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AVADesk
🏦 AI Receptionist for Mortgage Brokers

Qualify Every Lead. Never Miss a Rate-Lock Call. Renew Every Mortgage.

Ava qualifies new borrower leads, books consultations, and handles rate inquiries 24/7, then runs the rate drop alerts, renewal campaigns, and referral nurturing sequences that grow your mortgage book.

First Month FreeSee Pricing

Sound Familiar?

Every mortgage broker loses deals to these friction points. The top producers have eliminated them.

📵

Rate Inquiries Hit Voicemail at the Wrong Moment

A buyer just got pre-approved at their bank and wants a second opinion. They call you at 7 PM. Voicemail. By morning they've locked in with the bank. A $600K deal gone.

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Renewal Follow-Up is Manual and Slow

Mortgage renewals are your easiest deals. But tracking 200 client renewal dates in a spreadsheet and calling them all manually means you're always behind, and competitors are calling your clients first.

🤝

Referral Leads Go Cold Before First Contact

A realtor refers a buyer to you Friday afternoon. You call Monday. They've already spoken to two other brokers. In mortgage, speed to first contact matters enormously.

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Pre-Qualification Questions Eat Your Day

Callers want to know: Can I qualify? What rate can I get? How much can I borrow? Answering these introductory questions manually prevents you from closing deals.

How Ava Helps Your Mortgage Brokerage

From first-time buyer qualification to renewal booking, built for the speed and relationship intensity of Canadian mortgage brokerage.

📞

24/7 Lead Qualification

Every inbound lead answered instantly. Ava qualifies property value, purchase timeline, employment type, credit awareness, and down payment, so you engage with pre-qualified leads, not curious callers.

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Consultation Booking

Ava books mortgage strategy consultations, pre-approval calls, and refinance reviews directly into your calendar, with an SMS confirmation and reminder for the borrower.

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Rate & Product Q&A

Ava answers general questions about fixed vs. variable rates, HELOC options, first-time buyer programs, and the mortgage stress test, CMHC insurance thresholds, and first-time buyer incentives like the FHSA, with your approved messaging.

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Pre-Application Intake

Ava collects initial borrower info on the call, purchase price, down payment, income type, credit situation, creating a pre-qualification profile before you even speak with them.

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Appointment Reminders

Automated reminders before scheduled consultations and renewal calls. Reduce no-shows and keep your pipeline moving.

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Pipeline Analytics

Track new lead volume, consultation conversion rates, referral sources, and renewal pipeline, all in your AVADesk dashboard.

🚀 AVA Engage

Grow Your Mortgage Book with Proactive Campaigns

Rate drop alerts, renewal drip sequences, and referral nurturing, Ava keeps your pipeline full without manual follow-up.

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Rate Drop Alert Campaigns

When rates move favorably, Ava instantly contacts your past clients and active leads, by call or SMS, with a personalized rate alert and a booking link for a refinance review.

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Mortgage Renewal Drip Sequences

Ava reaches clients 18, 12, 6, and 3 months before renewal, friendly check-ins, rate insights, and a clear path back to you before they renew with their bank directly.

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Realtor Referral Nurturing

New referral received? Ava calls within minutes, before they have a chance to contact another broker. Fast first contact wins the deal more often than not.

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Pre-Approval Follow-Up Sequences

Prospects who got pre-approved but haven't found a home yet get regular check-ins from Ava, market updates, rate snapshots, and a reminder you're ready when they are.

Explore AVA Engage →

Hear It in Action

A first-time buyer inquiry handled from first question to booked mortgage consultation.

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Ava: AI Receptionist

● Live Call

Caller

Hi, I'm thinking about buying my first home. I'm not sure where to start with mortgages.
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Congratulations on taking that step! As a mortgage broker, we work with multiple lenders to find you the best rate and terms, usually better than going directly to your bank. Have you started thinking about a price range?

Caller

We're thinking somewhere between $700K and $800K. We have about $100,000 saved for a down payment.
🤖
That's a solid down payment. On an $800K purchase with $100K down, you're at 12.5% down, so you'd need CMHC mortgage insurance. If you can get to 20%, you avoid the insurance premium entirely. I'd love to walk you through the options and check what rates we can get from our lender network. Can I book a 30-minute discovery call?

