It watches every rate in your book
Your AI employee compares the rate on each loan with the rates lenders publish, and flags the loans worth reviewing.
Client retention and reactivation for mortgage brokers
$11,442Median clawback per broker in 2025, up 16.5% in a year
95%of brokers had helped a client refinance to a new lender in the previous six months
24,116brokers in Australia in 2025, up 9.1% in a year
Sources: the MFAA’s State of Mortgage and Finance Broking Report 2026, as reported by Australian Broker, and the MFAA’s August 2026 survey of 588 brokers.
It handles the routine follow-up
It takes on routine follow-up and calls old leads, within the hours and rules you set.
It tells you who to call
You hear who is ready to speak with you, with a suggestion of who to speak to first.
What stays with you
The conversation is yours.
The AI employee does the watching and the routine work, so you have the time to pick up the phone. The relationship, the review and the advice stay with you.
- It never gives advice. It does not recommend a loan or a lender.
- What it flags goes to you. You decide whether a review is worth raising with the client.
- You confirm the rate. Rate information comes from published and third-party sources. Confirm a rate with the lender before you act on it.
ExampleOne loan in your book
- A lender changes its rateCompared with the rate on the loan
- The loan is flagged for reviewIt goes to you, not to the client
- You make the callWith the time to do it well
Why it matters
The settled client gets the least of your time.
The next application always has the deadline. Our note on what eight brokers told us sets out what that costs.
Read what brokers told usThe other jobs your AI employee handles: intake and fact-finding, document collection and rate monitoring.