AI agents for mortgage broker

The AI front desk for mortgage broker businesses — on WhatsApp

Answer messages, capture leads, and keep work moving with an AI agent connected to WhatsApp.

Start free

Demo business: Northgate Mortgage Broker · Illustrative only

Works alongside your stack

WhatsApp BusinessGoogle SheetsCodeWords

Why CodeWords

Mortgage broker AI agents, on WhatsApp

Missed WhatsApp messages can mean lost revenue or a slower response.

Without an agent

—Messages pile up at lunch and after hours — inquiries sit unread
—The same opening-hours and pricing questions get asked again and again
—New inquiries arrive incomplete — staff chase details by phone
—Outbound reminders and slot-fillers never get sent same-day

With CodeWords

✓WhatsApp answers approved questions within the configured build boundaries
✓Inquiries arrive as structured packs for your team
✓Opted-in customers get timely slot and reminder messages
✓Morning briefs summarize yesterday's queue before you open

Keep messages moving

Clients message throughout the day. A verified agent can respond within configured boundaries and log the conversation for follow-up.

Less back-and-forth for your team

The agent collects the details your team needs upfront — date, name, what they want — and sends a clean summary ready to act on.

Approved answers, clear escalation

Replies come from information you approve. Anything outside that goes straight to your team.

Agent examples

Concept

Concept AI agent starting points for mortgage broker, on WhatsApp

Five illustrative starting points for a mortgage broker business. Select one to preview the conversation, then ask Cody to scope a verified build.

Concept

These are illustrative starting points. Ask Cody to scope the build, connection route, and supported actions for your business.

Opt-in outbound only — no cold WhatsApp blastsIllustrative demo business — not a real companyAgents answer from approved text onlyHumans confirm bookings and commitments

Frequently asked questions

Five concept starting points, each with one job: Approved process FAQ desk, Adviser callback admin pack, Document checklist chaser, Case-status admin router, FCA & lender-page watch. Pick the ones that fit and swap in your own details.

Get started today

Start building AI agents for your mortgage brokerbusiness, on WhatsApp.

Tell Cody which mortgage broker jobs you want an agent to handle — and describe how your business runs.

Start free