WizWealth Finance sets 30-minute enquiry response target using automated workflows

Melbourne Mortgage Broker Targets 30-Minute Response Times With AI Routing

WizWealth Finance, a Melbourne-based mortgage brokerage, has implemented AI Agents & Automation to reduce the time between client enquiry and broker contact. The firm set an internal target of responding to new enquiries within 30 minutes during business hours.

The system uses AI-powered routing to automatically assign incoming enquiries to available brokers, replacing manual queue management and shared inbox monitoring that typically caused delays.

How the System Works

When a client submits an enquiry, the automation identifies an available broker and routes the request immediately. This removes the gap between submission and first contact-traditionally the slowest part of the intake process.

Rick Sethi, director of WizWealth Finance, said: "Our goal is straightforward - when someone reaches out to us, we want a real broker speaking with them as quickly as possible. We have built our technology around improving that first point of contact."

Business Rationale

Earlier conversations with a broker can help clients identify suitable lending pathways and avoid exploring unsuitable options. This speeds up the overall assessment process.

The firm serves clients across Truganina, Richmond, and Doncaster.

Limitations

WizWealth noted that response time targets are internal service goals and are not guaranteed. All lending remains subject to lender approval, eligibility criteria, and responsible lending obligations.

The firm does not provide legal, tax, or financial advice. Clients should seek independent professional guidance before making financial decisions.

Contact: Rick Sethi, WizWealth Finance, 1300 912 340, rick@wizwealth.com.au