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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, refix or rate-expiry reviews and refinance or top-up enquiries. It books into HubSpot and gets urgent calls to you straight away. Plans start at $297 a month with setup included.
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Last updated

For mortgage brokers

Auction on Saturday. Your buyer's calling at 8pm.

First-home buyers ring in the evenings and at weekends, often with an auction or deadline days away. Rate-expiry season adds a wave of refix calls on top.

  • Buyers call after work, when you're with other clients or off the clock
  • Auctions are unconditional, so finance calls in auction week can't wait
  • Rate-expiry season brings a flood of refix calls
  • Callers want quick advice, like "should I fix for two years?", which needs an adviser

How FirstVoice fixes it

FirstVoice answers every call, gets deadline calls to you straight away and books everyone else in. It never gives financial advice.

  1. Asks whether they're a first-home buyer, next-home buyer, investor or refixing, and when their rate expires
  2. Takes auction or deadline dates, and flags this-week deadlines to you straight away
  3. Asks whether they have pre-approval, and with which lender
  4. Never gives financial advice, and books those questions with you
  5. Books an appointment at a time that suits them, including evenings

Calls we handle

Calls mortgage brokers get, answered.

Answered day or night, with the caller's details sent straight to you.

  • 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.

These don't wait for the end-of-call summary. You're told straight away.

  • 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

    Books directly

    Yes. FirstVoice connects straight to HubSpot, finds or creates the contact, logs every call and books meetings through your HubSpot scheduling page.

    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 prices for mortgage brokers 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).Source
  • Credit Contracts and Consumer Finance Act 2003 governs consumer credit.Source

FAQ

Mortgage brokers: questions.

What does FirstVoice do with urgent calls for mortgage brokers?

It follows the urgent-call rules you set and flags those calls to you straight away, or transfers them live on Growth and Scale. For mortgage brokers that usually means calls like pre-approval needed before an auction or deadline this week, settlement-day finance problems and hardship situations. Life-threatening emergencies are directed to 111.

Does FirstVoice work with HubSpot?

Yes. FirstVoice connects straight to HubSpot, finds or creates the contact, logs every call and books meetings through your HubSpot scheduling page. 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.

Free 2-week trial for mortgage brokers

Try it free for two weeks, on your real calls.

We set everything up for you and connect it to your calendar and the tools you already use. Then it answers your real customers for two weeks. No credit card, nothing to pay. If it's not for you, walk away.

Get my free demoOr book a call to start your trial
  1. 01We build it for youYour greeting, your questions, your prices and your booking rules. You don't touch a thing.
  2. 02Connected to your systemBookings go into your calendar or job system, and summaries come to you by text or email.
  3. 03Live on your real callsForward your number and it answers your customers for real, day and night, for two weeks.
  4. 04No card, no costYou don't pay anything for the trial. Keep it after that from $297 a month, month to month, or walk away.