An AI agent for Adelaide mortgage brokers.
Enquiries, documents and settlement updates handled. You give the advice.
For Adelaide mortgage brokers
Many Adelaide brokers run small, owner led businesses where the broker also does the processing. An AI agent takes the document chasing and file updates, so the broker can see more clients each week.
South Australian first home buyers may be eligible for the First Home Owner Grant and stamp duty relief through RevenueSA. Your AI agent keeps the details ready for the broker to check.
What your AI agent takes off your plate
An AI agent that runs the fact find.
Client details collected and checked before you meet.
An AI agent that chases and checks loan documents.
Payslips, statements and ID chased and checked.
An AI agent that drafts your best interests notes.
Notes drafted from the meeting, finalised by you.
Also: an ai agent that tracks every loan to settlement, an ai agent that follows up every new enquiry.
Questions from Adelaide mortgage brokers
Is it worth it for a solo broker?
Yes. Solo brokers often save the most because they do all the processing themselves.
Do you support brokers outside Adelaide?
Yes. Brokers across South Australia are set up online.
See your AI agent handle a real broking week
A 20 minute online demo for Adelaide mortgage brokers, and a fixed monthly quote.
Book a demo