Book more qualified mortgage appointments. Without the chasing.
Your 24/7 automated appointment-setting team responds to mortgage enquiries in seconds, qualifies prospects using your approved criteria and books appointments directly into your advisers’ calendars. Less lead chasing and booking admin, so your team can focus on advice.
15-minute demo. We’ll show a live example and how it fits your enquiry flow.
Enquiry handling, agreed qualification, follow-up and appointment booking. Automated conversations do not recommend mortgage products, assess affordability, make lending decisions or promise approval. Your authorised adviser handles advice and suitability.
More mortgage enquiries should mean more adviser conversations.
An enquiry can arrive while advisers are with clients, after office hours or while a prospect is comparing brokers. Without a consistent response and booking process, good opportunities can stall before advice even begins.
Purchase, remortgage and buy-to-let enquiries arrive through different sources.
Advisers cannot interrupt every client meeting to respond immediately.
Admin teams repeat the same intake and scheduling questions.
Incomplete enquiry information makes routing to the right adviser harder.
Follow-up stops when an enquirer does not answer the first call.
Missing confirmations or reminders create avoidable diary gaps.
Your 24/7 appointment-setting team. Built to turn enquiries into appointments.
Galaxy handles the journey from first response to qualified, booked appointment. Your team stays focused on consultations, sales and delivery while repetitive enquiry handling runs automatically.
We combine your qualification criteria with structured follow-up and live calendar booking. Enquiries receive a consistent response across the agreed channels, including evenings and weekends.
Before launch, we agree the wording, questions, routing and handover rules with your team. The service works around your actual appointment capacity and the connections supported by your CRM and calendar.
When an enquiry needs technical expertise, advice or a judgement outside the approved flow, it reaches a person rather than receiving an invented answer.
What the service handles. So your team doesn’t have to.
24/7 enquiry response across your agreed communication channels.
Purchase, first-time buyer, home-mover, remortgage and buy-to-let interest captured.
Property stage, broad timescale and service-area details recorded.
Contact preferences and suitable appointment format captured.
Enquiries routed according to adviser remit and availability.
Appointments booked directly into connected adviser calendars.
Appointment confirmations, joining details and reminders sent automatically.
Unbooked enquiries followed up under the contact rules agreed with your firm.
Supported CRM records updated with intake and appointment status.
Requests for mortgage advice, rates or eligibility decisions passed to an authorised person.
Sensitive documents directed to your existing approved secure process.
Channels, integrations, enquiry volume and routing are confirmed in your written scope.
Manual follow-up vs automated appointment setting.
Manual follow-up
Limited by staff availability and office hours.
Response times vary with meetings and workload.
The same intake and booking questions are repeated manually.
Unbooked enquiries can lose their next action.
Reminders and CRM updates depend on available time.
Your automated appointment-setting team
24/7 response through the channels in your agreed scope.
Consistent qualification using your approved questions.
Suitable appointments offered from connected availability.
Structured follow-up and reminders built into the journey.
Enquiry and booking status recorded in supported systems.
What changes when follow-up runs automatically.
More booked adviser calls
Prompt response and consistent follow-up help suitable prospects reach an appointment.
Less repetitive admin
Intake questions and scheduling no longer depend on repeated manual exchanges.
Better appointment preparation
Advisers can review the initial enquiry details before the conversation.
Clearer allocation
Different enquiry types can follow the routing rules your firm approves.
Better attendance
Confirmations, joining information and reminders keep the appointment clear.
More adviser focus
Your team concentrates on advice and relationships while routine enquiry handling runs automatically.
Results depend on enquiry quality, available capacity and your team’s follow-through. No fixed conversion or revenue outcome is promised.
Is this right for your business?
A strong fit when you have:
Brokers already generating purchase, remortgage or buy-to-let enquiries.
Firms with advisers who can take additional appointments.
Teams with an agreed intake process and clear advice boundaries.
Businesses ready to connect calendars and review their enquiry handling.
Consider a different next step when:
Firms expecting mortgage recommendations, affordability assessments or lending decisions from automation.
Businesses without enough relevant enquiries or adviser capacity.
Teams that cannot provide a suitable integration or approved booking process.
Businesses expecting a guaranteed mortgage approval or completed loan outcome.
Discovery checks the practical and commercial fit: enquiry volume, appointment capacity, integration requirements and how much manual work the service can realistically remove.
Four steps. Then it runs itself.
We connect the appointment-setting team to your enquiry process and agree how performance will be reviewed.
01
Discovery & Design
We map your current enquiry flow, qualification criteria and booking process. Then we design a system that mirrors how your best salesperson would handle each lead.
02
Build & Integrate
We configure the system to work with your CRM, calendar and communication channels, with enquiry and booking information kept in sync.
03
Test & Launch
We test response tone, qualification logic, booking, reminders and handover with your team before launch.
04
Optimise & Scale
We monitor performance weekly and refine messaging, qualification questions and booking prompts based on real conversion data.
What we need to get started
Your enquiry sources and typical volumes.
Qualification questions, service areas and contact rules.
Appointment types, team availability and routing.
Appropriate CRM/calendar access and an escalation contact.
What we measure
First-response time and enquiry handling status.
Suitable enquiries progressing to a booked appointment.
Attendance, cancellations and rescheduling.
Later client or project outcomes where your records support it.
PLAN YOUR INVESTMENT
A starting point. A proposal built for you.
Monthly starting prices for our automated appointment-setting service. Prices exclude VAT unless stated otherwise. Setup fees, channel usage, enquiry limits and integration scope are confirmed in your written proposal.
Starter
From £997/month
A focused booking flow for a smaller team.
Automated enquiry response through agreed channels
Structured intake and your core qualification questions
Direct calendar booking with agreed availability
Appointment confirmations and reminders
Core CRM or calendar connection, as scoped
Enquiry allowance and usage charges confirmed in your proposal
Starting prices are indicative and subject to confirmation. Scope and provider charges vary; no performance outcome is guaranteed.
Frequently asked questions
Does the system assess affordability or eligibility?+
No. It handles approved intake, qualification and booking. Affordability assessments, eligibility judgements, lender selection and regulated recommendations remain with your authorised team.
Can different mortgage enquiry types follow different routes?+
Yes. Purchase, remortgage and buy-to-let enquiries can have separate questions and adviser routing where these match your services.
Will prospects need to share financial documents in chat?+
The initial booking flow can avoid financial documents. If they are required later, your team directs the prospect to the approved secure process.
Can it work with our current CRM?+
We review supported connections, data fields and calendar access during discovery. The proposed integration and any additional charges are confirmed before setup.
What happens when a person asks for advice?+
The conversation stays within the approved intake scope and refers advice requests to your team. The service does not recommend a mortgage or discuss personal suitability.
Can we change the qualification questions?+
Yes. Your firm approves the questions, wording, routing and escalation rules. Those can be refined as your services or enquiry sources change.
How do we measure success?+
Track response time, qualified adviser bookings and attendance. Where the CRM supports it, follow the same enquiry cohorts through later client and completion outcomes.
YOUR NEXT APPOINTMENT STARTS HERE
Ready to book more appointments?
See how your automated appointment-setting team turns enquiries into qualified, booked appointments. More appointments, less chasing, no extra headcount.
