An AI agent that tracks every loan to settlement.
Clients and conveyancers updated at every step.
In short
Home loan settlement is the day the lender pays the funds and the buyer takes ownership, and getting there means meeting approval conditions, valuations and loan documents on time. The Agentive Group AI agent tracks each application from submission, notes conditions the lender sets, chases what is needed, sends clients and conveyancers clear updates and flags any risk to the settlement date for the broker.
Sound familiar?
- Clients calling for updates
- Conditions missed until the last week
- Settlement dates at risk
How your AI agent does it
Track
Each application from submission.
Note
Approval conditions and dates.
Update
Clients and conveyancers clearly.
Flag
Risks to settlement for the broker.
What changes for your broking business
- Fewer status calls
- Conditions met on time
- Settlements without surprises
- Happier clients who refer friends
Questions
Can an AI agent track home loan settlements?
Yes. It keeps a status for every file, sends updates and reminds everyone of upcoming conditions and dates.
Does it talk to lenders for me?
It can draft lender follow ups for the broker to send. Negotiation and exceptions stay with the broker.
Does it help after settlement?
Yes. It can remind clients of fixed rate expiry dates and invite them to an annual review with their broker.
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 drafts your best interests notes.
Notes drafted from the meeting, finalised by you.
An AI agent that follows up every new enquiry.
Every enquiry answered quickly and a meeting booked.