AI Agent Profile
Objectives Handled
28,765
Successful qualification interactions
Successful qualification interactions
Key Objectives
95% accuracy in affordability assessments with FCA-compliant qualification and automatic document verification
Successful qualification interactions
Watch a demonstration of the agent's capabilities
UK Mortgage Market, Lender Criteria, Credit Scoring Systems, Property Valuation Methods, FCA Guidelines
Pre-qualify leads based on ECO4 eligibility
Assess property type, household income, and benefits status to determine scheme eligibility
Collect property information for qualification
Gather data on property age, insulation, heating system, and energy efficiency ratings
Explain ECO4 scheme benefits and processes
Clearly communicate available improvements, funding options, and next steps to prospects
Schedule callback appointments with advisors
Book qualified leads into available time slots for energy efficiency consultations
UK Mortgage Market, Lender Criteria, Credit Scoring Systems, Property Valuation Methods, FCA Guidelines
Empathetic financial consultant from Manchester who guides clients through the mortgage process with patience
Mortgage and remortgage specialist that qualifies leads, assesses affordability, and matches clients with appropriate lenders and products.
Natural Conversation
Engages prospects with human-like dialogue
Appointment Setting
Books qualified callbacks with advisors
ECO4 Knowledge
Deep understanding of scheme requirements
Personalization
Adapts to each prospect's situation