AI Agents for Finance

One AI Agent that runs your funnel, from first enquiry to signed deal

Respond to every lead in 60 seconds. Qualify in minutes. Chase documents. Send status updates. Run refinance campaigns. Briick covers your funnel 24/7 across voice, SMS, email, and WhatsApp. Your brokers handle the conversations that close deals.

Smartphone screen showing incoming call from Chris White with profile photo, connected to icons for WhatsApp, phone, Gmail, and messaging apps and floating profile images of six diverse people.

The leads you lose to slow response, won. The 9pm Saturday rate enquiry. The Sunday refinance question. The Monday callback that never happens. Briick answers every lead the moment it lands. Captures the scenario. Qualifies the borrower. Books the consult.

Respond to every lead in 60 seconds. Qualify in minutes.

When a borrower fills out a rate enquiry at 9pm Saturday, they call three other brokers by Monday. Briick answers every lead instantly across voice, SMS, email, and WhatsApp. Captures the loan scenario, runs the pre-qualification questions, and books the consult straight into your calendar. By the time you call them, they're qualified and warm.
Incoming call from Nick King with a red and green phone button above a stylized red soundwave connected to notifications for 'New Message received' and 'New Meeting Booked.'

Weekend and after-hours leads, answered the moment they land.

Most finance enquiries hit outside business hours. Refinance research happens on Sundays. Rate enquiries land at 11pm. Briick answers every one in your brand voice, qualifies the borrower, and either books the consult or queues the callback. Your Monday inbox is empty. Your competitors' callbacks are still on hold.
Email inbox interface showing sent messages with labels including Resolved, Escalated, Waiting response, Vendors, Files, and Marketing, with stars for favorites.

Document chasing and status updates, automated.

Half of broker admin is reminders. Send me your payslips. Where's the contract of sale? Has the lender come back? Briick chases the documents, sends the status updates, and keeps every borrower informed across the channel they prefer. Your applications move faster. Your borrowers stop wondering.
Partial view of a smartphone screen showing the 'briick' app menu with options for New chat, Agents, and Conversations.

Refinance opportunities and database reactivation, run automatically.

Every broker has a database of past clients sitting on rates higher than they need to be. Briick runs the outbound: rate-change alerts, refinance check-ins, anniversary reviews. Across whichever channel each client prefers. The borrowers who want to talk come back to you, not the bank.

Agents in channels where you need them most

Mobile screen showing Briick Voice AI app with a speech waveform and text asking to confirm property address.

AI for inbound calls. Answers every call in your brand voice, qualifies leads, and supports customers 24/7. Never miss a call again.

Mobile screen showing active Briick Voice AI app with text 'Am I speaking with Riley Grenfell?' above it and orange sound waves on each side.

AI voice agent for outreach. Calls new leads in under 5 minutes, runs follow-up sequences, and books appointments straight into your calendar.

AI for WhatsApp Business. Handles voice notes, text, and image messages 24/7. Your customers chat where they already are. You don't have to.

AI for SMS.Replies in seconds, qualifies leads, books appointments, and handles reschedules. The 98% open rate channel, on autopilot.

Email inbox interface showing sent messages with labels including Resolved, Escalated, Waiting response, Vendors, Files, and Marketing, with stars for favorites.

AI for customer service email. Handles repetitive support tickets and lead emails 24/7. Tags, sorts, and replies in your brand voice. Escalates to a human only when it matters.

Hear Briick's AI voice agents in action. Voice AI answers calls, books jobs, handles maintenance, and logs every detail in your CRM.

Smartphone screen showing an incoming call from Rylie Grenfell with red hang-up and green answer buttons.

Outbound call scheduling a maintenance visit.Outbound Call to Rylie Grenfell.
Briick voice handles outbound calls to schedule jobs and service appointments.

"It’s kind of blown my mind seeing what Briicky can actually do. All-in-one AI which does everything in a single solution."
Sarah Hien Tran, CEO GlamJet
Findomestic Banca S.p.A.

How it works.

Every agent runs through four sprints - design, build, launch, tune. How long each sprint takes depends on the agent and the team. Simple agents move fast. Complex agents go deep. Either way, the method is the same.

Sprint #1
Design
We sit with your team and scope the agent. What it does. What it has access to. What gets handed off to humans.

Sprint #2
Build
We configure the agent to your policies. Connect it to your CRM, calendar, phone system, or whichever tools it needs. Run it through your real scenarios.

Sprint #3
Launch
The agent goes live in production. Briicky picks up the controls. You see what's happening across every channel.

Sprint #4
Tune
We review what the agent handled, sharpen what's working, fix what's not. By the end of Sprint 4, the agent runs itself - and we move to your next one


FAQ. Common questions about AI for Finance.

What is Briick for finance?

Briick is an AI agent platform for mortgage brokers, insurance brokers, and lenders. It answers every enquiry, qualifies leads, chases documents, runs status updates, and reactivates your database across voice, SMS, email, and WhatsApp 24/7. Mortgage brokerages, insurance brokers, non-bank lenders, and broker aggregators use Briick to handle the inbound noise so their brokers can focus on the conversations that close loans.

How fast does Briick respond to a finance lead?

Yes. Briick answers every call 24/7 in your brand voice. It captures the issue, identifies whether it's a genuine emergency, dispatches your on-call tradie when needed, and books routine requests for the next business day. Your team stops doing emergency rosters. Your tenants stop waiting until Monday.

Does Briick integrate with my broker CRM?

Briick connects to Buildium, AppFolio, Yardi, PropertyMe, Re-Leased, Console Cloud, and 2000+ other tools via native integrations, Zapier, and Make. Most setups don't require changes to your existing stack. Briick works in the background across the tools you already use.

Can Briick handle document collection and status updates?

Yes. Briick chases payslips, contracts of sale, ID documents, and any other paperwork your applications need. It sends automatic status updates to borrowers when the lender comes back with conditional approval, routes urgent requests to your team, and keeps every party informed across their preferred channel.Briick automates repetitive admin and communication across phone, texts and emails — freeing your team to focus on revenue-generating tasks and deliver better customer experiences.

Can Briick run database reactivation and refinance campaigns?

Yes. Briick responds to every leasing enquiry in under a minute across voice, SMS, email, and WhatsApp. It qualifies the prospect against your criteria, checks property availability, and books the inspection straight into your calendar. The leads your team sees are pre-qualified and ready to go.

Is Briick compliant with NCCP, NMLS, FCA, and other broker regulations?

Briick is built to meet the data and communications standards required by NCCP (Australia), NMLS (US), FCA (UK), and FAP (NZ). Every call, message, and interaction is recorded, transcribed, and encrypted. SOC 2 Type II certification is in progress. Briick can be configured to your aggregator or regulatory body's specific requirements.Most property businesses are live in under 4 weeks. The Briick team handles the entire setup - designing the agent, connecting to your PMS, training it on your policies, and running test scenarios. Agents start running on day one and improve continuously based on real interactions.

How is Briick different from Jack or other broker AI tools?

Jack is built specifically for AU mortgage brokers. Briick is built across service businesses. If you run a brokerage and own a real estate agency, or have property investments, one Briick deployment covers all of them. Briick also handles voice, SMS, email, and WhatsApp as full peers where most broker AI tools focus on one or two channels. Plus Briicky lets you control your agents by voice.Yes. Every call, message, and interaction is recorded, stored, and encrypted to meet Australian, US, and EU data standards. SOC 2 Type II certification is in progress. Briick can be configured to your specific data retention and access policies.

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