Fintech · 2025
MARY — the AI voice assistant that qualifies mortgage applicants before a broker picks up the phone.
MARY is an AI voice assistant built for Mortgage Propeller — a real-time speech-to-speech agent that handles initial applicant qualification, matches them to an available FCA-authorised broker, creates the customer record, and books the call, all without human involvement.
The bottleneck
Qualified leads going cold before a broker answered.
As Mortgage Propeller's broker network grew, the bottleneck shifted from the platform to the first conversation. Applicants were dropping off during initial qualification calls — wait times, availability gaps, and inconsistent screening meant qualified leads were going cold before a broker ever spoke to them. The team needed a way to handle that first touchpoint at any hour, at any volume, without adding headcount.
What we built
An AI that qualifies, matches, creates the record, and books the call.
- 01MARY — real-time AI speech-to-speech voice assistant for applicant qualification
- 02Automated broker matching based on applicant profile and broker availability
- 03Live customer record creation in the broker platform during the call
- 04Calendar integration to book broker calls without human handoff
- 05Built on Twilio and OpenAI Realtime API with low-latency voice infrastructure
The result
24/7 qualification. Zero broker time on screening calls.
Your first touchpoint losing leads?
AI handles it now.
30-minute scoping call. No pressure. Clear next steps.
Book a scoping call