FOR MORTGAGE BROKERS

Every lead worked. Every file complete.

Your AI assistant qualifies borrower enquiries in minutes, collects the document mountain without the nagging, keeps clients calm through settlement, and mines your book for refinance opportunities.

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A BROKER WEEK, HANDLED

MON 7:55

Lead qualified

First-home buyers, $140k combined, 10% deposit — appointment booked

TUE 12:30

Documents collected

Payslips + bank statements chased and uploaded, file complete

WED 3:15

Settlement update given

'Formal approval received' — clients called with the good news

FRI 10:00

Refi opportunity flagged

Fixed rate expiring in 60 days — review call booked

The broker reality

Speed-to-lead decides everything

Aggregator leads go to whoever calls first. If you're in appointments all day, you're always second.

The document mountain

Payslips, statements, IDs, expenses — collecting them politely consumes more hours than structuring the deal.

'Any news?' anxiety calls

Settlement-nervous clients call weekly. Reassurance matters — but it's hours of unpaid hand-holding.

Your back book, untouched

Hundreds of past clients rolling off fixed rates — pure refinance gold nobody has time to mine.

EXAMPLE CONVERSATION

A web lead qualified before your coffee's done.

The agent calls new leads within minutes, has the borrowing conversation naturally, pre-assesses against basic serviceability, and books qualified borrowers into your calendar with a document list already sent.

1Web/aggregator lead → outbound call in minutes

2Natural qualification: income, deposit, goals, timeline

3Basic serviceability sense-check

4Books appointment with document checklist sent

5Nurtures not-yet-ready leads on a schedule

Brightpath Home Loans

7:55 AM

SOPHIE — AI BROKER ASSISTANT

Hi, is that Jess? It's Sophie from Brightpath Home Loans — you enquired online about a first-home loan a few minutes ago. Is now an okay time for a quick chat?

BORROWER

Oh wow, that was quick! Yes — my partner and I are trying to figure out what we could actually borrow.

SOPHIE — AI BROKER ASSISTANT

Exciting stage! A few easy questions: are you both working full-time, and do you have a rough combined income figure?

BORROWER

Yes, both full-time — about $140k between us. We've saved around $85k.

SOPHIE — AI BROKER ASSISTANT

That's a solid position — with a deposit like that you may also qualify for the first-home guarantee, which our broker Alex can walk you through. He has Thursday 6pm or Saturday 10am for a free strategy session. Which works?

BORROWER

Saturday morning, definitely.

SOPHIE — AI BROKER ASSISTANT

Booked with Alex, Saturday 10am — it can be video or in-office, your choice. I've texted a short checklist of documents; even just payslips gets you a much more accurate number on the day.

BENEFITS

What changes for your business

First to every lead

Minutes-fast response, every time — the single biggest conversion lever in broking.

Files complete, faster

Documents chased kindly and persistently; deals reach lenders days sooner.

Clients calm to settlement

Proactive milestone updates end the anxiety calls.

Your book mined monthly

Fixed-rate expiries and refinance triggers become booked review calls automatically.

Compliance-friendly records

Every conversation logged and synced to your CRM.

AUTOMATIONS & INTEGRATIONS

Wired into your broking stack

New lead → qualification call within minutes

Missing documents → chase sequence with secure upload

Loan milestone → client update call/SMS

Fixed rate expiring → review call booked at 90 days out

AFG FlexBroker EngineSalestrekkerMyCRM (LMG)QuickliCalendlyTwilio

CASE STUDY · BRIGHTPATH HOME LOANS, MELBOURNE

“Lead response went from 'sometime today' to ninety seconds, and my settlement rate on aggregator leads doubled. The document chasing alone is worth the fee.”

Alex Pappas · Director & senior broker

2×

lead conversion

5 days

faster to lender

refi reviews / month

Broker questions, answered

Never lose another lead to a faster broker.

Book a demo — watch a lead qualified and booked in under three minutes. Plans from $199/month.

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