Mortgage AI Toolkit

AutoBook

AutoBook handles the back-and-forth of booking calls for you. The AI chats naturally, finds the best time, and sends invites, so you never waste hours setting up appointments again.

  • Built for mortgage brokers
  • Secure, compliant conversations
  • Works with your existing calendars

How AutoBook Works

AutoBook is designed to handle the entire booking workflow, from initial contact to calendar invite, so you can focus on what matters most, your clients.

AutoBook voice assistant chatting with a client to book a discovery call
Real-time voice conversation
Captures name, email, phone and company
  1. 1.AI handles the conversation naturally

    AutoBook greets them and understands their booking request

  2. 2.Finds best available time slot

    Checks your calendar and suggests optimal times

  3. 3.Sends calendar invite automatically

    Confirms the appointment and sends invites to both parties

Powerful Features

Everything you need to automate your booking process

Natural AI Conversations

AI handles booking calls naturally with human-like interactions

Smart Scheduling

Intelligent scheduling that finds the best available time slots

Automatic Invites

Automatically sends calendar invites with meeting details

Real-Time Voice

Supports natural voice interactions with interruption handling

Live Transcription

Instant transcript display during conversations

Business Insights

Gathers FCA registration, team size, turnover, and pain points

Frequently Asked Questions

Common questions about AutoBook

What is AutoBook?

AutoBook is an AI-powered appointment booking system designed specifically for mortgage professionals. It handles booking calls naturally using artificial intelligence, finds the best available time slots, and automatically sends calendar invites, reducing booking time by up to 80%.

How does AI appointment booking work?

AutoBook uses advanced natural language processing (NLP) and voice AI technology to handle phone calls naturally. When a client calls your number, the AI greets them, understands their booking request, checks your calendar availability, suggests optimal time slots, and confirms the appointment. The system then automatically sends calendar invites with meeting details.

Is AutoBook FCA compliant?

Yes, AutoBook is built with FCA compliance in mind. The system collects necessary information including FCA registration details, ensures all communications meet regulatory standards, and maintains proper records of all booking interactions for compliance purposes.

Can AutoBook integrate with my calendar?

Yes, AutoBook integrates seamlessly with popular calendar systems including Google Calendar, Outlook, and other standard calendar applications. The system automatically checks your availability and sends calendar invites directly to both you and your clients.

How much does AutoBook cost?

AutoBook pricing varies based on your business needs and usage. Book a demo for a customized quote that fits your specific requirements. We offer flexible pricing plans for individual advisors, growing businesses, and large mortgage networks.

See AutoBook in action

See how it can work for you.

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