AI Agent

James

James

James

Mortgage & Remortgage

Mortgage & Remortgage

Mortgage & Remortgage

Mortgage and remortgage specialist that qualifies leads, assesses affordability, and matches clients with appropriate lenders and products.

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Hire this Agent

95% accuracy in affordability assessments with FCA-compliant qualification and automatic document verification

Key Feature

28,765

Objectives Handled

Objectives Handled

23,451

Appointments Booked

Appointments Booked

Overview

Specialists

Specialists

Specialists

Affordability Assessment, Credit Profile Analysis, Product Matching, Application Preparation, Interest Rate Comparison

Integrations

Integrations

High Level CRM, HubSpot, Mortgage Brain, Twenty7Tec, Trigold

Target Clients

Target Clients

Target Clients

Mortgage Brokers, Banks, Building Societies, Financial Advisors, Estate Agents

Description

Description

Description

Mortgage and remortgage specialist that qualifies leads, assesses affordability, and matches clients with appropriate lenders and products.