647-560-2721
A Mortgage Broker/Agent AI Assistant Can Help You Find Qualified Clients Looking For FinancingAll Without Wasting Your Time Having toTalk To Them On The Phone First!
Your automated marketing assistant
Extract sales from your database
Qualify and disqualify potential clients
Automate interactions with realtor partners
Multiply renewal opportunities
Plus much more
Discover How An AI Assistant Can Save You Time , Help You Find Qualified Clients Looking To Buy or Sale, All Without Wasting Your Time Having to Talk To Them On The Phone First!
Your automated marketing assistant
Extract sales from your database
Qualify and disqualify potential clients
Automate interactions with realtor partners
Multiply renewal opportunities
Plus much more
NEVER SLEEPS
NEVER GETS SICK
WORKS
24/7
NOT AFRAID TO ASK
REPLIES RIGHT AWAY
TESTIMONIALS
What others are saying
"Can't live without it!"
"The missed call text back with the AI assistant is so important in my business. I was missing so many calls and losing revenue, but when I added it to my business, I closed one sale or two on average every month.
Thanks so much. "
Real Estate Agent
- Susan p.
"Closed 15 renewals this year"
"I was losing renewals to the branches, but I tried the AI assistant for my renewals and closed 15 mortgages, all on autopilot.
It was so simple, thanks guys.
Next month I'm going to use it with an ad"
Mortgage Agent L2.
Allen m.
"Secured two new clients in one month"
"I am impressed with the Ai Assistant. I launched it to my database and received two referrals and now two clients. Glen and the team are so helpful and made it very easy."
Financial Planner
- Arnold f.
"I am tired of talking to leads that seem to only be rate shopping.
It's wasting my time, time better well spent finding new clients. I also wish I could get more referrals from my referral partners, database, and network."
Is this how you feel?
Seems like it's getting harder and harder to secure qualified clients.
It's usually an emotional rollercoaster that Mortgage Brokers/Agents/Loan Officers have to navigate, especially when most leads end up being rate shoppers and not qualified to secure a mortgage.
Are you finding it difficult to secure new clients to BUY or REFINANCE in this competitive industry?
Then I want you to know you are in the right place.
Our approach is backed by hundreds of Mortgage Brokers/Agents/Loan Officers who all had the same questions or concerns about their clients and the business.
Are you ready to secure quality clients and take back your time and sanity?
Then I invite you to test out our AI Assistant for Mortgage Brokers/Agents/Loan Officers.
Keep in mind, our AI Assistants can be modified to suit your business and personality.
We look forward to talking to you when you are ready.
Is This For You?
If you are looking to secure more serious qualified clients, and only talking to clients after they have passed qualifications, then this assistant will absolutely help you.
If you are so busy running your business and don't have time to generate New Business, this may be something you could want to consider.
If you need a way to get back your time, time for family and friends, then this will be a solution.
This may be for you if you need a way to tap into your current database or network to locate buyers and sellers. An AI Assistant maybe also for you if you are looking to create and automated marketing system to bring you consistent leads, all while having a life doing what you love.
Is This For You?
If you are looking to secure more sophisticated clients, then this may help you.
If you are so busy running your business and don't have time to generate New Business, this may be something you could want to consider.
If you need a way to get back your time, time for family and friends, then this will be a solution.
This may be for you if you need a way to identify a quality client, understand their risk tolerance, pinpoint their financial situation with accuracy, and learn about their existing investments and their financial plans.
This Is Not For You, If...
You already have paid staff to do your customer service that you and your clients are happy with.
If you don't mind paying your employees, enormous amounts of money and generate little to no business.
You are ok with your current marketing system, and are generating amazing results.
This Is Not For You, If...
You already have paid staff to do your customer service that you and your clients are happy with.
If you don't mind paying your employees, enormous amounts of money and generate little to no business.
You are ok with your current marketing system, and are generating amazing results.
If You Believe That You And Your Business Could Use Some Help, Then Test It For Yourself.
Seeing Is Believing!
Does this sound familiar?
1.
In the first quarter, you drum new business with referrals, creating new partnerships, posting content, running ads, or whatever you do to bring in more people into your business.
In the first quarter, you drum new business with referrals, creating new partnerships, posting content, running ads, or whatever you do to bring in more people into your business.
2.
You acquire new clients, new sales, and new revenue.
Then you DROP THE MARKETING BALL to begin executing on all the new business.
You acquire new clients, new sales, and new revenue.
Then you DROP THE MARKETING BALL to begin executing on all the new business.
3.
3.
