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AI voice & SMS agents for brokers

Let your mates do the small talk while you have the conversations that count.

Voice and SMS agents that pick up, qualify, and book — straight into your CRM.

LIVE CALL02:14
SJ
Sarah J.
+61 412 345 678
SpeakingGet booking
STRUCTURED OUTPUT
Loan amount$750,000
Deposit$150,000 (20%)
EmploymentFull-time (PAYG)
Loan purposeOwner occupied
TimelineWithin 3 months
+ 61 more fields captured
How it works

What your agents do.

01
Answer

Inbound and outbound, on your number, in your voice. Calls handled at scale — no queue, no missed enquiries.

  • 1,000+ concurrent calls
  • Live transfer to humans
  • Trained on your business
02
Capture

Every conversation produces structured fields, a transcript, and a summary. SMS replies continue the same thread.

  • Custom field schemas
  • Transcripts + summaries
  • Inbound SMS continues the call
03
Book

Reads your team's calendar, sends the invite, and writes the outcome back to your CRM before the call ends.

  • Calendar + Calendly
  • Follow-up SMS
  • CRM sync
Real conversations, real outcomes

Every call ends as a record in your system.

Calls are transcribed and the fields you care about are extracted automatically. You see the call, the data, and the outcome side by side — every time.

CALL ENDED4m 21s
Transcript · auto-saved
Agent
Hi Sarah, this is Mia from your broker. Got a moment to chat about your home loan?
Sarah
Sure, quick one though — what's this about?
Agent
Are you still looking at refinancing or buying a new place?
Sarah
Refinancing. We're trying to lower the monthly repayments.
Agent
Great. What loan amount are we looking at, roughly?
Sarah
Around seven-fifty, with about one-fifty in equity.
Agent
Perfect. Can I book 30 minutes with your broker to walk through the options?
Sarah
Tuesday at 10:30 works.
EXTRACTED
Loan amount$750,000
Deposit$150,000 (20%)
EmploymentFull-time (PAYG)
Loan purposeRefinance
TimelineWithin 3 months
ACTIONS TAKEN
Meeting booked — Tue 10:30am
Lead updated in CRM
Follow-up SMS sent
Self-serve fact find

Send a link. Get a complete profile back.

Your agent texts a link. The lead completes the form on their phone, on their time, and books a meeting against your calendar. The full record lands in your CRM.

  • Branded portal — your logo, your colours
  • Configurable fields and question types
  • Phone OTP login — no passwords
  • Self-booking against your real calendar
1Link sent
2Form 60%
3Submitted
4Meeting booked
9:41brokermate.com.au•••
Hi Sarah 👋
Step 3 of 6
Loan amount
$750,000
Deposit
$150,00020%
Employment
Full-time
Self-employed
Contract
Automation flows

Set the workflow once. Your agents run it.

Triggers, conditions, and actions — calls, SMS, CRM updates, webhooks — orchestrated end to end. Each branch follows what actually happened on the call.

1,000+
Concurrent calls handled.
45%
Answered calls after retries.
20%
Goal conversion rate.
>2×
Increase in revenue opportunity.
Integrations

Already speaks your stack.

Brokermate plugs into the CRMs, calendars, and tools your team already uses.

Effi logo
Google Calendar logo
Microsoft Calendar logo
Calendly logo
Perplexity logo
Quickli logo
HubSpot logo
Effi logo
Google Calendar logo
Microsoft Calendar logo
Calendly logo
Perplexity logo
Quickli logo
HubSpot logo

Hear it for yourself.