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Harvey · Client AI

The 24/7 AI advisor your borrowers already prefer

Harvey answers mortgage questions in 50+ languages by chat, voice, or SMS. Captures documents through conversation. Books appointments on your calendar. Routes to humans only when needed.

50+
Languages
Voice + chat
24/7
Availability
No queue, no wait
Doc capture
Through chat
Borrowers upload inline
0
Bureau pulls
Conversational only
What Harvey does

One AI that does the work of a full intake team

Multilingual chat

Web, mobile, WhatsApp, SMS. Responds in the borrower's language. Switches mid-conversation if needed.

Voice calls

Inbound + outbound voice with natural pacing, accents, and on-hold music. Books appointments on agent calendars.

Doc capture

Borrower drops a photo of a paystub. Harvey extracts, classifies, asks follow-ups, files to deal.

Booking

Live calendar integration with round-robin team assignment. Includes pre-meeting brief for the agent.

Locale-aware

FSRA / TRID / FINTRAC-aware. Knows what to say in Ontario vs. Alberta vs. California.

Compliant by design

Never pulls credit. Never quotes guaranteed rates. Logs every conversation for compliance review.

Live escalation

Hands off to a human with full context, transcript, and recommended next action — not 'click here to start over'.

Trained on Canadian

Harvey knows FHSA, RRSP HBP, FSRA forms, stress test changes — not just generic mortgage trivia.

Real conversations

The 11pm question doesn't have to wait until morning

Borrowers don't shop for mortgages 9-to-5. Harvey converts them at the moment they're asking — instead of letting them bounce.
ਮੈਨੂੰ ਪਹਿਲੀ ਘਰ ਖਰੀਦ ਲਈ FHSA ਬਾਰੇ ਦੱਸੋ
FHSA (First Home Savings Account) ਇੱਕ ਟੈਕਸ-ਮੁਕਤ ਖਾਤਾ ਹੈ ਜੋ ਪਹਿਲੀ ਘਰ ਖਰੀਦ ਲਈ $40,000 ਤੱਕ ਜਮ੍ਹਾ ਕਰਨ ਦਿੰਦਾ ਹੈ। ਕੀ ਤੁਸੀਂ ਮੇਰੇ ਨਾਲ 15 ਮਿੰਟ ਦਾ ਕਾਲ ਚਾਹੋਗੇ?
ਹਾਂ, ਕੱਲ੍ਹ ਸ਼ਾਮ 7 ਵਜੇ
✓ Booked: Tomorrow 7:00 PM with Z. Afzal. Calendar invite sent.
Ready when you are

Stop losing leads to slow responses

A 20-minute demo will show Harvey answering in your borrowers' first language, in real time, on your site.