AIVA FOR BROKERS

Every applicant answered. Every file moved forward.

Aiva fields new enquiries, collects the document checklist, and books the appointment - so your pipeline moves while you’re settling deals.

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AIVA · BROKERS
Brokers screenshot to come
The problem

Deals stall in the inbox, not in the bank.

24h+
Typical response lag
Applicants shop around while they wait. The fastest broker usually wins the file.
6-8
Documents per file
Chasing payslips and statements eats the hours that should go to structuring deals.
30%
Enquiries after hours
People sort their finances at night. Aiva is awake.

FIGURES ARE INDUSTRY PLACEHOLDERS - REPLACE WITH VERIFIED SOURCES BEFORE PUBLISH

What Aiva does about it

The mechanism, not the promise

01
Applicant intake
Income, deposit, timeframe and goals captured conversationally, written to HighLevel.
02
Document chasing
Checklist follow-ups sent, tracked and escalated until the file is complete.
03
Appointment booking
Qualified applicants booked into your calendar with the file summary attached.
04
Status updates
Clients kept informed at every milestone without you writing a single email.
The engine room

Openly powered by HighLevel. Proudly wired into Shopify.

No black box. Aiva runs on the HighLevel CRM and CMS - the same platform trusted by thousands of agencies - with automations and workflows we’ve built around Aiva, HighLevel and Shopify. Your pipeline, calendars, funnels and follow-up live in one system you can see, own, and take with you.

Aiva - the brain
Answers, qualifies and books across every channel, 24/7.
HL
HighLevel - the CRM & CMS
Pipeline, calendars, funnels, sites and the automations that never drop a lead.
S
Shopify / WooCommerce - the store
Orders, products and customers, live in every conversation Aiva has.
ONE WORKFLOW: LEAD → AIVA → HIGHLEVEL PIPELINE → BOOKED APPOINTMENT

Move every file while you sleep.

Aiva qualifies and books - she does not give financial advice. You stay the adviser of record.

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AIVA QUALIFIES AND BOOKS - SHE DOES NOT GIVE REGULATED ADVICE