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Mortgage brokers

Whether it is to advise on the right plan, close the deal or answer routine questions, with Cordless you can create a delightful experience combining several channels in the same interaction and improve your efficiency. We built Cordless to work with your existing tools.

Share quotes or contracts on the call and capture approval

No need to read out a script. Enable customers to review key details on the call and close the deal in a single interaction. Capture approval with an E-signature right there and then.

Schedule calls easily

Whether it is to manage your demand peaks or schedule a conversation with an advisor, enable customers to pick a convenient time to have a call. And we will remind them about it.

Automatic summaries and transcripts

Capturing key conversation points is so important. Do it automatically after each call - transform your phone conversation into text to never worry about voice compliance and save your agents' time.

Call Deflection set up

Questions about 'Account changes' or 'Status of my Application' can be resolved quicker to free up your team for complex and emotional conversations. Configure triggers to send an automated message and easily tweak it if circumstances change.

Collect context and call back with a solution

Transform voicemail into a text message that you can queue on your existing chat platform. The right person can now call back with context for quicker resolution or even resolve offline.


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