Mortgage Brokers
Custom AI, designed, built and run for you.
Document chasing stalls files. Leads arrive raw. The back book goes quiet. Compliance notes pile up. Settled clients drift away. We build custom AI systems that fix these for mortgage brokers, then stay on as your partner to run and improve them.
Free 30 minute call. No obligation.
Or email info@singularity1.io
Mortgage Brokers
What it is costing you
Document chasing stalls files
Payslips and statements trickle in over weeks of follow-ups.
Leads arrive raw
Every manual fact find burns an appointment slot.
The back book goes quiet
Missed refinance triggers become another broker's loan.
Compliance notes pile up
File notes and checklists get done late at night, or not properly.
Settled clients drift away
No anniversary contact means no repeat business and no referral.
One lost refinance is worth thousands in trail and upfront.
What your partner runs
- Documents chased until every file is complete
- Leads pre-qualified with an automatic fact find
- Your book watched for refinance triggers and expiries
- Clients updated at every loan stage automatically
- Referral partners kept warm on autopilot
- File notes and compliance checklists drafted per deal
- Anniversary and rate-review check-ins sent on time
Brokers cut days off each file and write more loans with the same team.
Where it plugs in
Built around the tools you already run.
Broking already has good software. The hours go into the gaps between it, and that is what we close.
Your aggregator CRM
Mercury Nexus, Salestrekker, Flex or whichever platform holds your deals, clients and compliance notes.
Fact find and forms
Online fact finds and application forms, filled by clients before the appointment instead of during it.
Document collection
Payslips, bank statements and ID chased through email, portals or tools like FileInvite until the file is complete.
Email, SMS and calendars
Loan status updates, settlement reminders and the appointment bookings that fill your week.
Your back book
Fixed-rate expiry dates, loan anniversaries and repricing opportunities sitting in your existing client records.
Run something different? If it has an inbox, an export or an API, we can almost certainly plug into it.
Ask us about your stackHow the connection works
No rip and replace. No jargon.
We connect to your CRM and inbox
Secure connections read deal stages, missing-document lists and client records without moving anything out of your aggregator platform.
An agent chases, qualifies and updates
It sends new leads a fact find and qualifies them before they book, chases every outstanding document politely until the file is complete, and keeps clients informed at every loan stage in your voice.
Files complete themselves in your CRM
Documents, fact find answers and conversation notes land against the right deal, so files move to lodgement days sooner and compliance notes write themselves.
What we build it with
Four building blocks, combined for your business.
Connectors
Links into your aggregator CRM, document tools, inbox and calendar, matched to how your brokerage already files things.
AI agents
Trained on your document checklists and client scripts, so chasing is persistent and polite, never pushy.
Workflows
Fact finds on enquiry, document chases on a schedule, stage updates on every milestone and expiry alerts from your back book.
Alerts and dashboards
Every file's completeness at a glance, with stalled deals and hot refinance triggers pushed to you.
Why it matters
What connected systems change for you.
A broking file stalls for one reason: someone is waiting on someone. Clients wait on updates, you wait on documents, lenders wait on both. Automating the waiting means files lodge sooner, clients feel looked after, and the refinance triggers in your back book get actioned before another broker finds them.
Days off every file
Complete files lodge sooner because documents are chased around the clock, not between appointments.
Appointments that count
Every meeting starts with a completed fact find and a qualified client.
A back book that pays
Expiries and repricing triggers are caught and actioned before clients start shopping.
Clean compliance trails
Every touchpoint is logged in your CRM as it happens, not reconstructed at audit time.
The process
From first call to go-live, step by step.
For brokers, the audit usually maps one live file end to end: where it waits, who it waits on and which of those waits a system could remove entirely.
- 01
Free strategy call
Thirty minutes, plain English, no obligation. We listen to how your business runs and where the hours go.
- 02
Free audit
We map the tools you already run and the follow-up gaps between them, then rank what is worth automating first.
- 03
Fixed proposal and sign-off
You get a written scope in plain English with a fixed price. Nothing is built and nothing goes live without your sign-off.
- 04
Build and test
We build around your existing tools and test everything away from your live operation until it behaves.
- 05
Run and improve
Your systems run around the clock with plain-English documentation and alerts if anything misfires. Your partner monitors, refines and keeps improving them.
Wondering what it costs? See how pricing works. Every partnership is scoped after the free audit, with a fixed written proposal before anything is built.
Stop paying for work that should do itself.
Book a free strategy call. We will find where the hours and dollars leak out of your mortgage brokers business and show you what a partner-run AI operation would give back. No pressure, no jargon, no obligation.
Free 30 minute call. No obligation.