Stay their
first call.
Reviews can slip when work gets busy. Keep invitations moving and replies with the right broker.
For mortgage brokers
Be the broker
they come back to.
And recommend.
Keep client records, conversations and next steps together. Zapla automates enquiry follow up, review invitations and ongoing contact, so you can spend more time with clients.
Priya Shah · Returning client
“You helped us with our first home. Can we talk about our next move?”
Daniel · Broker
Priya’s reply and client history.
Ready for the next conversation.
The client relationship
Your client book
holds more than
past settlements.
Stay their
Earn the next
introduction.
Give clients a simple way to recommend you, then give the introduction a clear next step.
Follow up when
they’re ready.
A prospect asks you to reconnect next month. Keep that next step attached to the conversation.
Client records and follow through
One client record.
A clear next step.
A reply in one inbox. A follow up date in a spreadsheet. An introduction waiting for a call. It’s easy for the next step to lose its owner.
Zapla brings client records, conversations and next actions together. Whether it’s just you or your whole team, each client has a history and someone responsible for what happens next.
Explore the connected CRMAlex Chen
Asked about buying a first home
“Can we speak after work?”
- Next action
- Arrange an initial conversation
- Owned by
- Daniel · Broker
Enquiry received → Automatic acknowledgement → Client replied
After settlement
Stay their broker.
Long after the loan settles.
Annual reviews and fixed rate end dates give you a reason to reconnect, without waiting for clients to ask first.
Zapla sends invitations on your review schedule and returns replies to your broker. Consistent service supports the relationships behind trail income and repeat business.
Explore Customer Marketing
Priya Shah · Client reply
“Yes please. We’re thinking about our next move.”
Trust that carries forward
Make it easy
to recommend you.
An honest review helps future clients decide whether to contact you. A personal introduction starts a new conversation.
Zapla sends the invitation at the time you choose and brings replies back to your team.
Explore Reviews & ReputationYour brokerage · Staying in touch
If someone you know is thinking about their next property move, you’re welcome to introduce us.
Sam Taylor · Client reply
“My sister is looking to buy. Can I introduce you?”
Settlement completed
Your brokerage · Review invitation
Leave a Google review
Before they’re ready
A pause shouldn’t end the relationship.
Some clients are still searching. Others have put their plans on hold.
Keep the agreed next step.
Zapla sends the agreed check-in at the right time. When the client replies, your broker takes over and further reminders stop.
Explore Follow-UpAI Receptionist
Capture calls while you’re with a client.
AI Receptionist collects new enquiries and callback preferences. Your broker receives the request and follows up with the prospective client.
Loan recommendations and financial advice stay with your broker.
Explore AI ReceptionistOptional add-on. Setup and usage charges apply.
Incoming call
Sam
Can I speak to someone about buying my first home?
Your starting point
Built around
your current setup.
Zapla can become your client CRM, or fill specific follow through gaps around the system you already use.
Lender research, loan applications and submissions stay in your lending tools. Advice stays with your broker.
Guided Launch
Your first workflows.
Set up with you.
Start with a useful first journey. We bring in the agreed contacts, configure the flows and help you and your team put them to work.
Map your brokerage’s gapsChoose the first workflow.
Start where contact is being missed, ownership is unclear or clients have no next step.
Bring your contacts and build it.
Import the agreed contacts from spreadsheets or exports. Configure messages, timing and who handles each reply.
Test it and get your team ready.
Walk through the message, reply and next action. Train the people using Zapla and test the flow before going live.
Room for your whole team
Your whole team.
One platform price.
Unlimited users and stored contacts under fair use. Add the people who need to follow through, without another seat charge.
Usage and optional AI Receptionist are separate. We confirm final scope and inclusions before setup.
Compare plans and Guided LaunchA few practical questions
Before we
get started.
We use spreadsheets. Can Zapla be our CRM?
Yes. Zapla can hold your client contacts, conversations and next actions, with follow up configured around your process. Guided Launch can include importing the agreed contacts from spreadsheets or exports. Loan applications and lender research stay in the appropriate lending tools.
We already have a CRM. Why add Zapla?
Only where there is a useful gap to fix. We look at enquiry response, ongoing client contact, reactivation and reply ownership against what your current system already does. The data approach and scope are confirmed before setup. If your existing workflow handles the work well, keep using it.
Does Zapla connect to our existing software?
We review your software and available connection options before setup. The approach depends on your existing system, so we confirm how client information and review dates will stay up to date rather than promise a connection we have not checked.
What happens when a client replies or books?
Replies return to the team member responsible for the client, with the conversation history attached. Relevant reminders stop when the client responds. Booking handling depends on your calendar and connection, which we confirm and test during setup.
Can you help with missed calls and document reminders?
AI Receptionist is optional and can capture routine enquiries and callback requests for your team. Zapla can also send reminders for agreed forms or portal links. Financial documents stay in your lending portal, and reminders stop on completion where that update is available.
How do review and referral invitations work?
Choose when to invite an honest Google review or ask whether a client would like to make an introduction. Replies return to your team. Your team handles introductions personally and contacts the referred person once they have agreed to be contacted.
Who decides what gets sent?
Your brokerage chooses the clients, messages and timing. We configure contact preferences, exclusions and opt-outs around your process. Loan reviews and financial advice stay with your broker.
Build on the client book
you’ve worked hard to earn.
Show us how you manage clients today, in spreadsheets or a CRM. We’ll identify the first workflow worth fixing and explain the setup scope and cost.