By the third or fourth quarter, you've delivered on all the new business, but now there's little new business trickling in.
So you make a plan to hit marketing hard again in the first quarter of the next year.
YOU REPEAT THE CYCLE!
It's called FRICTION, you can see growth, you can almost taste it, and just before you take off, you lose speed and never take flight.
A BUSINESS WILL NEVER GROW!
By the third or fourth quarter, you've delivered on all the new business, but now there's little new business trickling in.
So you make a plan to hit marketing hard again in the first quarter of the next year.
YOU REPEAT THE CYCLE!
It's called FRICTION, you can see growth, you can almost taste it, and just before you take off, you lose speed and never take flight.
A BUSINESS WILL NEVER GROW!
Does This Sound Like You?
Maybe an AI Assistant Can Help You Take Off!
Your Lead Gen, Marketing, Is Always On.
THIS COULD BE A
GAME CHANGER?
Why An Assistant Will Set You Free
When used correctly, this position guards a companies most precious asset, the founder's time.
Truth is, if you want your days back, you must get an assistant.
Maybe you already have one.
Even if you do have one, you may want to keep reading, because most Mortgage Brokers/Agents aren't using theirs correctly.
REASONS WHY YOU MAY NOT HAVE ONE YET:
Can't Afford One
I Don't have enough for them to do.
Why not just do the work myself.
I don't think I am busy enough to deserve one
There are so many excuses.
Here is the truth!
If you want your business to explode, If you want your time back, hiring an assistant in non-negotiable.
It's the very first hire every Mortgage Broker/Agent should make.
Every hour you spend, following up with past clients, calling cold leads, managing your calendar, marketing to your business is an hour robbed from your business, family and friends.
How would your business change if you had a salesperson and marketer that…
Follows up with new leads, and past clients (people you many not want to call, but know you have to, if you want to generate more sales)
Qualifies clients based on their responses
Schedules calls for clients to talk to you.
In case of urgency, notifying you to call the client asap.
Promotes marketing material to your clients
Respond to clients through your marketing channels.
Asks the tough questions when you don't want to
The list goes on and on.
Remember, your goal should be, how can I get my time back, take the pressure off, and continue to grow my business.
If this resonates with you, then maybe an AI SMS Assistant is right for you.
THIS COULD BE ANOTHER REASON, YOU'RE LOSING REVENUE!
BIGGEST PET PEEVE WITH
MORTGAGE AGENTS
" THEY DON'T ANSWER THEIR PHONE"
HOW MANY CALLS ARE YOU MISSING?
MCTB
MISSED CALL TEXT BACK
NEVER LOSE A CALL AND A DEAL AGAIN
This MCTB is a game changer for your business:
How many clients/revenue have you lost because you did not answer your phone?
HOW IT WORKS?
Client calls you
They either:
Hang up
Get your voicemail
Leave a voicemail
Automatically sends the client a text message
Introducing the agent
Apologizing for missing their call
Continuing the conversation by text
TEST IT OUT
CALL THIS NUMBER
647-360-3275
LET IT RING ONCE
AND HANG UP
CHECK YOUR TEXT MESSAGES
Frequently Asked Question
How Do I Get Started?
First, we will need to know what's your goals and your use case scenarios for the SMS Assistant, to see how we can implement your strategies. You will need to schedule a call to strategize moving forward. If we decide to move forward, we will send you a URL to a form we need filled out to create your SMS Assistant.
How Much Does It Cost?
AI SMS ASSISTANT:
The cost for one AI SMS Assistant is $397/m USD. There is also a $297 USD set up fee (one time).
The set-up fee is due when we start to create the SMS Assistant.
We will strategize, create, teach, implement, and integrate your Assistant. Once completed, you will test the Assistant, and if required, make changes to perfect the responses. Once you are satisfied, the first monthly payment will be due, and your month will begin.
MISSED CALL TEXT BACK:
MCTB is $97/m USD with a set-up fee of $97 (one time).
MCTB AI Powered w/ AI Assistant: $297/m USD with a setup fee of $197 USD (one time).
Cancel anytime, no contract. Require 5 days notice before renewal date.
Will I Receive Support?
Absolutely, once on board you will have access to our marketing platform where you can manage the Assistant and its replies.
You will have access to a plethora of marketing resources to help execute your Assistant. After we know how you want to execute the SMS Assistant, we will build it and get it running for you. After it's running, you take over.
But honestly, there is not much you need to do. Just show up for the scheduled calls, call back the potential clients, then do your thing.
The idea is, you want to free your time, and only talk to serious qualified people interested in your product or service.
