Stop letting weekend leads go cold
AI mortgage lead qualification, ready for broker review.
Briick asks the intake questions your brokerage approves, captures the borrower's loan amount, deposit, employment and timeframe, and books a consultation or queues a callback. The broker reviews the scenario and handles credit assistance; AI intake does not determine approval or suitability.
Lead arrives
A new lead lands on your phone line, web form, SMS, social ad, or comparison-site form. Briick captures it instantly with full source context.
AI agent asks the approved intake questions
The agent captures the scenario using your approved questions and routes requests for product recommendations or rates to your broker. Response targets are agreed and measured in the pilot.
Scenario captured, no advice given
The agent qualifies the borrower: loan amount, deposit available, employment type, property type, timeframe, and any specific scenarios. It does not give credit advice or recommend products.
Consult booked into the broker's diary
Once qualified, the agent books the borrower straight into a broker's diary or queues the callback if the broker prefers. Calendar sync with Outlook, Google Calendar, or your aggregator scheduler.
Automation works with
Before Briick
Leads slip through while your team is busy
Comparison-site leads sit unanswered while competitors call within ninety seconds
Weekend and after-hours leads convert at a fraction of the rate of business-hours leads
Brokers waste daytime hours on unqualified leads that should have been screened out
CRM data stays patchy because intake happens by phone and gets re-typed later, if at all
Compliance audit trail is missing for any lead that didn't end up in the system
After Briick
Every lead gets a response in minutes, automatically
Approved intake questions asked across your connected lead channels
After-hours enquiries captured for the next available broker or appointment
Brokers only spend time on pre-qualified consults with complete scenarios
Every lead's scenario lands in your aggregator CRM with no re-typing
Every interaction is recorded, transcribed, and indexed for aggregator audit
How it works. Set up once. Runs forever.
Connect your aggregator CRM and lead sources
Briick connects to your aggregator CRM (Salestrekker, BrokerEngine, MyCRM, AFG Sherlock, Connective Mercury, Mercury Nexus, Floify, Encompass, ARIVE) and your lead sources (website, phone line, comparison sites, social ads, SMS) so everything lives in one place.
Train the agent on your brokerage's voice
The agent is trained on your past call recordings and SMS templates so it sounds like your brokerage. Set the qualifying questions, the lender categories you handle, and the scenarios that need escalation.
Define the escalation lines
You decide what stays with the agent and what goes to a broker. Specific lender questions, rate quotes, complex scenarios, and any compliance-sensitive request can be escalated automatically. Rules can be adjusted by voice through Briicky once live.
Connect your calendar and compliance log
Outlook, Google Calendar, or your aggregator CRM's scheduler. Briick also connects to your compliance and recording stack so every interaction lands in the right system from day one.
Ready to put AI agents to work in your business?
FAQs
Answers to the questions we hear most.
We check your exact aggregator CRM, available API access and required fields during scoping. In the pilot, submit a new lead, an existing borrower and a duplicate enquiry. Confirm the right record is updated, the appointment is visible, and failures reach your team before enabling live intake.
No. The agent qualifies the borrower by capturing the scenario and booking the consult. It does not recommend lenders, products, or rates. Any product or rate question is routed to the broker through @Briicky.
Agree which conversation records, timestamps, approvals and changes your licensee needs, where they are stored and who can retrieve them. Set retention to your approved policy. Test retrieval against a sample borrower across the channels you enable; do not assume a transcript alone is a complete audit trail.
Your licensee's obligations continue when AI handles intake. Keep product recommendations, lender selection and credit advice with the appropriately authorised team. Before launch, test questions about rates, borrowing capacity and approval so the agent hands them over rather than inventing an answer. Review ASIC's RG 273 with your compliance adviser when defining the boundary.
