Prepared by Zeus AI
Mortgage Pathways
Zeus AI Proposal
Prepared for Mark and Stephen, Mortgage Pathways · Zeus Client ID MP-2026-0317 · Date: 2026-03-17 · Rev B · Subject to copyright
Intelligent WhatsApp AI agents that nurture renewals, reactivate historic leads, and upsell products -
automatically converting opportunities into calls.
This delivery is scoped to increase adviser capacity, improve meeting-ready quality, and create measurable
conversion uplift in the first 90 days without adding immediate operational headcount.
Cost: GBP 34,800 fixed build
Timeline: 10-12 weeks
ROI: uplift target in first 90 days
1.2 Mortgage Pathways
Company Snapshot
- Company Name: Mortgage Pathways
- Industry: Financial services
- Primary objective: improve adviser-ready lead quality and throughput
Key Contacts
- Mark - Commercial lead
- Stephen - Operations lead
- Client team owner to be confirmed at kickoff
1.3 Zeus AI
Zeus AI Ltd is a London-based technology company that specialises in setting up AI agents that nurture contacts and book calls for your team.
Legal Entity Details
- Registered address: 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ
- VAT number: 472247292
- Company number: 14908132
Leadership
- Sam Oliver, CEO
- Matea Radovan, COO
- Mladen Pećanac, CTO
Delivery Positioning
- Focused on measurable sales and operations outcomes
- Model-agnostic architecture with enterprise guardrails
- Practical implementation governance for rollout reliability
Featured On
1.4 Objectives
Objectives
- Reduce duplicate-keying and fragmented workflow handoffs.
- Increase adviser capacity by improving meeting-ready quality.
- Maintain auditable consent and AI-assisted update controls.
Actions
- Integrate OnceHub, 3CX, eKeeper, Mortgage Brain, and Toolbox handoff workflows.
- Run a production-grade nurture pilot for one defined lead cohort.
- Deploy human approval checkpoints for all CRM write-backs.
2.1 How it works
Step 1
Capture + Normalize
Ingest booking and call events, then map to canonical lead fields.
Step 2
Enrich + Draft
Generate prefill candidates, adviser notes, and follow-up tasks.
Step 3
Approve + Write Back
Human validation checkpoint before CRM write-back and routing.
2.2 Meet Your Agent
Hi Mark - thanks for your enquiry. Can I confirm your purchase timeline and current lender status?
Great, based on your timeline this looks meeting-ready. I can route this directly to an adviser slot this week.
Perfect - please book me in and send a checklist of documents.
Booked. I have also drafted the eKeeper note and prefilled the fact-find summary for adviser review.
2.3 FAQ
Is Zeus AI just ChatGPT with a new name?
No. Zeus uses the latest OpenAI models, plus workflow logic, guardrails, integrations, and a custom knowledge layer so outputs are grounded in your business context.
Which models power Zeus AI?
Zeus uses the latest OpenAI models and upgrades as stronger models become available, without requiring workflow rebuilds.
How do you test for accuracy, robustness, bias, and hallucinations?
We run high-volume automated testing across realistic and edge-case scenarios, then iterate prompts and guardrails until expected standards are reached.
Is Zeus AI secure and enterprise-ready?
Yes. Zeus supports enterprise onboarding requirements with controls around data processing, storage, logging, access, and segmentation.
Is Zeus AI GDPR compliant?
Yes. Zeus supports consent handling, access, and erasure workflows aligned to GDPR requirements.
How does Zeus integrate with existing systems?
Zeus supports fast-start CSV pilots and production-grade API/webhook integrations for real-time lead ingestion and CRM write-backs.
What can Zeus do for the business?
Zeus engages contacts, qualifies intent, answers approved business questions, nurtures leads over time, and books interested prospects into calls.
What support do we get after implementation?
Dedicated onboarding, rollout support, and structured account management options are available for larger deployments.
2.4 Timeline
Week 1-2Discovery + Blueprint
Week 3-4Quick Wins + CRM Automation
Week 5-7Adviser Efficiency Automation
Week 8-12Nurture Pilot + Hardening
3.1 Quote
Selected
Option B: Core Automation Program
GBP 34,800 one-off fixed build
- Includes discovery, integrations, AI setup, QA/UAT, and go-live
- Duration: 10-12 weeks
- Payment: 40% kickoff / 40% phase completion / 20% go-live
Managed Optimization (Optional)
GBP 2,400 per month
- KPI reporting and tuning
- Prioritized issue response
- Monthly optimization recommendations
Variable Usage Estimate
GBP 600-1,200 per month
- AI + messaging + orchestration execution
- Volume-dependent and billed by vendors
- Meta/provider fees excluded from Zeus fees
3.3 Quote
Services
- OnceHub event ingestion and eKeeper upsert automations
- 3CX metadata and transcript-assisted prefill with approval gates
- Nurture pilot for one estate/new-build cohort
- Error queue, replay controls, and KPI instrumentation
Terms
- Third-party platform fees billed directly by providers
- Unplanned migration work is handled by agreed change control
- Full lender-portal automation via stored credentials is excluded