Call Intelligence · by Kima
Every call.
Every note.
Done in 15 seconds.
Call intelligence for Canadian mortgage brokers.
A branded client email and structured deal notes — generated automatically after every call.
The problem
You spend an hour writing after every call.
Every intake call ends the same way. You hang up, open your notes, and spend 20 minutes reconstructing the conversation. Then 15 drafting a follow-up email. Then manual CRM entry.
That's 45+ minutes per lead. Every call. Every week.
Before
With CallSmart
How it works
Three steps. One tap.
Capture the conversation
Upload a recording, dictate notes, snap a photo of handwritten notes, or call directly through CallSmart. Use whatever fits your workflow.
AI processes everything
CallSmart transcribes the conversation, extracts key details, and prepares everything you need. Your client email and CRM notes are ready in about ~15 seconds.
Review and send
Make any edits you'd like, then approve. CallSmart sends the follow-up email and saves your notes—no copying, pasting, or rewriting.
The outputs
Two outputs. One call. No typing.
Every call produces a branded client email and structured internal deal notes — both generated from your own templates and the real data from that call.
Great chatting with you today!
Let's recap our conversation. You're both first-time home buyers looking to purchase in the $550,000–$600,000 range in Mississauga. Alex, you're earning $88K/year as a nurse. Jamie, you operate a graphic design business as a sole proprietor. Your down payment of approximately $40,000 is a gift from Jamie's parents.
Our next step is reviewing your full application. Apply Now →
As first-time buyers, you may also find these helpful: First-Time Buyer Guide · FTHB Incentive Programs
Alex (nurse, salaried $88K) + Jamie (sole proprietor, graphic design). First-time buyers.
Purchase, owner-occupied. Target $550K–$600K, Mississauga, ON.
Jamie self-employed income requires 2-year history. Gift letter + proof of transfer required.
Trigger library
Smart rules that write on your behalf.
Set keyword rules once. When CallSmart detects a first-time buyer, self-employed borrower, or gifted down payment in any call — it automatically inserts the right links, checklists, and videos into both outputs. No manual insertion, ever.
Start free →Input modes
Works the way you already work.
No new process. Capture the call however you already do it.
Post-Call Upload
Upload MP3, MP4, M4A, or WAV from Plaud, Zoom, or any recorder. Or paste a transcript directly from any source.
Most commonManual / Dictate
Type notes, use voice dictation, or snap a photo of handwritten notes. Works on mobile. The AI structures everything from your raw input.
Live Call
Dial your client through CallSmart or merge them in from any phone. Both sides join a recorded conference. Transcription and processing start the moment you hang up.
ProCRM integration
No copy-pasting. Ever.
After you approve your outputs, CallSmart pushes deal notes directly to your CRM. Client record created. Deal opened in the right pipeline stage. Workflow automations triggered. All without leaving the dispatch screen.
- ✓Client ContactCreates or finds the client record automatically
- ✓New DealOpens a deal in your pipeline in the right stage
- ✓Workflow TriggersStage automations fire — follow-ups and tasks queue instantly
Pricing
Simple pricing for every brokerage.
Available for a limited time. Includes lifetime access to CallSmart and preferred pricing on upcoming Kima products - Workflow CRM™ & DealCheck™
- ✓Unlimited calls
- ✓All 3 input modes
- ✓AI notes + branded email per call
- ✓BYOAI support
- ✓Email dispatch
- ✓Canadian data hosting
- ✓Everything in Solo Broker
- ✓Team dashboard + shared library
- ✓Team usage analytics
- ✓BYOAI support
- ✓AI fallback support
- ✓Priority support
Setup in under 5 minutes
- ✓Everything in Team
- ✓Custom onboarding
- ✓Dedicated account manager
- ✓KimaFlow integration
- ✓Custom triggers + workflows
- ✓SLA + uptime commitment
Your next call
is in 20 minutes.
Start free. No credit card. Setup in 2 minutes.
No credit card required · Data hosted in Canada · PIPEDA compliant