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Capture the enquiry, book the fact-find, keep the case moving, and be the broker they call when the fixed rate expires.
A complete GoHighLevel system — receptionist, chatbot, funnels, pipelines, workflows, website and campaigns, free updates for life
The funnel
A mortgage enquiry is worth a lot and stays warm for about five minutes. Someone fills in three broker forms on a comparison site at nine in the evening, and the broker who rings first does the fact-find. The rest of the money is lost later, in the file that stalls waiting for payslips and the client who quietly took a product transfer two years on. This snapshot addresses both ends.
Funnel path
Everything that lands in the sub-account
The same thirteen items ship with every snapshot in this catalogue. What is different here is what each one is wired to do on this trade's day, what it is fixing, and how it earns its price back.
The pages, the paths and the boxes people type into.
Runs as Professional Website in the flow below
A broker site with product pages, calculators, adviser profiles, compliant enquiry forms and a fact-find calendar, pre-written and ready to import.
The two things that pick up while you are working.
Runs as AI Receptionist in the flow below
Answers evening and weekend enquiries, qualifies on deposit, employment type and timescale, and books the fact-find while the client compares.
Runs as AI Chatbot in the flow below
Answers the outstanding-documents question at eleven at night across the site, text and social, and takes uploads without an adviser present.
The follow-up that runs whether or not anyone remembered.
Runs as Database Reactivation in the flow below
Two lists, two clocks. Declined and paused applicants get an AI call at six months, because criteria and circumstances both move; existing clients get one three months before their fixed rate ends — a known date, and the highest-converting message a broker can send.
Keeping a booked slot booked, and keeping the board honest.
Runs as Smart Appointment System and AI Outbound Caller in the flow below
A fact-find is useless without documents, so the confirmation carries the list and the reminders chase the missing items rather than repeating the time. Evening and weekend bookings get a same-day nudge, because a borrower who booked on Sunday and hears nothing until Wednesday has already spoken to two other brokers.
The part that still earns in month nine.
Runs as Review Harvesting and Review Automation in the flow below
Fires on completion — keys handed over or funds drawn down — which is the best day the client will ever have with you and the only moment worth asking. Nothing goes out during underwriting, when their opinion of the process is at its lowest and least representative.
Runs as Lifetime Nurture Campaigns in the flow below
Rate expiry countdowns, annual reviews, protection and buildings cover prompts, and a referral reward for clients who send friends.
The unglamorous fields and tokens every message above pulls from.
Every payback line above is an illustration you can put your own numbers into, not a measured result. Nothing here is a promise of a conversion rate.
The same enquiry lands with four brokers at once. If you see it at eight the next morning, the client has already had a decision in principle from whoever rang back at 9.05pm and you are the second call they do not return.
Three months of bank statements, the latest payslip, the accountant's reference. Every case needs a handful of nudges, and an adviser who should be placing cases is instead sending the same reminder for the fourth time.
A 45-minute appointment booked at the weekend disappears on the Tuesday. The client is not rude, they are busy and slightly anxious, and nothing reminded them or offered a new slot when they missed it.
You place a five-year fix, do the job properly, and 58 months later the lender writes to them with a product transfer before you do. That renewal was yours and it needed one reminder in the diary.
Each of these is delivered by a named part of the system, so you can see which component earns it.
Evening and weekend enquiries are answered, qualified on deposit, employment type and timescale, and given a fact-find slot instead of a promise that someone will call tomorrow.
Delivered by AI Receptionist
A portal or form lead triggers an immediate outbound call, so the first conversation is yours. The same campaign works stalled cases and clients who paused a search.
Delivered by AI Outbound Caller
The confirmation carries the document list and the reminders chase the missing items rather than repeating the time, and a Sunday booking gets a same-day nudge before the borrower has spoken to two other brokers.
Delivered by Smart Appointment System
Applicants can ask what is still outstanding, upload what is missing and get an answer at eleven at night, so the adviser is not the bottleneck on every case.
Delivered by AI Chatbot
Rate expiry reminders timed to the product end date, annual reviews, protection prompts and a referral programme, so the remortgage conversation starts with you and not the lender.
Delivered by Lifetime Nurture Campaigns
Buy it if
Do not buy it if
We would rather lose the sale here than in month two.
These are worked examples, not results from a customer. The inputs are printed so you can swap in your own and see whether it still holds.
Hours back
Say you take 25 enquiries a week, run 12 fact-finds, have 20 live cases needing documents, and do all the chasing by phone and email yourself.
Roughly about 8 hours a week back
When it pays back
Take an average case procuration fee plus advice fee of $1,800, which sits mid-range for a residential purchase.
In short On those assumptions the snapshot is covered by the first additional case, and the renewal reminders are the part that pays over the following five years.
