An AI agent for Brisbane mortgage brokers.
Enquiries, documents and settlement updates handled. You give the advice.
For Brisbane mortgage brokers
South East Queensland has seen strong population growth and many interstate buyers moving north. An AI agent answers their enquiries quickly, collects documents from clients who are still moving, and keeps every file on track.
Queensland first home buyer grants and concessions are run by the Queensland Revenue Office. Your AI agent notes what the client has told you so the broker can check which apply.
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 Brisbane mortgage brokers
Do you support brokers on the Gold Coast and Sunshine Coast?
Yes. Setup is online for brokers anywhere in Queensland.
Can it handle interstate buyers?
Yes. It collects documents by email and keeps clients informed wherever they are.
See your AI agent handle a real broking week
A 20 minute online demo for Brisbane mortgage brokers, and a fixed monthly quote.
Book a demo