Your brokerage,
supercharged by AI.
MyBrokerAI qualifies your leads, chases every document, keeps clients updated and spots refinance wins — through conversational SMS & voice agents that never clock off.
Everything your brokerage runs on, in one place
Stop stitching together a CRM, a doc portal and a dozen spreadsheets. MyBrokerAI brings your whole practice under one roof — with AI woven through every step.
AI Agents
SMS, voice and workflow agents that qualify, update and follow up — 24/7, in your voice.
Daily priorities
SARA reviews your whole book overnight and hands you a ranked list of who to call today — and why.
Campaigns
Broadcast nurture to any segment — fixed-rate roll-offs, annual reviews — and SARA handles every reply.
Lead management
Every enquiry captured, qualified and scored the second it lands — so you call the right lead first.
Loan applications
Track every deal from enquiry to settlement with a live pipeline, timelines and next actions.
Document Vault
A secure home for licences, payslips and statements — AI-verified and chased automatically.
Refi Radar
Monitors your book and flags clients due for a review — then reaches out to book it for you.
One dashboard
Pipeline value, active leads, settlements and AI activity — your whole practice at a glance.
The live MyBrokerAI dashboard — hover and click any screen to open the real thing.
Three AI agents. One tireless teammate.
SARA works across SMS, voice and multi-step workflows — qualifying leads, updating clients and chasing documents so nothing slips through the cracks.
SMS agent
Two-way texting that qualifies, updates and chases — instantly, 24/7.
- Trained on your process, tone and lending policy
- Books straight into your calendar and updates your CRM
- Knows when to hand a client to a human — and does it warmly
- Every conversation logged against the lead, loan and vault
Talk to SARA yourself
Pop in your number and SARA — answering for a demo brokerage — will call you straight back. Ask about a home loan, refinancing, or car & asset finance.
Every document, secured and verified
Clients upload licences, payslips and statements to their own secure vault. SARA verifies each file with AI, flags anything unusual, and automatically chases whatever's still outstanding.
- Bank-grade encryption, visible only to client & broker
- AI checks type, legibility and identity match
- Auto follow-ups until the file is complete
Never miss a refinance opportunity again
MyBrokerAI keeps an eye on your loan book and flags clients who may be due for a review — fixed-rate roll-offs, rate rises, or better-fit products. When there's a genuine opportunity, SARA reaches out and books the review — turning your back book into new business.
- Monitors your whole loan book for you
- Flags genuine, suitable opportunities to review
- Proactive outreach that books the review
Built around the way you work
Every brokerage runs differently. We set SARA up around your process, lenders and tone — with as much hands-on help as you need. Click each step to see what's involved.
Sits on top of your stack — not in place of it
MyBrokerAI is the AI conversation & retention layer. Keep your aggregator CRM, your lodgement and your compliance — we just add the agents that talk to clients, and plug into what you already run.
We connect to most broker tools via API — tell us your stack.
We don't replace your serviceability calculators, lender comparison or lodgement — we make them work harder by handling every client conversation around them.
Ready to talk? So are we.
Book a demo for your team, ask a question, or tell us about your brokerage — we'll show you exactly how MyBrokerAI would fit the way you work.
Ready to give your brokerage an AI team?
Jump into the live demo — real pipeline, real conversations, real workflows. All the sample data you need to picture it running your practice.