Try it with your numbers
If your Mortgage business takescalls a week and missesof them, at an average job ofandof answered calls turn into work, that isa month walking past the door.
Arithmetic, not a forecast: calls × missed % × close % × job value × 4.33 weeks. It assumes every missed call is answerable, which is the point of an AI receptionist and is still an assumption. Change the numbers until it looks like your business.
End-to-end automation
Five stages between a nine o’clock comparison-site enquiry and a product transfer two years later. This is the machine everything in the manifest runs on for a broker.
A mortgage enquiry stays warm for about five minutes and it was sent to three brokers at once. Speed of first contact is the entire competitive advantage.
Purchase or remortgageDeposit and incomeFact-find
TimescaleEmployment typeNo rates quoted
Case typeIntroducer trackingStructured notes
Half of these enquiries are six months from needing you and the other half spoke to three brokers tonight. Ten days of contact is how you are still there when it becomes real.
A fact-find is an hour of an adviser’s time and it needs paperwork the client has to find first. Preparation matters as much as attendance here.
Same-week rebook70% recovery target
A mortgage client is at their most grateful on completion day, and that day is months after the enquiry. The trigger is completion, not the application.
The fixed rate is the alarm clock. A broker who is not in the client’s inbox six months before expiry is handing the client back to their lender.
Delivery and installation
Delivered within 24 business hours of purchase confirmation. Our counter is open 9am to 5pm Central, Monday to Friday, so a Friday evening order goes out on Monday rather than over the weekend. Two things arrive: the snapshot link and a PDF that walks the whole import. The PDF is the real route, not a courtesy attachment: screenshots, the import order, what to change first and what to leave alone. Most buyers never call us.
In the price
Included
Optional
$175 one-off
Buying back an afternoon, not unlocking the product.
Not part of installation, on any package
Those three are real engineering jobs rather than configuration, so they get a fixed price and a date of their own. See how that is quoted.
Want a walk-through of the funnel before you buy, or a second opinion on which one fits? Book a call — it is free and nobody is going to chase you afterwards. Book a call.
Support scope
We would rather tell you where the line is now than discover it with you halfway through a build. Everything on the left is inside the price. Everything on the right is real work we are happy to do — it just gets priced on its own.
Installation is an optional $175 add-on — the PDF is a real route on its own.
Ask and you get a fixed price and a date before anything starts. Where the work is repetitive rather than technical, we will say so and put a trained VA on it instead — it is cheaper and it is the honest answer.
The first is the gap between an enquiry arriving and someone speaking to it. Shared leads reward speed almost to the exclusion of everything else, and no amount of experience beats a broker who rang forty minutes earlier.
The second is quieter and larger. Every client you place is a renewal in two, three or five years, and lenders write to them first. A broker with no expiry reminders is effectively renting a client they already paid to acquire.
You get the enquiry funnel, speed-to-lead calling, fact-find calendars, document chase sequences, a case pipeline with stages from enquiry to completion, review requests and a renewal nurture built on product end dates.
The website is written for a broker: first-time buyer, remortgage, buy to let and protection pages, with compliant enquiry forms and calculators, so it is not a generic finance template with the nouns swapped.
Delivered within 24 business hours with a PDF covering the import and the regulated bits you must set yourself: firm numbers, fee wording and the expiry lead-in the retention campaign runs on. Installation by us costs $175 and is entirely optional.
Nothing in this funnel recommends a product, quotes a rate or gives advice. It qualifies, books and chases, then hands a prepared client to the adviser, and the scripts say so out loud.
Case data lives in your own sub-account, so the pipeline view is yours and the record of every call, text and document nudge sits against the contact. What goes on your file and in your suitability report is unchanged.
Questions
More general questions — licensing, refunds, setup — are answered on the FAQ page.
The outbound call triggers on the lead hitting the sub-account, so the first attempt happens in the minutes after it arrives rather than the next morning. If the client does not pick up, the sequence keeps trying across call, text and email on a set cadence.
Yes. The chase sequence is tied to the case stage, so an application waiting on payslips gets a different nudge from one waiting on a valuation. You can still step in and send something manually at any point without breaking the sequence.
That is the renewal campaign. You store the product end date on the contact and the nurture counts back from it, starting the conversation months ahead of the lender's own product transfer letter.
No, and you should be wary of anything that claims to. It handles capture, booking, chasing and reminders. Advice, suitability, disclosure and record-keeping remain the firm's responsibility under whatever regime you are authorised in.
Often bought together
The first firm to answer usually gets the retainer.
$1,845
A booked call is not a call that happens.
$1,745
Funnel snapshots · done-for-you builds
Buy it and it lands within 24 business hours as a share link and an installation PDF. Add the $175 installation if you would rather it was live by Friday, or hand the whole offer to us and we build it from scratch.
All sales final once the snapshot link is sent · free updates for life · one licence covers every sub-account you own
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