The borrower compares while you call back
Someone who runs an online quote often does it on several sites. The first brokerage to call back takes the lead on the file.
Mortgage brokers
A brokerage that builds more files without chasing its quote requests.
Every quote request is called back within a minute, the project is qualified with your questions and the appointment is booked with the right adviser. Your brokers keep the file and the negotiation with the banks.
What happens today
A mortgage quote is rarely requested from a single broker.
Advisers are already in meetings
Requests arrive during the day, while the team is with clients or at the bank. The call back waits until the evening, or the next day.
"Not ready yet" projects are lost
A purchase not yet signed, a deposit still being saved: these contacts come back months later, often to another broker.
What Nodical does
The agent makes the first call. The broker builds the file.
- 1
Every request is called back within a minute
Form, comparison site, missed call: the agent calls back on behalf of the brokerage and checks the project, the timing and the situation, with your questions, in your order.
- 2
The appointment is booked with the right adviser
By area and availability, with a reminder the day before. Those who are ready right away are warm-transferred.
- 3
Unreachable contacts are called again
At different times, without an adviser spending the day on it.
- 4
Pending projects are called at the right time
Your database is called when the project becomes real: purchase signed, deposit ready, rate to review.
Around the agent
What we connect around it, if you want.
- One record per borrower, up to date without typing
- A summary and recording of every call
- All exchanges in one place: calls, texts, emails
- Results per adviser, every week
What changes
Fewer hours on the phone, more files built.
TodayWith Nodical
The adviser calls quotes back at the end of the day.
The borrower is called back while still comparing.
Requests that arrive during a meeting wait.
They are called back within a minute, even when the whole team is busy.
"Not ready yet" projects are forgotten.
They are called back when they become concrete.
Nobody knows what happened to each request.
Every call is summarised and filed in the record.
Questions
What brokerages ask us.
Can the agent give advice on a loan?
No. It qualifies the project, takes the information and hands over to the broker, who advises and builds the file. It introduces itself as the brokerage's assistant and never pretends to be human.
Do we need to change software?
No. Your tool stays the reference; we connect through its API when there is one, otherwise by import.
Does the agent say exactly what we want?
Yes. In strict script mode it says your sentences word for word and asks your questions in order. You can try it on the microphone before any campaign.
How much does it cost?
Agent minutes at the price on the Pricing page, billed per second. What we connect around it is quoted.
Read also
Callback in under 60 seconds
The lead who just filled in your form is called back within the minute.
Read more →Base reactivationYour unanswered quotes and past customers are worth more than a new campaign.
Read more →IndustriesA dealership that sells more cars with fewer people on the phone.
Read more →Tell us how many quote requests you receive.
We reply with what we would set up for you and a worked example per minute.