Voice AI + SMS + chatbot, all trained on your knowledge base, booking confirmed mortgage appointments straight into your broker calendar. $150 + GST per confirmed appointment — first-home, refinance, commercial.
A purpose-built funnel for mortgage brokers and finance companies. Every lead is qualified before it reaches your CRM.
Prospects complete a multi-step funnel capturing property value, deposit amount, household income, credit profile, and purchase timeline. Only serious enquiries make it through.
We build audience segments around first-home buyer intent signals, refinance triggers (fixed-rate expiry, equity events), and commercial property searches across Meta, Google, and display.
Within 60 seconds of submission, an AI voice agent calls the lead — confirms identity, verifies affordability indicators, and gauges urgency. Unqualified leads are filtered out automatically.
Verified leads land directly in your CRM with full qualification data — property details, income bracket, deposit status, credit tier, and preferred contact time. No manual data entry required.
We optimise campaigns weekly against cost-per-settlement, not just cost-per-lead. Settlement feedback loops ensure ad spend flows to the audiences that actually convert to funded loans.
Whether your clients are buying their first home or refinancing a commercial portfolio, we build funnels tailored to each loan type.
Targeted campaigns reaching KiwiSaver-eligible buyers, first-home grant candidates, and renters actively searching for mortgage pre-approval information and borrowing-power calculators.
Trigger-based ads timed to fixed-rate expiry windows, equity milestones, and rate comparison searches — capturing homeowners ready to switch lenders or restructure their existing loan.
Lead funnels for commercial purchases, developments, and mixed-use financing — qualifying on entity structure, deposit size, and project timeline before delivery.
Reaching property investors searching for rental yield calculators, LVR guidance, and portfolio lending solutions — pre-qualified on existing equity and rental income.
Campaigns targeting consumers searching for lower repayments, debt restructuring, and single-loan solutions — filtered by total outstanding debt and income-to-debt ratio.
Lead generation for working capital, equipment finance, and cash-flow loans — qualifying on annual revenue, trading history, and stated loan purpose before handoff.
Finance has longer cycles, stricter compliance, and higher stakes. Generic lead gen doesn't cut it. Here's what we do differently.
Most mortgage leads take 60–90 days from first enquiry to settlement. We build nurture sequences that keep your brand front-of-mind across the entire decision window — automated email, SMS, and retargeting touchpoints timed to each stage of the buyer journey.
A lead that doesn't convert today might settle in three months. We deploy multi-channel drip campaigns with educational content — rate comparisons, borrowing-power calculators, and pre-approval guides — so leads stay warm until they're ready to commit.
Financial services advertising requires clear disclaimers, responsible lending language, and proper data handling. Every funnel we build meets CCCFA and Privacy Act requirements out of the box, so you can scale without compliance headaches.
Consumers don't hand over financial details to brands they don't trust. Our funnels incorporate social proof, adviser credentials, and educational content to establish credibility before asking for sensitive financial information.
We go beyond name and email. Our qualification layer captures income, deposit, credit tier, and timeline — so your advisers spend time with prospects who can actually settle, not tyre-kickers who are months away from being ready.
FAQ
Yes. First-home buyer leads are one of our strongest verticals. We target KiwiSaver-eligible buyers, first-home grant candidates, and renters actively searching for pre-approval information and borrowing-power calculators.
Yes. Every funnel we build meets Credit Contracts and Consumer Finance Act and Privacy Act requirements. All ad copy uses responsible lending language, clear disclaimers, and proper data handling — so you can scale without compliance concerns.
Mortgage appointments are NZ$150 + GST per confirmed appointment. You only pay when our Voice AI, SMS, or chatbot books a qualified prospect into your broker calendar. No retainers, no setup fees, no charge for unqualified leads.
We generate leads across first-home buyers, refinancing, commercial property, investment loans, debt consolidation, and business lending. Each loan type has its own qualification funnel and criteria.
Each lead completes a multi-step qualification funnel capturing property value, deposit amount, income bracket, and credit profile. Our AI voice agent then calls within 60 seconds to verify identity and confirm affordability indicators before pushing to your CRM.
No. Every mortgage lead is exclusive to your business and is never shared with competing brokers or lenders. You are the only company that receives and contacts that prospect.
How the AI handles mortgage leads
Voice AI, SMS, and an AI chatbot — all trained on your mortgage knowledge base, all running the same CCCFA-aware qualifying logic, all dropping confirmed broker appointments straight into your dedicated CRM workspace.
Within 60 seconds of form submission, a natural-sounding voice agent calls the prospect, runs your responsible-lending script, and books the broker meeting before the call ends.
No answer? A personalised SMS lands within seconds and carries on a real conversation by text — answering rate questions, sending the calendar link, and locking the appointment in.
On your website, in Messenger, on WhatsApp. The same AI answers rate and pre-approval questions, qualifies inbound chat, and books broker meetings 24/7 — escalating complex deals.
Same AI Conversion Engine, localised for your market. $150 + GST per confirmed appointment, wherever your leads are.