
Plans start at A$350/month; larger volumes and dedicated numbers scale from there. You only pay for the services you switch on — book a quick call and we'll map it to your business.
A live 30-minute demo — no slides, no hard sell.