Never Miss A Mortgage Inquiry — Straight Into BrokerEngine
Marlie AI answers every borrower call 24/7, captures loan-purpose and finance details, and feeds qualified leads into BrokerEngine via webhook or Zapier so your workflow takes over.
Built for Australian mortgage brokers running on BrokerEngine
Mortgage broking is a high-stakes inbound game. The first broker to call back typically wins the deal — but borrower calls come at all hours, and trying to live-answer every inquiry while writing loans and chasing lender SLAs is impossible.
Marlie AI sits in front of BrokerEngine. Inbound borrower calls are answered, qualified for loan purpose and basic finance picture, and pushed into BrokerEngine via Zapier or webhooks. Your existing workflow steps, fact-find, and SOA process kick off the moment the call ends — no manual entry from your support staff.
Also useful: AI receptionist for mortgage brokers.
What You Get with Marlie + BrokerEngine
Everything you need to connect your phone calls with BrokerEngine — fully automated, zero manual work.
Auto-Capture Borrower Leads
Every inbound caller is qualified for loan purpose, property type, finance picture, and pushed into BrokerEngine as a new lead.
Workflow Trigger Via Webhook
Marlie posts to a BrokerEngine webhook (or Zapier zap) on call end, so your existing intake workflow fires automatically.
Loan-Purpose Routing
Calls are routed differently for purchase, refinance, investment, and first home buyer — each gets the right qualifying script.
Call Notes & Recordings
Every call summary, transcript, and recording link is delivered with the lead so your broker has full context before calling back.
After-Hours Coverage
Borrowers calling after-hours, evenings, and weekends get a real conversation, not voicemail — increasing booked appointments.
Smart Deduplication
Returning callers can be flagged as existing borrowers so your team avoids duplicate workflows in BrokerEngine.
How It Works
Get up and running with BrokerEngine in minutes — no coding required.
Set Up The Bridge
Configure a Zapier zap or webhook endpoint that ingests Marlie call data into BrokerEngine. Marlie sends a structured payload on every call.
Map Loan Purposes & Workflows
Decide which BrokerEngine workflow each loan purpose triggers — purchase, refinance, investment, FHB — and which fields populate.
Marlie Answers 24/7
Inbound borrower calls are answered, qualified, and routed. Hot callers can also be transferred to your duty broker.
BrokerEngine Takes Over
New leads land in BrokerEngine with notes attached, your workflow steps start, and your team picks up an intake-ready file.
Built for Real Scenarios
See how businesses use Marlie + BrokerEngine to capture more leads and streamline operations.
After-Hours Borrower Inquiries
A borrower calls at 8 PM after seeing a property and wanting pre-approval. Your office closed at 5.
Marlie qualifies the lead, captures property details and timing, fires the BrokerEngine workflow, and books a callback for first thing tomorrow.
Lead Form Phone Backup
You run digital ads and many borrowers prefer to call instead of fill out forms.
Marlie captures the same fields you'd collect in a form, pushes the lead into BrokerEngine, and starts the same workflow as a web form lead.
Existing Client Servicing
Existing borrowers call with rate-review or top-up questions while you're with another client.
Marlie identifies the borrower, captures the request, and posts a follow-up task into BrokerEngine so nothing slips between the cracks.
Frequently Asked Questions
Common questions about the Marlie AI + BrokerEngine integration.
Does BrokerEngine have a public API?
Can Marlie qualify loan purpose and finance position?
Will my workflow still trigger automatically?
How are returning borrowers handled?
Are call recordings available to my team?
Can Marlie transfer hot callers to a duty broker?
Related Integrations
Marlie AI connects with more than just BrokerEngine. Here are a few closely related tools, or browse the full integrations catalog.
Ready to connect Marlie AI with BrokerEngine?
Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.
What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
Get set up in minutes
Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.
