Managed lead response for mortgage brokerages

Make every enquiry count.

Respond faster, follow up consistently and turn more inbound mortgage enquiries into booked conversations — without changing the tools you already use.

Try the Interactive Demo Book a 15-Minute Walkthrough
The demo on this page is a simulation — it sends no real messages.
Instant response
Consistent follow-up
Human handoff
Works with existing tools

The cost of a slow reply

Every missed enquiry is a conversation a competitor gets instead

Most leads don't go cold because they weren't interested. They go cold because the first reply was slow, or the follow-up never came. Here's where it happens.

Enquiries arrive after hours

A form is filled in at 9pm or on a Saturday. By the time anyone sees it on Monday, the prospect has already messaged two other brokers.

Brokers are heads-down with clients

You're in a settlement, on a call, or buried in paperwork. The enquiry waits. Speed-to-lead is the single biggest driver of who wins the conversation.

The first call gets missed

When you finally call back, it goes to voicemail. One attempt, no follow-up, and a genuinely warm lead quietly disappears.

Easy Enquiry closes that gap. An immediate, professional reply goes out the moment an enquiry lands — then consistent follow-up keeps it warm across the weeks it takes most people to decide.

See how it works

What Easy Enquiry does

The whole enquiry, handled end to end

Not just a fast text and a booking link. Easy Enquiry runs the entire front end of your enquiries — from the moment one lands, through weeks of follow-up, to the meeting in your calendar and the weekly proof it's working. You keep advising and writing business; it handles the repetitive rest.

Captures every enquiry

Website forms, emails and missed phone calls all land in one place. Nothing slips through because you were with a client, out of the office, or it was 9pm on a Sunday.

Responds in minutes, 24/7

A fast, professional reply in your approved wording — day, night and weekends. Miss a call and the caller gets an instant text back, so you're the first to respond, not the last.

Qualifies on the basics

A few logistics questions — what they need, rough timeframe, the best way to reach them — so you walk into every call knowing who's serious. Never advice, never product.

Books into your calendar

Serious enquiries pick a time from your real diary and book themselves in. Automatic confirmations and reminders mean far fewer no-shows.

Where most leads are lost

Follows up for weeks

Most enquiries don't decide on day one. Polite, persistent follow-up keeps every quiet lead warm across the whole decision window — recovering the ones you'd otherwise lose.

Escalates to a human

A real person oversees every conversation. Anything that needs your expertise — or just looks unusual — comes straight to you with full context. You keep every real conversation.

Stays inside the rules

It only ever contacts people who enquired with you, honours opt-outs instantly, and is built to respect the advice line and Australian privacy and spam rules.

Reports every week

A short, plain summary each week: enquiries in, how fast they were answered, how many booked, how many recovered from going cold. Proof it's working — no dashboards to learn.

How it works

From enquiry to booked conversation — automatically

One workflow runs in the background on every inbound enquiry. You approve the wording and the rules once; it runs every day after that.

Step 1

Enquiry received

A lead comes in through a website form, your inbox, or a missed call. Every source feeds the same workflow.

Step 2

Immediate SMS

Within minutes, the prospect gets a warm, professional text in your brokerage's approved wording — day or night.

Step 3

Approved preliminary questions

A few logistics-only questions you've signed off — loan type, rough timeframe, best time to talk. Never advice or suitability.

Step 4

Appointment booking

Serious enquiries pick a time directly in your existing calendar. Confirmations and reminders go out automatically to cut no-shows.

Step 5

Broker notification

You're notified the moment a meeting books — with the full context attached. Anything advice-related is escalated straight to a person.

Interactive simulation

See it in action

Launch the full three-panel demo — the customer's enquiry, the live SMS conversation and the brokerage's lead record, side by side — and test every scenario, from booking to follow-up to opt-out. Or run a quick preview right here.

Launch the full interactive demo

Nothing is sent or stored. This is a visual demonstration only — no real SMS, no real booking.

Fill in the details and press Run a quick preview to watch a sample conversation reply, qualify and book — right here. For the full three-panel experience, launch the interactive demo.

Works around your stack

It fits the tools you already run

Easy Enquiry sits alongside your current setup rather than replacing it. Keep your website, your calendar and your CRM — we plug into the flow of enquiries through them.

Website forms

Enquiries from your contact or quote forms trigger an instant response.

Calendars

Bookings land in the diary you already use — no new calendar to manage.

Inboxes

Email enquiries are picked up and answered alongside every other channel.

CRMs

Lead activity and outcomes can flow into the records you already keep.

A note on integrations: the right connections depend on your exact setup. We confirm what's possible with your specific tools during the walkthrough and pilot scoping — we don't claim integrations we haven't verified for you.

The part most brokers skip

Consistent follow-up, not a single attempt

A fast first reply wins the start of the race. Persistent, polite follow-up over the weeks it takes people to decide is what actually recovers leads that would otherwise go cold.

Initial response

An immediate reply confirms you've got their enquiry and starts the conversation while interest is highest.

No-response follow-up

If they go quiet, gentle, well-spaced check-ins keep the door open across the whole decision window — never pushy, always opt-out-able.

