WhatsApp agent for mortgage brokersThe AI front office for mortgage brokers,
on WhatsApp
Books first appointments, answers document and fee questions from your guide and passes advice questions to your adviser.
Give it your guide, your calendar and your rules
QX connects to over 1,000 apps, so it runs on the tools you already use.
Your broker guide and fees
Upload your broker guide, document checklist and fee structure. It reads your website too.
- Broker guide 2026.pdfPDF
- Document checklist.docxWord document
- Fee structure.pdfPDF
- fairholmemortgages.co.ukWebsite
Where the work goes
Choose exactly what it can do, one app and one job at a time.
- Book first appointmentsGoogle Calendar
- Share the fact find formGoogle Forms
- Note documents and callbacksGoogle Sheets
- Save new clientsHubSpot
What comes to you
Decide which messages need a person, and what the client is told.
- A current client needing adviceLog a callback with any deadline
- Worries about keeping up repaymentsShare the adviser's mobile
- A solicitor or agent chasing a caseLog a callback
- A mortgage offer about to expireLog an urgent callback
Illustrative agents for advisers, on WhatsApp
Explore examples of agents handling different types of customer requests. Select one to see the conversation.
How AI agents help mortgage brokers
With QX, clients get answers and a first appointment booked in seconds.
Without an agent
- Typing out the self employed document list for each applicant
- Explaining your fee between cases, one message at a time
- Evening back and forth to find a first appointment slot
- Keying new clients and fix end dates into HubSpot on Friday
With QX
- Document lists from your checklist, with gaps noted on the client sheet
- Your fee explained from your fee structure at any hour
- First appointments booked in Google Calendar, with every thread in QX
- New clients saved in HubSpot with their fix end date
Spend more of your week advising clients
Your agent answers buyers and homeowners on WhatsApp all week, so your hours go on applications, lenders and offers.
First appointments around your diary
It checks your calendar for free time between client meetings, offers two slots and adds the appointment with the client's name and number.
The right document list for each applicant
Payslips and a P60 for employees, SA302s and tax year overviews for the self employed. Each list comes from your checklist, so clients bring the right paperwork.
Your fee, explained the same way
Clients learn what you charge and when it's paid, straight from your fee structure, so they know the cost before their first appointment.
Advice questions come to you
Which fix to choose or how much to borrow. It books a first appointment or logs a callback with the client's deadline, so every recommendation comes from you.
Every new client saved to your CRM
It saves each first time buyer and remortgage client to your CRM, such as HubSpot, with their name, number and fix end date, ready for your first appointment.
Evening enquiries, answered the same night
Buyers often message after work. At 9pm, it replies with your fee and a free slot, so the week starts with first appointments in the diary.
FAQs
See it working for other businesses
Answer your next mortgage enquiry in seconds
Free to start. Upload your broker guide, connect your calendar and let QX take the next message.