Founding broker case study
A named brokerage and the borrowers Iris caught after hours.
When you are with a client or it is after hours, Iris answers in your brokerage's name, captures the lead, asks loan type and timeline, and books the callback. The commission you would have lost stays yours.
Greets in your brokerage's name. Never quotes rates. Books the callback.
One missed purchase enquiry is a borrower who simply calls the next name on their list. That is a mortgage, and a commission worth thousands, gone in a single unanswered ring. You cannot be on the phone and closing at the same time. Iris can.
Tuned to the calls brokers actually get, so the lead is captured and the callback is booked before the borrower can dial anyone else.
Callers hear a receptionist for your brokerage, with your broker's name, not a generic bot.
Name and number logged the instant the call ends, so no lead is ever lost to voicemail.
Buying or refinancing, loan type, and timeline, so you know the lead before you call back.
Straight into your calendar during the call, with a time the borrower has agreed to.
The lead lands in your CRM and a text hits your phone, with an auto follow-up to the caller.
Never quotes rates, never pre-qualifies, never advises. She captures and books. You advise.
Iris never quotes rates, never pre-qualifies, and never gives financial or mortgage advice. She greets the caller, captures the lead, and books your callback. Everything that needs a licensed broker stays with you, which keeps you on the right side of compliance and keeps the caller's trust.
No software to learn. Most brokerages are live in days.
We write Iris's script to match how you greet borrowers, what you ask, and how you book callbacks.
We connect your line, your calendar, and your CRM. You don't touch a line of configuration.
From day one, no borrower hits voicemail. You get the lead, the booking, and the follow-up.
A single recovered borrower, one deal you would otherwise have lost to voicemail, more than covers a full year of Iris. Move the sliders below to see your own number.
Talk to Iris →Move the sliders to your own numbers. This is an estimate, not a promise.
We are onboarding our first brokerages, so the proof that matters is the one you can hear: a live demo of Iris answering a call in your brokerage's name. Founding-broker case studies will land here as they come in.
A named brokerage and the borrowers Iris caught after hours.
Real results from a real GTA brokerage, no invented numbers.
Want to be one of the first? Founding spots are open now.
It is free and takes about 15 minutes. Talk to Iris live, or have us set her up on a number so you can hear exactly how she would answer for your brokerage.
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