Your assets
Voice agent
A voice that answers when you cannot. It qualifies against your own script, books into your calendar, and writes the conversation back to the client record — and it never gives credit advice, because that is not what it is for.
Slot · The live browser demo and the walkthrough recording go here. Until they do, this frame holds their exact geometry so installing them cannot move the page — and there is no button here pretending to dial something.
A call it is configured to handle
- Agent
Good afternoon, you have reached the enquiry line. Is this about a new loan or an existing one?
- Caller
New one. We are looking at an investment property.
- Agent
Understood. Have you had a borrowing capacity run for an investment purchase before, or would this be the first?
- Caller
First time.
- Agent
That is worth half an hour with a broker rather than with me. I can see Thursday morning or Friday afternoon — would either work?
- Caller
Thursday.
- Agent
Booked for Thursday at ten. You will get a text confirmation shortly. Before I let you go — is there anything you would like the broker to look at first?
Written from the agent’s own configuration, not from a recording of a real client call.
What it handles
- The call you could not take, and the one that came in at 9pm on a Sunday
- Qualification against your own questions, in your own order
- Booking straight into the same calendar your appointments already use
- A written summary on the client record, so the next conversation starts informed
- Escalation to you, on your rules, the moment it is out of its depth
What it will not do
These are configuration boundaries we set on purpose, not gaps.
- Give credit advice, quote a rate, or assess whether a loan is suitable
- Continue a conversation a caller has asked to end
- Commit you to anything beyond a calendar slot
What it does not do
AI usage is metered and billed on consumption. A voice agent handles first response and qualification — it does not give credit advice and must not be configured to.
This is the asset behind Convert more deals.
See it in your own account
Every capture on this page is the live Finance OS account, not a mock-up. A walkthrough is half an hour in it on your own workflow, and a straight answer on what is built and what is not.