AI Agents for Finance
AI agents that run 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.
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.
Weekend and after-hours leads, answered the moment they land.
Document chasing and status updates, automated.
Refinance opportunities and database reactivation, run automatically.
AI for inbound calls. Answers every call in your brand voice, qualifies leads, and supports customers 24/7. Never miss a call again.
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.
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.
Outbound call scheduling a maintenance visit.Outbound Call to Rylie Grenfell.
Briick voice handles outbound calls to schedule jobs and service appointments.
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.
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.
Briick responds to every lead in under 60 seconds across any channel. Speed-to-lead is the single biggest predictor of conversion in broking - the broker who responds first usually wins the deal. Whether the enquiry comes in at 2pm Tuesday or 11pm Sunday, the borrower gets a qualified, in-context reply immediately.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.
Yes. Briick connects to Salestrekker, BrokerEngine, MyCRM, AFG Sherlock, Connective Mercury, Floify, Encompass, ARIVE, and 2000+ other tools via native integrations, Zapier, and Make. Most setups don't require changes to your existing stack.Yes. 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.
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.
Yes. Briick runs outbound across your past client database: rate-change alerts, refinance check-ins, anniversary reviews. Across voice, SMS, email, and WhatsApp. The borrowers who want to talk come back to you instead of going to the bank or a comparison site.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.
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.
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.
Briick supports finance brokers and lenders in Australia, the United States, the United Kingdom, and New Zealand. Compliance is built in for NCCP, NMLS, FCA, and FAP. Communications support 30+ languages.Chatbots follow scripts. Briick's AI agents understand context, handle multi-step conversations, and take real actions - booking inspections, dispatching tradies, updating your PMS, and sending follow-ups - across voice, WhatsApp, SMS, and email. It's the difference between a bot that answers and an agent that runs the work.