More from your leads. Less work for your team.
More appointments
Turn interested prospects into booked appointments.
Better conversion
Get more value from your existing lead budget.
Lower follow-up costs
Reduce repetitive follow-up tasks.
Less manual work
Spend less time chasing leads, calling and scheduling.
Why WhatsApp-only automation leaves opportunities open
A WhatsApp message can be convenient without securing an appointment. A recipient may overlook it, read it later or prefer a phone call. Sending another reminder through the same route does not address every unanswered enquiry. Conversion24 adds AI voice to the messaging sequence so follow-up works across more than one channel.
The WhatsApp page describes a channel within a complete appointment-focused operation. Use WhatsApp / RCS and voice together, with RCS available where supported. Approved messaging, contact windows and stop rules belong in the configuration. Recipients can block or report unwanted messages; a request to stop must be respected across the playbook.
WhatsApp / RCS + voice. The complete playbook.
This is our recommended approach: combine messaging with AI voice instead of relying on one channel. A lead can reply to a message; a call provides another way to reach someone who has not responded.
A full playbook supports up to 10 attempts in 3–5 days, within agreed contact windows. We focus on booking directly. Up to two validation questions are optional, depending on your preferences. Confirmations and reminders support the appointment. The sequence stops when the lead books or opts out.
You do not have to build or run the sequence. Conversion24 handles setup and execution, with agreed results returned through your CRM integration.
Powered by AI.
The AI engine carries out your selected follow-up playbook. Human operators are available as an optional add-on.
Explore the playbooksReady for your mortgage advisers leads, 24 hours a day.
New enquiries do not wait until your working day is over. The Conversion24 AI engine is available 24/7 to carry out the agreed follow-up. Messages and calls respect approved contact windows. Keep your mortgage advisers enquiries moving while you are meeting clients in consultations.
Book the mortgage advisers appointment. Questions are optional.
Your lead has already shown interest. Conversion24 can offer a mortgage adviser introduction directly. If your business wants a brief check first, choose up to two short questions. For example:
- Would you like a first advice appointment?
- Would you prefer online or in person?
Appointment goal: a mortgage adviser introduction. Use details already supplied in the enquiry rather than asking the lead to repeat them. Offer appointment options from the agreed schedule. Advice, assessment, quotations and delivery remain with your specialist.
You are meeting clients in consultations. Your mortgage advisers leads should not be waiting.
A new mortgage advisers enquiry can arrive during a customer meeting, project or busy service day. Manually checking every request and remembering each retry takes attention away from that work. An unanswered first attempt should have a planned next step.
You have invested in the lead, and competing providers may be pursuing the same opportunity. Prompt follow-up gives your business the chance to secure the appointment while that interest is fresh. Conversion24 continues the agreed sequence when the first attempt receives no response.
Illustrative follow-up example
An enquiry arrives through a mortgage advice comparison or introduction form while your team is helping customers. The first invitation points towards a mortgage adviser introduction. The lead can choose an appointment directly; up to two brief validation questions come first only if your business wants them. If there is no reply, Conversion24 carries out the next permitted attempt in the agreed playbook. Another provider may also make contact; your paid enquiry should not have to wait for a manual reminder.
Why mortgage advisers leads are a strong fit for Conversion24.
Personal-service enquiries can involve decisions that deserve discretion and professional judgement. The first follow-up should make arranging contact straightforward without collecting sensitive case details through a generic sequence. Agree the preferred appointment and contact route.
Conversion24 handles the appointment-focused outreach. Advice, assessment and the suitability of the service remain with the qualified professional. Keep financial, legal and health details for the appropriate consultation rather than adding them to automated validation questions.
Every lead has an acquisition cost, whether that is advertising, a lead partner or the time spent generating interest. The commercial opportunity is to get more mortgage advisers appointments from that existing investment. You do not need to rely only on buying or generating another batch of enquiries.
Your prospect may compare other providers before deciding. Follow up quickly, make the next step clear and keep going across the agreed channels when there is no reply. Use your actual mortgage advisers lead cost, appointment rate and sales results to assess the value. We focus on the step we handle: follow-up towards an introductory consultation.
An example concern before booking
I want to understand the advice route before providing financial details.
That is a reason to offer a mortgage adviser introduction. Conversion24 does not need to resolve the technical or professional question: clarify the next appointment, use only practical information approved by your business and leave the advice to your specialist.
Industry context behind this enquiry
An introductory discussion and a signed advice agreement are separate steps; advice fees can apply even if no product is purchased.
AFM · Netherlands, consumer guidance · Source review: 2026-10-04.
This gives context to the purchase enquiry. It is not Conversion24 advice or evidence of a conversion result; your specialist handles the assessment during the appointment.
Mortgage advisers enquiries from every source. Results in your CRM.
Make the original enquiry recognisable.
For mortgage advisers, a possible lead source is a mortgage advice comparison or introduction form. Someone arriving through that route may need a different introduction from an existing customer. Carry the requested service and source into the appointment context, so the follow-up reflects the interest you have invested in generating.
Your website, campaigns, comparison platforms and lead partners can all bring people interested in mortgage advisers. Agree which eligible requests enter the playbook and which outcomes return to your CRM. The original lead source stays useful when you assess the resulting appointments.
Review the route from enquiry to an introductory consultation, attendance and eventual sale. Compare sources using your actual figures. Your team works from its existing system, with the agreed follow-up result available alongside the customer request.
Big-brand experience. Available for your mortgage advisers leads too.
We work with XPENG, Randstad, KPN, Allianz and Sonova. Our approach draws on millions of leads handled across the operation. Bring that appointment-focused experience to your mortgage advisers business without needing to be a national brand.
You are the specialist. Our objective is simple: more conversion from your leads. Conversion24 combines messaging and AI voice to work towards an introductory consultation, while your team brings the advice and expertise that the customer needs.
Before you start
Can I use Conversion24 with fewer than 100 leads a month?
Yes. The minimum purchase is 100 playbooks per month; you do not need 100 new leads to use the service.
What does mortgage advisers lead follow-up cost?
The EUR AI-engine price starts from €3.50 per lead followed up. Messaging and voice usage, applicable setup costs and VAT are separate. Review your expected usage when assessing the full cost.
What appointment should my mortgage advisers playbook work towards?
For this topic, the example next step is an introductory consultation. Agree initial mortgage enquiry and advice appointment and the booking options with your business. Your professional remains responsible for the specialist consultation.
How should I measure the result?
Compare lead-to-appointment rate, cost per booked appointment and time spent on manual follow-up. Track attendance and subsequent sales in your CRM. Results depend on your starting operation; customer names and monthly processing volumes are not a conversion guarantee.
Industry context: Mortgage advisers
An introductory discussion and a signed advice agreement are separate steps; advice fees can apply even if no product is purchased.
AFM · Netherlands, consumer guidance · Reviewed 2026-10-04.
The source describes industry context, not a Conversion24 conversion result. Your professional assesses the request.