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Valory

Mortgage broker answering service

Valory helps mortgage brokers answer enquiries and capture borrower needs, timing, and callback details for follow-up.

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Month-to-month plans · Managed setup and ongoing support

When your team needs call cover

  • Inbound borrower enquiries arrive while brokers are in client appointments.
  • Borrower enquiries need a follow-up owner during busy settlement periods.
  • Manual call intake creates incomplete notes and slower follow-up.

Example workflow for mortgage brokers

How calls reach your team

We check how calls from your existing number can be forwarded for full, overflow or after-hours coverage. Supported booking workflows can check availability and book or change appointments under your agreed rules. Other requests reach your team for confirmation. We agree approved answers, enquiry recipients and what happens when they are unavailable, then test calls before launch and keep improving the receptionist using real call feedback.

  • Captures refinance and first-home-buyer enquiries around the clock.
  • Records borrowing intent and preferred callback times while brokers are unavailable.
  • Delivers cleaner handoff context for faster broker follow-up.
Discuss your calls

Call type

Purchase, refinance or existing-client enquiry

A borrower asks about starting a purchase or refinance enquiry, or an existing client calls about documents while your broker is in a meeting.

What your team receives

Valory captures purchase, refinance or investment intent, timing, new or existing client status, any pre-approval context offered and callback details for the broker handling the enquiry.

Integrations to discuss

Microsoft OutlookMicrosoft ExchangeGoogle CalendarCalendlyHubSpot CRMEmail summariesSMS

We confirm what can be connected and which actions are available during setup.

Common concern

Will it recommend a lender or borrowing amount?

Lending advice and recommendations stay with your brokers. Valory explains approved process steps, captures enquiry details and follows your consultation or callback rules.

Pricing

We set up your AI receptionist, run it for you and keep improving it. Choose the call allowance your business needs; setup is quoted separately.

Pricing snapshot

Plans from $149/mo

One-time setup starts from $990 for discovery, call-flow design, agreed integrations and launch. Your monthly plan covers call handling, monitoring, maintenance and ongoing improvements.

Prices are in AUD. Extra usage and add-ons are charged at your plan rates.

View pricing
We learn your business and plan how calls should be handled
We set up the voice and the information your agent needs
We connect the calendars and business tools agreed in your setup
We test the calls and support you through launch

Free calculator

Explore the value of additional enquiries

Use your own enquiry volume, booking rate and job value to estimate potential gross revenue, then compare it with the cost of delivery and call handling.

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Frequently Asked Questions

Everything you need to know before getting started

What can Valory capture for mortgage brokers?
New lead intent (purchase, refinance, investment), approximate timing, contact details, and whether the caller already has a pre-approval conversation underway with your team.
Will the AI give credit or lending advice?
No. Valory must not recommend lenders, products, or borrowing capacity. Those conversations escalate to your brokers.
Can existing clients updating documents be routed differently?
Yes. Existing-client admin and document calls can follow a different path from new purchase enquiries.
Why do brokers miss calls during settlements?
Brokers are often in bank meetings or on the road. Valory can capture the borrower's enquiry, timing, and callback details for the broker to follow up.

Still have questions? Book a walkthrough and we'll answer them all.

Useful guides and customer examples

Capture more finance enquiries before competitors do

See how Valory can capture borrowing intent, settlement timing and preferred callback details for your brokers.