Quick-start: mortgage + finance brokers
Salestrekker (or Calendly) + VoxReach. AI qualifies leads + books discovery calls.
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Step 1 — Connect Salestrekker (AU) or Calendly
- Salestrekker for AU mortgage brokers — has discovery-call workflow.
- Calendly for solo brokers / financial advisors who don't use a vertical CRM.
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Step 2 — Use case: inbound + outbound
- **Inbound receptionist**: handles existing client check-ins (settlement updates, refinance enquiries).
- **Outbound appointment dialer**: chases SMS-replied leads, books discovery calls.
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Step 3 — Lead qualification
- Qualifying questions: First home? Refinance? Investment? Self-employed? Income range? Credit position?
- AI captures the basics so the broker walks into the meeting briefed.
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Step 4 — ASIC compliance reminder
- AI does NOT give credit advice — system prompt explicitly disables it.
- All discussions are 'helping you understand options', never 'this is the loan you should take'.
- Best Interests Duty (BID) note auto-added to every contact: 'Initial enquiry, broker to confirm BID assessment.'
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Step 5 — Demo Frank
- Frank, our demo agent, is a real-life finance broker AI. Ring +61 2 5926 2202 to hear it.
- Same platform — your VoxReach agent will work the same way once configured.
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Reading your dashboard
What every number, card and pill on the dashboard means.
Choose what your AI agent does
Pick from 6 canonical use cases — inbound appointment setter, full receptionist, after-hours overflow, outbound dialer, 2-way SMS responder, or hybrid. Each is a one-click template that pre-configures the agent for that exact job.
Quick-start: tradies (plumbers, electricians, locksmiths, HVAC)
Get a tradie business booking jobs via AI in 30 minutes. Connect ServiceM8 or simPRO, set use case to 'inbound appointment setter', test, go live.
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