How HFG Scaled Broker Access & Loan Settlements

How HFG Scaled Broker Access & Loan Settlements

The Problem

Borrowers seeking mortgages relied on outdated, manual broker referrals. Comparing loan deals and connecting with brokers required too much effort, slowing approvals and reducing conversions.

The Solution

HFG launched Marketplace, a digital platform that:

• 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.

Hannah: Conversational AI Assistant

To complement its digital platforms, HFG introduced Hannah, a conversational AI available through both text and phone calls.

Hannah acts as a virtual sales agent by:

• Engaging borrowers immediately when they enquire.

• Asking guided questions to assess loan feasibility and collect key information.

• Qualifying leads before they reach a broker, saving time and reducing drop-offs.

• For qualified prospects, automatically booking meetings with licensed brokers at convenient times.

• Providing ongoing support by answering FAQs and ensuring clients feel supported throughout the process.

With Hannah, HFG created a scalable, always-on assistant that enhances customer experience, improves conversion rates, and ensures brokers focus only on high-quality, ready-to-proceed leads.

The Results

• 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.