Referral Desk Demo

The referral is the business. Checking it is the bottleneck.

Where the day actually goes.

Leads arrive from a WhatsApp status every one of them claiming someone sent them. None can be trusted until that person confirms it, and none can be worked until they have been asked the same thirty questions in the same order.

Fifteen to thirty calls a day at fifteen to thirty minutes each is most of a working week, spent by the one person who should be closing deals. Meanwhile fifty people sit on a list waiting to be rung.

That work does not go away. It is either done by someone you hire, or it is done by you — and one of those costs is already being paid every single day without ever appearing on an invoice.

£32,000 to hire someone for it — first year, salary plus employer’s NI and pension. One shift, one conversation at a time.

8 hrs
a day to keep doing it yourself — the time of the person who should be closing deals.

£2,500 to start here instead. One-off, and only £1,000 of it up front.

Fifteen to thirty calls a day, at fifteen to thirty minutes each, against a backlog that sits at fifty.

How the gate works

Two people have to arrive at the same name. Both messages come to you.

Someone claims a referral

A stranger messages saying a name sent them. Nothing happens yet — no questions, no call, no time spent.
The agent asks them to have it confirmed

Politely, and without revealing whether that name is known to you. The claim sits open for 72 hours.
The referrer confirms, in their own words

Their number is matched against your contact register and the name against the open claim. Either order works — plenty of people vouch before the prospect makes contact.
Only then does qualification begin

Employment, income, credit history, deposit and budget — one question at a time, resumable, with payslips captured in the same thread. Anything the system is not certain about comes to you as one tap to approve or reject.

Meet Mark

Your customers deal with a name, not a system.

Every conversation comes from the same assistant, with the same profile picture and the same manner — so a prospect who messages in January and again in June is talking to someone they recognise. Mark can be renamed, and his tone set to match how you actually speak to people.

Mark

Assistant · Referral Desk

Answers within seconds, at any hour. Never shortens the questions because it is the fourteenth conversation of the day. Never forgets to chase a vouch that has gone quiet.

Mark’s portrait is generated and licensed to you outright — not a stock photograph of a real person, which is a complaint waiting to happen when the real person finds it.

Identifies himself as an AI assistant in every conversation

‹ Contact info

Mark

+44 7700 900 118

Business account

About

Assistant here at the office. I check referrals and get your application started — a human takes over whenever you need one. I’m an AI assistant.

Business hours

Replies any time, seven days a week

What your customer sees when they open the chat.

And the screen you work from

Every claim, its state, and both sides of the story in one place.

Referral Desk — Leads

Today

Marcus Lee Vouched by Jermaine · 2 min ago Verified

Danny Whyte Claims “Tone” · waiting 6 hrs Awaiting

S. Achebe Two contacts match that name Review

Ryan Boothe No vouch · closed after 72 hrs Expired

Marcus Lee — verified

Marcus, 19:42 “Hi mate, Jermaine gave me your number — said you sort people out with cars”

Jermaine, 20:15 — in your contacts since 2019 “Alright — it’s Jermaine. I’ve sent Marcus Lee over to you, look after him”

Name matched automatically. Qualification started at 20:16.

Open conversation Add Marcus to contacts

Works on your phone as well as a browser. Nothing to install.

What it costs

Two systems, priced separately. Take one now and the other later.

Referral Verification

£2,500

The gate, your contact register, the review queue and lead screen. Only £1,000 up front, the rest when it is live.

Call Engine

£4,000

The full question flow, document capture, tap-to-call, the application pack and pipeline board.

Ongoing

£95 / month

Hosting, monitoring, 99% uptime, and changes to your rules and wording whenever your process changes.

Source code available for £3,000 more, at any point — you are never locked in. All prices exclude VAT.

Download the full proposal · PDF

Scope, timeline, terms and what we need from you — eleven pages, including the page to sign.

Every lead vouched for before you pick up the phone.