Your clients deserve better than voicemail
When you can't answer, your clients still get looked after. The call is answered instantly, the conversation happens naturally, and you get a full summary so the opportunity isn't lost.
What happens when a client calls
This is the bit that matters. Here's exactly what your client experiences when you can't pick up.
Client calls your business
They dial your normal number. If you answer, nothing changes. The system only steps in when you can't pick up.
The call is answered instantly
Instead of ringing out or hitting voicemail, a friendly assistant picks up straight away. No hold music, no dead ends.
A natural conversation happens
The caller explains what they need — refinance, new loan, follow-up, whatever it is. The assistant listens and asks the right questions.
Key details are captured
Name, contact details, what they're after, how urgent it is. Everything you'd want to know before calling them back.
You get a full summary
Within seconds, you receive a transcript, a short summary, and a recording link — via email or Teams. You know exactly what happened.
The opportunity is captured
No missed leads. No guessing. You call them back knowing who they are, what they need, and how to help.
Let's be honest, voicemail is dead
Most people won't leave a voicemail. They'll hang up and call the next broker on their list. Here's the difference.
Voicemail
What most brokers rely on
This Service
What your clients experience instead
What your caller experiences
This is what it looks like from your client's side. The person who matters most.
Someone answers straight away
No ringing out. No please leave a message after the tone. The call is picked up within seconds.
They can explain what they need
The caller gets to talk — about their refinance, their new purchase, their question. They're not limited to a 30-second beep.
They feel looked after
Even though you're not on the line, your client feels like their enquiry matters. Because it does.
No dead-end voicemail
No wondering if anyone will ever hear their message. They've had a real conversation and they know what happens next.
Your business feels responsive and professional
First impressions count. A missed call that's handled well says more about your business than a voicemail ever could.
What you get back
It's not just about answering the phone. It's about what lands in your inbox afterwards — and how much easier your day gets.
- Full call transcript
- Short lead summary
- Key details captured (name, contact, reason, urgency)
- Better, more informed follow-up calls
- Fewer missed opportunities
- Works after hours, weekends, and when you're in meetings
- Saves you time on admin and callbacks
FinanceBroker.ai
New call summary - just now
Caller
Sarah Mitchell - 0412 *** 789
Reason
Refinance on investment property. Current rate 6.2%, wants to compare before April.
Urgency
Time sensitive
Loan Amount
~$680,000
Summary
Investment property refinance. Comparing rates before April settlement. Happy to be called back today or tomorrow.
Simple, transparent pricing
No hidden fees. No surprises. Pick a plan that suits your volume and only pay for the calls that happen.
Starter
Designed for short, efficient inbound calls such as missed call handling and basic qualification.
$2 per call
- Inbound calls only
- 3 calls included per month
- Email transcripts & summaries
- Call recordings
- No contracts — cancel anytime
Growth
Designed for brokers who want both inbound handling and outbound follow-up or appointment booking.
$1.50 per call
- Inbound and outbound calls
- 10 calls included per month
- Email transcripts & summaries
- Call recordings
- Dashboard access
- Team notifications (Email/Teams)
Scale
Designed for higher-volume users or teams running consistent call activity.
$1 per call
- Inbound and outbound calls
- 20 calls included per month
- Full dashboard access
- Team notifications (Email/Teams)
- Priority support
- Best value per call
No setup fee. No exit fee. No lock-in contract. Just cancel anytime.
Full pricing detailsNot sure? See it in action
Watch how a missed call gets handled from start to finish. No sales pitch — just a clear walkthrough of what happens.
Watch how it handles a call
Short walkthrough via VideoAsk
Built with real broker thinking
This wasn't built by a tech startup trying to sell into finance. It was built by a broker who needed it for his own clients.
Built by a broker
Not a tech company guessing what brokers need. Built by someone who writes loans every day.
Designed for real finance enquiries
The questions, the flow, the summaries — all built around how finance and mortgage brokers actually work.
Not a generic answering service
This isn't a call centre with a script. It's purpose-built for the finance industry.
Focused on practical outcomes
Transcripts, summaries, recordings, compliance trails. Things you can actually use.
I built this because I was losing opportunities from missed calls in my own brokerage. If it didn't work for my clients, I wouldn't be sharing it.
Eric
Finance Broker, 15+ years
on Google over the last 2 years as a practising broker
Visit ethicalfinancebroker.com.auTry it for 7 days. See if it suits your brokerage.
No pressure. No lock-in. Just set up the diversion, let it handle a few missed calls, and see the difference for yourself.