Missed calls, captured properly
When you can't answer, the call is picked up instantly, key details are captured, and you get a clear summary so you can call back prepared — not guessing.
Set it up in minutes. You'll know within the first few calls if it suits your workflow.
What actually happens when a client calls
If you miss the call, it doesn't just drop into voicemail.
The call is answered straight away
No ringing out. No voicemail. Someone picks up within seconds.
The client explains what they need in their own words
Refinance, new loan, follow-up — whatever it is. They talk naturally, not into a beep.
A few natural follow-up questions if needed
The system asks the right things to capture context — name, contact, urgency, what they’re after.
Everything is captured clearly for you
Summary, transcript, recording link — straight to your inbox within seconds.
It feels like someone actually answered the phone — not like they've been pushed to leave a message.
By the time you call back, you're already up to speed.
Let's be honest, voicemail is dead
Most voicemail messages are vague, rushed, or never get left at all. That's the real problem — it's not just the missed call, it's the weak follow-up information that comes with it.
Voicemail
What most brokers rely on
This Service
What your clients experience instead
This gives you something voicemail usually doesn't: a proper conversation and useful context.
What your caller experiences
From their point of view, it feels like someone actually answered the phone.
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
The conversation flows naturally, not like they’re talking to a system. They feel heard, not handled.
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
That first interaction sets the tone. It makes your business feel responsive and organised before you even speak to them.
So when you call back, they're already warmed up — not wondering if anyone picked up.
What you actually get back
Within seconds of a missed call, you know exactly what you're walking into.
- Clear summary of what the client wants
- Contact details and context
- Tone and urgency (so you know how to respond)
- Link to full call recording and transcript
So when you call back, you're not guessing. You already know the situation.
If you want, you can also get a quick SMS summary, transfer calls when needed, or use it for simple follow-ups — but most brokers just use it to handle missed calls properly.
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.
What it can and can't do
Keep this simple — here's what it's designed to do, and what it won't do.
Can do
- Answer missed calls and have a natural first conversation
- Capture what the client actually needs in their own words
- Ask simple follow-up questions to gather context
- Send a clear summary, transcript, and recording
- Transfer calls if the caller asks for a person
- Send SMS summaries and continue simple conversations if needed
- Handle simple follow-up or re-engagement calls
- Assist with basic fact-finding or initial application-style conversations
Can't do
- Give interest rates or quote repayments
- Provide credit advice or replace broker judgement
- Handle complex scenarios the way a broker would
- Replace the relationship between broker and client
It's there to handle the first part properly — so when you step in, you're already up to speed.
It won't do your job — that's your bit. It just makes the parts you don't enjoy a lot easier.
Simple, transparent pricing
No hidden fees. No surprises. Pick a plan that suits your volume and only pay for the calls that happen.
You don't need to guess if this works — the trial will tell you quickly.
Starter
A simple, low-cost way to get started with missed call handling.
$2.00 per call after
- 15 calls included per month
- Inbound calls only
- Email transcripts & summaries
- Call recordings
- No contracts — cancel anytime
Broker
Consistent lead capture and call context for active brokers.
$1.50 per call after
- 60 calls included per month
- Inbound and outbound calls
- Email transcripts & summaries
- Call recordings
- Dashboard access
- Team notifications (Email/Teams)
Office
Designed for busy offices or growing teams with high call volumes.
$1.10 per call after
- 250 calls included per month
- Inbound and outbound calls
- Full dashboard access
- Team notifications (Email/Teams)
- Priority support
- Best value for teams
Most brokers know within the first few calls if it fits their workflow.
Start free — 14-day trial on any plan. No setup fee. No lock-in contract.
See all 6 plansCommon questions
How do conversations sound?
Natural and easy to follow. The best way to understand it is to hear one — check the video section below for a real example.
Is the call data handled securely?
Call summaries, transcripts, and recordings are handled securely and only shared with the people you want receiving them.
What happens if I’m tied up with clients?
The client still gets a response straight away, even when you’re in a meeting or on the road.
How hard is setup?
We issue you a number, you type the diversion code into your phone, press the final key, and you’re live.
Will this create more work for me?
No — it replaces guesswork, not adds another system.
Will my clients know it’s AI?
What matters is that someone answered and listened. Most clients care about being heard, not what handled the first interaction.
What if it isn’t perfect?
It doesn’t need to be perfect — it needs to make the return call more informed.
How it works in the real world
Click a section to see the explanation and watch the video where available.
This is not just a voicemail replacement. It answers missed calls properly, captures what the client actually needs, and gives you the context to return the call like you already know the situation.
The real value is not just answered calls. It is having fewer blind callbacks, less mental clutter, and better conversations when you do return the call.
From the client’s side, it feels like someone actually answered and listened. That matters. A good first interaction makes your business feel responsive and professional before you even speak to them.
Setup is straightforward. You get the number, the instructions, and the dashboard if you want it — but most of the value lands straight in your inbox without needing to log in all day.
This comes down to one thing — fewer missed opportunities and less stress. If it helps you handle even a handful of missed calls properly, you will feel the difference straight away.
Built with real broker thinking
This wasn't built by a software company guessing what brokers need. It came from day-to-day broking — missed calls, weak voicemails, and callbacks with no context.
Built and used by a practising broker
Not a software company guessing what brokers need. Built by someone who still writes loans every day.
Designed around real finance enquiries and urgency
The questions, the flow, the summaries — all built around how finance and mortgage brokers actually work.
Focused on outcomes, not features
Transcripts, summaries, recordings, compliance trails. Things you can actually use.
Simple to set up and easy to run day to day
No complex onboarding. No training required. If your team can read an email, they can use it.
I built this to fix a practical problem in my own workflow: when you're in meetings or on the road, calls come in, details get lost, and you end up calling back blind. This closes that gap.
Eric Burnett
Finance Broker, 15+ years
on Google over the last 2 years as a practising broker
If it didn't work in a real brokerage, it wouldn't be here.
Still wondering if it's worth it?
This is the honest version — where the value comes from, why it reduces stress, and why more brokers will end up using something like this.
Try it for 14 days. See if it suits your brokerage.
No pressure. No lock-in. Set it up, let it handle a few missed calls, and see the difference.
Try it for 14 days. See if it suits your brokerage.
No pressure. No lock-in. Set it up, let it handle a few missed calls, and see the difference for yourself.