🏡 AI Receptionist for Mortgage Brokers

Capture Every Mortgage Lead — Before They Call the Next Broker

Ava qualifies buyers, books consultations, and handles rate inquiries 24/7 — so you never miss a mortgage lead in Canada's competitive real estate market.

Sound Familiar?

Every mortgage broker faces these problems. Most just accept them. There's a better way.

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Hot Market Leads Evaporate Fast

In a competitive real estate market, a buyer who calls and gets voicemail will call the next broker immediately. Mortgage leads are highly time-sensitive.

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Evening & Weekend Inquiries Lost

First-time homebuyers research mortgages at night and on weekends after house viewings. Without 24/7 coverage, you lose the most motivated buyers.

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Pre-Qualification Intake is Repetitive

Collecting income, purchase price, down payment, and credit situation from every caller takes the same 10 minutes each time. There's a better way.

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Rate Inquiries Interrupt Client Work

Callers wanting a quick rate quote pull you out of lender negotiations and application work. A structured intake layer captures the details first.

How Ava Helps Your Mortgage Brokerage

Purpose-built for Canadian mortgage brokers navigating every market condition.

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24/7 Call Answering

Every call answered in under 1 second — when buyers call after Saturday open houses or during the spring buying season surge.

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Mortgage Lead Qualification

Ava collects purchase price, down payment, property type, employment status, and transaction type (purchase, refinance, renewal) — so you start every call prepared.

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Consultation Booking

Book discovery calls and pre-approval consultations directly on the call. No callbacks, instant confirmation.

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SMS Confirmation

Automatic confirmation texts after every booking maintain the professional image required in financial services.

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Appointment Reminders

Automated reminders ensure prospects show up to consultations with their financial documents ready.

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Canadian Mortgage Context

Ava understands Canadian mortgage terms — CMHC insurance, stress test, amortization limits, B-20, and variable vs. fixed. She asks the right questions without overstepping into advice.

Hear It in Action

A real call from motivated buyers — qualified and booked with urgency by Ava.

A

Ava — AI Receptionist

● Live Call

Caller

Hi, we just made an offer on a house and it was accepted. We need to move fast on the mortgage. Can you help?
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Congratulations! That's exciting news. We can absolutely help — and yes, timing is critical. Do you have a financing condition in your offer, and if so, what's the deadline?

Caller

Yes, 5 business days.
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We'll make this a priority. Quick questions so we can prepare: What's the purchase price of the property, and how much do you have for a down payment?

Caller

Purchase price is $680,000. We have $75,000 down.
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Great — that's about 11%, so you'd be looking at CMHC-insured financing. Are you both employed full-time, or is one of you self-employed?

Caller

Both full-time employment, no issues there.
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Perfect. I'm going to book you an urgent consultation today if possible. Are you available this afternoon or this evening?

Caller

This evening would work, around 6 PM.
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6 PM this evening is confirmed. Can I get both of your names and the best contact number?

Caller

Jen and Marcus Webb, 647-555-0168.
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Thanks Jen and Marcus! Confirmation sent to 647-555-0168. Our broker will speak with you tonight at 6 PM. Have your T4s and recent pay stubs ready if you can. Congratulations again on the accepted offer!

Real Scenarios, Real Results

How AVADesk keeps your mortgage pipeline full in every market.

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Post-Open House Sunday Rush

It's Sunday evening and 12 couples who attended open houses today are calling brokers. Ava answers every call, qualifies each lead, and books Monday morning consultations. You start the week with a full calendar of motivated buyers.

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Rate Drop Refinance Surge

The Bank of Canada cuts rates and suddenly 40 existing homeowners call about refinancing. Ava handles the volume, captures their current mortgage details, and books consultations. Your office doesn't skip a beat.

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Mortgage Renewal Capture

A homeowner is 4 months from renewal and shopping rates. Ava captures their current lender, rate, and mortgage balance, then books a renewal strategy call. A straightforward renewal becomes a loyal client relationship.

93%
of callers prefer speaking to Ava over leaving voicemail
< 1s
average answer time
more qualified leads captured during spring buying season
24/7/365
Never closed

Plans That Fit Your Brokerage

From solo brokers to large teams, there's a plan built for you.

Starter

$49/mo

Solo brokers — call answering, mortgage intake, consultation booking

Most Popular

Growth

$149/mo

Growing brokerages — full qualification flow, purchase/refinance split, SMS reminders

Professional

$299/mo

Up to 20 phone numbers, full integrations, 30+ languages, priority support

Start Your Free Trial

7-day free trial · No credit card required

Frequently Asked Questions

Everything you need to know before getting started.

Does Ava provide mortgage rate quotes or financial advice?
No. Ava gathers intake information and books consultations. She does not quote specific rates, provide financial advice, or make lending recommendations. That stays with your licensed brokers.
Can Ava qualify leads by transaction type (purchase, refinance, renewal)?
Yes. Ava identifies the transaction type early in the call and asks the appropriate qualifying questions for each — purchase price and down payment for buyers, current mortgage details for refinancers.
Is client financial data handled securely under PIPEDA?
Yes. AVADesk is fully PIPEDA-compliant with all data stored on Canadian servers. Financial intake data is encrypted and access-controlled.
Does AVADesk integrate with mortgage CRM tools?
AVADesk integrates with Google Calendar and popular CRMs via webhook. Contact us about integration with Velocity, Finmo, or other Canadian mortgage platforms.
Can Ava handle calls in French for Quebec brokers?
Yes. Ava supports 30+ languages including French and auto-detects the caller's preferred language.

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