Hash Financial Group
Borrowers seeking mortgages relied on outdated manual broker referrals. Comparing loan deals and connecting with the right broker required too much effort, slowing approvals and killing conversions. HFG needed a digital-first solution that could scale without adding headcount.
Financial Services
Fintech
Services
AI Automation
Category
Mortgage & Lending
Client
HFG
How HFG Scaled Broker Access & Loan Settlements
Borrowers seeking mortgages relied on outdated, manual broker referrals. Comparing loan deals and connecting with the right broker required too much effort, slowing approvals and reducing conversions. HFG needed a digital-first solution that could scale without adding headcount.
The Problem
Marketplace
Borrowers were stuck in a slow, manual referral loop. No easy way to compare loan options or get matched with the right broker. Drop-off was high, approvals were slow, and the team couldn't scale without more people.
The Solution
HFG launched Marketplace — a digital platform connecting borrowers with 227,000+ certified brokers. AI-powered matching guides each client to the most suitable broker and product, integrated directly with HFG's CRM for seamless lead capture and follow-up.
Hannah: Conversational AI
Hannah is a virtual sales agent available via text and phone. She engages borrowers the moment they enquire, asks guided questions to assess loan feasibility, qualifies leads before they reach a broker, auto-books meetings with licensed brokers, and answers FAQs throughout the process — 24/7, no headcount required.
The Problem
SEO
Borrowers were stuck in a slow, manual referral loop. No easy way to compare loan options or get matched with the right broker. Drop-off was high, approvals were slow, and the team couldn't scale without more people.
The Results
Connects borrowers with 227,000+ certified brokers (including Mystro partners).
Provides AI-powered matching, guiding clients to the most suitable broker and product.
Integrates with HFG’s CRM for smooth lead capture and follow-up.
The Numbers That matter
Agent deployment.
6,000+ loans settled worth over $3.6B. Faster loan approvals and better borrower choice. A scalable, digital-first borrower journey that positions HFG as a leading fintech-enabled lender.
