Head Content Writer
Director
As a mortgage adviser, you know exactly how much time, effort, and money goes into building your database. But we all face the same frustrating reality: the follow-up graveyard.
You have a great initial chat, send over the details, and then... silence. They go quiet, life gets in the way, and your messages go unread. Trying to chase down these dormant prospects takes hours out of your week - time you’d much rather spend actually advising clients and submitting applications.
We know the feeling all too well. That’s exactly why we are thrilled to introduce Xcho (pronounced echo), our brand-new AI-powered lead engagement platform, which has just entered Early Access.
What is Xcho?
Launched under the umbrella of our sister company, LeadCrowd, Xcho is a smart, conversational AI tool designed specifically to do the heavy lifting of re-engaging your cold and quiet prospects. Think of it as your ultimate digital assistant, working quietly in the background to revive your pipeline.
Rather than you spending hours leaving voicemails or sending standard follow-up emails, Xcho reaches out to those dormant contacts on your behalf. It intuitively sends out an initial SMS, smoothly transitioning to WhatsApp once the client opts in. From there, it uses the latest in AI technology to chat with your customers in a way that feels completely natural and human.
Its single, primary goal? To warm that prospect back up and get them to commit to a phone or video call with you.
What Can Xcho Do for Your Mortgage Business?
While Xcho’s technology is powerful, we’ve tailored it specifically to solve the daily hurdles of a busy mortgage adviser. Here is how it transforms your database from a list of old names into a steady stream of active appointments:
Puts the Follow-Up on Autopilot: Stop feeling guilty about the prospects you haven't had time to chase. Xcho gently checks in with clients who have ghosted you, answering their questions, overcoming initial hesitations, and filtering out the ones who are genuinely no longer interested. You only step in when a client is ready to talk.
Seamless Calendar Integration: Xcho doesn't just warm up the lead; it secures the appointment. It connects directly with your diary - whether you use Calendly, Google Calendar, or Microsoft 365. When a quiet lead decides they are ready to proceed, Xcho books them into a free slot and sends the calendar invites without you lifting a finger.
Customisable to Your Brand Voice: We know how important trust and personal brand are in the mortgage industry. You can train Xcho’s persona to match your exact tone of voice - whether you want it to sound warm and friendly, highly professional, or a bit more conversational.
Unlocks Remortgage & Cross-Selling Opportunities: Xcho is perfect for reaching out to past clients. If you have a list of clients approaching their remortgage window, or people who secured a mortgage with you last year but never took out life insurance, Xcho can run a bespoke, conversational campaign to check in on them and get them back in your diary.
Focus on Advising, Not Chasing
The biggest benefit of Xcho is incredibly simple: it unlocks the hidden value already sitting in your CRM while saving you hours of frustrating admin.
By automating the time-consuming process of reviving cold leads, Xcho frees you up to do what you do best - using your expert knowledge to advise clients, secure mortgages, and grow your business.
Join the Early Access Program
Xcho is currently in Early Access, and we are incredibly excited to see how it helps our broker network turn their quiet databases into active pipelines.
If you’re a mortgage adviser keen to learn more about how Xcho can help you stop chasing shadows and start converting past prospects, we’d love to hear from you.