01The friction
What was holding the brokerage back
A growing mortgage brokerage was struggling to keep up with inbound lead volumes. Each initial fact-find call took 20–30 minutes of a qualified broker's time, time that could be better spent advising clients and closing cases.
- Brokers spending 2–3 hours daily on initial discovery calls
- Inconsistent data capture depending on who conducted the call
- Leads waiting 24–48 hours for an initial conversation
- No out-of-hours capability, so leads go cold overnight and at weekends
02The intervention
What we changed
Right Leap developed a custom AI voice agent trained on UK mortgage fact-find requirements. The agent conducts structured initial discovery calls, capturing all essential client information before handing the lead, fully qualified, to a human broker.
- Natural-sounding AI voice agent with UK-accented speech
- Structured fact-find script covering income, employment, property, deposit, and credit history
- Real-time data capture fed directly into the brokerage's CRM
- 24/7 availability so clients can complete their fact find at any time
- Seamless handoff to a human broker with a complete client profile
03The outcome
What changed
Within the first two months, the brokerage saw a measurable improvement in lead handling capacity and broker productivity.
- 0%
- Reduction in broker time on initial calls
- 0×
- Increase in daily lead capacity
- 0/7
- Lead engagement without cold leads
- 0%
- Data completeness on fact-find submissions
“Our brokers were drowning in discovery calls. Now they receive fully qualified leads with everything they need to start advising immediately. It's transformed how we handle volume.”