Consistent discovery. Cleaner broker handoff. Automatically.
DialoGrove gives mortgage businesses an AI voice agent that handles new enquiries with structured discovery - capturing refinance intent, purchase readiness, and key financial details before a broker ever picks up the phone.
Product preview
Structured discovery, broker prep, and review - in one place.
Mortgage playbooks
Playbooks built for mortgage discovery.
Mortgage Enquiry
Run calm first-touch conversations, structure finance intent, and get brokers the details they need.
Sample call
Refinance and purchase discovery · broker prep
Refinance Discovery
Capture current loan details, motivations, and timing - structured and ready for broker review.
Sample call
Rate motivation · LVR intent · lender shortlist
Purchase Lead Qualification
Qualify purchase enquiries with consistent discovery across budget, deposit, and timeline.
Sample call
Purchase intent · pre-approval status · broker handoff
Platform capabilities
Everything your team needs to give brokers better leads.
Automatic outbound
New enquiries are called within minutes, not hours.
Structured broker outputs
Finance intent, LVR, deposit, and timeline captured and structured every time.
Transcripts and recordings
Brokers can replay any discovery call and review exactly what was said.
Review queue
Anything that needs broker judgment goes straight into the review queue.
CRM connection
Land structured discovery data directly into your CRM pipeline.
Available - connect Zoho and more
Custom mortgage workflows
Need a workflow specific to your book? We build it in 10 working days.
Getting started
Live in under 5 minutes.
Connect your lead source, pick a playbook, and go live with automatic outbound calling - no engineering required.
Setup steps
Step 01
Connect your lead source
Step 02
Choose a mortgage playbook
Step 03
Name your agent, pick a voice
Step 04
Test on web before going live
Step 05
Publish - leads are called automatically