Automated lead response, trail book protection, and review generation — live within a week. One recovered lead covers 3 months of fees.
Sunday night. A first home buyer emails three brokers. The one who replies first gets the call Monday morning. By the time you see it at 8am, they've already booked with someone else. At Melbourne's median loan size, that's $4,225 in commission — gone because you were asleep.
Every enquiry gets a warm, personalised response in your voice within 90 seconds. 24/7. Calendly link included. No templates. No chatbot energy.
Your trail book clients get contacted automatically 90, 60, and 30 days before their fixed rate expires. Before they start Googling. Before the bank makes them an offer.
14 days after every settlement: automatic Google review request and referral ask. Your shop front grows while you focus on writing loans.
I'm taking on two founding clients at a reduced rate in exchange for a results debrief and reference permission. After 90 days, standard pricing applies.
Apply for founding rateNo. Your CRM stays exactly as it is — that's where your full loan files live. This sits alongside it as a lightweight trigger system.
This works alongside your aggregator's systems, not inside them. Compatible with Connective, LoanKit, Mercury, AFG, PLAN, and others.
The three automations are designed as a system. Lead intake alone is valuable, but trail book protection and referrals are where the compounding happens.
7 days from signed contract. Days 1–3: setup and configuration. Days 4–6: testing. Day 7: training call and go-live.
I monitor everything daily. If an automation fails, I catch it before you notice. You'll hear from me within the hour.
See the system working with a real email, in real time.