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Case study: Yeeld

Yeeld is an Australian property and rent calculator platform owned by the same team as iNode Cloud. We built its lead follow-up and qualification system first, for ourselves.

About Yeeld

Free calculators, and people who want help

Yeeld (yeeld.com.au) offers 22 free calculators for Australian property owners, investors and tenants: commercial rent and lease reviews, investment returns, borrowing power, stamp duty, land tax and more, plus a home loan rate comparison across more than 110 lenders.

Most people use the calculators on their own. Some reach a point where they want a person: for example, after checking their borrowing power, they see that every lender calculates it differently and choose to speak to a specialist.

The challenge

A fast first call, done carefully

People who ask to speak to a specialist are usually comparing options, so a quick follow-up matters. But this is financial services: the first conversation must not give advice, promise approval or collect sensitive details.

Yeeld needed every enquiry followed up promptly and consistently, with clear notes for the team, without anyone having to watch the inbox all day.

What we built

From calculator to qualified conversation

Enquiry from the calculator

A short "Speak to a Specialist" form inside the calculators collects a name, email and mobile, with the calculator context.

AI follow-up call

An outbound AI agent confirms it is speaking to the right person, explains why it is calling, asks a few short discovery questions and agrees a next step with the Yeeld team.

Follow-ups and reminders

The same agent handles follow-up calls and appointment reminders, and repeats appointment details back clearly.

The rules it follows

Built for a regulated industry

It always

  • Confirms it has the right person without asking for sensitive details
  • States the reason for the call and asks if it is a good time
  • Respects a clear no straight away, and stops if asked not to be contacted
  • Summarises the agreed next step without overstating what is booked

It never

  • Gives financial, credit, tax or legal advice
  • Promises approval, savings or outcomes
  • Collects card numbers, bank logins, one-time codes or ID numbers
  • Pressures vulnerable people or invents urgency
Why it matters for you

The same system, set up for your business

Yeeld's setup is the same one we offer to other Australian businesses: a lead page or form, an AI agent that calls within minutes, and a scored summary for your team. The questions, tone and rules are tailored to your industry.

Results from Yeeld will be added here as the data builds up.

See the insurance and finance setup · See pricing

Questions

Common questions

Is Yeeld an independent client?

No. Yeeld is owned by the same team as iNode Cloud. We built its system first, for ourselves, and now offer the same setup to other businesses.

Does the AI give financial advice?

Never. It collects basic information and lines up a conversation with the Yeeld team. Anything that needs advice goes to a qualified person.

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