They are pre-approved somewhere and calling around to beat it. You are in an appointment. By the time you call back, they have already sent their documents to someone else.
7-day free trial, then renews monthly — cancel anytime before it starts. Keep your number.
In your caller's language, in your business's own words — not a menu, not a voicemail.
She reads your own services, prices and hours, so she answers the way you would.
My renewal is coming up and the bank sent me their offer. I want to see if you can beat it. What rate can you do?
I cannot quote you a rate. Rates move and I am the office receptionist, not a broker. What I can do is get your details in front of a broker who will pull real numbers and call you back.
How long is that going to take? I have been called back by nobody so far.
Your enquiry goes to the broker by text the moment we hang up. Do you want them to call when they get it, or would you rather I book a set time?
Book a time. I am on the tools all day, so after work.
Done. Two quick things so they are not starting cold. Is the property your own home or a rental, and are you salaried or self employed?
Our own house. I am self employed, which is exactly why the bank is being difficult with me.
Noted, both of those. You are booked for the evening, I have texted you the confirmation, and the broker has your file note before they dial.
A scripted demonstration for mortgage & insurance brokers, not a recording of a customer call: the business, the caller and any prices in it are made up, and the caller is voiced. What is real is the receptionist, and you can hear her live on the demo line above.
No, never. Rates change constantly and she is not licensed to give financial advice. She says plainly that a broker will call back with real numbers, then takes the enquiry and texts it to you the moment the call ends.
No. She is a receptionist, not a broker or an adviser. She will not estimate an approval amount, comment on someone's credit, or advise on fixed against variable. She collects the facts you need to start the conversation and books the callback.
She takes their details the same way, and every one of them lands in your dashboard with the transcript, so you can see who was serious before you spend an evening on them. She also screens the spam and the robocalls, so the phone ringing means something.
No new handset, no app for your customers, nothing to learn.
Keep the number on your van and your cards. Unanswered calls roll to her.
She answers, asks what you would ask, and puts the job in your calendar.
Name, number and what they wanted — texted to you, and in your CRM.
7-day free trial, then renews monthly — cancel anytime before it starts. Keep your number.