Interactive demo · sample data Site
MyBrokerAI

Campaigns

Broadcast targeted nurture to any segment — and let SARA handle every reply.

New campaign
Not a mail-merge — a conversation

SARA personalises every message and then holds the two-way conversation — qualifying replies, answering questions and booking reviews automatically. You just see the booked appointments.

Reviews booked
28
From nurture, this month
Active campaigns
3
In conversation
80
SARA replying now
Contacts reached
327
Across segments
Fixed-rate roll-off — 60 days outActiveSMS + Email
Fixed rates expiring Sep–Nov · 42 contacts

“Hi {first_name}, your fixed rate is due to roll off in {weeks} weeks. Worth a quick review so you're not caught on a higher variable — want me to find you a time with {broker}?”

42
Sent
18
Replied
6
Booked
Reply rate43%
Annual loan reviewActiveSMS
Clients who settled ~12 months ago · 88 contacts

“Hi {first_name}, it's been a year since your loan settled 🎉 We like to do a quick annual check-in to make sure it's still the best fit — all good, or worth a chat?”

61
Sent
22
Replied
9
Booked
Reply rate36%
Pre-approval expiringActiveSMS
Pre-approvals expiring in 30 days · 14 contacts

“Hi {first_name}, your pre-approval expires on {date}. Still looking? I can get it extended in a few minutes so you don't miss out on the right place.”

14
Sent
9
Replied
4
Booked
Reply rate64%
First-home buyer nurture (6-part)ScheduledEmail
First-home buyer leads — not yet converted · 63 contacts

“Buying your first home? Here's the 5-minute version of deposits, the First Home Guarantee, and how much you could borrow — no jargon.”

0
Sent
0
Replied
0
Booked
Reply rate0%
Dormant lead re-activationCompletedSMS
No activity in 90+ days · 120 contacts

“Hi {first_name}, SARA here from Doyle Finance — still thinking about a home loan? Rates have moved a bit and there are some good first-home buyer schemes. Want a quick no-pressure update?”

120
Sent
31
Replied
9
Booked
Reply rate26%
Build a segment, pick a channel, and SARA does the rest — personalised outreach plus the follow-up conversation.