Buyers message at 10pm. Lenders don't wait.
Purchase enquiries spike in the evenings and at weekends, exactly when your advisers are off. Susan replies in seconds, works out whether they're a first-time buyer, remortgaging or moving home, collects the documents you'll need, and books the advice call before a competitor does.
¿Te suena?
Evening and weekend enquiries
Buyers browse property at night. By Monday morning they've already spoken to another broker.
Chasing payslips and statements
Every case stalls waiting for the same three documents clients forget to send.
Speed-to-lead decides everything
Aggregators send each lead to five brokers. The first professional reply usually wins the case.
Atiende, captura y reserva mientras trabajas
- ✓ Qualifies purchase vs remortgage, budget, deposit and timeline in seconds
- ✓ Chases missing payslips, bank statements and ID via WhatsApp until they arrive
- ✓ Books advice appointments directly into your calendar with reminders
- ✓ Escalates urgent or complex cases to an adviser instantly with full context
Explore Mortgage brokers use cases
Everything You Need to Know About Susan for Mortgage brokers
How does Susan AI work for Mortgage brokers?
Susan connects directly to your primary business WhatsApp line and email. She auto-replies to incoming customer inquiries 24/7, quotes accurate prices from your approved price list, collects photos and booking preferences, updates Google Calendar, and chases unpaid invoices in Xero.
How much does Susan AI cost for a broker?
Susan is a 100% free tool to start. You can handle client communication and job processing 24/7 with zero credit card required, zero setup fees, and no hidden monthly retainers.
Can I control what Susan AI says to my clients?
Absolutely. You can choose full autonomy, draft-approval mode, or hybrid mode. You can set custom price lists, emergency escalation rules, and business facts, ensuring zero hallucinations.
Lecturas prácticas para tu broker
Mensaje para Llamadas Perdidas: 7 Plantillas de WhatsApp para Ganar Clientes (2026)
Evita perder clientes por el buzón de voz. Descubre 7 plantillas de WhatsApp para llamadas perdidas, respuestas automáticas y cómo recuperar clientes al instante.
Cómo escribir un manual para gestionar leads que pueda seguir tu IA (o tu equipo)
Las empresas que convierten más consultas no es por suerte; tienen un manual: tono, información, límites y reglas de escalado.
Mensajes de Respuesta Automática para WhatsApp Business (25+ Ejemplos)
Ejemplos de respuestas automáticas, mensajes de bienvenida y ausencia para WhatsApp Business. Copia y pega las plantillas gratis para tu negocio.
Live in under 10 minutes
No developers, no lengthy onboarding, no agency. Just WhatsApp and ten minutes of your time.
Connect your WhatsApp
Scan a QR code — the same way WhatsApp Web works. No new number, no technical setup. Takes under 2 minutes.
Teach Susan your business
Chat with her, share your website, or upload a document. She absorbs your prices, services, tone, and FAQs instantly.
Susan goes live
She starts handling enquiries, booking appointments, and capturing leads straight away. You get an alert for anything that needs you.