Stop Losing Borrowers and Clients to a Missed Call
Every missed call gets a personalised SMS reply within seconds — before the prospect rings the next broker or adviser on their list.
The outcome
- Delivered an AI-personalised SMS reply to every missed call within seconds
- Turned missed calls from lost opportunities into active conversations without anyone picking up the phone
- Logged every lead automatically in the CRM, building a complete contact history with zero manual entry
For a mortgage broker or financial adviser, this is the difference between being first to respond to an enquiry and losing it to a competitor who called back faster — without anyone needing to be glued to their phone between client meetings.
The problem
The client, a local service business, was losing leads because of slow callback times, with every missed call representing a prospect who might not call back.
What we built
- Built an AI SMS Assistant triggered by a webhook the moment a call is missed
- Used AI to personalise the SMS reply based on the details of the missed call
- Sent and logged the SMS automatically in the CRM, with no manual follow-up
Tools used
Built around the tools the client already used, documented and handed over so their team owns it.
Get this result
Tell us your main workflow pain point. We will outline the fix on a short call.