Built for Australian Mortgage Brokers

Your database is worth
more than you think.

You’ve already paid for these leads. We re-engage them, qualify the conversation, and book the appointment — while you’re chasing unconditionals and settlements.

Join the Waitlist Free to join · No credit card · ASIC-aware
72% of leads never get a second follow-up
$40k+ potential revenue untapped in a 500-lead database
24/7 conversations handled while you’re busy

The money is already in
your database.

You followed up once, maybe twice. Then settlements took over. Some of those leads have already refinanced with someone else — and if they settled within two years, you may have had the commission clawed back too. The rest are still in your CRM. Waiting.

The gap 0%

of mortgage leads never receive a second follow-up contact. They’re not lost — they’re just waiting.

The window 1–5 yr

Dormant leads can sit in a CRM for up to 5 years. Fixed rates roll off, LVRs change, life circumstances shift. The timing that wasn’t right then might be right now.

The prize $0

Potential revenue sitting in a database of just 500 contacts. Most established brokers have far more — and a proportionally larger number sitting idle.

Four steps.
Zero manual effort.

01

We start with what you have

Tell us what leads you have and where they’re stored. We take care of the upload, the cleaning, and the sorting — no technical work on your end.

02

Personalised outreach by SMS

Loan type, enquiry date and prior history are all read and understood before a single message is sent. Every outreach is written for that specific lead — refinance, first home, investor and construction each handled differently.

03

Replies handled until they qualify

Questions, objections, scheduling — all handled as they come in, at any hour. Your time isn’t touched until the lead is qualified and has a booking confirmed in your calendar.

04

Booking lands in your calendar

Bookings sync to your calendar without clashing with existing appointments. Handled follows up with the lead 24 hours and 30 minutes before the call to confirm they’re still on. If they’re not, you’re notified before you pick up the phone.

A real conversation,
end to end.

From first contact to booked appointment — a re-engagement of a 2-year-old investor lead already in conversation with another bank. Objections handled. Appointment secured. You’re notified once they’re qualified and confirmed.

✦ This conversation happened automatically
Handled. → Mark
Sent on behalf of Nick · Atlas Finance
Today, 9:14 AM
Hi Mark — I’m reaching out for Nick at Atlas Finance. You enquired about an investment loan with Nick around 2 years ago. With rates shifting and investor activity picking back up, worth a quick chat to see if the numbers stack up? — Handled, for Nick
Hey, yeah I remember. I’ve actually been speaking with someone at CommBank about it
Fair enough — Nick works across 30+ lenders including CBA, so he can tell you pretty quickly if what they’re offering is competitive or if there’s a better structure available. Would you be open to a 20-minute call?
What sort of difference are we actually talking about?
Hard to say without seeing your full position — but on a typical investor loan the gap between lenders can be $3,000–$5,000 a year in repayments, depending on rate and offset structure. Worth 20 minutes to find out. Thursday or Friday this week?
Thursday morning works
Done — Nick has Thursday at 10am in his calendar and an invite is on its way to you. He’ll come prepared with your loan details. — Handled

How much is sitting
in your database?

500 leads
100 20,000
60 conversations started
20 qualified leads
8 potential deals
$40,000 estimated revenue

Based on industry averages: 12% re-engagement rate, 33% qualification, 40% conversion rate. Revenue estimated at $5,000 per settled loan — the average upfront commission for Australian mortgage brokers (0.65% of the $736,000 average loan size).

Commission rate: MFAA Broker Remuneration Factsheet (2025) · Average loan size: Money.com.au Home Loan Statistics (2025). Estimated figures only — actual results vary.

Two paths to the same client.
One costs you nothing.

New / paid lead
  • Lead cost $100–$200
  • Response rate ~8%
  • Settlement conversion ~10%
  • Broker involvement Manual
Broker time per appointment
2–4 hrs
Outreach, follow-up, qualification, scheduling — all manual
vs
Your database via Handled.
  • Lead cost $0
  • Response rate ~22%
  • Settlement conversion ~22%
  • Broker involvement Show up
Broker time per appointment
0 hrs
Handled qualifies, follows up, and books. You just arrive.

Response and settlement rates based on MFAA 2025 industry data and AU mortgage lead benchmarks (Smart Search Finance, xSource broker productivity analysis). Individual results vary by database quality and market conditions.

Everything handled.

Personalised SMS

Each lead gets a message built around their loan type, timeline and history. From there, a qualification process works the conversation — objections, intent, timing — until the lead is ready for you. You only see the ones that qualify.

💬

Real-time reply handling

Replies are answered as they come in — including evenings and weekends, when most leads actually respond. No pipeline lost to lag time.

Lead qualification

Intent and timeframe are confirmed before anything reaches your calendar. Tyre-kickers and cold replies are filtered out. You only see leads ready to progress.

📅

Calendar integration

A smart scheduling system checks your existing calendar before confirming any booking — no double-ups, no clashes with a half-day off. Invites go to both parties and the lead confirms their attendance before the call.

🛡

Compliance built in

Opt-outs are processed instantly and permanently. Built around the Spam Act 2003, Privacy Act 1988, and current ASIC guidance.

🇦🇺

Built for the AU market

Designed for the Australian broker channel — not a US product retrofitted for AU. Handles FHB, refinance, investor and construction enquiries with the right context for each.

Results from the field.

“We ran it across 300 leads sitting in the CRM from 2022. Had four bookings in the first week — two of those have already settled.”
[Broker Name]
Mortgage Broker · [City, State]
2 deals settled · 300 dormant leads
“I honestly forgot half these people existed. Within two weeks I had a refinancer who’d been sitting in my CRM for three years book in and settle a $780k loan.”
[Broker Name]
Mortgage Broker · [City, State]
$780k settlement · 3-year-old lead
“The conversations it has are proper conversations. Leads are asking detailed questions and it’s handling them well. By the time they hit my calendar they’re genuinely warm.”
[Broker Name]
Mortgage Broker · [City, State]
12% reply rate · 500 leads

Real results from beta brokers coming soon. Placeholders above — replace before public launch.

Your leads are there.
Let’s recover them.

We’re in private beta and onboarding brokers in small batches. Join the waitlist and we’ll get in touch when your spot opens.

ASIC-aware Spam Act compliant No credit card AU-built

No spam. Just a heads-up when we’re ready for you.