For Your Industry · Australia-wide, based in Melbourne
Australian SMB brokerages. BID-ready file notes. Clean aggregator CRMs. Faster lender submissions. Fewer all-nighters around settlement. We work inside the tools your aggregator already issues.
Most broker admin lives in the handoffs. File notes captured in one place and needing to land in another. Serviceability re-keyed between aggregator and lender. Post-settlement tasks that nobody owns. The work itself is real. The system around it is the problem.
Pain points we fix
Six places the work tends to hurt. Six concrete fixes. Native aggregator automation first, integration built around it. Scoped individually at the Audit, delivered fixed-price.
Conflict Priority Rule reasoning surfaces verbally during a deal, but when the aggregator audits, the file note is thin or missing. We capture the CPR rationale as a structured field on every deal, in the format your aggregator wants to see.
Policy matrices update faster than anyone can keep current. Brokers either burn time re-checking or trust memory and miss declines. We run pre-lodgement checks against the current matrix, so serviceability flags surface before submission, not after.
Document gathering, sequencing, cover-page generation, supporting-evidence links. A full deal's worth of admin per submission. We assemble the pack a BDM can approve on first read, leaving the broker to broker.
Clawback triggers missed. Six-month reviews forgotten. Thank-you and Google-review sequences never sent. Each lapse a small revenue or retention loss. We orchestrate the entire post-settlement window so nothing falls between people.
Clients refinance with the next broker who reads their file before you do. We run trigger detection against your existing database, so when policies change or circumstances shift, your broker sees it first.
File sample selection, gap remediation, document gathering, partner time consumed. We build the audit prep workflow so the week before the aggregator visit stops being a write-off.
The aggregator stack
Native aggregator automation first. We don't replace what you already pay for.
Aggregator CRMs
Broker accounts
Pricing at a glance
Only the Workflow Audit is fixed-priced. Build, AI, retrofit, and plan figures are indicative starting prices. Your specific pricing is fixed at the end of the Audit.
Common questions
No. We work inside the CRM's native automation first. BrokerEngine's Broker Wizard, Salestrekker's pipeline rules, Mercury Nexus's task-dependent flows. Integration between tools happens via documented APIs and audit-logged webhooks. We run everything in staging before production. Every change is reversible and documented in a runbook your team owns.
No. Most automations redirect admin time, they don't replace the role. A typical Australian SMB brokerage reclaims six to twelve hours per week of admin capacity, which generally goes into higher-value work: client conversations, pricing requests, refinance outreach. The admin assistant becomes more valuable, not redundant.
AI-assisted document extraction and file review is one of our service lines. Every AI module runs review-first. A broker or admin approves each output before anything is sent to the aggregator or lender. We do not deploy autonomous AI agents on broker work, where a hallucinated rate or policy statement could cross into credit advice territory.
We work inside the major AU aggregator CRMs: BrokerEngine, Salestrekker, and Mercury Nexus. If your practice runs on something else, tell us at the scoping call. We'll say honestly whether we can help. We won't pretend to know a tool we haven't touched.
Typical first-workflow build runs three to six weeks. The post-handover stabilisation window is when the time-saving compounds. Your team learns the new flow, exceptions get handled cleanly, and the admin burden drops sustainably. Most brokers see measurable relief inside eight weeks of the Workflow Audit.
Related industries
Listing launch workflows. OFI follow-up. Trust-account orchestration. AML-ready client onboarding.
Continue →Engagement letter to onboarding. BAS pipeline. EOFY workpapers. TASA-compliant disclosure.
Continue →Industry-agnostic engagement model. Client onboarding, document work, multi-tool handoffs, reporting pipelines.
Continue →Two weeks. $1,500 fixed. Credited against your first Build if you proceed.
Book the Audit →