A custom AI WhatsApp agent for your mortgage brokerage
Enter an enquiry and the agent takes it from there — opening a WhatsApp conversation in seconds, qualifying against your criteria and booking appointments straight into your advisers’ diaries.
No advice given. Qualification and booking only.
1 · We build your agent
The Client Acquisition Group Onboarding
WhatsApp Business · online
Hi George, welcome to The Client Acquisition Group. I'll help you build a WhatsApp lead-engagement agent customised for your mortgage brokerage. Shall we begin?
09:38Yes, let's go.
09:38Great. What's the name of your brokerage?
09:382 · Your agent engages leads
[BROKERAGE NAME]
WhatsApp Business · online
Hi Sarah, thanks for your mortgage enquiry with [BROKERAGE NAME]. Can I ask a few quick questions before booking your adviser call?
09:41Yes, that's fine.
09:42Perfect. Are you purchasing, remortgaging or looking at buy-to-let?
09:42How it works
From a new enquiry to a booked appointment, all on WhatsApp
- 1
Step 01
Enquiry lands
A new enquiry arrives from your ads, website or portal — day, night or weekend.
- 2
Step 02
Instant WhatsApp
The agent opens a natural WhatsApp conversation within seconds, in your brokerage's tone of voice.
- 3
Step 03
Qualification
It asks your qualifying questions — timescales, deposit, employment, property type — and records the answers.
- 4
Step 04
Appointment booked
Qualified enquiries are booked directly into an adviser's diary, with confirmations and reminders handled automatically.
It sits alongside our human appointment setting team — WhatsApp covers the instant response, people cover the conversations that need them.
Customisation
Built around your brokerage, not a generic script
Your branding, tone of voice, qualification criteria, fact-find, advisers, calendars and mortgage specialisms — configured before you go live.
Thanks James. Are you buying your first home, moving home, or something else?
09:41Moving home — we've had an offer accepted.
09:41Congratulations. What's the agreed purchase price, and roughly how much deposit do you have available?
09:41Supported niches: Residential, Bridging, Buy-to-let, Adverse credit, Remortgage, Self-employed.
What your brokerage gets
- Every enquiry answered in seconds, 24 hours a day
- Appointments booked directly into adviser diaries
- Qualifying questions written around your brokerage
- Automated follow-up until the enquiry replies
- Conversations, notes and outcomes pushed into your CRM
- Seamless handover to a human whenever it matters
See how a WhatsApp agent would work for your firm
Get in touch and we’ll walk you through the conversation flow, the qualifying questions and how it fits with your advisers’ diaries.
Frequently asked questions
Does the agent give mortgage advice?
No. The agent never advises. It answers, qualifies and books — advice always sits with your regulated advisers.
Is it built around our brokerage?
Yes. The conversation flow, qualifying questions, tone of voice and booking rules are all written around how your firm works — it isn't a generic script.
What happens if someone asks something unexpected?
The agent recognises when a conversation needs a person and hands it over to your team, or to our human appointment setting team where that's part of your setup.
Does it work alongside your human appointment setters?
It does. WhatsApp covers the instant response and out-of-hours gap, while our team continues to call enquiries between 8am and 8pm, seven days a week.
Which number does it message from?
A WhatsApp Business number presented under your brokerage's brand, so the conversation feels like it's coming from you.