FOR MORTGAGE BROKERS

Stop Losing Listings to Slow Follow-up and Dead Databases

Stop Losing Listings to Slow Follow-up and Dead Databases

Turn your CRM into a 24/7 appraisal-booking machine. Respond to leads in under 60 seconds, reactivate dormant contacts, and reclaim 15+ hours weekly from manual admin.

Turn your CRM into a 24/7 appraisal-booking machine. Respond to leads in under 60 seconds, reactivate dormant contacts, and reclaim 15+ hours weekly from manual admin.

Turn your CRM into a 24/7 appraisal-booking machine. Respond to leads in under 60 seconds, reactivate dormant contacts, and reclaim 15+ hours weekly from manual admin.

3-5

3-5

3-5

Extra appraisals monthly

Extra appraisals monthly

15+

15+

15+

Hours saved weekly

Hours saved weekly

<60s

<60s

<60s

Lead response time

Lead response time

Book a Free Audit

Book a Free Audit

SOUND FAMILIAR?

Revenue is Leaking Through Gaps You Can't See

Every scenario below represents real commission walking out your door. Find yours and see how AI automation closes the gap.

The Expiring Fixed Rate Problem

You've got hundreds of clients whose fixed rates expire in the next 12 months. You know they're refinancing—just not necessarily with you. Meanwhile, competitors are already in their inbox.

WHAT'S ACTUALLY HAPPENING

200 - 500 fixed rate expiries over next 12 months

Clients refinance without considering you first

No systematic tracking of expiry dates

$100K - $200K in annual commission slipping away

THE SOLUTION

THE SOLUTION

NurtureBot

Automatically tracks fixed rate expiries and sends timely, personalised refinance reminders at 90, 60, and 30 days before expiry. Detects engagement and routes warm responses directly to you for follow-up.

Automatically segments your database and sends personalised market updates, suburb forecasts, and check-in sequences.

EXPECTED OUTCOME

Expiry contacts reactivated

60 - 100

Additional refinances monthly

3 - 5%

Revenue retained annually

2 - 4

The Silent Referral Partner Problem

You built relationships with accountants, financial planners, and real estate agents. But you haven't touched base in months. They've moved on to brokers who stay visible.

WHAT'S ACTUALLY HAPPENING

30 - 50 referral partners going quiet

Competitors maintaining monthly contact

No systematic follow-up after introductions

$75K - $150K in lost referral commission annually

THE SOLUTION

THE SOLUTION

NurtureBot + BrandPilot

Maintains consistent contact with referral partners through automated value-add content: market updates, rate changes, case studies, and co-branded resources. Keeps you top-of-mind without manual outreach.

Responds to every lead within 60 seconds— REA, Domain, Facebook, website forms. Qualifies interest and books appointments 24/7.

EXPECTED OUTCOME

Lead response time

< 60 seconds



Lead-to-appointment uplift

+15 - 25%



Extra appraisals/month

2 - 4

The Disappearing Pre-Approval Problem

You know consistent social presence builds authority. But between opens, appraisals, and client calls, you're writing posts at 11pm—or not posting at all for weeks.

WHAT'S ACTUALLY HAPPENING

WHAT'S ACTUALLY HAPPENING

Inconsistent posting damages your authority

3 - 5 hours weekly creating content manually

Prospects choose visible agents over invisible ones

Your expertise isn't translating to market presence

THE SOLUTION

THE SOLUTION

LeadFlow AI + NurtureBot

Generates suburb-specific market insights, property showcases, and educational content automatically. Schedules 5-7 posts weekly across Instagram, Facebook, and LinkedIn—maintaining expert positioning without the manual work.

Generates suburb-specific market insights and property showcases automatically. Schedules 5-7 posts weekly across all platforms.

EXPECTED OUTCOME

Posts published weekly

15 mins vs 3 hrs

Hours saved weekly

6 - 8 hours

Appraisal capacity

3x increase

The Manual Rate Update Problem

Every time lenders change rates, you're manually updating spreadsheets, emailing clients, and fielding "what does this mean for me?" questions for hours.

WHAT'S ACTUALLY HAPPENING

WHAT'S ACTUALLY HAPPENING

5 - 8 hours monthly on manual rate communications

Clients hear about changes from news before you

Can't scale personalised impact analysis

Reactive instead of proactive client service

THE SOLUTION

THE SOLUTION

OpsSync + ContentPro AI

Monitors rate changes and automatically generates personalised impact reports for affected clients. Sends updates within hours of lender announcements with specific refinance recommendations based on their loan details.

EXPECTED OUTCOME

Time per CMA

15 mins vs 3 hrs

Hours saved weekly

6 - 8 hours

Appraisal capacity

3x increase

Ready to Stop Losing Refinances?

Book a free audit. We'll map exactly where your business is leaking revenue and show you the specific automation that fixes it.

Book a Free Audit

Book a Free Audit

14-day pilot available. If we don't book an appraisal, you don't pay.

14-day pilot available.
If we don't book an appraisal, you don't pay.

© 2025 Trivexis. All right reserved.

© 2025 Trivexis. All right reserved.