AI Voice Agent for Initial Fact Find

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 — leads going cold overnight and at weekends

How Right Leap helped

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 — clients can complete their fact find at any time
• Seamless handoff to a human broker with a complete client profile

Measurable outcomes

Within the first two months, the brokerage saw a measurable improvement in lead handling capacity and broker productivity.