Automation for Mortgage Brokers in Australia
Automate the pipeline so you can focus on getting loans settled
Mortgage brokers juggle dozens of active applications, each with different lender requirements, document checklists, and settlement timelines. We automate the client communication, document collection, and pipeline management — so you focus on finding the right loan, not chasing paperwork.
Common pain points
Chasing clients for supporting documents — payslips, bank statements, ID — takes hours every week
Application status updates to clients are manual and inconsistent
Post-settlement follow-up drops off — missing refinance opportunities and referrals
Lead nurture for pre-approved clients who haven't found a property yet is non-existent
What we automate for mortgage brokers
Automated document collection — send personalised checklists with upload links and escalating reminders until everything is received
Application milestone updates — auto-notify clients when their loan moves through each stage from submission to settlement
Post-settlement nurture sequences — check-in emails, rate review reminders at 12 and 24 months, and referral requests
Pre-approval nurture — market updates, auction results, and helpful content to keep pre-approved clients engaged until they buy
Tools we commonly use
Who this is for
Australian mortgage brokers and brokerages with 1-20 brokers who want to settle more loans by eliminating pipeline bottlenecks and staying top-of-mind with clients.
Mortgage Brokers automation FAQ
Ready to automate your mortgage brokers business?
Book a free 20-minute call. We'll map your workflows and show you what automation looks like for your industry.