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.
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.
AI Agents
SMS, voice and workflow agents that qualify, update and follow up — 24/7, in your voice.
Refi Radar
Scans your book daily and surfaces clients who could save — then reaches out 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 watches every client's rate against the market, every day. When there's a genuine saving, SARA reaches out with an honest comparison and books the review — turning your back book into new business.
- Daily scan of your whole loan book
- Only surfaces real, LVR-appropriate savings
- Proactive outreach that books the strategy call
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.
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.