Your CRM says every enquiry was followed up. That does not mean a conversation happened.
The enquiries that went quiet did not all go away. They stopped answering calls and emails, so they got written off. Reached a different way, a real share of them still book in with an adviser.
No CRM access. No disruption to your team.
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Most mortgage firms already have:
And still, some enquiries quietly stop progressing before an adviser ever speaks to them.
Not because the team is bad.
Because once volume increases, the ones that go quiet get a note and a tomorrow that never comes.
That's the gap Phynix AI closes.
A lead that stopped answering the phone is not a lead that stopped wanting a mortgage.
Calls and emails are easy to ignore once someone has gone quiet. So they get written off, and while that enquiry sits written off in your CRM, the proc fee completes somewhere else.
Reached by SMS, with the right message at the right moment, people who ignored every call start replying again, and they feel safe doing it. Most firms never see how many were still reachable.
That's why we built the 10-Day Coverage Test.
See how many appointments are sitting in your written off leads.
The 10-Day Coverage Test
Send us up to 300 enquiries your team has already written off or stopped chasing.
We work them by SMS for 10 days, with human oversight. The ones who still want a mortgage book straight into your advisers' calendars. Nothing touches your CRM, nothing for your team to manage.
Most firms uncover 5 to 8 booked appointments from leads they had written off.
Not because the leads changed.
Because the gap was real. And now you can see it.
The Full Coverage Response System™
Once the test proves the gap, this closes it for good.
FAQ
Does this replace my CRM? +
No. Your CRM stays exactly as it is. We work from a CSV you send us, nothing connects to your system.
Does this replace my advisers? +
No. Your advisers keep doing what they do. We handle the follow up so the booked appointments land in their calendars.
Is it compliant? +
Phynix AI does not provide regulated advice. We handle and evidence the communication before an adviser conversation. Every contact attempt is logged and auditable. GDPR compliant.
Is it fully AI? +
No. The follow up runs over SMS with human oversight. You sign off the strategy, a human keeps watch, and every contact attempt is logged and auditable. Fully bespoke to how your firm works.
How quickly can we start? +
The test launches within days. A couple of days to set up, then it runs for 10 days.
What does the test cost? +
One small flat fee for the whole test. We walk you through the strategy and show you the approach live on a 15-minute call first, then you decide.
What do you need from me to start? +
A CSV of up to 300 leads your team has already written off or stopped chasing. No CRM access. No disruption to your team.
Most firms do not know how many written off enquiries would still book an appointment. The 10-Day Coverage Test shows you, in your advisers' calendars.
PHYNIXAI LTD
13516683
The Offices, 57 Newtown Rd, Brighton and Hove, Hove BN3 7BA
01273 092002
Mon-Fri 9am - 5pm
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