Jason is a seasoned mortgage broker who often spends significant time explaining the basics of home buying and loan processes to first-home buyers. To save time and increase efficiency, Jason decided to implement our AI Phone Assistant, training it with the relevant knowledge to answer common customer questions. This allowed him to focus more on high-potential clients, ultimately improving his productivity and conversion rates.

After experiencing the benefits of OperationAI Phone Assistant firsthand, Jason realized that other mortgage brokers face the same challenges. He saw an opportunity not only to help his peers but also to create an additional stream of income by offering them his customised AI Phone Assistant.

Jason discovered that our Partner Plan was perfectly suited to his needs. He was using the Business Plan at the time, so he upgraded to the Partner Plan by paying the difference. Jason then began promoting his AI Phone Assistant to fellow brokers and quickly found 3 interested in using his tailored solution.

The new Partner Plan includes two phone numbers and 10 hours (600 minutes) of call time. To meet the needs of his new clients, Jason purchased an additional two phone numbers and 10 hours of call time, giving him a total of four phone numbers and 20 hours of call time to distribute evenly.

At this point, Jason's monthly costs is $654. The breakdown is as follows:

• Partner Plan: $449
• 2 Included Phone Numbers: $0
• 600 Minutes of Call Time: $0
• 200 SMS Credits: $0
• Additional 2 Phone Numbers: $20 x 2 = $40/m
• Additional 2 AI Assistants: $35 x 2 = $70/m
• Additional 600 Minutes of Call Time: $65 x 1 = $65/m
• Additional 200 SMS Credits: $30 x 1 = $30/m

Subtotal: $654/month

Jason decided to charge each broker $200 per month, giving him a total revenue of $600 per month, which almost covered his costs (he only pay for $54 for his own AI Assistant).

With these three clients, Jason’s income from reselling the AI Assistant almost covered his expenses. For every two additional clients, after deducting the costs of the extra phone number and call time, he could earn a net profit of $195 per month.

The breakdown is as follows:

 
• 2 Additional Phone Numbers: $40/m
• 2 Additional AI Assistants: $70/m
• 600 Minutes of Call Time: $65/m
• 200 SMS Credit Pack: $30/m

• Subtotal: $205/month
• Net Profit = $200 x 2 - $205 =  $195/m

Therefore, after securing his initial three clients, if Jason expands his client base to another 100 brokers, he could earn an additional $117,000 in passive income annually.

Thanks to our fully white-labelled solution, Jason can set his own pricing, manage billing, and maintain client relationships, while we handle all the technical aspects. This hassle-free, cost-effective partnership allows Jason to effortlessly and flexibly grow his new AI business and income.

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