AI for mortgage brokers that answers before the client moves on.
Financial enquiries do not wait. AI for financial advisers that answers, qualifies and books consultations before the client moves on.
A remortgage enquiry has a shelf life measured in hours.
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 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 whoever replied 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.
more likely to qualify an enquiry when the first reply comes within 5 minutes rather than 30.
Leads arrive. Treiva responds instantly.
Website forms, email enquiries, WhatsApp and replies to 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 and employment status, so your adviser has all of it before the first conversation.
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.
Works with your calendar, your inbox and your lead sources from day one. Google Calendar, Outlook, Gmail, WhatsApp, Instagram and Facebook Messenger. CRM integrations are coming.
- Google Calendar
- Gmail
- Outlook
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 firms 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, from qualification to a confirmed appointment, in under two minutes.
