Kavera

Kavera

Systems Online
Industry SolutionsFinancial Services

AI Receptionist for
Financial Services

Mortgage brokers, insurance brokers, financial planners. Stop missing calls, automate quotes and book jobs 24/7.

"The average mortgage broker spends 10 hours/week on follow-up and admin. At $5,000 per settlement, that time could generate 2 more deals."

In the Financial Services industry, responsiveness is everything. But you can't be in two places at once.

Document collection taking forever
Application status updates demanded
Annual reviews not scheduled
Referral partners not nurtured
Compliance requirements overwhelming
Your Business (Currently)
Capacity Exceeded
Missed Call (New Lead)
2m ago
Enquiry Response Pending
45m ago
Booking Slot Expired
1h ago

Potential Revenue Lost

$10,000/month

ACTION REQUIRED

How Kavera Helps

Automated solutions tailored specifically for Financial Services workflows.

Note: These are just examples. We can customize solutions to your specific workflow.

Voice Receptionist

Enquiry capture
Goals, timeline and situation logged. Capture every potential client with a detailed intake process that helps you understand their financial goals immediately.
Process questions
How it works explained clearly. Build trust and transparency by automatically explaining your process and what clients can expect.
Appointment booking
Consultations and reviews scheduled. Fill your calendar with qualified meetings by allowing clients to book their own consultations or annual reviews.
Document queries
What's needed explained. Reduce confusion and delays by helping clients understand exactly what documents are required for their application.

Operations

Document collection
Request sequence until all received. Stop chasing documents manually; use an automated sequence to politely but persistently request what you need.
Application updates
Status notifications at each stage. Reduce client anxiety and phone calls by proactively notifying them every time their application moves to a new stage.
Settlement countdown
Milestone reminders to all parties. Ensure smooth settlements by keeping clients, solicitors and real estate agents aligned with automated milestone reminders.
Annual review scheduling
12-month automatic invitation. Retain clients and identify new opportunities by automatically inviting them for a loan or policy review every year.

Growth & Marketing

Educational series
First home buyer, insurance 101 content. Educate your prospects and build trust with a content series that demystifies complex financial concepts.
Market updates
Rate changes and news to database. Position yourself as the expert by providing timely updates on interest rate changes and market news.
Refinance campaigns
Triggered when rates drop. Generate new business instantly when rates move by notifying eligible clients of potential savings.
Life event triggers
Turning 60, new baby outreach. Connect with clients at meaningful times by sending personalized messages for birthdays or life milestones.

Strategy Focus

"Mortgage brokers and insurance agents spend way too much time chasing bank statements and IDs. It's frustrating for you and slow for the client. We automate the entire document collection and application update workflow. Your clients stay informed at every stage of the process and you get to spend your time finding the next deal instead of playing phone tag with the bank."

Native Ecosystem

Kavera doesn't replace your favorite tools. We make them smarter. We connect directly to your industry's leading software.

Broker CRM

MercurySalestrekkerBrokerEngine

Automated status updates for clients throughout the loan application lifecycle.

Docs

FileInviteezidox

Automated document collection and follow-up sequences for missing IDs.

Compliance

PracticeProtectGoHighLevel

Secure onboarding workflows that meet industry compliance standards.

Stop leaving money on the table

The average mortgage broker spends 10 hours/week on follow-up and admin. That time could generate 2 more settlements per month.

Estimated Recovery

$10,000/month

Industries for Growth

Kavera's automation systems are modular. Many businesses in these related sectors use similar workflows to scale profitably.

Ready to Never Miss Another Call?

Try our AI receptionist yourself. Fill out the form, get a call back, and experience what your customers will experience.

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