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Every lead, every renewal, never missed.

One inbox for every enquiry your Singapore brokerage gets. The AI replies first, qualifies the lead, sends your best rates, books the call, and reminds you before a client’s lock-in ends.

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  • Cyber Essentials certified
  • 8+ years building for financial institutions
  • Your rates, your scripts
1. The AI qualifies the lead 2. It sends your best rates 3. It saves the lead to your CRM 4. It books the call and hands over 5. It scans the CRM for lock-ins ending soon 6. It sends the refinancing reminder3
The AI qualifies the leadIt asks your screening questions and answers general ones on WhatsApp, day or night.

Every enquiry is worth more than one deal.

Between the first message and the renewal, a mortgage lead can slip away at five points. This is where, and what closes each gap.

  1. Day 0
    Without a system

    The enquiry sits in a DM nobody checks.

    With Katalis.app

    WhatsApp, web forms, Facebook and Instagram land in one shared inbox.

  2. Sunday, 11:42 PM
    Without a system

    No reply until Monday, so they ask two other brokers.

    With Katalis.app

    The AI answers within seconds and keeps them warm.

  3. Day 1
    Without a system

    Your broker re-asks property, loan, bank and lock-in.

    With Katalis.app

    The AI asks once, the same way every time, and saves the answers.

  4. Week 2
    Without a system

    Follow-up waits on someone remembering.

    With Katalis.app

    Scheduled follow-ups nudge quiet prospects for you.

  5. Lock-in ends

    After a 2–3 year lock-in

    Without a system

    The renewal goes to whoever calls first.

    With Katalis.app

    A reminder goes out three months before, so that is you.

From first message to the next renewal

Six steps, from the first WhatsApp message to the next refinancing. Your brokers only step in for the call.

1
The AI qualifies the lead

It asks your screening questions and answers general ones on WhatsApp, day or night.

AI with human control

Built for a business where accuracy and client trust matter.

Live now

Now running with a Singapore mortgage brokerage: AI handles every enquiry up to the booked call, and brokers take over from there.
SG Cyber Safe: Cyber Essentials CertifiedKatalis.App Pte Ltd is Cyber Essentials certified by the Cyber Security Agency of Singapore.

  1. Your rates, your scripts

    The AI answers from the rate sheet and questions you approve. Your staff update rates in a simple spreadsheet.

  2. Warm hand-over

    Complex or sensitive questions go to your team with the whole chat in front of them, so the client never repeats themselves.

  3. No promises on approval

    The AI shares estimates and books calls. Loan advice and approval decisions stay with your brokers.

Questions brokers ask

Can we keep our existing WhatsApp number?

Yes. Your team and the AI work from your existing business number. We confirm the exact setup during the demo.

How do we update rates?

In a simple spreadsheet your staff can edit. The AI always uses the latest approved version.

Where do the rates come from?

From your rate sheet in Google Sheets. The AI sends the packages that match the loan amount and property type, and leaves out the client’s current bank. Final rates depend on the bank.

What happens when the AI can’t answer?

It hands the conversation to your team, with the whole chat in front of them. Ask us about human cover outside office hours.

How are lock-in reminders triggered?

We set them up from your CRM. The lock-in end date is saved on the contact. Three months before it, Katalis.app sends the client a WhatsApp message from a template WhatsApp has approved, and your team is notified.

Does it work with our CRM?

Yes. Contacts and deals sync to HubSpot, and webhooks and APIs connect other CRMs.

How long does setup take?

Usually days, not months, depending on your channels and workflow. We confirm the timeline after the demo.

See it work with your own rates.

In 30 minutes we load a sample of your rate sheet, run a real borrower conversation, and show you where leads and renewals slip away.

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