It tracks every rate in your book
Your AI employee keeps track of the rate on every client’s loan.
Rate monitoring for mortgage brokers
It watches for changes
It watches lender rate changes across your panel, and fixed terms that are about to end.
It flags the loans worth reviewing
It compares the rate on each loan with the rates lenders publish, and gives you the loans worth a look, with a suggestion of who to speak to first.
What you get back
A list for you. The decision stays yours.
A flag means a loan may be worth reviewing. Whether to review it, and what to recommend, is your call.
- It goes to you. What the AI employee flags goes to you, not to the client.
- You confirm the rate. Rate information comes from published and third-party sources and can be out of date. Confirm a rate with the lender before you act on it.
- No advice given. It never recommends a loan or a lender.
ExampleOne week in your book
- Lender rate changesAcross your panel
- Fixed terms endingBefore they roll off
- Loans flagged for reviewWith who to speak to first
- You decide who to callAnd what to recommend
Why it matters
Clients review their loans. The question is who they call first.
Rates move and fixed terms end whether or not you have a free afternoon. Your AI employee keeps watch, so the review does not wait.
96%of brokers had helped a client secure a discount from their existing lender in the previous six months
95%of brokers had helped a client refinance to a new lender in the previous six months
$11,442Median clawback per broker in 2025, up 16.5% in a year
Sources: the MFAA’s August 2026 survey of 588 brokers, and the MFAA’s State of Mortgage and Finance Broking Report 2026, as reported by Australian Broker.
The other jobs your AI employee handles: intake and fact-finding, document collection and client retention and reactivation.