AI Agents

New Facebook lead. SARA introduced herself, confirmed the enquiry, and qualified income, deposit and timeline for a first-home purchase — then flagged likely First Home Guarantee eligibility and booked a call.

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.