An AI agent that drafts your best interests notes.
Notes drafted from the meeting, finalised by you.
In short
Since January 2021, the best interests duty requires mortgage brokers to act in the client's best interests when giving credit assistance, and to keep records showing how they did it. The Agentive Group AI agent drafts those notes from the broker's meeting notes, the fact find and the options the broker compared, in your licensee's format. It never decides what is in the client's interest. The broker checks, edits and finalises every note.
Sound familiar?
- Notes written days after the meeting
- Different formats across brokers
- Gaps found in a licensee review
How your AI agent does it
Gather
Meeting notes, fact find and options.
Draft
The note in your licensee's format.
Flag
Anything the broker has not recorded.
Finalise
The broker edits and signs off.
What changes for your broking business
- Notes written while the meeting is fresh
- Consistent records across brokers
- Fewer gaps in licensee reviews
- Evenings back for your brokers
Questions
Can an AI agent write best interests duty notes?
It can draft them from what the broker recorded. The broker decides what is in the client's interest and finalises the note.
Does it choose the loan for the client?
No. The broker compares options and makes the recommendation. The agent only records the reasons the broker gives.
Does it follow my aggregator's format?
Yes. It drafts in the template and wording your licensee or aggregator requires.
More work your AI agent does
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 tracks every loan to settlement.
Clients and conveyancers updated at every step.
An AI agent that follows up every new enquiry.
Every enquiry answered quickly and a meeting booked.
