Mortgage AI Toolkit

AutoBook

AutoBook handles the back-and-forth of booking calls for you. The AI chats naturally, finds the best time, and sends invites, so you never waste hours setting up appointments again.

Powerful Features

Everything you need to automate your booking process

🗣️

Natural AI Conversations

AI handles booking calls naturally with human-like interactions

📅

Smart Scheduling

Intelligent scheduling that finds the best available time slots

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Automatic Invites

Automatically sends calendar invites with meeting details

🎤

Real-Time Voice

Supports natural voice interactions with interruption handling

📝

Live Transcription

Instant transcript display during conversations

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Business Insights

Gathers FCA registration, team size, turnover, and pain points

Transform Your Booking Process

AutoBook is designed to handle the entire booking workflow, from initial contact to calendar invite, so you can focus on what matters most - your clients.

  • Reduce booking time by 80%
  • Never miss another appointment
  • Handle multiple bookings simultaneously
  • Collect valuable business insights
  • Improve client experience
  • Scale your booking operations

How AutoBook Works

1
Client calls your number
2
AI handles the conversation naturally
3
Finds best available time slot
4
Sends calendar invite automatically

Frequently Asked Questions

Common questions about AutoBook

What is AutoBook?

AutoBook is an AI-powered appointment booking system designed specifically for mortgage professionals. It handles booking calls naturally using artificial intelligence, finds the best available time slots, and automatically sends calendar invites, reducing booking time by up to 80%.

How does AI appointment booking work?

AutoBook uses advanced natural language processing (NLP) and voice AI technology to handle phone calls naturally. When a client calls your number, the AI greets them, understands their booking request, checks your calendar availability, suggests optimal time slots, and confirms the appointment. The system then automatically sends calendar invites with meeting details.

Is AutoBook FCA compliant?

Yes, AutoBook is built with FCA compliance in mind. The system collects necessary information including FCA registration details, ensures all communications meet regulatory standards, and maintains proper records of all booking interactions for compliance purposes.

Can AutoBook integrate with my calendar?

Yes, AutoBook integrates seamlessly with popular calendar systems including Google Calendar, Outlook, and other standard calendar applications. The system automatically checks your availability and sends calendar invites directly to both you and your clients.

How accurate is the AI conversation?

AutoBook uses state-of-the-art AI technology with natural language understanding capabilities. The AI can handle interruptions, understand context, and maintain natural conversations. It has been trained specifically for appointment booking scenarios in the mortgage industry, ensuring high accuracy and professional interactions.

Can AutoBook handle multiple time zones?

Yes, AutoBook supports multiple time zones. The system automatically detects and handles time zone conversions, ensuring appointments are scheduled correctly regardless of where you or your clients are located.

What information does AutoBook collect during calls?

AutoBook collects essential booking information including client name, phone number, email, company details, preferred appointment time, and business insights such as FCA registration type, team size, turnover, and pain points. All data collection complies with GDPR and FCA regulations.

How much does AutoBook cost?

AutoBook pricing varies based on your business needs and usage. Contact our sales team for a customized quote that fits your specific requirements. We offer flexible pricing plans for individual advisors, growing businesses, and large mortgage networks.

Can I customize the AI conversation style?

Yes, AutoBook allows you to customize the AI conversation style to match your brand voice and communication preferences. You can adjust the tone, formality level, and specific phrases used during booking calls.

What happens if the AI cannot understand a request?

If AutoBook encounters a complex request it cannot handle, the system can seamlessly transfer the call to a human representative or schedule a callback. The AI is designed to recognize its limitations and escalate appropriately to ensure no booking opportunity is missed.

Ready to Automate Your Bookings?

Join hundreds of mortgage professionals who are already saving hours every week with AutoBook.