Lead capture and fast replies for mortgage brokers
Velora gives mortgage brokers a qualifying form that asks about deposit, property type, employment status and timescale before you ever pick up the phone. When someone completes it you are alerted by push and email within about 60 seconds, with a reply already drafted and ready to send from your own address. Automatic follow-ups run at 60 minutes and 24 hours if you have not made contact yet.
Why does response speed matter for mortgage brokers?
Mortgage enquiries are almost never exclusive. A borrower comparing rates will typically submit their details to several brokers in the same sitting, and the one who answers first is the one who frames the conversation. Because the enquiry arrives with deposit, income and timescale already captured, the first call starts with a position rather than a fact-find.
The general evidence is covered on the speed to lead page: the most cited study found firms contacting a lead within an hour were nearly seven times more likely to qualify it than those contacting an hour later.
What questions would you ask on the form?
Whatever you like — Velora has no built-in question set and never writes questions for you. As a starting point, most mortgage brokers ask something close to:
- Are you buying, remortgaging, or looking at a buy-to-let?
- Roughly what deposit do you have available?
- Are you employed, self-employed, or a company director?
- Have you had an offer accepted yet?
- When are you hoping to complete?
Questions branch, so the answer to one decides what gets asked next, and you can set a qualifying rule on top. For example: Route anyone who has already had an offer accepted straight to your qualified list, and send early-stage browsers a different reply that offers a rate check instead of a full appointment.
What happens after someone completes the form?
- Immediately
- The enquirer gets an automatic acknowledgement, including your booking link if you have set one.
- Within ~60 seconds
- You get a push notification and an email with their answers and a drafted reply.
- At 60 minutes
- If nobody has made contact, the enquirer gets a nudge and you get a reminder.
- At 24 hours
- A final escalation alert to you if the lead is still untouched.
- As soon as you reply
- Every automatic follow-up stops permanently.
Common questions from mortgage brokers
- Can I ask about deposit and income without putting people off?
- You control every question and the order they appear in. Branching means you can ask the sensitive questions only after someone has answered the easy ones, and any question can be left optional.
- Does Velora give mortgage advice to my enquirers?
- No. Velora never generates advice, questions, or recommendations on your behalf. It captures the answers to questions you wrote and sends the reply you wrote, verbatim.
- Where is the consent record kept?
- The exact wording each enquirer agreed to is stored against the lead with a UTC timestamp and their IP address, and can be exported to CSV at any time.