For UK & US Mortgage Brokerages

The gap between an enquiry coming in and a real adviser conversation happening is where your proc fee quietly completes somewhere else.

Some mortgage enquiries do not go cold because they were bad leads. They go cold because the conversation did not start fast enough or lost momentum too early.

No CRM access. No team disruption. Just clarity.

Yes Financial and YesCanDo Money

Most mortgage firms already have:

advisers a CRM automations processes

And still, some enquiries quietly stop progressing before a real adviser conversation happens.

Not because the team is bad.

Because once volume increases, consistency becomes harder to maintain across every enquiry.

That's the gap Phynix AI closes.

The conversation does not disappear. It just continues somewhere else.

Once a lead loses momentum, starts speaking to multiple brokers or gets left too long between conversations, the sale becomes dramatically harder to win back.

Most firms do not realise how many enquiries quietly stall underneath the process until they see it in practice.

That's why we created the 10-Day Pipeline Coverage Test.

See what is quietly sitting in your pipeline.

The 10-Day Pipeline Coverage Test

Send us 300 leads your team has already written off or stopped chasing.

We run them through our conversation coverage process for 10 days. What comes back shows you how many of those leads still had a conversation in them and did not get one.

Most firms see 5 to 8 conversations surface from leads they had stopped chasing.

Not because the leads changed.

Because the gap was real. And now you can see it.

£250
Flat Fee
No CRM access No disruption CSV upload only
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When You're Ready for the Full Solution

The Full Coverage Response System™

For firms that want this solved permanently.

Your advisers walk into booked calls, not cold follow-ups Enquiries that go quiet keep progressing Nothing for your team to learn or manage You stop wondering what slipped through
Book a Walkthrough

FAQ

Does this replace my CRM? +

No. Your CRM stays exactly as it is. The system sits alongside it.

Does this replace my advisers? +

No. Your advisers keep doing what they do. The system handles response coverage so they can focus on the conversations that matter.

Is it 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.

Is it fully AI? +

No. The system runs structured communication sequences on your behalf. You sign off the strategy, a human keeps oversight, and every contact attempt is logged and auditable. Fully bespoke to how your firm works.

How quickly can we start? +

The £250 test launches within days. Full system installation takes up to two weeks depending on your setup.

What is needed for the £250 test? +

A CSV of 300 leads your team has already written off or stopped chasing. No CRM access. No team disruption.

Most firms do not know how many enquiries quietly stop progressing before a real adviser conversation. The 10-Day Test shows you exactly where your pipeline is leaking.

PHYNIXAI LTD

13516683


The Offices, 57 Newtown Rd, Brighton and Hove, Hove BN3 7BA


01273 092002

[email protected]

Mon-Fri 9am - 5pm

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