AI Automation

BankStatements.com.au

BankStatements.com.au is a bank statement retrieval platform used by Australian and New Zealand lenders and brokers, operated by illion Open Data Solutions (part of Experian). Brokers can collect up to 365 days of verified client bank statement data directly from financial institutions through a secure portal — no manual PDF downloads from clients. Includes a Responsible Lending report with monthly living expense categorisation to support lender compliance. Retrieval uses one-time client-authorised access, with data hosted in Australian data centres.

Your Statements Instantly

CitoPlus

CitoPlus is a digital platform that transforms commercial lending for brokers and their customers by automating data collection, deal structuring, and lender submissions — helping close loans faster with fewer manual tasks.

Your digital platform for Commercial Brokers

Content Snare

Structured request and reminder system for gathering documents and content from clients.

Stop chasing clients for content

Cynario

Cynario is an AI research assistant built for Australian mortgage brokers. It brings market data, lender information, and industry trends together in one place, helping brokers work through mortgage research, client recommendations, and policy questions faster than searching manually.

simplifying complex research

Effi

Effi is an AI-powered lead management and CRM platform built exclusively for Australian mortgage and finance brokers. It combines lead generation through partnerships with major comparison sites (Canstar, RateCity, RateMarket, ClearScore), workflow automation, document collection, e-signatures, branded client portal, email and SMS marketing, and referral management into a single platform. SOC 2 compliant and integrated with 95%+ of Australian aggregator software. Available in Professional, Small Business, and Enterprise tiers with a 14-day free trial.

AI-powered broker CRM & client portal

Kaddim

Secure client document and information collection platform with reminders and collaboration, used heavily by brokers. (kaddim.com)

Document & info collection made easy

Middle

Middle is the Fact Find and Document Collection tool made for Mortgage Brokers who want to upgrade from paper to a digital experience. With Cotality, Equifax and Open Banking integrations makes it easy for Brokers to process their clients documentation requirements.

Mortgage Broker-focussed Fact Find & Doc Collection

Mystro

AI-powered financial CRM that automates broker onboarding, data collection and workflows for Australian financial services. (mystro.com.au)

AI client onboarding for brokers

zapiio

Zapiio is a property data and analytics platform for buyer's agents, mortgage brokers, and property investors. It brings market data and reporting into one place to support property research and client conversations with clear, data-driven insights.

Smart tools for smart investing.

Fiverr

Global freelance marketplace for digital services including design, development, marketing, automation, AI setup and operations support

Freelance services for the lean entrepreneur

Dox AI

DoxAI (often misspelt as Docs AI) automates document extraction, fraud detection, redaction & eSignature across finance and enterprise workflows. It manages data exchange, identity verification and asset verification AI automated workflows.

AI-powered document intelligence

Acuity Scheduling

Feature-rich scheduler for service businesses and solo pros.

Client-facing booking for businesses

Cal.com (cal)

Open-source scheduling platform for teams and products.

Open scheduling infrastructure

Calendly

Self-service meeting scheduling links with buffers and routing.

Easy scheduling ahead

Flourish

Online data visualisation platform with interactive templates and stories. (Flourish)

Tell stories with data

Google Analytics

Website analytics platform (GA4) for traffic and behaviour.

Web analytics for everyone

Microsoft Bookings

Scheduling pages for services and staff availability.

Booking pages for Microsoft 365

Mixpanel

Deep event analytics for SaaS and apps.

Product analytics for growth teams

Plausible

Lightweight, cookieless analytics with simple dashboards.

Privacy-friendly analytics

PostHog

Open-source product analytics platform with session replay and flags.

Product analytics & feature flags

SuperMetrics

Data connector suite for moving marketing data into sheets, BI tools and warehouses.

Move your marketing data anywhere

TidyCal

Lightweight scheduling tool (by AppSumo).

Simple, affordable booking

Acrobat Sign

Adobe Acrobat Sign enables secure e-signing, templates, and automated workflows for offers, disclosures, and client approvals.

eSignatures built for PDF-first workflows.

AirCall

VoIP phone system with call routing, analytics and CRM integrations.

