01
Automated Websites & Funnels
A site that pre-qualifies and books consultations
- Affordability & rate calculators
- Pre-qualification form with instant result
- Advisor consultation booking
- Secure document upload portal
AI automation for mortgage & lending
Convert more applicants and close faster — with less document chasing.
Instant pre-qualification, application follow-up, document collection automation, and pipeline reporting — built for mortgage brokers and lenders.
< 60s
Applicant response
−55%
Document chasing
+28%
Applications completed
Typical results across mortgage & lending we've automated. Your numbers come from your audit.
✦Sound familiar?
What's quietly costing your brokerage every week
First reply wins01
Rate shoppers go to the first reply
Enquiries from comparison sites and agents are won by speed.
3 weeks avg02
Applications stall on documents
Payslips, bank statements, and ID chased for weeks.
Daily03
Status calls from borrowers and agents
‘Where's my application?’ interrupts underwriting.
40% lost04
Renewals and remortgages missed
Product expiries aren't tracked, so clients remortgage elsewhere.
✦The fix
One connected system that runs the repetitive work for you
Not another tool your team has to check. The website, the phones, the messages, the reminders, and the follow-up all work together — built for mortgage & lending, monitored by us, owned by you.
1
Instant pre-qualification
Affordability, deposit, and timeline captured in seconds; consultation booked with the right advisor.
2
Document collection on autopilot
Secure requests, reminders, and checklists until every document is in.
3
Proactive status updates
Borrowers and agents updated at each milestone automatically.
4
Remortgage retention
Product expiries tracked; clients contacted 6 months out with options.
✦Everything we automate
Everything we automate for a brokerage like yours
Six connected systems, each built with the specifics for mortgage & lending.
02
Lead Capture & Instant Follow-up
Every enquiry answered and pre-qualified in a minute
- Instant reply on web, phone & comparison sites
- Affordability & deposit qualification
- Advisor booking by product type
- Follow-up until application
03
AI Voice & Chat Agents
Borrower and agent calls answered without interrupting underwriting
- Application status by phone (verified)
- Document questions & upload links
- Consultation booking
- Escalation to the case owner
04
Workflow & Back-office Automation
Application to completion with every document chased
- Document requests & reminders
- Milestone updates to borrower & agent
- Lender submission checklists
- Product expiry & remortgage campaigns
05
AI Customer Support Automation
Borrower questions answered instantly, securely
- Status & timeline questions
- Document and eligibility questions
- Rate and product FAQs
- Advisor escalation
06
Data, Reporting & AI Assistants
Pipeline, conversion, and advisor performance live
- Enquiry → application → completion
- Document turnaround times
- Advisor & source performance
- Ask-the-data assistant
✦Compare your options
Hire, outsource, or automate?
What actually changes for a brokerage when enquiries, calls, and follow-up are automated.
| Doing it manually | Answering service / agency | CODEVGROW automation | |
|---|---|---|---|
| Speed of first reply | Hours, or next day | Message taken, callback later | ✓Under 60 seconds, 24/7 |
| After-hours & weekends | Voicemail | Message only | ✓Answers, books, escalates |
| Books the appointment / job | When staff are free | No | ✓Yes — live availability |
| Reminders & no-show recovery | Manual, inconsistent | No | ✓Automated, with waitlist fill |
| Follows up until booked | Rarely | No | ✓Multi-touch, stops on reply |
| Knows your services & pricing | Yes | Script only | ✓Trained on your business |
| Logs everything to your system | Sometimes | Email summary | ✓Every call, chat, and booking |
| Reporting | Spreadsheets | Call counts | ✓Live dashboard + AI assistant |
| Monthly cost | Salary + turnover | Per-minute fees | ✓Fixed, lower than one hire |
✦How it works
Live in weeks, not quarters
- 1
Free audit
45 minutes mapping how enquiries, calls, admin, and follow-up flow through your brokerage today.
- 2
Ranked plan & fixed price
What to automate first, expected hours and revenue, and a fixed price — within 48 hours.
- 3
Build & soft launch
We connect your systems and go live on one channel first, with human fallback, in 2–4 weeks.
- 4
Run & improve
24/7 monitoring, weekly transcript reviews, and the next automation added each month.
Free discovery call
See exactly what we'd automate in your brokerage — in 45 minutes
You leave with a ranked automation plan and a fixed price, whether you work with us or not. No pitch deck.
✦What owners say
Heard from mortgage & lending we work with
★★★★★
“Applications complete faster because the documents are chased before I even ask.”
★★★★★
“Remortgage retention doubled once expiries were tracked automatically.”
★★★★★
“Every system was built, connected, and monitored by one team. No hand-offs, no ‘talk to the vendor’.”
Will borrowers know they're talking to an AI?
The assistant introduces itself as your brokerage's virtual assistant and hands over to a person the moment someone asks — or when a question needs judgement. Satisfaction stays high because answers are fast and accurate.
Is our data safe?
Yes. Data stays in your systems, conversations are encrypted, and we configure retention and access rules for your regulatory requirements. Decisions that need a person always stay with your team.
Does it work with the software we already use?
We integrate with the major CRM, booking, ERP, and industry platforms via native integrations or API — and with your phone system, WhatsApp, and website. We'll confirm your exact stack in the audit.
How long until it's live?
Most mortgage & lending are live in 2–4 weeks, starting with one channel (usually phone overflow or web enquiries) and expanding from there.
What does it cost?
A fixed setup fee plus a monthly plan based on volume — typically less than one part-time hire, with the expected ROI shown against your current numbers in the audit.
Free automation audit for mortgage & lending · 45 min · ranked plan · fixed price
Free automation audit for mortgage & lending
Book free audit →