How a Mortgage Brokering Firm Boosted Revenue by $67,500 Using an AI Receptionist — for Just $630
Keywords: AI for mortgage brokers, mortgage broker automation, AI appointment booking, AI for financial services, boost revenue with AI
📞 Mortgage Brokering Firm Replaces Overwhelming Call Volume with AI — Here’s What Happened
Missed calls = missed opportunities. That’s a reality every mortgage broker knows all too well. “We’re missing too many calls and drowning in admin work…” confessed a seasoned broker. It was time to change the game.
So we gave them an AI receptionist. And here’s how it went…
📊 Real Results in 30 Days
☎️ 250 total calls handled by AI
📅 135 appointments booked
💵 $67,500 revenue generated
💰 $3.50 per booked appointment
🕒 4-minute average call time
📉 Total AI spend: $630
That’s right. $67,500 in revenue from a system that runs 24/7, never takes a break, and doesn’t miss a lead.
🚧 The Problem Most Mortgage Brokers Face
Missed calls
Overwhelmed team
Lost leads
High overhead or outsourcing costs
Paying for leads that aren’t converting
🤖 The AI That Changed Everything
Answers calls instantly
Qualifies leads
Books appointments
Frees up the team’s time
📈 The ROI Is Undeniable
“$630 in, $67,500 out — that’s a 107X ROI.”
🧰 Why This Matters for Mortgage Brokers
In a field where competition is fierce and every lead counts, missing a call can mean missing a client. AI handles the grunt work with precision — faster and more reliably than human efforts or traditional tools.
🚀 Ready to See It Work for You?
If you’re still chasing leads manually…
You’re not just behind — you’re bleeding revenue.
List what AI can do:
Answer your calls
Qualify your leads
Book your jobs
Let AI handle the busy work. You handle the big wins.
