Every new enquiry gets a reply in under 60 seconds, in your voice, at any hour. Then the follow up keeps going until they answer.
Nearly every broker I look at is already paying for software that can text a new enquiry back inside a minute. Almost none of them have it switched on.
Not because they're disorganised. Because switching it on properly means a weekend inside the software, and nobody has a spare weekend.
That's the job I do. You keep the CRM you already use. I make the part you already pay for actually fire, then I keep it running.
An enquiry lands at 8:40 on a Tuesday night. Here's what happens next.
A form comes in at 8:40 on a Tuesday night. Right now it sits until morning, and whoever sent it has usually filled in two others the same evening. This replies inside 60 seconds, in your voice, whatever the hour.
Most enquiries don't go cold because the broker was bad. They go cold because nobody chased them on day three, day seven and day fourteen. This keeps following up until they answer or opt out.
Setup buys the machine. The retainer keeps it sharp. Messages go stale, lenders change, your business shifts. I watch what the replies look like and rewrite what stops working.
Around $3,000 to $5,000 on a settled loan, roughly 0.55% to 0.70% of loan value and higher on Sydney loans. One enquiry that quietly goes cold is not a small loss.
And 28% of new broker business comes from referrals. So a lost enquiry is rarely one deal. It's the next loan and the people that client would have sent you.
Source: MFAA Value of Mortgage and Finance Broking Report 2025, prepared by Deloitte.Every new enquiry gets a reply inside a minute, in your voice, at any hour. Then the follow up keeps going until they answer.
We look at what happens to an enquiry that lands after hours. No pitch deck, no obligation.
Within a couple of days you get the exact message flow I'd run for your brokerage, in your voice, built around the loans you actually write.
If you like what you see, I build it in days, not months. You approve every message before it goes live.
Optional. Keep me on to monitor, tune and report, or run it yourself. Your call.
Pick whichever feels easiest. No pressure, no obligation beyond what you choose.
The best starting point. You tell me what happens to an enquiry that lands at 9pm, and I tell you honestly whether this is worth fixing and what it would look like.
The whole thing built on top of the CRM you already use, live inside 30 days. Setup buys the machine. The monthly keeps it sharp and covers the running costs.
Prefer to reach out directly? Send an email or pick up the phone and you get me, not a junior and not a call centre.
You get my direct attention, not a junior running a template. Here's what that means day to day.
Nothing gets ripped out and nothing gets replaced. This switches on what you already pay for, then sits on top of it.
Every message and every sequence is shown to you first. Nothing reaches a client of yours until you've read it and signed off on it.
The system acknowledges, asks one useful question, and books the callback. Anything about rates or borrowing capacity comes from you.
Fill in the form and I'll come back to you quickly. Or reach out directly, whichever feels easier.