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In this episode, we catch up with Brenton from Quickli, who walks us through what Quickli Pro now offers — starting with what Jiffi AI does, then how Doc Handler works, and what the new AI-generated Loan Submission Notes look like in practice. Quickli started as a servicing calculator across 50+ lenders, saving brokers the job of rate-checking against individual lender criteria one by one. Under Pro, it's expanded into AI and specialist serviceability tools covering the pre-assessment process end to end — research loan policy, doc scanning and renaming, and loan notes — with Fact Find and Doc Collection coming soon.
In this episode of How to Use Software we catch up with Ben Fuller from Motii to walkthrough how Pipedrive CRM is the best option for your Asset Broker business. As a partner of Monday.com and PipeDrive, Motii understands how each platform works best for Brokers.
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In this episode, we catch up with Brenton from Quickli, who walks us through what Quickli Pro now offers — starting with what Jiffi AI does, then how Doc Handler works, and what the new AI-generated Loan Submission Notes look like in practice. Quickli started as a servicing calculator across 50+ lenders, saving brokers the job of rate-checking against individual lender criteria one by one. Under Pro, it's expanded into AI and specialist serviceability tools covering the pre-assessment process end to end — research loan policy, doc scanning and renaming, and loan notes — with Fact Find and Doc Collection coming soon.
In this episode of How to Use Software we catch up with Ben Fuller from Motii to walkthrough how Pipedrive CRM is the best option for your Asset Broker business. As a partner of Monday.com and PipeDrive, Motii understands how each platform works best for Brokers.
How Proowrx find train and develop their Credit Analyst team so that Australian Mortgage Brokers can feel safe in the teams skills and knowledge. Deepika discusses their rigorous 6-month training framework and biometric security protocols that ensure high-quality loan processing while freeing up brokers to focus on client strategy and business growth.
We take walkthrough the world of AI, helping brokers distinguish between simple rule-based automations and "True AI" capable of making intelligent assessments. We explore practical use cases such as fraud detection through OCR, AI agents for loan submission, and the use of LLMs for lender policy research. Ultimately, the episode serves as a roadmap for brokers to reduce their mental load and speed up service delivery by choosing the right intelligence for their specific business needs.
Systems are one of the fastest ways for brokers to create freedom — not just in business, but in life. In this episode, we chat with David Jenyns, founder of Systemology, about where brokers should start with systemisation, how to map the Critical Client Flow, and why finding a systems champion is often the missing lever that helps mortgage brokers, asset finance and commercial brokers build businesses that can run without them.
In this episode of Broker Tools, we sit down with Simone Blakers, founder of LiquidCX, for a deep dive into one of our favourite topics: Automations and AI. With around 30 years in data-driven marketing — from the direct marketing era, through the rise of digital, predictive modelling and customer experience, and now eight years running her own consultancy — Simone helps businesses apply data and technology to solve real problems. This episode is essential listening for any broker who has ever felt buried in admin, is juggling too many systems, or isn't quite sure where AI actually fits into their business. Simone breaks down the difference between a basic automation, an AI automation, an AI chat, and a genuinely autonomous digital worker — and, crucially, how to introduce each safely.
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