🚀 How Broker Botix Works (Step-by-Step)

deal
Step 1

We Launch Targeted Facebook/Meta & Instagram Ads for You
We build and manage done-for-you ad campaigns designed to attract qualified mortgage or real estate leads in your local market — no more buying recycled lists.

Step 2

Our AI Assistant Engages Every Lead Instantly
Once a lead clicks your ad and submits their info, Broker Botix follows up by text, email, or voice — qualifying the lead, answering questions, and escalating hot prospects.

Step 3

We Help Clients Fill Out Forms and Submit Documents
If required, our assistant helps clients complete key paperwork, explains what’s required, and eliminates back-and-forth — so you get cleaner, faster, more complete files.



Step 4

You Get Booked Appointments and Ready-to-Close Deals
Hot leads appear directly on your calendar. You just connect, close, and collect — we’ve already done the heavy lifting.

Layli Weiss – 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~! New leads…sweet! 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. New leads are now coming in after 2 weeks of campaigns. ”

26 Years of Real Industry Marketing Experience — 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 are made and fall apart — new leads to missed calls, slow follow-up, and sadly 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 — 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 — strategy, structure, and on going consulting when you need it.

What’s the cost?

The cost of Broker Botix is just pennies on the dollar compared to hiring a full-time assistant or paying so-called marketing “gurus.”

Our lead generation strategy focuses on quality over quantity — delivering highly targeted prospects who are more likely to convert.

Your total investment will vary slightly depending on the level of integration you need, but the results are consistent: more leads, better follow-up, and a streamlined closing process.

👉 Book a free strategy call today to see how Broker Botix can be tailored to your business.

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