Custom AI agents for mortgage brokerages.
AI-powered automations tailored to your business and how your team actually works. Not a SaaS. Your workflow, your AI.
Judgement, industry depth, and the tech to back it.
Brokerflows is your fractional AI officer. We bring deep understanding of how broker firms actually run, judgement on where AI moves the needle and where it doesn't, and the operating muscle to design, ship and run the automations that streamline the work. You keep your stack and your team. We become the operator inside, running the AI side.
A few examples of what we could automate.
These aren't off-the-shelf products. Every engagement starts with a process-mapping session, and we shape the automation around what your firm actually does day to day. The flows below are illustrative — examples of the kind of leverage AI can unlock inside a broker firm.
Every client. Current. In one place.
An agent that watches your inbox, CRM, fact-find forms and file storage in the background and reconciles the picture across all of them. No more digging through five systems to find out what's actually going on with a client. The latest information, the moment you need it.
Payslips and bank statements, compiles income analyses.
Extracts gross, net, super, recurring deductions, classifies expenses against living-expense benchmarks, surfaces anomalies before the lender does.
Credit notes from loan details.
Pulls structure, lender, deal shape, applicant profile, drafts the credit note in your firm's voice. You review, edit, send.
A 50-page client file into a three-minute brief.
For credit committee, lender presentations, or your own pre-meeting prep. The brief sits alongside the source so nothing is lost.
Your CRM and flags what needs your attention.
Equity thresholds crossed, refinance windows approaching, stale follow-ups due. The agent surfaces the next move so you do not have to chase your own list.
…or any other custom automation that helps you close more deals.
If it lives in your workflow, the agent can run it. The first conversation maps what you do today, the second proposes where AI fits.
Enterprise-grade AI, with the compliance your aggregator asks for.
Australian data residency. Contractual zero data retention on the model layer, with no training on your customer data. A full audit trail across every read, write, AI inference and analyst alert, retained for seven years. The compliance posture your aggregator and managed IT provider are going to ask about.
Let's map your workflow.
30 minutes. No pitch. We walk through your end-to-end process together, bring our read on where AI and judgement actually move the needle for a firm like yours, and you decide whether it's worth bringing us in.
Book a free 30-min AI assessment