For mortgage brokers
Book the remortgage call before the deal runs out
EzyConn answers borrowers from your pages on how you work, your fees and the lenders you use. It takes the details before a call, books adviser appointments into your calendar, and hands every advice question to a qualified adviser.
- Answers from your own pages
- Books adviser calls
- Advice goes to a person
A worked example: a customer asks “My fixed rate ends in three months. When should I start looking at a remortgage?” The agent answers from Remortgages and Our fees and books it. Booked: Thursday 16:00, remortgage call.
Worked exampleKeyline Mortgages and the chat are invented to show the flow. The agent answers only from what you publish.
Where it helps
Where enquiries go missing, and what it costs
The moments a person cannot always be there for, and the questions that arrive before anyone is in.
- Deal expiry
The remortgage window
Borrowers start looking months before their rate ends. It answers and books the call while they are ready.
- Evenings
House hunting after work
Buyers ask about deposits and the process in the evening. It explains how you work and books the adviser.
- Every week
What do you charge?
Fees, lenders, how long it takes. Answered from your pages.
What it does
Four jobs, done in your words and your diary
It answers from what you publish, books into your calendar, takes the details that matter, and brings in a person when it should.
Answers from your pages
“Do you charge a broker fee?”
From your website, service pages and the documents you upload, with the source shown. Where your content is silent, it offers a person.
Books adviser calls
“Can I speak to an adviser this week?”
It offers open times, books one, and the booking lands in the Google or Microsoft 365 calendar you connect.
Takes the details first
“We’re buying our first home in spring.”
Name and email before the chat starts, phone if you ask for it, and what they need in their own words, all in one conversation.
Brings in a qualified adviser
“How much can I borrow?”
It offers your team and, on a yes, assigns the chat by your rule. Your team replies from the inbox or from Slack.
When a person is needed
Figures go to an adviser, never a guess
When a question needs judgement, it offers a qualified adviser, who picks up the same chat with everything already said.
It offers, they choose
When your content does not cover a question, or the visitor asks for a person, it offers your team. Nobody is handed over without saying yes.
Someone is assigned and told
By the rule you pick (round robin, least busy, most recently active, or by hand). The agent stops replying while a person holds it.
Reply from the inbox or Slack
The reply lands in the chat the visitor is already in, on whichever channel they wrote.
Hand it back in one click
With everything your colleague said still in the thread.
Worked exampleKeyline Mortgages and the people are invented, and the agent’s wording varies with your content. The hold message (“Thanks, I’m connecting you to a support specialist now”) is EzyConn’s own.
Inside financial services
9 industries in this group, ranked
Each with what EzyConn does for it and how much of it they would use. Where we have a guide, it is linked.
- #10Insurance agenciesQuote leads and a handover to an agentLeads · Answers · Hands overRead
- #11Financial services and advisorsLead qualification and appointment bookingLeads · Books · Hands overRead
- #30Mortgage brokersLead qualification and call bookingLeads · Books · Hands over
- #31Accounting and tax firmsClient intake and appointments in tax seasonLeads · Books · AnswersRead
- #47Wealth managementProspect qualification and meeting bookingLeads · Books · Hands overRead
- #67Banks and credit unionsProduct questions and a handover to staffAnswers · Hands overRead
- #68Fintech appsSupport and onboarding questionsAnswers · Hands overRead
- #144Lending and loansLead qualificationLeads · Hands over
- #198Tax consultantsSeasonal enquiries and appointmentsLeads · BooksRead
FAQ
Questions mortgage brokers ask before they switch it on
Answered from the product, not a brochure.
Who tells borrowers how much they can borrow?
An adviser. It explains your process and books an adviser for the figures.
Can it book adviser calls?
Yes, as appointments with a length in the Google or Microsoft 365 calendar you connect.
Does it work on WhatsApp?
Yes. The same agent answers on your website, WhatsApp, Telegram, email and your phone line.
What happens when nobody is free?
The visitor sees “All our agents are currently busy. We’ll notify you shortly.” and the conversation waits in your inbox for the first person who is.
Start free
Book the adviser call before the rate runs out
Point it at your website, connect your calendar and choose who takes the hand-over.
Free plan, no card.