Cloud phone system for sales & support

AppSumo

Marketplace for early-stage SaaS tools offering discounted lifetime deals across marketing, automation, AI, analytics and operations

Lifetime software deals for entrepreneurs

BotPress

Framework and cloud platform for building custom chatbots.

Open-source conversational AI studio

Connex AI

ConnexAI is an enterprise conversational AI platform covering AI agents, voice, analytics, and knowledge tools. It automates customer support and engagement across channels such as phone, SMS, and chat, with identity and credit check capability — suited to larger broking operations handling high contact volumes.

Shaping the future of customer engagement

Google Gemini

Google Gemini is Google's AI assistant and family of generative AI models. It handles drafting, summarising, research, and analysis across text, images, and documents, and is built into Google Workspace apps like Gmail and Docs — a natural fit for brokers already working in the Google ecosystem who want AI assistance without adding a separate tool.

Google Meet (G-Meets)

Video meeting tool integrated with Google Workspace.

Secure video meetings for teams

LiquidCX

LiquidCX is an independent data, CX and automation consultancy founded by Simone Blakers, drawing on around 30 years in data-driven marketing. It helps mortgage and finance broking businesses apply data and technology to solve real problems. From marketing to process automation. Rather than piling more tools onto a crowded stack, the focus is experience design first: Mapping the client journey, deciding where humans matter versus automation, then introducing AI workflows and digital workers safely. Engagements span AI literacy training, workflow design, and governance guidance.

Transforming customer and employee experiences through AI and automation

Mailparser

Extracts structured data from email bodies and attachments into spreadsheets or apps.

Parse data from incoming emails

Make.com

Make.com is a no code and low code platform that allows for software and processes to be connected together

Visually build advanced workflows

OpenAI

OpenAI provides AI models and APIs used for chat assistants, summarisation, extraction, and agentic workflows—useful for broker productivity and automations. They are the number 1 AI service, with ChatGPT, Codex, Dall-E (image generation).

AI models and tools for automation and insight.

Pabbly

Pabbly Connect lets you automate workflows across apps (Zapier-like) and sync data between tools—useful for broker ops and lead-routing.

Affordable automations without per-task pricing pain.

VoiceFlow

Platform for designing chat/voice assistants and AI agents.

Design, build & launch AI agents

Whisper.AI

Whisper.AI provides AI call transcription and automated sales call analysis. It generates instant meeting transcripts and AI-powered call summaries, with CRM integration to log conversations automatically — useful for brokers who want accurate records of client calls without manual note-taking.

Transcribe in any Language. With OpenAI Speed and Accuracy

Zapier

No-code automation platform connecting thousands of SaaS tools.

Connect your apps, automate workflows

n8n

Self-hostable automation tool for building complex workflows.

Open-source workflow automation

Databox

KPI dashboarding platform with templates and data integrations.

Business KPIs in one place

DialPad

Cloud calling with AI transcriptions and analytics.

AI-powered business communications

DocuSign

DocuSign supports e-signatures, templates, routing, and audit trails—ideal for broker offers, authorities, and client agreements at scale.

The most widely adopted eSignature platform.

DragApp

Shared inbox and Kanban boards inside Gmail for support and simple sales.

Collaborative Gmail workspace

Fathom

Records Zoom/Meet/Teams calls and generates searchable summaries.

Free AI meeting assistant

Fireflies

Records calls and generates transcripts, summaries and action items.

AI notetaker for meetings

Geckoboard

Live, TV-ready dashboards for support, sales and ops metrics.

Live TV dashboards

Gmail

Gmail is a cloud-based email service offering powerful spam filtering, search, and integrations with Google services. It is commonly used by individuals and businesses, either as a standalone email client or as part of Google Workspace.

Email by Google

Google Calendar (google schedule)

Core scheduling app in Google Workspace.

Calendar for work and life

Google Workspace

Google Workspace bundles Gmail, Calendar, Drive, and Docs to help broker teams collaborate, share files, and run operations efficiently with admin controls.

Email, docs, and collaboration for teams.

