NEW For mortgage agents, brokers & loan officers

Never miss another lead. Meet picks up when you can't.

Meet is your AI assistant. It answers your calls, chats and texts day and night, takes the application, collects the documents and books the meeting. When a client wants a real person, it passes the call straight to you.

14 days free Cancel anytime First 10 agents save 20%
Phone callsWebsite chatText messagesEmailApplicationsDocumentsBooking
Sound familiar?

You're great with clients. The admin is what's slowing you down.

After hours

Buyers find a house on Saturday night. If nobody answers, they call the next broker on Google.

Paperwork

Chasing pay stubs, IDs and bank statements by email, one reminder at a time.

Follow-up

Leads go cold because there wasn't time to call back, text again or send that application link.

What Meet does

One assistant that does the busywork for you

Meet doesn't just chat. It actually takes the next step, so your files keep moving while you're with clients.

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Answers your phone

Meet picks up every call, answers questions and qualifies the caller in a natural voice.

  • Live transfer to your cell when they want you
  • After hours, it takes details and books a call back
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Chats & texts 24/7

Add Meet to your website with one line of code, and it replies to texts too, any hour of the day.

  • Your own chat widget, under your name
  • Answers rate and process questions
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Turns visitors into leads

Every conversation becomes a lead in your dashboard, with the full transcript and contact details.

  • Leads routed to you automatically
  • See where every lead stands
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Takes applications

Meet walks clients through the application and gives them a pre-qualification estimate on the spot.

  • Mortgage, car, personal and business loans
  • Report emailed to the client and to you
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Collects & verifies documents

Clients get a secure upload link. Meet tracks what's missing and sends reminders until it's all in.

  • Files encrypted before they're stored
  • Photo ID verification built in
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Books & follows up

Meet books meetings straight into your calendar and keeps in touch by email and text.

  • Calendly, TidyCal, GoHighLevel, MyBrokerPro
  • You approve outreach before it goes out
How it works

Up and running in an afternoon

No developers, no new phone system, no learning curve.

Sign up

Add your licence details and phone number. We check your licence against your provincial register.

Connect

Link your booking calendar and paste one line of code into your website.

Meet gets to work

Calls, chats and texts are answered, applications come in and documents get collected.

You close

Leads arrive with the application, documents and a booked meeting already in place.

Works with your tools

Keep the calendar you already use

Connect your booking tool in a couple of clicks. Meet offers your real availability and puts meetings straight into your calendar.

  • Clients book while they're still talking to Meet
  • Reminders go out so fewer people no-show
  • Everything is logged on the lead, so you walk in prepared
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CalendlyBooking links
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TidyCalBooking links
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GoHighLevelCalendar & CRM
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MyBrokerProCalendar & CRM

You stay in charge. Meet does the legwork.

Meet never makes lending decisions or promises a rate. It gathers the information, gets the paperwork in and hands the client to you, the licensed professional.

"Meet, follow up with this week's new leads and get the qualified ones booked."
Built for trust

Made for licensed professionals

  • Every agent's licence is verified before Meet goes live for them
  • Meet tells callers it's a virtual assistant, every time
  • Client documents are encrypted before they're stored
  • Outgoing follow-ups wait for your approval
  • Calls transfer to you during your business hours
Pricing

One simple plan. Try it free for 14 days.

Every feature is included. You won't be charged until your trial ends, and you can cancel anytime from your settings.

Monthly

$99 CAD / month

Pay month to month. Cancel anytime.

Start free trial
  • Phone answering + live transfer
  • Website chat widget & texting
  • Applications & pre-qualification
  • Document collection & ID checks
  • Calendar booking & follow-ups
2 months free

Yearly

$990 CAD / year

Works out to $82.50 a month. You save $198.

Start free trial
  • Everything in Monthly
  • Two months free, every year
  • Price locked for the year
  • Priority help getting set up
๐ŸŽ‰ Founding Agent offer: 20% off

The first 10 agents to sign up get 20% off, applied automatically at checkout. No code needed.

Only 10 spots

Prices in Canadian dollars, plus applicable taxes.

See for yourself

Talk to Meet right now

The best demo is the real thing. Chat or call, and see how Meet looks after your clients.

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Chat with Meet

Open the chat bubble in the corner and ask anything a client would.

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Call Meet

Hear Meet answer the phone, live.

+1 (343) 314-0919
FAQ

Questions agents ask us

What exactly is Meet?

Meet is an AI assistant built for mortgage agents, brokers and loan officers. It answers calls, website chats and texts, takes applications, collects documents, books meetings and follows up, all under your name.

Will my clients know they're talking to an AI?

Yes. Meet always says it's a virtual assistant. When someone wants a person, Meet transfers the call to you during your business hours, or books a call back if you're unavailable.

Which loan types does Meet handle?

Mortgages, car loans, personal loans and business loans. Meet takes the application and gives the client a pre-qualification estimate. It can also flag when a client needs home insurance or mortgage protection, so the right person can follow up.

How do I add Meet to my website?

When you sign up you get one line of code. Paste it into your site's "custom code" or "embed HTML" setting (WordPress, Wix, Squarespace and so on) and Meet's chat bubble appears.

Which calendars can I connect?

Calendly, TidyCal, GoHighLevel and MyBrokerPro. Meet books meetings into your real availability.

Why do you ask for my licence?

To keep the platform trustworthy for borrowers. We check every agent against their provincial regulator's register before Meet starts routing leads to them.

How does the free trial work?

You get all of Meet free for 14 days. Add a card at sign-up and you won't be charged until the trial ends. Cancel anytime from your settings before then and you pay nothing.

How does the Founding Agent discount work?

The first 10 agents to subscribe get 20% off, applied automatically at checkout. On the monthly plan that's $79.20 a month instead of $99.

Let Meet handle the busywork.
You get back to closing deals.

Start your 14-day free trial today. If you're one of the first 10, you'll get 20% off as a Founding Agent.