Mortgage brokerage workspace

Good morning

Agents ready

Every enquiry answered.
Every opportunity followed up.

Your AI receptionist and outbound assistant are ready to qualify leads, book appointments and hand high-intent borrowers to a broker.

◎
Active leads—
Pipeline
◖
Calls · 24 hours—
Live
□
Upcoming—
Booked
G
Google Calendar—
Setup

Today

Upcoming appointments

View all
No appointments loaded.

Voice team

Agent status

2 online
AR
Alex · ReceptionistAustralian female persona · Marin
JM
James · OutboundAustralian male persona · Cedar
✓

Compliance guardrails activeExpress consent, DNCR clearance and calling hours are checked before every campaign call.

Pipeline

Leads

LeadPhoneStatusConsentDNCR

Calendar

Appointments

Conversation history

Calls

TimeDirectionNumberAgentStatusOutcome

Virtual conversations

Texting

Sending from +61 483 934 488

New message

Text a lead

The first text identifies the selected AI agent and includes opt-out instructions. Only leads with express consent can be contacted.

Inbox and sent

Message history

No text messages yet.

Configuration

Voice agents

Representing

Company or individual

This name is used in both agents’ opening greeting.

AR
Inbound receptionist

Can
Qualify, book, transfer
Cannot
Give credit advice
JM
Outbound assistant

Can
Follow up, qualify, book
Cannot
Cold call blocked leads
Voice note

The preview combines the selected OpenAI voice with your chosen demeanour and a light Australian accent. For a consistent branded or gender-specific identity, an approved Custom Voice is the appropriate next step.

Virtel secure workspace

Sign in to Virtel

We’ll email you a secure six-digit sign-in code.

New contact

Add a lead

Calendar booking

New appointment

The time is checked against Google Calendar before the booking is created.