Agentic AI for
Brokers & Partners
Automate leads, mandates, documents, commissions, and support tickets so you can focus on closing.
38%
Faster Response
42%
Better Adherence
30%
Less Escalation
What is Broker AI?
A system to automate leads, mandates, and payouts for your team.
Does it track partners?
Yes, manage sub-brokers, deal registrations, and commission splits.
Is it only for Real Estate?
No, it works for Insurance, Loans, and Investment broking too.
Built for Every Brokerage Vertical
Converiqo supports brokers and channel partners across real estate, insurance, finance, and investment use-cases, without forcing you into a one-size-fits-all CRM.
Real Estate
End-to-end deal flows for mandates, site visits, and handovers.
- Capture buyer and tenant enquiries across portals, walk-ins, and referrals in one queue.
- Orchestrate site visit planning, confirmations, and feedback collection across multiple projects.
- Track mandates, documentation, and handover checklists for each flat, floor, or property.
Insurance
Protection journeys from lead to policy issue and renewals.
- Segment enquiries by product line (life, health, motor, commercial) and risk profile.
- Route cases through underwriting, documentation, and e-sign workflows with clear SLAs.
- Automate renewal reminders, upsell prompts, and lapse-prevention campaigns.
Finance
Lending workflows for loans, mortgages, and credit products.
- Standardize lead intake for personal loans, home loans, MSME finance, and cards.
- Track KYC, eligibility checks, documentation status, and disbursement milestones.
- Give DSAs and in-house teams a common console to view pipeline, payouts, and performance.
Investments
Wealth journeys across onboarding, advisory, and portfolio reviews.
- Manage prospect profiling, risk assessment, and product recommendations in one place.
- Record advisory notes, mandate approvals, and periodic portfolio review actions.
- Use workflows to trigger follow-ups based on market moves, SIP dates, or client life events.
Why Converiqo for Brokers?
Converiqo becomes the operational spine for modern brokerages, connecting leads, partners, documents, and payouts into one agentic AI layer.
Unified
A single view for leads, mandates, documents, tickets, and commissions across teams, partners, and product lines.
Smart
Agentic AI nudges the next step on every deal—follow-up, document request, approval, or renewal—so pipelines keep moving without micromanagement.
Secure
Role-based access, audit trails, and enterprise-grade security keep sensitive client and deal data protected while still accessible to the right people.
Brokerage Bottlenecks
Obstacles to scaling your network.
Lead Leakage
Enquiries flood inboxes and get lost without automated capture.
Doc Ping-Pong
Chasing KYC and mandate docs delays closures and frustrates clients.
Scattered Comms
Clients toggle between WhatsApp and email, losing context.
Opaque Pipelines
Leadership cannot see where deals are stuck: prospecting or closing.
Partner Friction
Sub-brokers struggle with manual spreadsheets for payouts.
Compliance Risk
Missing disclosures or eligibility checks risk penalties.
Operational Velocity
Close deals with less friction.
Faster Sales
Respond to leads 38% faster with automated qualification.
Audit Ready
Keep documentation 100% compliant automatically.
Higher Retention
Improve client satisfaction by +0.5 NPS points.
Brokerage Operating System
End-to-end automation for intermediaries.
Sales & Lead Engine
Capture enquiries from all portals.
Auto-qualify by budget & intent.
Route to right broker/partner.
Nudge for doc requests.
Funnel velocity tracking.
Forecast dashboards.
Client Self-Service
View curated requirements.
Secure doc uploads.
Deal status boards.
Automated reminders.
Multi-language support.
Premium/EMI calculators.
Ticketing System
Log delays and disputes.
Route to compliance/legal.
Attach voice notes/evidence.
Escalate high-value deals.
Resolution tracking.
CSAT closure loops.
Marketing & Nurture
Drip journeys for new leads.
Listing & rate alerts.
Reactivation for cold leads.
WhatsApp/SMS integration.
Campaign ROI tracking.
Co-branded partner assets.
Partner Portal
Sub-broker deal registration.
Commission transparency.
Training & certification.
Performance leaderboards.
Payout status tracking.
Policy guideline access.
Value for the Network
Benefits for every role.
Principals
- Total pipeline view.
- Audit compliance.
- Forecast accuracy.
Brokers
- Less paperwork.
- Faster closures.
- Mobile-first tools.
Partners
- Transparent pay.
- Better leads.
- Brand support.
Clients
- Clear timelines.
- Instant answers.
- Smooth journey.
Deployment Models
Scale with your business.
Boutique Firms
Streamline specialized advisory with high-touch automation.
National Networks
Manage thousands of sub-brokers with standardized SOPs.
Aggregators
Tech-enabled platform for lead distribution and fulfillment.
Franchises
Maintain brand consistency across distributed office locations.
Digital DSAs
Automate high-volume loan and card processing workflows.
Leaders on measurable change
38%
Faster Response
42%
Better Follow-up
-30%
Less Docs Issues
+20%
Client Satisfaction
“Our property mandates now move in a single console from enquiry to payout. Brokers know exactly what to do next, and leadership sees real numbers daily.”
Rohini Iyer
COO, UrbanAxis Realty
Frequently Asked Questions
Answers for leaders and ops heads.
It automates follow-ups, centralizes comms, and tracks deals, freeing you to close more.
Scattered leads, missed follow-ups, and document delays. Automation solves these.
Yes, timely reminders and professional follow-ups keep prospects engaged.
It gives clients real-time updates on status and requirements, building trust.
Enquiry conversion, response time, and closure rates are key.
It captures, tags, and routes leads instantly to the right broker.
A portal where clients can upload docs and check status 24/7.
To track issues like commission disputes or compliance blocks efficiently.
It sends listing alerts and nurtures cold leads automatically.
The platform tracks sub-broker deals and commissions transparently.