AI agents for mortgage brokers

Qualified mortgage appointments, not missed calls.

First-time buyers research mortgages at midnight; remortgagers panic when their fix ends. An AI Smarty agent answers process questions, qualifies the enquiry, and books them into your diary — leaving the regulated advice to you.

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the problem

Where mortgage brokers businesses lose leads

Anxious enquirers need instant reassurance

Mortgage questions feel urgent and personal. An unanswered evening enquiry becomes someone else’s client by morning.

Unqualified appointments waste advice time

Appointments without basics — deposit, income, timescale — turn advice slots into fact-finding admin.

Compliance limits what your website can say

You cannot let marketing drift into advice. Every answer needs to stay on the right side of the line.

what the agent does

Your best salesperson, on every page, at every hour

Trained on your website and documents, capturing leads and booking appointments the way you configure it.

  • Answers process and documentation questions from your approved content only
  • Qualifies enquiries: purchase or remortgage, deposit, employment, timescale
  • Books appointments straight into your calendar with the fact-find started
  • Signposts clearly that personalised advice happens in the appointment
  • Captures every out-of-hours enquiry with full contact details

Questions it handles

Real questions your website visitors ask — and the agent answers:

  • “What documents do I need for a mortgage application?”
  • “How much deposit do I need as a first-time buyer?”
  • “My fixed rate ends in three months — when should I act?”
  • “Can I book a call with an adviser this week?”
common questions

Frequently asked questions

Will the agent give mortgage advice?
No. It answers general process questions from content you approve and routes anything personal into a booked appointment with a qualified adviser.
Can we control exactly what it says?
Yes — it answers only from the content you train it on, so your compliance-approved wording is the wording it uses.
What qualification details does it collect?
Whatever your fact-find needs first — typically purchase type, deposit or equity, employment basics, and timescale — attached to the booking.
get started

Put an AI agent to work on your mortgage brokers website this week

Train it on your website in minutes, customise the conversation, and paste one line of code. Free trial, no card required.

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