AI Receptionist for Mortgage Brokers
Maggie captures home loan leads, answers questions about your brokerage, and books consultations — 24 hours a day, 7 days a week. Never miss a prospective client again.
Start your free trial →Home loan leads don't wait until Monday morning
Home buyers and refinancers do their research in the evenings and on weekends. That's when they compare brokers, read about services, and decide who to contact. A couple sits down on a Sunday night to figure out their borrowing options — they find your website, they have questions, and they want to talk. If no one answers, they move on to the next broker.
The problem is volume and timing. A home loan is one of the largest financial decisions a person makes, and the window where they're actively researching is narrow. High-value leads go cold remarkably fast — prospective clients who don't get a timely response will often find a competitor who did respond before you've had a chance to follow up.
You can't monitor your website around the clock. Between client meetings, loan applications, lender negotiations, and compliance obligations, there's no realistic way to be available every time a prospective client lands on your site. But the enquiries keep arriving regardless.
Hello Maggie fills that gap. It engages prospective clients the moment they visit your site, answers their questions about your services, captures their details, and books them into a consultation — all before they've had a chance to consider a competitor.
Questions Maggie handles for mortgage brokers
Your prospective clients ask these every day. Maggie answers them instantly.
See it in action
An example conversation Maggie might have on your website.
Harbour Home Loans
● Online now
Works with the booking tools mortgage brokers already use
Add your booking link to Hello Maggie and clients are sent directly there — no API access, no technical setup.
Calendly
Simple online scheduling used widely by mortgage brokers for free discovery consultations.
Acuity Scheduling
Flexible appointment booking with intake forms — popular with independent brokers.
HubSpot Meetings
CRM-connected meeting scheduling for brokers managing leads in HubSpot.
Microsoft Bookings
Booking tool integrated with Microsoft 365, suited to brokerage teams already on the Microsoft stack.
Simplybook.me
Customisable booking platform used across professional services including finance.
Your own booking link
Using MyCRM, Zoho, or another tool with a public link? Maggie can send clients straight there.
Using a different system? If it has a public booking URL, Maggie can use it.
Built with ASIC-regulated brokers in mind
Mortgage brokers operate under an Australian Credit Licence (ACL) and are regulated by ASIC under the National Consumer Credit Protection Act. Credit assistance — including recommending a loan product, advising on borrowing capacity, or comparing loan options — can only be provided by a licensed credit representative or ACL holder.
Maggie is not a credit adviser and does not hold an ACL. It cannot and does not provide credit advice, quote interest rates, assess borrowing capacity, or recommend loan products. Its role is strictly that of a receptionist: it answers questions about your brokerage, captures prospective client enquiries, and books consultations with you — the licensed broker.
All credit advice remains with you. Maggie is the front door, not the adviser.
A note on knowledge base content
Maggie responds based on what you put in your knowledge base — so the content you add is your responsibility. For ACL-holding brokers, we recommend keeping your knowledge base focused on practice information: services offered, how you work, your process, and how to book a consultation. Avoid adding content that could constitute credit advice, such as specific rate comparisons, borrowing capacity estimates, or loan product recommendations. When in doubt, direct clients to book a consultation with you.
How it plays out in practice
Example scenario
A suburban mortgage broker, solo operator, no after-hours cover
A solo mortgage broker in a suburban area was generating consistent website traffic through Google and a local referral network. The traffic was there — but enquiries arriving after 5pm or on weekends were going unanswered. By Monday morning, many of those prospective clients had already booked a free consultation with another broker who had responded first.
After adding Hello Maggie to their website, the widget began handling enquiries around the clock. Prospective clients — mostly first home buyers and people looking to refinance — got immediate answers to their most common questions: whether the broker handled their situation, how the process worked, and whether the service was free. Those who were ready to proceed were sent straight to a Calendly booking page.
The broker started each morning with a list of captured leads — names, contact numbers, and a record of what each person had asked — rather than a silent inbox. High-value leads that would previously have gone cold overnight were now being followed up the next business day with full context.
Illustrative scenario. Individual results will vary based on traffic volume, knowledge base setup, and how quickly leads are followed up.
Common questions from mortgage brokers
Everything you need to know before getting started.
Can Maggie give home loan advice or quote interest rates?
No — and this is by design. Credit advice can only be provided by a licensed mortgage broker holding an Australian Credit Licence (ACL). Maggie is not a credit adviser, does not hold an ACL, and cannot provide credit advice, quote interest rates, or estimate borrowing capacity. What it can do is answer questions about your brokerage, capture enquiry details, and book a consultation with a licensed broker.
Is this compliant for ASIC-regulated brokers?
Maggie operates as a receptionist, not as a financial services provider. It captures leads and books consultations — it does not provide credit assistance as defined under the National Consumer Credit Protection Act. All credit advice remains with you, the licensed broker. That said, you should review your knowledge base content to ensure nothing you've added could be construed as credit advice, and consult your compliance obligations as needed.
What does Maggie actually do for a mortgage brokerage?
Maggie answers common questions about your services — the types of loans you handle, how your process works, whether your service is free to clients, and how to book a consultation. It captures the name, contact details, and enquiry type of every visitor who reaches out, and directs those ready to proceed to your booking page. It handles all of this 24 hours a day, without you needing to monitor your website.
Does it integrate with Calendly or HubSpot?
Yes. Add your Calendly, HubSpot Meetings, or any other public booking link to your Hello Maggie settings and Maggie will direct clients straight to your scheduling page when they're ready to book. No API access is required — if you have a public booking URL, you're ready to go.
Does it work with MyCRM or other broker-specific CRMs?
If your CRM or lead management tool generates a public booking or enquiry link, Maggie can direct clients to it. Maggie also captures lead details — name, contact number, and what the client enquired about — within the Hello Maggie dashboard, so you always have a record of every conversation regardless of your CRM setup.
What happens if a client asks something Maggie can't answer?
Maggie will let the client know the broker will be in touch and offer to capture their details so nothing falls through the cracks. It won't attempt to answer questions outside what you've added to your knowledge base, and will never guess at interest rates, lending criteria, or borrowing capacity.
Can Maggie handle both first home buyers and investors?
Yes — you can tailor your knowledge base to describe the full range of client types you work with: first home buyers, upgraders, refinancers, property investors, and self-employed borrowers. Maggie will answer questions about each based on what you've told it, and route enquiries to the right booking option if you have different consultation types set up.
How long does setup take?
Most brokers are live within 10 to 15 minutes. Add your business details, services, and a few FAQs to the knowledge base, paste in your booking link, and add the widget to your website. There's no technical integration required with your CRM or loan origination software — Maggie works independently as a front-of-funnel layer on your website.
Ready to capture more home loan leads?
Set up takes 10 minutes. Works with Calendly, HubSpot, and any booking tool with a public link. 14-day free trial, no card needed.
Start your free trial →