The broker who picks up first wins the client.
A borrower compares several brokers in the same morning; the one who picks up walks away with the file. Alyas qualifies the project — type, timeframe, situation — and drops it into your client dashboard before you even call back.
What the agent does for you
Qualify the caller’s project: purchase, refinancing, borrower insurance
Capture contact details and the best time for a callback
Schedule a phone or in-office appointment via Cal.com or Google Calendar
Transfer hot leads to your direct line
An example workflow
Illustrative example
A scenario written to show how it works: it is not the recording of a real call.
- The contactA borrower calls about refinancing while you are in a meeting at a bank.
- Alyas agentThe agent, which has announced that it is an AI and that the call is recorded, gathers the type of project and the intended timeframe.
- Alyas agentIt books a callback slot in your connected calendar.
- YouYou open the summary before calling back: the conversation starts already qualified.
Connected tools
Link Cal.com or Google Calendar: the agent books callback slots itself. For your brokerage CRM, we carry out a compatibility check.
Further reading
Industries
Estate agenciesIndustries
InsuranceSolutions
Outbound campaignsUse cases
Qualify every lead before passing it to sales.Resources
AI on the phone: what the GDPR and the AI Act sayBlog
Estate agencies: a missed seller call can cost you a listingBlog
Insurance agency or brokerage: keeping the phones going on a storm dayBlog
Insurance or credit broker: answering calls quickly without stepping outside the legal frameworkIndustries
Property diagnostic surveyors
Other industries: Property & services
Frequently asked questions
Won’t a borrower who gets an AI assistant just call another broker?
The agent says in its first sentence that it is an AI and that the call is recorded, then qualifies the project without keeping the caller waiting. If the borrower would rather speak to a broker, the call is transferred to your configured line, or a callback slot is booked in your connected calendar. See also our guide to what the GDPR and the AI Act require.
Should the agent be asked to collect the caller’s income and deposit?
You define the qualification questions, but it is better to stick to the essentials on the phone: type of project, timeframe, general situation. The financial detail is better suited to your meeting, where you carry out the assessment.
I spend my days between banks and clients: how do I pick up the requests?
Every call arrives transcribed and summarised in your client dashboard, which you can check between two meetings. If you connect Cal.com or Google Calendar, the callback slots are already in your calendar.
No call or message left unanswered.
Channel, integrations, volume: you get a clear proposal before you commit.