Caller

Yes, that would be really helpful.
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I have availability this week, Thursday at 5 PM or Saturday at 10 AM. Which is better?

Caller

Saturday at 10 AM works.
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Saturday at 10 AM, booked! Can I get your name and best number for the confirmation?

Caller

Chris and Mei Tanaka, 416-555-0177.
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Thanks Chris! I've sent a confirmation text and a short pre-qualification questionnaire to complete before the call. It helps us make the most of our 30 minutes. See you Saturday!

Real Scenarios, Real Results

How AVADesk captures deals and grows your mortgage book in real-world situations.

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Evening Rate Inquiry

A couple calls at 8 PM to compare the rate their bank just offered them. Ava answers, captures their purchase details, explains the difference between broker and bank rates, and books a Saturday morning call. You start the weekend with a pre-qualified, motivated couple, not a missed call.

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Realtor Referral, Speed Wins

A realtor sends a referral at 2:30 PM Friday. The buyer is actively shopping brokers. Ava calls within 3 minutes of the referral coming in, before the buyer has dialed anyone else. First contact made, consultation booked for Monday. Deal won before the weekend.

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Pre-Qualification Call

A caller wants to know if they can qualify for a $600K mortgage on a $90K household income. Ava walks through the stress test math, explains the factors that affect approval, captures their employment and credit situation, and books a formal pre-approval session. Your team receives a complete pre-qualification profile.

🚀 AVA Engage
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Rate Drop Alert Campaign

The Bank of Canada drops overnight rates. You have 280 past clients with mortgages renewing in the next 24 months. Ava calls or texts each one within hours, 'Rates just dropped, it's a good time to review your renewal options.' 44 book refinance consultations that week.

93%
of callers prefer speaking to Ava over leaving voicemail
< 1s
average answer time, critical when competing for referral leads
80%
of renewal clients who are contacted early stay with their broker
24/7/365
Never closed, because rate decisions don't respect business hours

Simple, Transparent Pricing

No hidden fees. Pay only for what you use.

AVA Receptionist
$45/mo

150 AVA Credits included · $0.30/AVA Credit

  • ✓24/7 AI call answering
  • ✓Appointment booking
  • ✓SMS conversations
  • ✓Lead capture & analytics
Get 150 Free AVA Credits
Receptionist + Engage
$450/mo

1000 AVA Credits included · $0.45/AVA Credit

  • ✓Everything in Receptionist
  • ✓SMS & email campaigns
  • ✓Outbound AI calling
  • ✓Instagram & Facebook DM auto-reply
  • ✓AVA HQ multi-location dashboard
Explore AVA Engage

Additional phone numbers: 20 AVA Credits/mo each. See full pricing →

Frequently Asked Questions

Everything you need to know before getting started.

Can Ava handle compliance-sensitive rate and product questions?
Ava is configured with your approved messaging for general mortgage questions. She explains general product categories and processes, and routes specific rate quotes, approval decisions, and binding questions to a licensed broker.
Does AVADesk integrate with mortgage CRMs like Velocity, Finmo, or Filogix?
AVADesk connects via webhook to major mortgage platforms. When Ava captures a lead, it can push the pre-qualification data into your CRM automatically. Contact us about your specific platform.
Can AVA contact referral leads immediately when they come in?
Yes. AVA Engage can be configured to trigger an outbound call or SMS to a new referral the moment it's submitted, by your realtors, past clients, or through your website. Speed to first contact is one of the biggest drivers of conversion in mortgage.
Can AVA run renewal campaigns for our broker's client list?
Yes. AVA Engage is built for long-cycle relationship businesses like mortgage brokerage. Configure a renewal drip sequence starting 18 months out, Ava handles all the touchpoints, conversations, and booking automatically.
We have multiple brokers at our firm. Can AVADesk manage all of them?
AVA Engage includes AVA HQ, a centralized dashboard for managing multiple brokers and offices. Each broker gets their own number, calendar, and configuration, while management sees centralized analytics and billing.
Is client financial data handled securely and in compliance with FINTRAC and PIPEDA?
Yes. All data captured by Ava is handled in compliance with PIPEDA and applicable financial privacy regulations. We're happy to discuss your firm's specific compliance requirements.

Ready to Qualify Every Lead and Never Miss a Rate-Lock Moment?

First month free. 150 AVA Credits. No credit card required.

Get Started Free