Australian mortgage brokerages
○ IN BUILD — CONTROLS PROVEN IN LIVE SYSTEMS ELSEWHEREYour brokers should be broking. Not chasing the last payslip.
Handled builds and runs the systems that chase outstanding documents, keep clients and referrers updated, prepare the file and keep the CRM current. The broker steps in when advice or judgement is needed.
What happens after the client meeting.
The advice may take an hour. The work around the file can continue for weeks. Here is one file's life, split into who should be carrying which part.
Where broker time is being used.
The client relationship wins the deal. The repeatable work around the file consumes the week.
Chasing documents after the meeting
The strategy is agreed. The broker still has to follow up the bank statement, payslip or missing page before the file can move.
Writing every status update
Clients and referrers need to know what's happening. The update shouldn't always require the broker to stop and write it.
A trail book that isn't being worked
Fixed-rate expiries, annual reviews and repricing opportunities pass while the team handles today's files.
File notes completed after hours
When CRM updates and file notes are left until the end of the day, they compete with everything else that ran late.
The systems we build.
We build around your aggregator CRM, lender process and approval requirements. The broker remains the adviser. The system handles the repeatable work around them.
Document collection and file preparation
Follow up outstanding documents, check what has arrived against the agreed list and bring the broker in when something needs judgement.
Client and referrer updates
Prepare accurate updates at agreed milestones from application through to settlement, with the right approval before anything is sent.
Reviews and repricing
Work fixed-rate expiries, anniversaries and rate changes systematically so they become review conversations rather than missed reminders.
File notes and CRM updates
Record conversations, decisions, statuses and next actions in the right place while the work is current.
What we can prove today.
Handled does not yet have a mortgage brokerage case study, and we won't pretend otherwise.
The control system is already running. The mortgage process is built with your brokerage.
Handled already operates human-approved conversations, consent handling, CRM write-back and audit trails in live property and fitness systems. For a brokerage, we apply those working parts to your lenders, document lists, file stages and approval rules. We begin with one real workflow and test it against real cases before it's trusted with live work.
Start with the task taking the most broker time.
Measure it, fix it and prove the time recovered before moving to the next one.
Review the week
Follow where broker time goes across real files and choose the most useful task to remove first.
Put the first system live
Build one bounded system into the CRM and process, with approvals and escalation designed in.
Run it each day
Monitor quality, handle exceptions and compare broker time against the starting point.
Expand what works
Move into updates, reviews, record keeping or another agreed process one measured system at a time.
Asked by principals.
Is AI giving advice or making credit decisions?
No. The system drafts, follows up, checks lists and keeps records. Advice, structuring and anything a credit decision depends on stay with the broker — that boundary is designed in.
Does it work with our aggregator CRM?
We build around the CRM and process you already run. Which platform, which lender lists and which file stages are exactly what the review establishes before anything is built.
What about client data?
Data stays in your systems wherever possible. Anything that must sit outside them is documented in writing — what, where and who can reach it — before it happens.
Show us what your brokers are still doing after hours.
We'll map the work, tell you whether a system belongs in it and show you what the first 90 days could look like. If it still needs a broker every time, we'll tell you that too.