Every new enquiry gets a reply in under 60 seconds, in your voice, any hour of the day. Then the follow up keeps going until they answer. Built for Sydney mortgage and finance brokers.
Nearly every broker I look at is already paying for software that can text a new enquiry back inside a minute. Mercury Nexus, Salestrekker, BrokerEngine, MyCRM. Almost none of them have it switched on.
Not because they are disorganised. Because switching it on properly means a weekend inside the software, and nobody has a spare weekend.
That is the job I do. You keep the CRM you already use. I make the part you already pay for actually fire, then I keep it running.
Nothing gets ripped out. This sits on top of Mercury, Salestrekker, BrokerEngine or whatever you already run.
Every message sounds like you wrote it, because you approve every word before it goes anywhere near a client.
The system acknowledges, asks one useful question, and books the callback. Anything about rates or borrowing capacity comes from you.
One niche, on purpose. I work with a small number of brokers at a time so each setup is done properly.
A form comes in at 8:40 on a Tuesday night. Right now it sits until morning, and whoever sent it has usually filled in two others the same evening. This replies inside 60 seconds, in your voice, whatever the hour.
Most enquiries do not go cold because the broker was bad. They go cold because nobody chased them on day three, day seven and day fourteen. This keeps following up until they answer or opt out.
Setup buys the machine. The retainer keeps it sharp. Messages go stale, lenders change, your business shifts. I watch what the replies look like and rewrite what stops working.
A clear process built around your brokerage, not a generic template.
Pick whichever feels easiest. No pressure, no obligation beyond what you choose.
The best starting point. You tell me what happens to an enquiry that lands at 9pm, and I tell you honestly whether this is worth fixing and what it would look like.
The whole thing built on top of the CRM you already use, live inside 30 days. Setup buys the machine. The monthly keeps it sharp and covers the running costs.
Prefer to reach out directly? Send an email or pick up the phone and you get me, not a junior and not a call centre.
This is a small practice on purpose. You get my direct attention, not a junior running a template. Here is what that means day to day.
Advance AI Advisory is a new practice and I am building it in the open. On the first call you will see the system running live, not slides. I work with a small number of brokers at a time, and early clients get preferential terms in exchange for honest feedback and, once results are in, a short case study.
Book a Free Discovery CallFill in the form and I will come back to you quickly. Or reach out directly, whichever feels easier.
Sydney, New South Wales, Australia 🇦🇺
Fast, usually the same day. Straight to me, not a team member.