Mortgage broking · Manchester, United Kingdom · Find new customers

First broker on the list at every new estate

Sophie is an independent mortgage broker in Manchester. Most of her clients are first-time buyers.

Listen to the story:

The challenge

New housing estates sell fast, and each one brings hundreds of buyers who need a mortgage. The developers keep a list of brokers they recommend, and the first ones in get the work. Sophie usually hears about a new scheme when it is already half sold.

How the flow works

With xMap Flows, Sophie built Warden. Warden is an AI employee: a flow of 5 blocks.

  1. Every weekday at seven,

    Every weekday at 7 (Schedule)

  2. Warden reads Manchester’s property news and keeps stories about new housing schemes,

    Housing news (News)

  3. skips the ones she has seen,

    Only new stories (Only new)

  4. drafts a short note to each developer,

    A note to the developer (xMap LLM)

  5. and leaves it as a draft in her own Outlook.

    A draft in her Outlook (Microsoft Outlook)

What it solves

The result

Last month Warden caught an estate of four hundred homes in Salford the morning its approval made the news. Sophie’s note reached the developer that day, and she was the first broker on their list. Eleven buyers from that scheme are now her clients.

Sophie used to find new estates half sold. Now she’s there the day they’re approved.

400homes in one new scheme
1stbroker on the developer’s list
11new clients from it

An illustrative scenario: the figures are modelled to show what the flow produces, not a customer's results.

The flow, block by block

  1. 1

    Every weekday at 7

    Schedule

    Starts the flow on a timetable.

  2. 2

    Housing news

    News

    Stories from news feeds (RSS or Atom) or a website’s news page: title, link, when, the source and a short summary.

  3. 3

    Only new stories

    Only new

    Lets through only the items this flow has not found before, so a daily flow sends only what is new.

  4. 4

    A note to the developer

    xMap LLM

    Tell the AI what to do in plain words.

  5. 5

    A draft in her Outlook

    Microsoft Outlook · Outlook

    Runs an action in Microsoft Outlook.

Templates to build it

Ready-made flows with the same blocks. Open one, change the city and the kind of place, and run it.

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