Client relationships
Time with clients
The hours your AI employee frees up for your team go back to what's actually important: building customer relationships and making sure clients feel heard every step of the way.
Scale your loan book with a Broker Twin.
Broker Twin pairs every broker with their own AI employee to handle the repetitive work, so your team can focus on customer relationships and generating revenue.
Claim your 30-day trialPreview coming soon
Built to work alongside the systems brokers already use
What your Broker Twin handles
Intake & fact-finding
Every enquiry answered and prepared
Your AI employee answers phone calls, collects customer details and completes the fact-find, ready for your first meeting.
How intake & fact-finding works- Call answeredVoice AI picks up straight away
- Details collectedWho they are and what they need
- Fact-find completedIncome, commitments and goals
- Handed to youFor the discovery meeting
Gathering documents
Documents collected without chasing
Your AI employee requests each document, checks what's provided and follows up on anything that is still missing, so you don't need to.
How document collection worksRate monitoring
Every rate in your book, tracked
Your AI employee monitors every client's existing rate, flags the loans worth reviewing, follows up to gauge interest and hands over to you.
How rate monitoring works- Lender rate changesAcross your panel
- Fixed terms endingBefore they roll off
- Your loan bookEvery client's rate
New deals12
Client retention & reactivation
Personalised follow-up after settlement
Your AI employee handles the routine follow-up after settlement, calls old leads and tells you who is ready to speak with you.
How client retention & reactivation worksJohn Smith, follow-up schedule
- SettledMarch
- 1-month check-in SMS“Hi John, how are you settling in?”
- 6-month check-in callCompleted
- John is ready for next steps“Thinking about an investment property”
What you get to focus on
Advice and decisions
Providing advice
Walk into every meeting with the fact-find done and the documents checked by your AI employee. Your time goes into the advice that guides each client to the right decision.
Growth
Generating revenue
With an AI employee, you have the freedom to step out of the operation and work on higher-value tasks like generating revenue and customer acquisition, not paperwork.
Revenue over time
Your brokerage
Hiring for scale
Without the extra admin overhead, your team can handle much higher loan volume. Hire to keep growing, and every new broker starts with their own AI employee.
Traditional brokerage vs AI-native brokerage
| Measure | Your existing brokerage | Your AI-native brokerage |
|---|---|---|
| Admin hours/week | 50 | 25 |
| Time saved/year | 0 hours | 1,200 hours |
| New revenue generated per broker | $0 | $30,000 |
| Annual revenue generated by Broker Twin | $0 | $150,000 |
Enter your three numbers to see the result
See what you are missing. Before you spend a dollar.
01Discovery Call
We learn how your team works, where the admin hours go and which systems you run on.
02Live Demo
Watch an AI employee handle a sample client from first enquiry to follow-up, then go through your own numbers with us.
03Free Trial
Your whole team uses Broker Twin for 30 days at no cost. Your plan starts on day 31, and you can cancel at any time.
First 30 Days Free. Cancel Any Time.
Starter
For brokerages with up to 4 users.
$199per user,
per month
Claim your 30-day trial
per month
- Your own AI employee for every broker
- Intake & fact-finding
- Gathering documents
- Rate monitoring across your book
- Follow-up and calling old leads
Scale5+ users
For brokerages with 5 users or more.
$99per user,
per month
Claim your 30-day trial
per month
- Your own AI employee for every broker
- Intake & fact-finding
- Gathering documents
- Rate monitoring across your book
- Follow-up and calling old leads
Both plans have the same features. Your plan starts on day 31 of your free trial unless you cancel. Prices are ex GST. Phone numbers and call minutes are charged separately. Full pricing details.
FAQs
Your Answers
What is an AI-native brokerage?
An AI-native brokerage is one where AI does the repetitive work and brokers do the client work. The brokers, the clients and the advice stay the same. What changes is who does the admin.
Does the AI employee give advice to my clients?
No. You give the advice and make every decision. Your AI employee gathers details, makes the calls and tells you who to speak to.
Do my clients know they are speaking to an AI?
Yes. On every call the AI employee says it is an AI assistant and says who it is calling for.
What happens in the demo?
We show an AI employee working a sample client, go through your numbers with you, and set up your 30-day free trial if you want to go ahead.
What happens after the 30 days?
Your plan starts automatically on day 31, for the number of users in your account then: Starter at $199 per user a month, or Scale at $99 per user a month for brokerages with 5 users or more. You can cancel at any time, and if you cancel during the trial you pay no plan fees. Prices are ex GST. Phone numbers and call minutes are charged separately.