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.
Most mortgage firms already have:
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.
10-Day Pipeline Coverage Test
See what conversations are still possible inside your existing pipeline.
Send us 300 recent inbound mortgage enquiries.
We run them through our conversation progression process for 10 days and show you where momentum was quietly being lost before a real adviser conversation happened.
Most firms uncover 5 to 8 conversations they thought were gone.
Not because the leads were bad.
Because momentum disappeared too early.
For firms that want this solved permanently.
Questions Before You Decide.
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. AI handles response coverage and communicates with your enquiries. A human keeps oversight and the system is 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 of your recent inbound mortgage enquiries. No CRM access. No team disruption.
Most firms do not realise how many conversations are quietly losing momentum. The 10-Day Test shows you which ones.
PHYNIXAI LTD
13516683
The Offices, 57 Newtown Rd, Brighton and Hove, Hove BN3 7BA
01273 092002
Mon-Fri 9am - 5pm
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