Attract More Clients
Website
SEO
Google Profile
Google Ads
Facebook Ads
Landing Pages
Blogs
Mortgage Brokers
Qualify borrowers, collect documents and streamline the loan application process.
Stop chasing documents and unqualified leads. Borrowers self-qualify, upload and book — you spend your time on the deals that settle.
Broking is a qualification problem wearing a lead-generation costume. Most brokers do not need more enquiries — they need to stop spending Tuesday on someone who was never going to serviceable.
Challenges
Is your business facing these?
Increase conversions through automated follow-ups and faster client onboarding.
Every one of these is a leak. Individually they look like the cost of doing business — added up, they are the difference between a good month and a great one.
- Unqualified leads soaking up your time
- Endlessly chasing payslips and statements
- Slow pre-approvals losing clients to competitors
- Compliance paperwork done manually every file
- Leads going cold between enquiry and application
- Referral partners not nurtured consistently
Our AI Solution
The stack we deploy for mortgage brokers
Six components, wired together so an enquiry never has to be re-entered by a human. Each one below is configured for your workflow, not dropped in generically.
Component 01 of 6
AI Chatbots
Pre-qualifies on deposit, income type and employment status before it ever reaches your diary.
A trained assistant on every page that captures, qualifies and routes enquiries instantly.
- Trained on your services, suburbs and pricing
- Qualifies leads before they reach your team
- Books appointments straight into your calendar
- Hands off to a human the moment it matters
Component 02 of 6
CRM Automation
Document collection that chases itself. Payslips, statements and ID requested, reminded and filed.
Every lead scored, sequenced and followed up automatically — nothing slips through the pipeline.
- Automatic lead capture from every channel
- Email and SMS nurture sequences
- Lead scoring and pipeline stage automation
- Task reminders so no follow-up is missed
Component 03 of 6
AI Websites
Repayment and borrowing-power calculators that capture the enquiry at the moment of intent.
Fast, conversion-focused sites that answer questions, qualify visitors and book jobs while you sleep.
- Conversion-first page structure and copy
- Core Web Vitals tuned for Google rankings
- Built-in calculators, valuations and booking flows
- Chatbot and CRM wired in from day one
Component 04 of 6
Lead Generation
Campaigns targeted at refinance windows and first-home-buyer intent, not generic finance traffic.
Google Ads, Facebook Ads and landing pages engineered around a single number: cost per booked job.
- Google and Meta campaign build and management
- High-intent landing pages with A/B testing
- Offer and creative testing on a fixed cadence
- Reporting tied to revenue, not impressions
Component 05 of 6
AI Voice Receptionists
Answers while you are in an appointment, and books the next one.
A 24/7 voice agent that answers calls, books appointments and escalates urgent enquiries.
- Answers on the first ring, day or night
- Books, reschedules and confirms appointments
- Takes maintenance and after-hours requests
- Full call transcripts logged to your CRM
Component 06 of 6
Analytics Dashboards
Conversion by referral partner, so you know which relationships are actually worth the lunch.
One live dashboard showing leads, sources, response times and revenue — no more guesswork.
- Every lead attributed back to its source
- Response time and conversion rate tracking
- Channel-level cost per acquisition
- Automated weekly and monthly reporting
Before · After
What actually changes
Not capabilities in the abstract — the same five moments, handled the way they are now and the way they would be.
New enquiry
A 40-minute call to find out they have no deposit
Pre-qualified before it hits your calendar
Document collection
Four follow-up texts over two weeks
Requested, chased and filed automatically
Client between enquiry and application
Goes quiet, goes elsewhere
Held with status updates until submission
Referral partner
Contacted when you need something
Nurtured on a schedule, with their pipeline visible to them
Fixed rate expiring
Missed unless someone diarised it
Flagged 90 days out and actioned
Benefits
Five systems working as one
Each pillar is useful on its own. Together they close the loop — from attracting and capturing leads to converting and retaining customers.
Capture Every Borrower
AI Chatbot
Borrowing Calculator
Repayment Calculator
Pre-Qualification Forms
Document Upload Portal
Appointment Booking
Convert Leads Faster
CRM
Automated Emails
SMS
Appointment Booking
Lead Scoring
Pipeline Automation
Automate Your Business
AI Voice Receptionist
Document Automation
Reporting
Proposal Generation
Workflow Automation
Retain Clients
Review Automation
Email Marketing
Post-Settlement Follow-up
Automated Birthday Messages
Automated Referral Campaigns
Workflow
How a lead travels through the system
From the first search to the referral that follows — the full journey, automated end to end.
STEP 01
Borrower searches
You rank for refinance and first-home-buyer searches in your area.
STEP 02
Calculator captures
A borrowing power tool gives instant value and collects the lead.
STEP 03
Chatbot pre-qualifies
Income, deposit, employment and timing captured up front.
STEP 04
Scored in the CRM
Ready-now leads flagged; long-horizon leads dropped into nurture.
STEP 05
Documents collected
Automated requests and reminders until the file is complete.
STEP 06
Appointment booked
The borrower self-books a strategy call in your calendar.
STEP 07
Application milestones
Submitted, conditional, unconditional, settled — all auto-notified.
STEP 08
Reviews and referrals
Annual reviews and referral campaigns run without you remembering.
The arithmetic
What the leak is worth
Your numbers, not ours. Move the sliders — the figure updates as you go.
Leaking per year
$0
$0 a week
Upfront commission only. Trail makes the real figure materially higher, and is deliberately excluded here.
Results
What mortgage brokers typically see
0%
Faster Lead Response
0%
Less Admin Time
24/7
AI Receptionist
0x
More Qualified Leads
Rollout
How the build actually runs
Capture ships first because it returns fastest. Search and campaign work is the slow half and we say so up front.
-
01
Week 1
Map and baseline
We trace every route an enquiry can take into your business and record what happens to each one today. Nothing is built yet. The baseline matters because it is what the result gets measured against.
-
02
Weeks 2–3
Capture goes live
The channels that stop the immediate leak — voice, chat, forms — deployed and connected to your existing systems. This is the fastest-returning part of the build and it ships first for that reason.
-
03
Weeks 4–6
Workflows and follow-up
Sequences, reminders and routing configured against your real process, then run in parallel with the manual version until the output matches. We do not switch anything off on trust.
-
04
Ongoing
Measure and tune
The dashboard goes live against the week-one baseline. Monthly review of what converted, what stalled and what to change. Search and campaign work compounds from here — this is the slow half, and it is where most of the eventual return sits.
Questions
What mortgage brokers ask us
The system collects and structures information — it does not assess suitability, make recommendations or give credit advice. Every file still passes through you for the responsible-lending assessment, and the record of what was collected and when is stronger than the usual scattered email trail.
Documents go into your existing storage, not ours. The automation orchestrates the request and the reminder; it does not become another place your clients' payslips live. Access and retention follow whatever policy you already have.
It can, if the rules are set too tight, which is why it flags rather than rejects. Anyone who does not pass is routed to you with the reason attached rather than turned away. You tune the thresholds after seeing the first month of real traffic.
Yes. We sit in front of the aggregator platform rather than replacing it — enquiry, qualification and document collection feed the file you then work in the usual way.
Free consultation · No obligation.
Ready to automate your mortgage brokers workflow?
Book a free 30-minute strategy session. We will map your current lead journey, show you where leads are being lost, and give you the plan to fix it.