FOR MORTGAGE AND FINANCE ADVISERS — NZ & AU
Mortgage and finance leads act quickly and lose patience quickly. If they submit an enquiry and do not hear back within the hour, they move on. JNR8 ensures every lead gets an immediate, qualified response — so your advisers spend their time with clients who are ready to proceed.
A prospective client compares three advisers at once. They submit enquiries to all three. The first to call back gets the meeting. The other two get a polite "I have already spoken to someone, thanks."
Not every enquiry is a ready buyer. But every enquiry takes the same amount of adviser time to assess — time that should be with clients who are ready to proceed.
A client says "we are not quite ready yet — maybe in three months." Three months pass. Nobody followed up. The client has already used someone else.
Your AI responds immediately to every enquiry, provides relevant information, and books a discovery call — before any other adviser has called back.
Your AI asks about borrowing objectives, income, property goals, and timeline — so advisers arrive at the first call already knowing the client's situation.
Every lead who is "not ready yet" enters an automatic nurture sequence. At the right time, they hear from you again — without your advisers tracking and chasing manually.
Discovery calls, document reviews, and follow-up meetings scheduled automatically — no back-and-forth, no coordination overhead.
A prospective borrower submits an enquiry at 6pm. Your AI responds immediately, answers initial questions, and books a discovery call for the next morning.
A lead came in two weeks ago and has not progressed. An automatic check-in goes out — bringing them back into the conversation.
A client says they are not ready for six months. A nurture sequence keeps your business front of mind until they are.
An adviser is with a client. A new enquiry comes in. The AI captures the lead and books them into the adviser's next available slot.
A client submits a document request after hours. Your AI acknowledges receipt and sets expectations for next steps.
A referral partner sends a lead. The AI follows up immediately and keeps the referral partner informed of the contact status automatically.
Answer 5 questions about your operation. We will tell you which gap is costing you the most and how to close it first.
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Start with response and scheduling, then add revenue recovery and nurturing as your pipeline grows. No lock-in. 14-day free pilot on every plan.
Book qualified discovery calls automatically
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