Your CRM Is Full. Your Team Is Busy. And Some Enquiries Are Still Going Quiet.
The gap between an enquiry coming in and a real conversation happening is where your proc fee quietly completes somewhere else.
No CRM access. No team involvement. Just clarity.
Trusted by regulated and established firms across the UK and US
Built for mortgage brokerages with 3+ advisers handling inbound enquiries
Logged Is Not the Same as Covered.
Every enquiry gets worked. But as new ones come in, the ones without a confirmed response quietly lose momentum. Nobody decided to give up. The pipeline just moved on.
Most firms find that 5 to 8 out of every 300 enquiries they had written off still had a real conversation in them. They just stopped before it happened.
Not bad leads. Not bad advisers.
A coverage gap.
Response Coverage Infrastructure. Alongside Your Existing Team and CRM.
Every inbound mortgage enquiry becomes owned, followed up and accounted for. Nothing sits in an unknown state. So you get the most out of every enquiry you are already generating.
A dedicated CRM layer runs alongside your existing setup. Every contact attempt is logged, tracked and fully auditable. Your team stays in control of what matters. The system handles what they should not have to.
Your advisers are not the problem. You built a good team and you know it.
The problem is that at volume, even the best team cannot maintain full coverage on every enquiry through memory and individual discipline alone. That is not a people problem. It is a structural one. And it is fixable without changing your team at all.
The system is built around your firm. Your products, your process, your team structure. Not the other way around.
Three Layers. Every Enquiry Covered 24/7.
Every New Enquiry Gets an Immediate Response
Day or night, weekend or bank holiday. Via SMS, WhatsApp or email. If your adviser is available, it transfers live. If not, the system holds the conversation properly until they are.
No enquiry arrives and sits without a response. No prospect is left wondering if anyone received their message.
First contact logged, timed and auditableIf There Is No Reply, Structured Follow Up Continues
If no real response is recorded within 48 hours, re-engagement starts automatically. A structured sequence runs until there is a reply, a booked call or a confirmed close.
Nothing just sits there. Every enquiry moves toward a confirmed outcome.
Every follow up attempt tracked and visibleIf Messages Stop Working, the System Moves to Calls
When SMS and WhatsApp have not produced a response, outbound call attempts are made. Inbound callbacks are answered and handled around the clock.
Every call is logged and routed to the right person in your team. No broken conversations. No enquiry falls through at the final step.
Every call attempt and callback logged and routedThis is the standard configuration. Every element is adjusted to how your firm works. Which channels you use, when coverage runs, how and when calls are made. All of it is fully bespoke to your setup, your preferences and your team structure.
Human Oversight. Always.
Every part of this system is monitored, refined and maintained by a real person. Not to manage admin. To keep the technical infrastructure working at the level it needs to.
Underneath that: proven prompts, structured workflows and AI running simultaneously as one system. The CRM layer makes every contact attempt visible and auditable. Workflows move enquiries through the process without manual input. AI enforces the communication until every enquiry reaches a real outcome. A conversation, a disqualification or an opt out. It does not stop until one of those three happens.
Phynix AI does not provide regulated advice. It enforces and evidences communication structure before adviser interaction. Every contact attempt is logged and auditable. GDPR compliant. FCA communication structure aware.
A full Data Processing and Security Pack is available on request for compliance teams and data protection officers. Email [email protected] to request a copy.
Structured Response Coverage in Numbers.
Choose Where You Are Right Now.
No obligation. No pitch. Three ways in depending on where you are.
5-Minute Enquiry Coverage Check
5 questions. No CRM access. No team involvement. See whether your enquiries have actual coverage or just recorded activity.
- Instant result: Clear, Stretching or Unclear
- Includes the Leadership Briefing PDF
- No obligation to take any next step
See What Is Still Possible in Your Own Pipeline
Send us 300 of your inbound mortgage enquiries. We run them through structured response coverage for 10 days. You get a full picture of what was still possible.
- Most firms recover 5 to 8 conversations
- No call required to get started
- No changes to your existing setup
Full Coverage Response System Walkthrough
45 minutes. We walk you through the full system live including every question you have. Every layer explained. Fully bespoke to your firm.
- Every layer explained in detail
- Fully scoped to your firm structure
- No obligation to proceed
The Full Coverage Response System is a monthly infrastructure investment. Pricing is scoped on the call based on your enquiry volume and team structure.
Honest Answers to Real Questions.
Will this replace my CRM or my team? +
No. It sits alongside both. Your advisers keep doing what they do. Your CRM stays exactly as it is. The system adds a response coverage layer on top without disrupting anything already in place.
Is it FCA compliant? +
Phynix AI does not provide regulated advice. It enforces and evidences communication structure before adviser interaction. Every contact attempt is logged and auditable. GDPR compliant throughout.
Is it fully automated? +
No. Workflows manage the movement. AI enforces the response coverage and communicates with your enquiries. A human keeps oversight and the system is fully bespoke to how your firm works. Nothing runs unattended.
What do I need for the £250 offer? +
Just a CSV of up to 300 of your inbound mortgage enquiries. No CRM access. No call. No changes to anything currently in place.
How long does setup take? +
The £250 offer launches within days. Full system installation takes up to two weeks depending on your CRM and team structure.
Will my clients know it is AI? +
The messaging is professional and fully branded to your firm. How transparent you want to be with your clients is your choice and is discussed in detail during onboarding. The system is fully bespoke to how your firm works.
Is this only for inbound enquiries? +
Yes. The system is built for inbound mortgage enquiries generated through your own marketing, referrals and organic channels. Shared or purchased leads are not suitable for this system.
What if I want the full system straight away? +
Schedule a call. We will walk you through the full system live and scope exactly what coverage looks like across your pipeline. No obligation to proceed.
We already have a CRM and a follow up process. Why would we need this? +
Most firms do. The question is not whether you have a process, it is whether every enquiry has a confirmed outcome. CRMs track activity. This ensures every enquiry is worked through to a booked call or a confirmed no. The gap between the two is where proc fees go quiet.
Do I need to change anything about how my team works? +
No changes to your setup and no new tools for your advisers to learn. What changes is what lands on their desk. The chasing, the follow up, the wondering whether anyone responded, the system handles all of that. Your advisers focus on advising and on the conversations that are ready to happen. The admin and the pipeline movement runs in the background without them.
What happens after the £250 offer? Am I locked in? +
No. The £250 offer is standalone. You get the results, you see what was still possible in your pipeline, and you decide what happens next. If you want to install the full system, we scope it on a call. If not, you keep the data and walk away. No contract. No pressure.
Still Not Sure Where to Start?
Take the free 5-minute check. See whether your mortgage enquiries have real coverage or just recorded activity.
PHYNIXAI LTD
13516683
The Offices, 57 Newtown Rd, Brighton and Hove, Hove BN3 7BA
01273 092002
Mon-Fri 9am - 5pm
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