Agentic AI for Faster Deals, Happier Clients, and Audit-Ready Ops
Converiqo keeps leads, mandates, documents, commissions, and support tickets in one agentic command centre so brokers focus on closing, not chasing.
Operational friction
Broker Networks Need Automation Across Enquiry, Docs & Compliance
Remove noisy inboxes, duplicate follow-ups, and slow documentation cycles with a single agentic layer.
Lead Saturation & Leakage
Real estate, finance, and insurance enquiries flood multiple inboxes without automation, brokers miss high-intent prospects.
Documentation Ping-Pong
Collecting KYC, mandate, valuation, or risk documents across stakeholders causes avoidable delays and manual chasing.
Fragmented Client Communication
Clients toggle between email, WhatsApp, and calls for the same update. Teams lack a single history to keep negotiations aligned.
Opaque Deal Pipelines
Leadership cannot view where mandates are stuck prospecting, underwriting, pricing, or closure hurting forecast accuracy.
Partner & Affiliate Visibility
Sub-brokers and channel partners operate on spreadsheets, making it hard to track performance, payouts, or compliance.
Compliance & SLA Pressure
Regulatory disclosures, eligibility criteria, and SLA commitments need precise tracking or risk penalties and attrition.
Agentic AI Spine for Lead-to-Closure Brokerage Ops
Machine-assisted lead capture, client comms, ticketing, workflows, and feedback keep brokers, partners, and principals in sync.
Sales & Lead Engine
Capture, score, and route leads from portals, referrals, events, and partner networks with zero leakage.
Always-On Client Self-Service
Clients and partners get instant answers on requirements, timelines, fees, and document status across channels.
Workflow & Ticket Command Centre
Standardize deal journeys, documentation, escalation, and feedback flows with live SLA tracking.
Core automation modules
One Stack for Leads, Self-Service, Service, Growth & VoC
Each module removes manual chasing so brokers can win mandates, delight clients, and stay compliant.
Automation Flow
Sales / Lead Engine – Multi-Product Brokerage
Capture enquiries from listing portals, landing pages, WhatsApp, partner apps, and walk-ins with product/location tagging.
Auto-qualify by budget band, segment (property, insurance, loans, investments), urgency, and onboarding readiness.
Assign leads to brokers, sub-brokers, or partner pods with guided scripts, checklists, and reminders.
Trigger personalised nudges for document requests, eligibility calculators, pricing updates, or inspection slots.
Track funnel velocity new enquiry, validated lead, proposal, documentation, approval, closure with SLA alerts.
Surface high-probability deals to management with forecast-ready dashboards and incentive tracking.
Self-Service Flow
Customer Self-Service – Requirements, Docs & Status
Clients view curated requirements, FAQs, inventory, interest rates, underwriting criteria, and next steps 24/7.
Secure upload links collect KYC, CAM reports, proof-of-funds, insurance forms, or builder docs without email chains.
Deal status boards show prospecting, negotiation, underwriting, legal, and payout milestones with timestamps.
Automated reminders chase missing paperwork, approvals, or signatures to prevent pipeline stalls.
Multi-language responses on WhatsApp, email, or web widgets ensure clarity for domestic and overseas clients.
Embedded calculators and bots answer premium, EMI, commission, or timeline queries instantly.
Service Flow
Ticketing System – Issues & Escalations
Log tickets for documentation delays, eligibility clarifications, pricing disputes, and inspection requests.
Auto-route to compliance, underwriting, legal, builder relations, or finance teams with SLA timers.
Allow clients, partners, or internal teams to attach evidence, voice notes, or comments for context.
Escalate high-value mandates or ageing tickets to leadership with one-click summaries.
Track resolution reasons to identify policy bottlenecks, training needs, or partner gaps.
Close tickets with automated CSAT / NPS prompts and update the deal timeline automatically.
Growth Flow
Marketing Module – Nurture & Reactivation
Run drip journeys for new enquiries with requirement summaries, case studies, and credibility builders.
Send stock / listing alerts, new policy launches, rate drops, or builder incentives tailored to segments.
Automate reactivation journeys for cold leads with time-bound offers, webinar invites, or concierge support.
Sync WhatsApp, SMS, email, and voice campaigns with CRM audiences for consistent communication.
Track open rates, click-throughs, meeting bookings, and closures to optimise spend.
Share co-branded campaigns with sub-brokers and affiliates while retaining governance.
Ops Flow
Workflow Automation – Mandate to Closure
Digitize checklists for mandate intake, due diligence, underwriting, pricing, negotiation, and closure.
Auto-trigger tasks when documents are uploaded, approvals granted, or KYC flags are raised.
Sync with CRM, LOS, policy admin, or builder ERPs through APIs to reduce double-entry.
Surface daily workboards for brokers, analysts, compliance teams, and partner managers.
Maintain audit-ready logs for regulator reviews, internal audits, or principal inspections.
Link payouts, commissions, and claw-back clauses to workflow milestones automatically.
Insight Flow
Feedback / Survey – Client & Partner VoC
Collect feedback after mandate submission, approval, disbursal, or claim settlement.
Measure NPS across clients, builders, insurers, and lending partners to detect risk early.
Highlight communication, turnaround time, documentation clarity, and trust factors.
Trigger recovery workflows for detractors with senior callbacks and resolution taskforces.
Share testimonials and success stories directly with marketing for proof assets.
Benchmark partner networks and sub-brokers to plan incentives or interventions.
