A mortgage enquiry has asix-hour window. After that, the client has found someone else.
Financial leads are the most time-sensitive leads in any industry.
Financial leads are the most time-sensitive leads in any industry.
A remortgage enquiry has a shelf life measured in hours. The moment someone starts thinking about switching, comparing rates, or protecting their income — they're talking to three or four providers simultaneously. The first to respond with something useful wins the consultation. Most mortgage brokers and IFAs are still responding to Monday enquiries on Monday morning, to Sunday enquiries on Monday morning, and to Friday evening enquiries whenever someone gets around to it. By then, the client has a meeting booked with someone who picked up the phone at 8 PM. Treiva qualifies the lead — existing product, property value, urgency, employment status — and books the consultation before your competition has even seen the notification.
Higher conversion rate when contacted within five minutes.
Leads arrive. Treiva responds instantly.
Website forms, broker comparison sites, social ads — Treiva responds within seconds in professional language. No financial advice given — qualification and appointment booking only.
It qualifies and books, not just replies.
Treiva gathers: property value, outstanding mortgage, current lender, fixed-rate end date, employment status. Data syncs to the CRM before the adviser's first call.
Advisers arrive to pre-qualified, pre-booked consultations.
No cold calling, no chasing leads that have gone cold. Every consultation arrives with full qualification data and a confirmed slot.
Connects to the tools you already use.
Syncs with calendar, CRM, and lead sources from day one.
- HubSpot
- Salesforce
- Zapier
- Outlook
Average first response
to financial enquiries
Lead-to-consultation
rate
Availability — nights,
weekends, bank holidays
"Our advisers used to spend Monday morning calling back weekend leads that had already sorted it elsewhere. That doesn't happen anymore."
Stop losing enquiries in the first six hours. See Treiva working with your leads.
A 15-minute call. We'll show you how Treiva qualifies a financial enquiry — gathering income, mortgage position, and urgency — before your adviser picks up the phone.
You're booked in.
We'll be in touch within one business day.
FAQ
Most agencies are live within 48 hours of signing up. We connect your lead sources, sync your calendar, and configure your qualification flow in a single onboarding session. There's no development work required on your end.
Every hour without a response is a client someone else acquired.
See how Treiva handles a financial enquiry — qualification, appointment, confirmation — in under two minutes.