Appointment reminders

Booked conversations get automatic confirmations and reminders, so far fewer slip through as no-shows.

Human callback requests

Anyone who'd rather talk to a person can ask at any point — the request goes straight to your team with full context.

JM
Jordan M.First home · went quiet

Day 0

Hi Jordan, thanks for your enquiry with Northbridge Finance about a first home loan. When's a good time for a quick chat?

Day 2 — no reply

No rush at all, Jordan — still happy to help whenever you're ready. Would later this week or next suit better?

Day 5

Sorry, been flat out! Next week is better
No worries 🙂 Tom has Tuesday 11am or Wednesday 4pm — which works?
Recovered: a lead that would have gone cold — now booked.

Human safeguards

Built to stay on the right side of the line

This service handles logistics and booking — never advice. The boundaries aren't fine print; they're how it's designed. You and your team stay in control of everything that matters.

No automated credit advice

The system never gives advice, recommendations or suitability opinions. It collects logistics and books a time — that's all.

Advice questions are escalated

The moment a prospect asks something substantive, it's handed to a licensed person on your team — with the full thread attached.

Customers can request a person

Anyone can ask to speak to a human at any point, and the conversation is handed over immediately — no dead ends.

You approve every message

Your brokerage signs off the wording and the questions before anything goes out under your name. Nothing is sent that you haven't seen.

Consent & opt-out, configured first

Opt-out handling and consent processes are set up before launch — and we only ever respond to people who enquired with you.

A person oversees it all

This isn't a black box. A real person manages the system, reviews edge cases, and is accountable for how it behaves.

Getting started

Start with a 30-day paid pilot

No long contract, no big rebuild. We prove it on one enquiry source and one calendar, measure the difference, and you decide from there.

One enquiry source. We start with a single channel — usually your website form — so it's easy to set up and easy to measure.
One appointment calendar. Bookings flow into a single existing diary — no new system for your team to learn.
Brokerage-approved messages & escalation rules. You sign off the wording, the questions and exactly when a conversation comes to a human.
Tested before launch. We run it end to end with you before a single real enquiry touches it.
Transparent reporting. A simple weekly view: enquiries in, responded, booked, recovered. No dashboards to learn.
No long-term commitment. When the 30 days are up, you choose whether to continue. No lock-in.
Founding pilot
$750one-off setup
$750per month

The guarantee: if the first 30 days don't book you meaningfully more conversations than your current baseline, you don't continue and you don't pay the monthly fee. One extra settled deal covers months of the service.

Apply for the 30-Day Pilot

Or book a 15-minute walkthrough first.

Questions, answered

Frequently asked questions

The things brokerage owners ask before starting a pilot.

Yes — Easy Enquiry is designed to work around your existing systems rather than replace them. Lead activity and outcomes can flow into the records you already keep. The exact connection depends on your specific CRM, which we confirm during the walkthrough so we don't promise an integration we haven't verified for you.
No. Bookings land in the calendar you already use. The point of the service is to fit your stack — your website form, your inbox, your diary — not to add another tool your team has to adopt.
It's a managed lead-response service, not a chatbot you're left to babysit. Messages go out in your approved wording, a real person oversees the conversations, and anything advice-related or unusual is escalated to your team. It never gives credit advice, and customers can ask for a human at any time.
The experience is a fast, warm SMS conversation in plain Australian English — the wording you approve. There's no synthetic voice and no robotic phone calls. And the moment someone wants a person, they get one. The goal is that customers simply feel well looked after.
The system only handles logistics — what someone's enquiring about, rough timeframe, the best time to talk — and books a conversation. It never gives recommendations, suitability opinions or credit advice. Those questions are escalated to a licensed person on your team. Advice stays entirely with your brokers.
For the pilot we keep it deliberately small — one enquiry source and one calendar — so it's typically running within about a week of approving your messages and rules. We test the whole flow end to end with you before any real enquiry hits it.
Only what's needed to respond to and book your enquiries — essentially the enquiry details and a connection to the one calendar in the pilot. We respond solely to people who contacted you, consent and opt-out handling are set up before launch, and access is scoped to the pilot. We're happy to walk through the specifics for your setup.
The founding pilot is $750 one-off setup plus $750 per month, for 30 days. If those 30 days don't book you meaningfully more conversations than your current baseline, you don't continue and you don't pay the monthly fee.
It's your call. If the numbers stack up, we continue month to month and can expand to more enquiry sources. If not, you simply stop — there's no long-term commitment and nothing to unwind in your core systems.

Apply / book a walkthrough

Let's see if it's a fit

Tell us a little about your brokerage. We'll come back to arrange a 15-minute walkthrough and, if it makes sense, scope a 30-day pilot. No obligation.

15 minutesA quick walkthrough on your enquiry flow — no hard sell.
You stay in controlYou approve every message before anything goes live.
No lock-inPaid 30-day pilot, then it's entirely your decision.

Prefer to talk now? Call us or email directly.

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Make every enquiry count

Stop losing warm leads to a slow reply

Try the simulation above, then book a 15-minute walkthrough and see what an instant, well-followed-up response would do for your brokerage.

Try the Interactive Demo Book a 15-Minute Walkthrough