An AI agent for Perth mortgage brokers.
Enquiries, documents and settlement updates handled. You give the advice.
For Perth mortgage brokers
Perth's property market has been one of the busiest in the country, with many FIFO and self employed clients whose income is harder to document. An AI agent chases the right documents early and flags unusual income for the broker.
WA first home buyers may be eligible for the First Home Owner Grant and transfer duty concessions through RevenueWA. Your AI agent keeps the client's answers ready for the broker to confirm.
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 Perth mortgage brokers
Does it work on WA time?
Yes. Reminders, updates and meeting bookings follow your Perth business hours.
Can it help with FIFO clients?
Yes. It collects rosters, allowances and payslips and flags them for the broker to assess.
See your AI agent handle a real broking week
A 20 minute online demo for Perth mortgage brokers, and a fixed monthly quote.
Book a demo