AI receptionist for mortgage brokers

Catch every enquiry.
Qualify every lead.

A buyer who has just been to an open home wants to know what they can borrow, now. If you are with another client, Vereo answers instantly, qualifies the borrower on loan purpose, amount and timeline, books the appointment and pushes a qualified lead to your CRM.

Borrower qualificationAppointments booked liveLeads pushed to your CRM
First
broker to respond usually wins the deal
35%
of finance enquiries go unanswered
0.6s
average pickup time
$79
a month +GST
Built for your trade

Be first to the borrower, every time.

Qualifies the borrower

Captures loan purpose, amount, timeline and rough position, then pushes a qualified lead summary to your CRM and your phone.

Books the appointment

Checks your calendar and books the discovery call or appointment live on the call.

Never misses an enquiry

Answers every call day or night, so a Saturday open-home lead never goes to voicemail.

"Open-home weekends used to mean missed calls and lost deals. Vereo qualifies the borrower and books them in while I am with another client. The lead quality is genuinely good."
Tom WhitcombePrincipal, Whitcombe Finance, Subiaco WA
Questions, answered

The fine print, in plain English.

Can Vereo qualify a finance enquiry?

Yes. Vereo asks your qualifying questions on loan purpose, amount, timeline and position, and pushes a qualified summary to your CRM.

Will it book into my calendar?

Vereo checks availability and books the discovery call or appointment live on the call.

Does it work on weekends?

Vereo answers 24/7, so Saturday open-home enquiries are captured and qualified rather than lost to voicemail.

Are there lock-in contracts?

None. Vereo is month to month and you can cancel anytime. Most setups have a one-off $295+GST setup fee. More complicated integrations are quoted separately during initial scoping.

Simple, honest pricing

No per-seat fees. No surprises.
Just answered calls.

Most popular

Starter

$79 +GST / mo

100 inbound minutes included. Everything a growing business needs.

  • 100 inbound minutes per month
  • 24/7/365 answering, 20 calls at once
  • Natural voice, sub-second response
  • Calendar booking and warm transfer
  • CRM integration and call summaries
  • Email, SMS and Teams/Slack alerts
  • Knowledge base trained on your business
  • Monthly reporting dashboard
  • Call recording with consent management
Start your setup

Opens a short form. We respond within one business day.

$295+GST one-off fee for most setups · extra minutes $0.35+GST/min

Custom

Let's talk

High volume, complex call flows or bespoke integrations.

  • Everything in Starter
  • Volume minute discounts
  • PMS, EHR and booking-system integrations
  • Multi-number and multi-agent
  • Outbound campaign management
  • Multilingual agents (30-plus languages)
  • Dedicated account manager and SLA
Book a discovery call

Tailored to your call volume

More complicated integrations are quoted separately during initial scoping. All prices exclude GST. Outbound calls are charged separately at $0.15+GST/min plus carrier termination and are not deducted from your 100 included minutes. Your phone provider may charge for forwarded calls. An integrated phone system may reduce this, see the FAQ.

Choose how your calls connect

Use your existing phone service

Keep your number and forward calls from your current provider to Vereo, for example when you're busy or after hours. Your provider may charge for forwarded calls, and transfers back to your team are charged as outbound calls.

Optional upgrade

Integrate your business phones

We set up your phone system and Vereo together through our partner Dynamite IT. Integration could reduce forwarding and transfer charges, and is quoted separately.

A quick note about call forwarding costs

  • Forwarding a call to Vereo can create a separate chargeable call through your existing provider.
  • Some phone plans include forwarding and others charge for it.
  • Transfers to your team are charged at $0.15+GST/min plus carrier termination.
  • We check your phone setup with you during scoping.

Want to see how forwarding works first? Our call forwarding guide lists the codes for Telstra, Optus, Vodafone and TPG.

Never miss a finance lead.

100 minutes. $79+GST a month. Your AI receptionist is live in days.

Get started, $79/mo