Back-office

Mortgage broker AI assistant

An AI assistant for Australian mortgage brokers that handles document collection, borrower chases, file prep, and loan-processing admin inside your broker software.

FIRST FIXGet one loan file unstuck

Send the file-prep bottleneck. Mia maps the first missing-doc, file-readiness, or stip-chase loop.

See pricing
HOW IT WORKS

Mortgage broker software helps with CRM, workflow tracking, and serviceability. The admin bottleneck still sits between those tools: clients drip-feed documents, files arrive with vague names, lender conditions change by scenario, and the broker writes the same chase emails again. This AI assistant owns the file-prep queue so the broker reviews a submission-ready pack, not a scattered inbox.

WHAT COMES IN
  • Borrower document checklist, fact-find data, and mortgage broker CRM notes
  • Inbox uploads, portal uploads, and shared-drive folders
  • Broker rules, lender quirks, and prior condition patterns
WHAT GOES OUT
  • Missing-document chase drafts for borrower review
  • Renamed and classified document bundle with source links
  • Loan-processing admin pack with likely stips and broker approval queue
TYPICAL TOOLS

The employee runs inside the systems you already use. Common ones for this workflow:

BrokerEngineBrokerEngine
QuickliQuickli
ApplyOnlineApplyOnline
SalestrekkerSalestrekker
OutlookOutlook
SharePointSharePoint

If your stack is different, it almost certainly connects too. See the directory →

A MOMENT

“Self-employed refinance file. Missing BAS, two bank-statement pages, and a lender-specific income note flagged by the AI assistant before the file reaches submission.”

MORE IN BACK-OFFICE

Other workflows on the same track.

BACK-OFFICE

Contract review

Read incoming contracts, flag deviations against precedent, summarize the delta. Counsel reviews the diff, not the document.

See the workflowBACK-OFFICE

Accounting close prep

Get the books BAS-ready by chasing missing client documents, clearing bank-rec exceptions, and preparing the close pack for review.

See the workflowBACK-OFFICE

Legal matter intake

Get one matter moving by collecting facts, chasing missing documents, preparing conflict-check context, and drafting client updates.

See the workflowBACK-OFFICE

Insurance renewal prep

Get one renewal file unstuck by triaging the inbox, chasing missing documents, summarizing policy changes, and preparing the broker review queue.

See the workflowBACK-OFFICE

Claims processing

Triage incoming claims, cross-check policy coverage, prepare the first response. Adjusters approve the decision.

See the workflowBACK-OFFICE

Onboarding

Every new hire, customer, or account gets the same complete welcome — forms filled, signatures chased, access provisioned.

See the workflowBACK-OFFICE

Approvals

Route every approval request to the right person with the context attached. Chase what stalls past your SLA.

See the workflowBACK-OFFICE

Ticket triage

Categorize incoming tickets, draft replies for the common ones, escalate the edge cases. The frontline stops drowning.

See the workflow
See every workflow
HIRE YOUR FIRST

One workflow. Mortgage broker AI assistant. Live in 48 hours.

Get one loan file unstuck

Send the file-prep bottleneck. Mia maps the first missing-doc, file-readiness, or stip-chase loop.