🏆 From Missed Leads to Closed Deals — Our AI Call System & Sales Funnels Works for You 24/7
No other AI-powered system matches what Broker Botix delivers — proven results, real automation, and a competitive edge built specifically for industry pros.
✅ AI-powered inbound & outbound call handling – never miss a lead again
✅ Our Broker Botix sales funnels automatically qualify leads, nurture them through follow-up, and book appointments directly into your calendar — all without you lifting a finger.
✅ Broker Botix can instantly send your website link or important documents by text or email — triggered directly from a client’s verbal request during the call
✅ Custom call scripts tailored to your business — designed to deliver immediate results and real engagement.
âś… Works for new leads, cold files, or hard-to-place clients
âś… Broker Botix captures client messages in real time and instantly texts them to you — so you’re always in the loop, even when you’re unavailable.
âś… 24/7 AI follow-up via voice, text or email
âś… Full onboarding, setup, and ongoing support included
Our Mortgage Broker-Botix AI That Goes Beyond All Other CRM Automation
🚀 How Broker Botix Works (Step-by-Step)
Step 1
We Set Up Your Broker Botix AI Assistant. You choose the direction — lead follow-up, inbound call handling, cold lead reactivation, qualifying client etc.
Step 2
We Integrate or Import Your Leads. We connect to your CRM or upload your lead database — whether it’s dead files, missed calls, or ghosted borrowers.
Step 3
The Broker Botix AI Takes Over. Our system automatically reaches out/answers calls by voice, text your website and documents upon request, emails, books appointments and revives lost leads 24/7.
Step 4
You Get Booked Appointments + Closed Deals. Hot leads and qualified borrowers show up in your calendar — ready to move forward.
Some Testimonials
Layli Weiss – Mortgage Agent, Calgary, AB
“Broker Botix is my go-to for all my marketing needs now. There AI answering system is by far the most realistic i have ever heard. It answers calls when I am in meetings or my off hours, qualified the leads, and booking them into my calendar. By the time I speak with the clients, the deals are warmed up and ready to submit.“
Vincent Aldaba – Mortgage Agent, Calgary AB
Amazed~! Broker Botix stays in touch with my clients with reminders etc. until docs are ready to submit and it submits them all for me with constant follow up to the client. So proactive. My closings are now far more than they were in my lead generation from last month. This system truly is the best marketing AI aid i have run across.”
Taylan Esmail – Realtor, Calgary AB
“Leads were going cold all the time for me. Since using Broker Botix, not only is it qualifying my new leads immediately, the AI is reviving files I completely forgot about. It texts out features sheets upon request during a verbal conversation with my clients. This is the smartest tool I’ve added to my business in years. Go through there demo presentation and you’ll see why”.
Andrew Chen – Realtor, Calgary AB
“I was skeptical about using an AI assistant, but Broker Botix proved me wrong. You cannot tell it’s AI. It works that well. It instantly engaged with leads I didn’t have time to chase or answer and even reactivates leads that use to ghost me. I can honestly say it has benefited me greatly ”
25 Years of Real Industry Marketing Experience — Powered by AI
With over two decades of hands-on experience in the real estate and mortgage world, I know exactly where deals fall apart — missed calls, slow follow-up, and leads that go cold. That’s why I created a solution designed to eliminate those gaps and help professionals take their business to new heights through smart automation, consistent engagement, and real-time responsiveness.
Your AI growth infrastructure partner. Our goal is simple: to help you grow your business, close more deals, and get back your time — using automation that proceeds expectations..
Dan Charron
Personalization. I Work One On One With You.
25+ Years Of Experience Helping Realtors & Mortgage Brokers
Frequently Asked Questions
How long does this take to set up?
Less than 10 business days.
Can you customize for my marketing needs.
Absolutely. We learn about your current CRM and marketing strategies and blend in Broker Botix to help you get to the next level.
Do I need some type of training to work with this?
Only for the initial intro to familiarize yourself with our Broker Botix (four hours training and you got it!). We handle the rest — strategy, structure, and on going consulting when you need it.
What is Creative Financing?
Creative financing is a specialized set of solutions designed for situations where traditional lending is no longer an option — whether due to low equity, poor credit, or urgent timelines.
In some cases, the borrower is at the end of the road — refinancing hopes are gone, and a traditional sale might not be realistic. If the homeowner still wants to stay in the property, our investor team can step in and purchase the home directly, allowing the client to remain in place under a lease agreement.
They continue living in the home — and once they’re financially ready, they can buy it back under a pre-agreed lease option arrangement.
This approach can offer stability and dignity to homeowners.
📩 Want to See How AI Can Recover Dead Mortgage Leads — and Help You Close More?
Whether it’s a cold lead, a declined file, or a missed call — our team will follow up, qualify, and route it to funding so you get paid.
✔️ Includes proven scripts, 24/7 Broker Botix AI outreach, and private lending support.