Outcome
Convert more deals
Turning enquiries into settled loans with structured, automated, relationship-first workflows at every stage of the deal.
The gap between enquiry and funded loan
Deals rarely die at the decision. They die in the waiting — the document that was never chased, the question answered three days late, the client who went quiet and nobody noticed. Tracking a pipeline shows you where a deal is. It does not move it.
Automated follow-up sequences
Sequences fire on the deal stage and on what the borrower actually does, so the next contact happens whether or not anyone remembers to make it.
- Personalised SMS and email triggered by borrower actions, not by a schedule
- Reminders for the documents still outstanding, chased automatically
- Escalation to a human when a reply needs one
Documents and e-signature, in the flow
Collection and signing sit inside the same workflow as the follow-up, so the bottleneck before assessment is a step in the sequence rather than a separate chase.
Deal-stage pipeline
Stages are configured for broking rather than generic sales, with the next action attached to the stage so nothing waits on memory.
What this does not do
The honest boundary
Conversion here means communication and workflow. Credit assessment, lodgement and lender submission remain in your aggregator platform.