Mortgage brokers
A buyer under offer books the first broker who calls back. Most enquire in the evening — when nobody is answering.
Time-critical (buyers under offer) and heavily regulated; speed to a booked appointment is the dominant conversion factor.
The average mortgage brokers job runs £800–£3k. That is what one enquiry left unanswered for 3 hours, or one quote left unchased for 4 days, is worth losing — not a modelled monthly figure, just the value of the one job in front of you.
Put another way: one recovered job at the low end of that range (£800) pays for 5 months of Assist or 3 months of Autopilot. Not a projection — just the price divided by the job.
40% of enquiries in this trade arrive outside normal working hours, when nobody is at a desk to answer them.
Where mortgage brokers enquiries leak
- New enquiries waiting hours for a first response
- Fee proposals sent without follow-up
- Dormant past clients never reactivated
- No after-hours or weekend enquiry capture
Ranked highest to lowest for mortgage brokers specifically: Unanswered Enquiry, Abandoned Enquiry, No Show, Follow Up Overdue.
What Revalio handles for you
Acknowledge unanswered enquiries
Draft an acknowledgement when an enquiry has had no response for 10 minutes during business hours.
Out-of-hours enquiries dominate this trade; a prompt acknowledgement holds the enquiry until a human can call.
Follow up unbooked enquiries
Draft a follow-up when an enquiry has been responded to but no appointment has been booked.
The measurable conversion step is enquiry → booked call; an unbooked enquiry is not yet a client.
Rebook missed appointments
Draft a rebooking offer when a booked call is missed.
A missed call with a buyer under offer is usually a timing problem, not a lost client.
Close out a conversation that has gone quiet
Draft a short close-out when a client who was replying has gone silent for five days.
Silence here usually means the purchase fell through or they proceeded elsewhere — both sensitive. A neutral close-out that invites them back if circumstances change is the only appropriate message, and repeated chasing of a regulated enquiry is a conduct risk in itself.
On plans that include drafting, turning a rule on produces a draft that waits for your approval — one tap from your phone. Letting a rule send on its own is a separate, explicit opt-in on eligible plans, chosen per rule. Even then, anything that quotes a price or makes a promise is held for you to check first.
Financial promotions must be fair, clear and not misleading (FCA Handbook). Advice may only be given after a suitability assessment. This constrains what any automated message may say.
The average job value above is a category benchmark from public research, not a measurement of your business. Tell us your own average job value during onboarding and your reports use that figure instead.