An AI agent for Melbourne mortgage brokers.
Enquiries, documents and settlement updates handled. You give the advice.
For Melbourne mortgage brokers
Melbourne has a large first home buyer and investor market, with many brokers working in small teams under an aggregator. An AI agent takes the fact finds and document chasing, so brokers spend more time with clients.
Victorian buyers may be eligible for the First Home Owner Grant or duty concessions administered by the State Revenue Office Victoria. Your AI agent keeps the client's answers and documents 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 Melbourne mortgage brokers
Do you support regional Victorian brokers?
Yes. Brokers in Geelong, Ballarat, Bendigo and beyond are set up online.
Can it help investor clients?
Yes. It collects rental income, existing loans and property details for the broker to assess.
See your AI agent handle a real broking week
A 20 minute online demo for Melbourne mortgage brokers, and a fixed monthly quote.
Book a demo