Stakeholder outcomes
Benefits Across Principals, Brokers, Partners, Ops & Clients
Every stakeholder shares the same mandate timeline, documentation trail, and SLA ownership from enquiry to payout.
Broker Principals & Leadership
- Single view of leads, mandates, documentation, and payouts across teams and cities.
- Forecast-ready pipeline analytics with weighted probabilities and SLA alerts.
- Improved compliance posture with auditable workflows and automated reminders.
Relationship Managers & Field Brokers
- Automated reminders, scripts, and collateral reduce prep time for calls and site visits.
- One console for lead history, documents, tickets, and approvals boosts productivity.
- Mobile-ready workflows ensure updates happen from anywhere without chasing ops.
Channel Partners & Sub-Brokers
- Self-service dashboards show assigned leads, payouts, and compliance tasks.
- White-labeled communication keeps clients engaged while protecting the brand message.
- Training, certification, and incentive workflows keep partner networks motivated.
Clients & Investors
- Transparent timelines, requirement lists, and digital documentation reduce confusion.
- Faster responses on eligibility, pricing, and approvals builds trust and loyalty.
- Structured ticketing ensures every concern has ownership and a clear resolution path.
Partner Success & Ops Teams
- Live dashboards show sub-broker performance, payout readiness, and compliance completion in one view.
- Playbooks, certifications, and incentive workflows keep channel partners aligned without manual chasing.
- Exception alerts surface SLA breaches or ageing mandates so partner pods can intervene early.
Compliance & Audit Officers
- Digitized mandate checklists, KYC trails, and approval logs create audit-ready evidence in minutes.
- Automated reminders enforce regulatory disclosures, claw-back clauses, and commission governance.
- Deviation reports highlight policy gaps or training needs before they become regulatory escalations.
Deployment fit
Works for Every Broker Network
From boutique advisors to nationwide channel ecosystems.
Real Estate Brokers & Channel Partners
Manage residential, commercial, and land mandates across builders, NRI clients, and investors.
Insurance Brokers & IMFs
Coordinate life, health, and general insurance documentation, underwriting, and renewals.
Loan & Mortgage Brokers
Handle home, SME, project finance, and working capital cases with lender sync and compliance.
Wealth & Investment Distributors
Automate KYC, suitability, and onboarding journeys for HNI, retail, or institutional clients.
Logistics / Fleet / Asset Brokers
Track mandates, inspections, and payouts for assets, leasing, or infrastructure deals.
Broker Aggregators & Franchise Networks
Standardize SOPs, training, incentives, and CRM visibility across distributed teams.
Proof of impact
Brokers Grow Faster on Converiqo
38%
Lead response acceleration
42%
Follow-up adherence lift
30%
Documentation escalations drop
+0.5 NPS
Client satisfaction uplift
Customer voice
“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 Brokers
Need-to-know
Frequently Asked Questions
Answers for broker principals, channel heads, and partner success teams.
How can agentic AI streamline operations for brokers?
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Agentic AI automates lead follow-ups, organizes client communication, and centralizes deal tracking. It helps brokers handle high enquiry volumes across properties, policies, loans, or investments with faster responses and improved conversion efficiency.
What challenges do brokers commonly face in daily operations?
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Brokers struggle with scattered leads, missed follow-ups, repeated client queries, and slow documentation flow. Automation reduces manual coordination and ensures smoother end-to-end client interactions across all deal stages.
Can automation improve conversion rates for broker-led deals?
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Yes. Automation improves enquiry qualification, schedules reminders, and sends timely follow-ups. It keeps prospects engaged and increases closure chances especially in long decision cycles involving real estate, finance, or insurance brokerage.
How does AI improve transparency for clients during transactions?
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AI provides consistent updates on requirements, timelines, eligibility, and next steps. This reduces confusion, increases trust, and helps brokers offer clearer, more predictable communication throughout negotiations and documentation.
Which KPIs should brokers track using automation tools?
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Key KPIs include enquiry-to-lead conversion, follow-up adherence, response time, document completeness, deal closure rate, and satisfaction scores. Platforms like Converiqo help brokers monitor these metrics and optimize performance.
How does Converiqo’s Lead Engine support broker conversions?
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Converiqo’s Sales / Lead Engine captures leads from portals, referrals, and campaigns. It categorizes interest levels, tags requirement types, and routes them instantly helping brokers respond faster and close more opportunities.
How does Converiqo’s CSSE improve client self-service access?
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Converiqo’s Customer Self-Service allows clients to view requirements, FAQs, document lists, timelines, and deal updates. It reduces repetitive calls and ensures prospects always have essential information ready.
Why should brokers use Converiqo’s Ticketing System?
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Converiqo’s Ticketing System organizes issues like documentation delays, eligibility doubts, pricing disputes, and timeline concerns. It ensures structured follow-ups with clear ownership and faster resolution across all stakeholders.
How does Converiqo’s marketing module support broker-engagement?
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Converiqo’s Marketing Module automates nurturing messages, requirement alerts, new opportunities, and reactivation flows. It keeps clients engaged throughout long evaluation cycles, improving conversion for both new and returning prospects.
How do Converiqo’s workflows and feedback improve broker operations?
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Workflow Automation standardizes steps from enquiry to deal closure, while Converiqo’s Feedback Module gathers client sentiment on communication and service. Combined, they help brokers refine processes and deliver stronger, more reliable experiences.
Broker excellence
Ready to Automate Every Deal Stage?
Plug Converiqo into your brokerage stack to orchestrate leads, documentation, communications, and compliance from one secure platform.