Where money leaks in mortgage and insurance brokers.
- 1
Shared leads go to whichever broker answers first.
- 2
Document collection stalls before the application.
- 3
Renewals and refinances are missed, and clients leave at renewal time.
One lead, start to finish.
- 18:05:02Comparison-site lead: first home, deposit ready, buying in three months.
- 18:05:40Instant reply with the questions a fact-find needs, from approved templates.
- 18:09:15Fact-find call booked. The broker gets a summary before the call.
Sample timeline. Your replies use your own listings, prices and tone.
Automations for mortgage and insurance brokers.
Tools we connect
Website calculators, comparison sites, Meta and Google ads; Salesforce, Jungo, AgencyZoom, Mortgage Brain, Salestrekker or your CRM via API.
Rules we follow
Compliance-approved templates only and no rate promises. Consent and quiet hours are enforced on every message.
Which plan fits
Solo brokers fit Instant Responder or Qualifier & Booker. Brokerages with several lenders or carriers fit Full Lead Engine.
Questions from mortgage and insurance brokers.
How does Maquana help mortgage and insurance brokers?
Win the shared lead, then never miss a renewal. For example: Comparison-site lead, then instant reply and fact-find booked, then renewal reminder a year later..
Which Maquana plan fits mortgage and insurance brokers?
Solo brokers fit Instant Responder or Qualifier & Booker. Brokerages with several lenders or carriers fit Full Lead Engine.
Which tools does it connect to?
Website calculators, comparison sites, Meta and Google ads; Salesforce, Jungo, AgencyZoom, Mortgage Brain, Salestrekker or your CRM via API.
What rules does it follow?
Compliance-approved templates only and no rate promises. Consent and quiet hours are enforced on every message.