Phase 1 — active testing · Australian-built

Administration work, handled automatically.

Broker IQ runs directly inside the CRM and lodgement tools your brokerage already uses. The manual work that consumes your day runs itself — and you stay in control of every decision that matters.

Register interest → See what we automate
Connective Mercury · AFG FLEX Zero database, zero logging Multi-model consensus
broker_iq · workflow_engine · live
01 / The problem

The industry runs on manual data entry.

Australian mortgage brokers spend most of their day moving the same information between disconnected systems. A single new client touches the inbox, the CRM, the document folder, the accounting tool, and eventually the aggregator's lodgement portal. At each stage, a human re-types what has already been written somewhere else.

The industry's answer has been offshore admin staff. That solves volume but creates three new problems: ongoing cost, client data leaving Australian jurisdiction, and the overhead of managing a team in another timezone. There is no integrated automation built for the Australian broker workflow — until now.

Task
Current
Broker IQ
New client intake and setup
~45 min
~0 min
Document naming, filing, follow-up
20–30 min
~0 min
Invoice generation and dispatch
10–15 min
~0 min
Loan application data entry — aggregator CRM
30–60 min
Review only
Lodgement portal completion per application
60–120 min
Approve only
Integrated automation built for AU brokers
None on market
Available now
02 / Capabilities

What we automate.

Three phases. Core workflows are live now. Application readiness is in research. Lodgement automation is in active development.

Phase 01 Live · in active testing

Core workflows — the day-to-day load that surrounds every client.

We watch your inbox, read arriving documents, and handle the downstream work without prompting.

New lead intake

A referral or enquiry arrives. We extract the client details, create the CRM record, set up the client folder, and send your standard welcome pack. You see the result, not the work.

Document handling

Statements, payslips, IDs, contracts — renamed to your convention, filed to the right client folder, and a list of what's still missing. No more hunting for files.

Invoicing

Standard invoices generated and sent on the trigger you choose: settlement, milestone, or schedule. Reconciled back into the CRM automatically.

Loan application data entry

Your aggregator CRM (Connective Mercury, AFG FLEX) gets populated from source documents and intake notes. Inconsistencies are surfaced for you to resolve, not silently guessed at.

Operates inside the tools your brokerage already uses. Brokers change nothing about how they work.

Phase 02 R&D

Application readiness — a pre-flight read before submission.

A structured assessment of every application against the same axes a lender's credit engine evaluates: income, liabilities, serviceability, LVR, credit history, security. The output is a flag-annotated report covering what a lender would question, produced before submission.

Research-stage, not part of the beta offer.

Phase 03 In development

Lodgement automation — the biggest single time-sink in your week, removed.

Completing loan applications inside the lodgement portal takes one to two hours per application — and it's the same data already entered upstream.

We pre-populate the entire lodgement application from your CRM, run three independent AI models against every field, and only pass through entries where all three agree. Where they disagree, that becomes a flag surfaced for your review. Nothing submits without explicit broker approval.

Multi-model consensus on every field. Disagreements become flags. Nothing leaves your control without your sign-off.

03 / Why us

Built different on six fronts.

What sets Broker IQ apart from generic AI tools and the offshore status quo.

Built for the Australian broker stack

We integrate with Connective Mercury, AFG FLEX, and the lodgement portals brokers actually use. Not a generic AI-for-finance wrapper — purpose-built for the systems your day runs on.

Inside your tools, not alongside them

No new platform. No migration. No retraining. We work behind the scenes in the CRM you already pay for. Your team's process doesn't change.

Zero database. Zero logging.

We're a workflow, not a platform. There is no database storing your client data, no log of what passes through. Each automation runs, completes, and leaves nothing behind.

Multi-model consensus on every entry

Anything AI-generated is checked by three independent models before a human sees it. Agreement becomes output. Disagreement becomes a flag for you to resolve. The AI never gets the final word.

Australian-built and operated

Built and run in Australia. All processing under Australian jurisdiction. Designed for the regulatory environment you actually work in.

Replaces the offshore admin layer

The work currently handled by offshore staff runs in your own systems instead. No data leaving the country, no team to manage, no headcount to grow.

04 / Audience

Built for high-volume brokers with small teams.

We work best for Australian mortgage brokers inside major aggregator networks who are writing volume their current headcount can barely keep up with.

✓ Good fit if you

  • Spend more time on admin than on clients
  • Rely on offshore VAs and want that work brought onshore and automated
  • Are growing and don't want admin headcount to scale in lockstep with loan volume
  • Run a small team where time on data entry is time not spent writing loans

− Not a fit if you

  • Write fewer than a handful of loans a month — the return isn't there yet
  • Operate outside the major aggregator networks — we don't cover everything yet
  • Want automated submission without human review — that's not what we do, and it's intentional
05 / Where we are

The roadmap.

Core workflows are live. Application readiness is in research. Lodgement automation is in development.

Phase 01

Core workflows.

Live now

Day-to-day automation built and running with broker partners in active testing. Lead intake, document handling, invoicing, and CRM data entry — all automated.

Phase 02

Application readiness.

Research

Pre-submission assessment against lender credit criteria. Flag-annotated reports to catch issues before they reach the lender.

Phase 03

Lodgement automation.

In development

Lodgement portal automation in active development. Multi-model consensus verification being built alongside it.

06 / Register interest

Apply for the beta cohort.

We're building a small, hand-picked beta cohort for late 2026. Submit your details to be considered. No commitment required.

We'll be in touch personally if there's a fit.
Built and operated in Australia
Zero database, zero logging
Used only to assess beta fit