Knows your business inside out.
Ben Ortiz (mortgage broker)Provider
Meet Byte, your finance practice receptionist.
Byte answers every enquiry, screens new leads and books first meetings, so your brokers and advisers can stay with clients.
What Byte does
Picks up straight away, every time.
Books straight into MyCRM on Pro and above.
Finding a slotChecking MyCRM
On call at 2 am, even while you sleep.
11:48 pmAnswered and handled
The missed-call problem
Where most mortgage broking and financial advice practices lose new leads.
Three moments in a normal day when the phone rings and nobody can pick up.
01 · With a client
2:15 pmWith a client, phone ringing
Brokers and advisers spend most of the day in meetings. A new lead who can’t get through calls the next name on their list.02 · After hours
8:30 pmLeads arrive after hours
People research loans and their finances at night. By morning they have booked with someone who answered.03 · Leads
Every dayEvery lead needs screening
Loan purpose, timing and situation take questions before anyone books. It’s the job nobody has time for.How it works
One call with Byte, start to finish.
Features of ByteVoice for Mortgage brokers & financial advisers
The calls Byte takes for mortgage broking and financial advice practices, every day.
Bookings and reschedules
Books, moves and cancels appointments while the client is still on the line, by your rules: straight into MyCRM on Pro and above.
Client follow-ups
Meeting reminders, document chasers and review check-ins, texted or called on time so no lead goes cold.
New lead intakes
Takes contact details, what the caller needs and their timing on the call, so your broker or adviser is ready for the first meeting.
Integration with CRM and practice software
Built to work inside the systems your team already uses, so meetings, leads and call notes land where they belong.
Your front desk, on easy mode.
- Calls ring out while the desk is busy
- After-hours callers reach voicemail
- Leads wait until after client meetings
- Notes typed up after the call, if there is time
What missed calls cost
Work out what Byte is worth to you.
Revenue missed each month
A$31,176
26 bookings a month, A$374,112 a year
Byte on Pro is A$999 a month + GST. On these numbers he covers that 31.2 times over.
An estimate from your inputs, not a guarantee of results.
Works with the systems you already run.
- Google Calendar
- Outlook
- SMS
- Gmail
Coming soon
Integrations with these systems are coming soon. Ask us which are available for your software today.
- MyCRM
- Salestrekker
- Xplan
Privacy and safety
Careful with client information, by design.
Clear lines on what Byte stores, what he says, and when a person takes over.
Privacy Act 1988
Financial details are protected
Names, contact details and call notes are collected and stored under the Australian Privacy Principles.
Advice boundary
Booking, never financial advice
ByteVoice books, screens enquiries and routes by your rules. It never gives credit assistance, product recommendations or financial advice.
Urgent matters
Deadlines and hardship go to a person
A settlement due this week, a client in financial hardship or a distressed caller is handed to your broker or adviser.
Data in Australia
Stored in Australia
On the Standard, Pro and Enterprise plans, call recordings, transcripts and caller details are stored in Australia. Some processing, such as speech recognition and AI responses, may happen outside Australia depending on your set-up, and we confirm where each part of your service runs before you start.
Byte and the alternatives.
| Byte | Extra receptionist | Answering service | Voicemail | |
|---|---|---|---|---|
| Answers every call, 24/7 | Yes | No | Yes | No |
| Books straight into MyCRM (Pro and above) | Yes | Yes | No | No |
| Triage by your rules | Yes | Yes | No | No |
| Writes the notes for you | Yes | No | No | No |
| Up to 5 calls at once (Standard and Pro) | Yes | No | Yes | No |
| Cost | From A$149 a month + GST | Wage plus on-costs | Per-call fees | Lost bookings |
Pricing
Hire Byte from A$149 a month + GST.
Prices in Australian dollars, excl. GST. Free first month on Standard. Cancel anytime.
Starter
One line, one connectionA$149/month + GST
250 minutes a month
- 1 phone number
- 1 inbound + 1 outbound flow
- 1 software connection
- 100 SMS + 100 emails a month
Standard
Free 1-month trialA$550/month + GST
1,000 minutes a month
- Up to 2 phone numbers
- Up to 5 concurrent calls
- Up to 3 software / CRM connections
- Caller data stored in Australia
Pro
Most popularA$999/month + GST
2,000 minutes a month
- Up to 3 phone numbers
- Up to 5 concurrent calls
- Choose up to 6 voice models
- Custom triggers & SMS automation
- Caller data stored in Australia
Enterprise
Tailored for larger organisationsLet's talk
On request
- On-site setup
- 24/7 customer support
- Custom integrations
- Single sign-on (SSO)
Questions from mortgage broking and financial advice practices.
These integrations are coming soon: ask us which are available for your software today. Once connected, on Pro and above, meetings, leads and call notes are written into your software with the right broker or adviser.
How Byte works at your business.
30 minutes on a video call, at a time that suits you. We set Byte up with your business name and booking rules first.
