AI calling for mortgage brokers
Prospects contacted within 5 minutes are 9x more likely to convert. Cason AI makes sure every mortgage inquiry gets an instant response — qualifying the borrower, establishing intent, and booking a consultation before your competitors even see the lead.
Enquiries arrive after hours
60%
industry data
Leads lost without nurturing
79%
no follow-up system
Aged lead response rate
3–8%
vs 15–25% when fresh
- 60% of mortgage inquiries arrive after hours — without 24/7 response, more than half your inbound volume is lost before the working day starts
- Fresh leads convert at 15–25%, but aged leads drop to 3–8% — every hour of delay is costing you clients
- 79% of mortgage leads never convert without proper nurturing — most brokers have no automated system to keep prospects warm
- Mortgage advisors spend hours daily on intake calls and manual follow-up — time that should be spent advising and closing
Cason AI is an AI calling agent built for mortgage brokers and advisor firms. The moment an inquiry arrives — first-time buyer, refinance, investment property, or self-employed — Cason AI calls the prospect within 10 seconds. It qualifies loan type, situation, and urgency, then routes high-intent leads to your advisors with a full summary. Your team spends time on advice and closing, not chasing cold leads.
Pickup rate on first attempt
70%
vs 22% industry avg
Higher conversion within 5 minutes
9x
vs 30 min delay
More consultations booked
2x
with 24/7 response
A Canadian mortgage broker firm with 12 advisors was generating consistent inbound lead volume from comparison sites and their own website. Their team was manually calling back during business hours — reaching around 38% of leads, with after-hours and weekend inquiries sitting until the following morning. By then, most prospects had already spoken to a competitor.
Of leads reached on first call
71%
Increase in booked consultations
2.1x
After-hours lead contact rate
90%
After deploying Cason AI, every inbound inquiry received an instant callback — including evenings and weekends. After-hours leads that previously went cold overnight were now contacted at the same rate as business-hours inquiries. Booked consultations doubled within 50 days with no additional advisors and no change to marketing spend.
Explore how Cason works
Inbound lead
New lead enters the system
Instant call
Cason dials with a personalised approach in under 10s
Qualification
Qualifies the lead and collects all required information
Booked & tracked
Appointment scheduled or handed off, data logged for a smooth handover
Enter your details and Cason will call you instantly. Experience how it qualifies, responds, and books in real time.
- Calls within seconds
- Real AI conversation
- Used by high-volume sales teams
Stop losing leads you've already paid for.
Cason calls, qualifies, and books your leads instantly. No delays. No missed opportunities.