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Product · Mortgage Broker AI Suite
Capture leads at any hour, qualify them against lender criteria automatically, and hand off cleanly to your CRM, without leaving the brokerage flow you already trust.
What it does
Voice + chat across web, SMS, and inbound calls. Qualifies inquirers in plain English, affordability, employment, deposit, timing, before they reach your inbox.
Salesforce, AFG, SimpleSure, MyCRM. Lead records created in real time with the full conversation, qualification result, and recommended next step attached.
Respects NCCP, Privacy Act, and AFCA-mindful disclosure boundaries. The agent knows what it cannot say and routes to a human where required.
Client conversations are never used to train foundation models, never sold, never repurposed. Data minimisation is the architectural default, backed by signed enterprise privacy controls.
Who uses it
Single-broker or small team running on a CRM you already pay for. Adds 24/7 lead intake without adding headcount.
AFG, Connective, FAST. Integrates with the aggregator-mandated CRM rather than replacing it. Lead capture data lands where reporting already lives.
Self-employed, commercial, SMSF lending. Pre-qualification on more nuanced criteria saves consultation time on the cases that don't fit.
Pricing
Usage-based pricing tied to qualified leads delivered, not per-user license fees. You only pay for inquiries the agent actually qualifies and routes to your CRM.
Want a tailored quote for your brokerage shape? Talk to us →
30-minute discovery call. No deck, no slides, just a real conversation about what you're trying to build and whether we can help.