πŸš€ How Broker Botix Works (Step-by-Step)

deal
Step 1

We Set Up Your Broker Botix AI Assistant. You choose the direction β€” lead follow-up, inbound/outbound call handling, cold lead reactivation, qualifying client, document explanation and filing out aid etc.

Step 2

We integrate with your CRM and email systems, then work alongside you to align your current and future marketing strategies β€” building a clear and effective plan of action.

Step 3

The Broker Botix AI Takes Over. Our system automatically reaches out/answers calls by voice, fills out documents with clients, emails, books appointments and captures new leads 24/7.



Step 4

You Get Booked Appointments and Closed Deals.
Hot, qualified leads show up directly in your calendar. All you have to do is connect, close, and collect β€” we’ve already done the heavy lifting.

Layli Weiss β€“ Mortgage Agent, Calgary, AB

“Broker Botix is my go-to for all my marketing needs now. A great lead generator. There AI answering system is by far the most realistic i have ever heard. It answers calls when I am in meetings or my off hours, qualified the leads, and booking them into my calendar. By the time I speak with the clients, the deals are warmed up and ready to submit.

Vincent Aldaba – Mortgage Agent, Calgary AB

Amazed~! Broker Botix stays in touch with my clients with reminders etc. until docs are ready to submit and performs constant follow up to the client. So proactive. My closings are now far more than they were in my lead generation from last month. This system truly is the best marketing AI aid i have run across.”

Mark Cyr – Realtor, White Rock BC

“Leads were going cold all the time for me. Since using Broker Botix, not only is it qualifying my new leads immediately, the AI is reviving files I completely forgot about. It texts out features sheets upon request during a verbal conversation with my clients. This is the smartest tool I’ve added to my business in years. Go through there demo presentation and you’ll see why”.

Andrew Chen – Realtor, Calgary AB

“I was skeptical about using an AI assistant, but Broker Botix proved me wrong. You cannot tell it’s AI. It works that well. It instantly engaged with leads I didn’t have time to chase or answer and even reactivates leads that use to ghost me. I can honestly say it has benefited me greatly ”

26 Years of Real Industry Marketing Experience β€” Let Us Power Your AI


Hi i’m Dan, the head AI creator here at Broker Botix. With over two decades of hands-on experience in the real estate and mortgage marketing world using the next generation automation, I know exactly where deals fall apart β€” missed calls, slow follow-up, and leads that go cold. That’s why my team and I created a solution designed to eliminate those gaps and help professionals take their business to new heights through smart automation, consistent engagement, and real-time responsiveness.

Dan Charron

We’re your AI growth infrastructure partner.
Our goal is simple: to help you grow your business, close more deals, and get back your time β€” using automation that proceeds expectations.

How long does this take to set up?

Less than 10 business days.

Can you customize for my marketing needs.

Absolutely. We learn about your current CRM and marketing strategies and blend in Broker Botix to help you get to the next level.

Do I need some type of training to work with this?

Only for the initial intro to familiarize yourself with our Broker Botix (four hours training and you got it!). We handle the rest β€” strategy, structure, and on going consulting when you need it.

What’s the cost?

The cost is actually pennies on the dollar compared to hiring a real personal assistant. It varies slightly depending upon the amount of integration you require. Simply book an appointment with us to learn more.

πŸ“© Want to Have A Word With Our AI Agent?
Test It Out Now!
Or Book A Demo Call With Us.