AI Agents

Inbound call answered by SARA's voice agent. Investment enquiry referred by an existing client. SARA captured intent, confirmed the referral, and handed off warm details to the broker.

Proactive status update on application APP-2048. SARA notified the Nguyens that their file is with the NAB assessor and a valuation was ordered, pre-empting the 'any news?' call.

SARA identified the Nairs were paying 6.59% and proactively reached out with a like-for-like comparison showing ~$302/mo saving, then converted the interest into a booked strategy call.

SARA is chasing the final outstanding documents on APP-2051 before submission — August payslips, an updated savings statement, and a gift letter for the $15k family contribution.

Two days out from settlement on APP-2039, SARA confirmed the date, reminded the Whitfields about funds to complete, and answered a last-minute question about the first repayment.

SARA detected Omar's pre-approval was 21 days from expiry with no property secured yet, checked in, and proactively arranged an extension so his construction plans stay on track.

Proactive annual-review call. SARA reached an existing client at their loan anniversary, confirmed nothing had changed, flagged a sharper rate, and booked a review — keeping the client from shopping around.

SARA handled a sensitive repayment-stress signal with empathy, avoided giving advice, and escalated straight to the broker with full context — the kind of moment that needs a human, fast.

A week after settlement, SARA sent a warm congratulations, confirmed the first repayment details, and gently asked for a review and referral — turning a happy client into a growth channel.

Every new lead is greeted, qualified and scored within seconds — then the hottest ones are booked straight into the broker's calendar.

Sends a plain-English checklist, chases what's outstanding on a smart cadence, and AI-verifies each upload — so files reach the lender complete, first time.

Continuously watches every client's rate against the market and proactively reaches out when there's a genuine, LVR-appropriate saving worth switching for.

Guides clients through the nervous final stretch — signing, funds-to-complete and settlement day — with perfectly-timed reminders so nothing slips.

Keeps clients close after settlement with annual reviews, empathetic repayment check-ins and referral asks — turning one loan into a lifetime relationship.