Hemmingway App

Hemingway App is a clarity and readability improvement tool that highlights sentence complexity, passive voice, and filler phrases. It helps creators, marketers, and teams write more direct, impactful, grade-level-friendly content for blogs, emails, websites, and product messaging.

Make your writing bold and clear

JustCall

Call center and SMS platform for sales/support teams.

Call & SMS for modern teams

Krisp.AI

AI-based background noise removal and echo cancellation.

Noise cancelling for calls

Microsoft 365

Microsoft 365 (previously known as Microsoft Office) bundles Outlook email, Word, Excel, Teams, and cloud storage to help brokers collaborate, manage documents, and operate securely across devices.

Business email + Office apps for teams.

Notion

Notion combines documents, databases, and task management—useful for SOPs, content pipelines, and internal knowledge bases for broker teams.

Docs, wikis, and project tracking in one place.

Otter

Live transcription and note-taking app for meetings and events.

Transcribe meetings & lectures

Outlook is Microsoft’s email and calendar application used for managing email, contacts, and schedules. It integrates deeply with Microsoft 365 and supports business email, task management, and enterprise security controls.

Email and calendar by Microsoft

Plaud.AI

Hardware + app that records meetings and uses AI to transcribe and summarise. (Plaud AU)

Wearable AI voice recorder & note-taker

Remarkable

Remarkable (writing assistance) helps improve clarity and tone in written content—useful for email templates, guides, and client-facing explanations.

Write clearer, more confident client comms.

Slack

Slack centralises team communication, channels, and integrations—useful for broker operations, deal coordination, and alerts from automations.

Team chat that replaces messy email threads.

Sortd

Turns Gmail into an all-in-one sales and task workspace with boards and pipelines.

Gmail-centric sales workspace

Systemology

Systemology helps business owners extract critical processes, build operational playbooks, and scale without chaos—turning founder-dependent businesses into process-driven machines.

Replace yourself with systems

Teams (Microsoft Teams)

Microsoft’s team collaboration & meeting platform.

Chat, meet, call, collaborate

Text Expander

Text expansion tool for snippets and templates.

Type less, say more

Zoho Calendar

Calendar app integrated into the Zoho suite.

Zoho’s business calendar

metabase

Metabase is an open-source business intelligence tool that turns database data into dashboards and reports, without needing SQL skills for everyday questions. Teams use it to build self-serve reporting on operational data — loan pipeline metrics, marketing performance, or client activity — from one shared source of truth.

Open source analytics that answers back

Elasticsearch

Elasticsearch enables fast search, indexing, and analytics across logs and documents—useful for platform search features and operational monitoring.

Search and analytics engine for large datasets.

Google AI Studio

Google AI Studio is a free workspace for prototyping with Google's Gemini AI models — testing prompts, building simple AI apps, and generating API keys for development. A starting point for brokers or their developers experimenting with AI features before committing to a build.

Prototype with Google’s generative AI models

ImprovMx

ImprovMX is an email forwarding service that lets you receive and send email from your own domain without running a full mailbox. Useful for setting up professional addresses (like hello@yourbrokerage.com.au) that forward to an existing inbox — a low-cost way to present professionally before committing to a full email suite.

Fast & Reliable Email Forwarding

OpenObserve

OpenObserve provides log search, metrics, and dashboards to monitor applications and workflows—useful for platform reliability and troubleshooting automation issues.

Observability + log analytics built for scale.

Airtable

Airtable combines spreadsheet ease with database structure—great for content pipelines, vendor onboarding, and operational tracking.

Spreadsheets meet databases for workflows.

ClickUp

Highly flexible work management tool covering tasks, docs, goals and dashboards.

One app to replace them all

Odoo

Odoo is an open-source suite of business applications built on a single shared database. For mortgage, asset, and commercial finance brokers it works as an all-in-one platform covering CRM and pipeline management, workflow automation, client and referral partner portals, e-signatures, document collection, email marketing, events, e-learning, and a knowledge base — all under one per-user subscription. Because every module shares the same contact and data layer, brokers can start simple and add capability over time without new software subscriptions.

More than a CRM

Trello

Kanban-style boards for tasks and workflows.

Visual boards for anything