Agentic AI for Brokers & Partners
Automate leads, mandates, documents, commissions, and support tickets so you can focus on closing.
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 highly organized queue.
- Orchestrate site visit planning, confirmations, and feedback collection seamlessly across multiple active projects.
- Track complex mandates, mandatory documentation, and handover checklists securely for each flat, floor, or property.
Insurance
Protection journeys from initial lead capture to final policy issue and renewals.
- Segment enquiries accurately by product line including life, health, motor, and commercial risk profiles.
- Route active cases smoothly through underwriting, rigorous documentation, and totally secure digital e sign workflows.
- Automate critical renewal reminders, strategic upsell prompts, and incredibly vital lapse prevention campaigns.
Finance
Lending workflows optimized specifically for personal loans, heavy mortgages, and credit products.
- Standardize lead intake perfectly for personal loans, home loans, massive MSME finance, and complex cards.
- Track mandatory KYC, core eligibility checks, detailed documentation status, and final crucial disbursement milestones.
- Give extended DSA networks and internal corporate teams a wonderfully unified administrative console to view pipelines.
Investments
Wealth journeys managed smoothly across initial onboarding, deep advisory, and portfolio reviews.
- Manage complex prospect profiling, extremely detailed risk assessment, and highly precise product recommendations.
- Record vital advisory notes, essential mandate approvals, and periodic strategic portfolio reviews flawlessly.
- Use smart agentic workflows to intelligently trigger vital follow ups based entirely on critical market moves.
Why Converiqo for Brokers?
Converiqo becomes the operational spine for modern brokerages, connecting leads, partners, documents, and payouts into one highly intelligent agentic AI layer.
Unified
A perfectly single unified view for all leads, complex mandates, essential documents, service tickets, and calculated commissions.
Smart
Agentic AI proactively nudges the precise next step on every deal so critical pipelines keep moving smoothly without micromanagement.
Secure
Strict role based access, comprehensive audit trails, and extreme enterprise grade security keep extremely sensitive financial data protected.
Scalable
Easily expand your brokerage from a highly focused local team to a massive multi city franchise network flawlessly.
Brokerage Bottlenecks
Obstacles to scaling your network.
Lead Leakage
Valuable enquiries flood multiple inboxes and get completely lost without an automated capture and assignment process.
Doc Ping Pong
Endlessly chasing KYC and mandate documents significantly delays closures and deeply frustrates highly motivated clients.
Scattered Comms
Clients constantly toggle between WhatsApp threads and emails causing agents to lose vital negotiation context.
Opaque Pipelines
Agency leadership cannot see exactly where crucial deals are stuck between initial prospecting and final signature.
Partner Friction
Channel partners and sub brokers constantly struggle with confusing manual spreadsheets for basic payout tracking.
Compliance Risk
Missing regulatory disclosures or mandatory eligibility checks create massive operational and financial penalty risks.
Operational Velocity
Close deals with less friction.
Faster Sales
Respond to incoming digital leads 38% faster with fully automated qualification and intelligent routing rules.
Audit Ready
Keep client documentation perfectly organized and completely compliant automatically without requiring manual oversight.
Higher Retention
Improve partner adherence and client satisfaction drastically by delivering a highly structured digital experience.
Client Satisfaction
Achieve a 20% increase in measurable client satisfaction scores through highly transparent transaction tracking.
Brokerage Operating System
End to end automation for intermediaries.
Sales & Lead Engine
Capture incoming client enquiries automatically from all property and finance portals.
Score lead intent accurately by analyzing specific budgets and interaction behavior.
Route high priority leads instantly to the absolute best performing broker or partner.
Trigger automated nudges requesting mandatory KYC documents before the first meeting.
Track funnel velocity comprehensively to identify exactly where bottlenecks commonly occur.
Generate accurate sales forecast dashboards to guide leadership and operational strategy.
Client Self Service
Provide clients a secure hub to view their highly curated property or loan requirements.
Enable completely secure document uploads for highly sensitive financial statements.
Maintain highly visual deal status boards so clients never have to guess next steps.
Send automated structured reminders for upcoming payments and pending signatures.
Offer deep multi language support ensuring smooth communication across diverse regions.
Include premium EMI and yield calculators directly within the central client portal.
Ticketing System
Log unavoidable delays and transaction disputes systematically as trackable digital tickets.
Route complex regulatory questions directly to dedicated compliance and legal experts.
Allow agents to attach vital voice notes and physical evidence directly to dispute files.
Escalate critical high value deals instantly if they remain completely inactive for days.
Monitor detailed resolution tracking ensuring absolutely no client issue gets ignored.
Trigger automated CSAT feedback closure loops immediately after resolving an issue.
Marketing & Nurture
Launch intelligent drip journeys to effectively educate completely new digital leads.
Trigger automated new listing and interest rate alerts matching precise buyer budgets.
Execute sophisticated reactivation sequences designed to bring cold leads back rapidly.
Leverage deep WhatsApp and SMS integration for incredibly fast engagement rates.
Perform accurate campaign ROI tracking to confidently optimize future marketing spend.
Distribute beautifully co branded partner assets to empower your extended network.
Partner Portal
Enable sub brokers to execute instant deal registration and guarantee absolute commission protection.
Ensure complete commission transparency with clearly defined automated calculation models.
Deliver mandatory regulatory training and certification modules entirely through the secure portal.
Drive healthy competition utilizing live performance leaderboards and gamified digital badges.
Allow partners to actively track payout status directly from submission to final clearance.
Provide incredibly simple centralized access to all essential brand policy guidelines.
Value for the Network
Benefits for every role.
Principals
- Gain a completely unified pipeline view highlighting exactly where deals are currently standing.
- Maintain incredibly strict audit compliance across all geographically distributed branch offices.
- Enhance financial forecast accuracy by deeply analyzing incredibly detailed team conversion data.
Brokers
- Spend significantly less time managing manual paperwork and endlessly chasing scattered documents.
- Experience dramatically faster deal closures driven by highly proactive AI generated nudges.
- Leverage highly intuitive mobile first tools enabling complete productivity from absolutely anywhere.
Partners
- Enjoy perfectly transparent pay structures eliminating completely all previous commission disputes.
- Receive significantly higher quality leads filtered directly by intelligent automated qualification workflows.
- Gain incredibly comprehensive brand support establishing absolute trust with highly demanding clients.
Clients
- Experience perfectly clear timelines drastically reducing previously immense transaction anxiety.
- Obtain instant definitive answers directly through highly structured automated self service portals.
- Enjoy a beautifully smooth journey remarkably free of historically frustrating administrative bottlenecks.
Deployment Models
Scale with your business.
Boutique Firms
Expertly streamline highly specialized advisory services using powerful high touch automation workflows.
National Networks
Flawlessly manage thousands of distributed sub brokers maintaining perfectly standardized operational procedures.
Aggregators
Deploy a highly structured tech enabled platform designed specifically for absolutely massive lead distribution.
Franchises
Maintain complete brand consistency and operational control across widely distributed regional satellite office locations.
Digital DSAs
Completely automate extremely high volume retail loan and credit card processing workflows securely.
Corporate Teams
Systematically handle highly complex multi stakeholder investment deals via one deeply unified platform.
Leaders on measurable change
38%
Faster Response
42%
Better Adherence
30%
Less Escalation
20%
Higher CSAT
“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.