An AI agent that keeps every loan file moving.
Enquiries, fact finds, documents and settlement updates handled. You give the advice.
What is an AI agent for mortgage brokers?
An AI agent is a digital loan processor, not a chatbot. Give it a job, like getting a file ready for submission or replying to last night's enquiries, and it does that job inside your email, calendar and broker software. When something needs a broker, such as a lender choice or an unusual income, it hands it to you.
Read the full guide to AI agents for mortgage-brokers · Will AI replace mortgage brokers?
What your AI agent takes off your brokers
The file work that keeps you away from clients.
An AI agent that runs the fact find.
Client details collected and checked before you meet.
An AI agent that chases and checks loan documents.
Payslips, statements and ID chased and checked.
An AI agent that drafts your best interests notes.
Notes drafted from the meeting, finalised by you.
An AI agent that tracks every loan to settlement.
Clients and conveyancers updated at every step.
An AI agent that follows up every new enquiry.
Every enquiry answered quickly and a meeting booked.
Software waits. An AI agent works.
Broker software stores the details your team types in. Your AI agent does the work around it: it answers the enquiry, collects the fact find, chases the payslips, drafts the notes and updates the client, then gives your brokers a short list to approve.
- Drafts only from what clients and brokers provided
- Checks documents against the lender's list
- Never recommends a loan or lender
- Logs every action for your licensee
How your AI agent starts work
Working with your team within two to three weeks.
Connect
Email, calendar, documents and broker software.
Teach
Your fact find, checklists and note format.
Work
Enquiries, documents and updates each day.
Approve
Brokers approve what matters.
How much file time could your AI agent save?
0 hours a month back for clients and new business
An estimate based on your inputs, assuming the AI agent handles about half of the file admin and brokers still give every recommendation and submit every application. Book a demo for a figure based on your business.
Book a demoNo more files written up at midnight.
Most brokers finish the paperwork after hours. Your AI agent drafts best interests notes from the meeting, checks the documents and keeps each file complete, so your evenings are your own. Every action is logged and nothing goes to a lender without a broker.
Talk to usAn AI agent for mortgage brokers across Australia
Set up online for brokers anywhere in Australia.
Questions about AI agents for mortgage-brokers
What is an AI agent for mortgage brokers?
An AI agent is a digital loan processor for a broking business. It follows up enquiries, runs fact finds, chases and checks documents, drafts best interests notes and tracks files to settlement, with brokers approving the important steps.
How is it different from broker software?
Broker software is where your client and loan records live. An AI agent does the work inside it and hands your brokers drafts and checks to approve.
Who is Agentive Group for?
Australian mortgage brokers, from solo brokers working under an aggregator to broking businesses with several brokers and loan processors.
Does it give credit advice?
No. Choosing the lender and product and giving the credit recommendation stay with the broker. The agent only handles the admin.
Does it submit applications to lenders?
No. It gets the file ready and tells the broker it is complete. The broker reviews and submits it.
Is client information secure?
It works only in the systems you connect, logs every action and handles information under the Australian Privacy Principles.
How much does it cost?
A fixed monthly fee based on brokers and loan volume. Book a demo for a quote.
