
Database Re-activation
Revives old leads, oulling opportunities out of your database from past clients.

Initiate Outbound Conversations
Proactively reaches new prospects, expanding sales opportunities.

Outreach & Endless Nurture
Ensures consistent, endless follow-ups to nurture and convert leads.

WhatsApp & SMS
Engages leads on preferred channels for higher response rates.

Inbound Leads
Captures and qualifies inbound leads for better sales efficiency.

Respond to Calls
Prevents missed opportunities by following up instantly.

Human-like Conversations
Provides a human-like interaction for better engagement.

Pipeline Updates
Keeps sales team updated with real-time lead status.

Appointment Booking
Reduces manual scheduling

Automated Reporting
Provides visibility into lead activity and performance metrics.

Trained in Sales Psychology
Enhances persuasive communication and objection handling.

Trained on Business Needs
Customizes AI interactions to align with business goals.
Lenderly.ai is a fully automated, AI-powered loan prequalification and client service assistant custom-built to fit seamlessly into your mortgage practice.
Lenderly.ai handles all incoming loan enquiries, pre-qualifies potential borrowers, and gathers essential details such as income, credit information, loan amount requirements, and preferred terms for mortgages, refinancing, and other lending products.
By seamlessly organizing applicant data into a user-friendly CRM and mobile app, Lenderly.ai eliminates administrative overhead, allowing mortgage brokers to focus on high-value applications and qualified borrowers.
Beyond initial qualification, Lenderly.ai schedules detailed consultation calls, keeping mortgage professionals in control of their pipeline without interrupting critical client meetings or application processing time.
Lenderly.ai manages missed calls and follows up with potential clients via text to understand their lending needs. We'll keep you informed of priority actions and maintain contact with prospects until they're pre-qualified or book a consultation, ensuring no valuable lending opportunity slips through the cracks.
How many outstanding loan approvals or advice books sit untouched because you simply don’t have the time to follow them up?
Lenderly.ai solves this by actively chasing those missed opportunities..
No need to change your entire system or disrupt your current process.
Lenderly.ai plugs into the tools you already use, keeping everything centralised and simple.
Instead of losing track of outstanding approvals or half-finished advice books, Lenderly.ai keeps the conversation alive, re-engaging clients and bringing those deals back to the table.
Whether you’re using broker CRMs, deal lodgement platforms, or communication tools, Lenderly.ai is designed for broad compatibility.
We adapt to your system, not the other way around.
Discover the power of having an AI-operated CRM, customised to your business, that generates new enquiry, automates your inbound lead management & mines your database for lost quote revenue - unlocking new profits.
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