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FirstVoice AI

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Professional services

AI receptionist for mortgage brokers

The short answer

FirstVoice answers calls for mortgage brokers 24/7, including first-home buyer enquiries (deposit, pre-approval); refix or rate-expiry reviews; refinance or top-up enquiries. It books into your calendar and gets urgent calls to you straight away. Plans start at $297 a month with setup included.
Book a free demoCall our AI receptionist 09 888 5159

Last updated

Calls we handle

Calls mortgage brokers get, answered.

  • First-home buyer enquiries (deposit, pre-approval)
  • Refix or rate-expiry reviews
  • Refinance or top-up enquiries
  • Urgent pre-approval before an auction or deadline
  • Document submission and application status
  • Referrals from real estate agents
  • Existing clients with hardship or arrears concerns

Urgent calls

Escalated to you.

  • Pre-approval needed before an auction or deadline this week
  • Settlement-day finance problems
  • Hardship situations
  • Complaints (go to the internal complaints process)

Software

Works with HubSpot, Salestrekker, Trail, Adviser CRM and more.

  • HubSpot

    Syncs every call

    Creates or finds a HubSpot contact and logs a call note for every call, using HubSpot's public CRM API.

    How it connects to HubSpot

  • Salestrekker

    Connects via automation

    Salestrekker users can get a new contact, deal and note created automatically via Zapier after every call — no direct public Salestrekker API was found.

    How it connects to Salestrekker

  • Trail

    Works alongside

    Trail has no published API or Zapier app — its integrations page lists only email sync and marketing tools, so FirstVoice would work alongside it with a texted summary.

    How it connects to Trail

  • Adviser CRM

    Works alongside

    Adviser CRM claims an 'open API architecture' but no docs or endpoints were confirmed.

Also: Mercury Nexus (Connective), MyCRM.

What a missed call is worth

Typical mortgage Brokers prices in NZ.

$3,000-$5,000 upfront commission on a $600,000 loan (estimate; brokers are paid by the lender, not the customer)

Estimate

Missed-call calculator

Rules we script around

Regulations for mortgage brokers.

General information, not legal advice.

  • NZ financial advice regime (FMA) — a provider must be registered on the Financial Service Providers Register; to advise retail clients it must hold a FAP licence or be an authorised body; standard licence conditions: keep records 7+ years, run an internal complaints process; outsourcing condition: licensees must ensure outsourced providers they rely on can meet licence obligations (FirstVoice could be such a provider); inference: the AI must not give personalised advice.Source
  • Credit Contracts and Consumer Finance Act 2003 governs consumer credit (only the title was checked).Source
Australia
  • AU: mortgage brokers owe a best interests duty under Pt 3-5A of the National Credit Act, explained in ASIC RG 273

FAQ

Mortgage Brokers: questions.

What does FirstVoice do with urgent calls for mortgage brokers?

It flags pre-approval needed before an auction or deadline this week, settlement-day finance problems and hardship situations to you straight away, or transfers the call live on Growth and Scale. Emergencies are directed to 111.

Does FirstVoice work with HubSpot?

Creates or finds a HubSpot contact and logs a call note for every call, using HubSpot's public CRM API. It also works with Salestrekker, Trail, Adviser CRM and Mercury Nexus (Connective).

How much does an AI receptionist cost for mortgage brokers?

Connecting HubSpot is included from Growth at $597 a month. Starter is $297 a month with calendar booking.

Hear an AI receptionist set up for mortgage brokers.

Book a free demoOr call 09 888 5159