Mortgage Brokerage

AI receptionist for mortgage brokers in Canada

Answer every call, book every consultation. Cedri is Canada's Bilingual AI Receptionist. It answers your mortgage brokerage phone 24 hours a day, in English and French, and books Pre-Approval Consultation, Renewal Review and Refinancing Consultation into the calendar in your Cedri app while the caller is still on the line. You get a text after every call.

Choose your business details, voice, primary language and available Canadian number before payment. Save your setup and come back to edit it whenever you need.

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$18.99 CAD a month, 30 answered calls included.

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AI receptionist for Quebec businesses

What Cedri does on a mortgage call

Cedri starts with the services it finds on your website or business listing, or with Pre-Approval Consultation, Renewal Review and Refinancing Consultation if it finds none, so it can take a real booking on the very first call. Add, rename or remove services in the app any time.

Answers in English and French

Callers are answered in the language they speak, on the same line, with no menu to press through.

Books the job, not a message

Cedri reads your live availability and locks in a real slot before the caller hangs up.

Passes the call to you

When a caller asks for a person, Cedri can put the call through to a number you choose.

Texts the caller, and you

The caller gets a confirmation text when the booking is made and a reminder the day before. They can reply 2 to cancel. You get a text with their number and a short summary after every call.

What Cedri asks a caller before booking

A booking is only worth having when it arrives with the details. Before it books, Cedri asks whether it is a purchase, a renewal or a refinance, where the property is, and whether the caller already has an offer or a closing date. The answers are written on the booking you see in the app.

Purchase, renewal or refinance, sorted before you call back

Cedri expects four kinds of mortgage call: a first home, a renewal, a refinance or equity take-out, and “how much can I borrow?”. Each can end in a pre-approval consultation, a renewal review or a refinancing consultation, booked in your Cedri agenda with the caller’s answers on it. A mortgage line gives no rates on the phone. Cedri does not quote, compare or discuss interest rates, and does not say how much a caller could borrow, whether they would qualify or which option suits them, even if your website lists rates. It says the broker goes over rates and options in a consultation, and offers to book one.

Rate questions go to the broker

Asked for today’s rates or how much someone can borrow, Cedri books a consultation or takes a number for a callback. The line is told to hold to that even when your answers or your website mention rates.

“Welcome back”, and nothing more

A returning caller hears at most “welcome back”. Cedri does not read their name, a past call or a booking back to them, and does not tell anyone whether someone else is a client, because a phone is often shared.

Your regulator’s rules stay yours

What you must tell a client is between you and your regulator: the AMF in Quebec, FSRA in Ontario, BCFSA in British Columbia. Add your licence or registration number to your answers in the app, and Cedri can give it when a caller asks.

The needs analysis is yours

Cedri notes who called and why, and books the time. The needs analysis and the advice happen with the broker, in the consultation.

An answering service for mortgage brokers that books the consultation

A traditional answering service takes a message, often billed by the minute. Cedri answers every mortgage call 24 hours a day, in English and French, and the consultation is in your calendar before the caller hangs up. You keep your number: forward every call to Cedri, or only the ones you miss.

Hear 7 recorded calls to the demo line

Cedri at a glance

Price: $18.99 CAD a month, or $189.99 a year. One plan, no contract. You pay when your line goes live.
Calls: 30 answered calls a month included. Calls under 10 seconds don’t count. Past 30, Cedri keeps answering, and extra calls come in packs on the web: 10 for $12.99, 25 for $29.99 or 50 for $49.99.
Languages: English and French on the same line. Apps for iPhone and Android.
On the phone: Cedri says it is an AI assistant and that the call may be recorded.
Your number: keep it. Forward it to your Cedri line.
How call forwarding works
Try it: call the demo line at (437) 475-4321.

What callers ask, and what Cedri says

Here is some of what Cedri says from the very first call, before you change anything. These answers send questions about rates, borrowing and fees to the broker. Cedri says a price only when it finds one in your service list, your answers or your website, so check those prices in the app before you go live. Edit any answer in the app.

A caller asks: “What are your rates today?”

Cedri answers: “Rates depend on your situation and on the lender, so the broker goes over them with you in a consultation. I can book you one now, or take your number for a callback.”

A caller asks: “How much can I borrow?”

Cedri answers: “That depends on your income, your debts and the property, and the broker works it out with you in a consultation. I can book you one now.”

A caller asks: “Is there a fee to work with a broker?”

Cedri answers: “Any fee depends on your file, and the broker confirms it with you before anything starts. I can book you a consultation.”

A caller asks: “My mortgage is up for renewal. Can I book a review?”

Cedri answers: “Yes. Tell me your renewal date and I’ll find a time with the broker, or take your number for a callback.”

Cedri for other kinds of business

Same receptionist, different script. Each page shows what Cedri books and what it says on the phone for that line of work.

Take Cedri with you.

Every call, transcript and booking. In your pocket.

Get the app on iPhone and Android

Download on theApp Store GET IT ONGoogle Play

Never miss another mortgage call.

Setup takes about five minutes. Rather hear it first? Call the demo line below, in English or French.

Get started Try the demo

One plan, $18.99 a month with 30 answered calls. See what’s included

Prefer to call? Demo line: (437) 475-4321