An AI agent for Sydney mortgage brokers.
Enquiries, documents and settlement updates handled. You give the advice.
For Sydney mortgage brokers
Sydney has the highest home prices in the country, so many buyers stretch their borrowing and lenders look closely at every document. An AI agent keeps each file complete and checked, so brokers can move quickly when a client wins at auction.
NSW first home buyers may be eligible for transfer duty concessions under the First Home Buyers Assistance Scheme, run by Revenue NSW. Your AI agent records which scheme details the client has given, so the broker can confirm eligibility.
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 Sydney mortgage brokers
Do you support brokers across Greater Sydney?
Yes. Setup is online for brokers from the Central Coast to Campbelltown and the Blue Mountains.
Can it help with auction timelines?
Yes. It keeps documents current so a pre-approval can be refreshed quickly before auction day.
See your AI agent handle a real broking week
A 20 minute online demo for Sydney mortgage brokers, and a fixed monthly quote.
Book a demo