I don't have time to read reports.

That is why it is one message and forty seconds, not a dashboard. It exists so you can stop wondering whether it is working.

Is automated contact compliant in finance?

The machine handles enquiry capture, scheduling and reminders — it does not give credit advice or make recommendations. Everything regulated stays with you, and the audit trail is stronger than a notepad because every contact is logged.

What about clients whose pre-approval is expiring?

Expiry dates drive a campaign automatically. It is the single most valuable list a broker has and it is usually only worked when someone remembers.

Mortgage brokers · STN 05 — Return

What the machine did
while you slept.

A rate move produces a wave of enquiries in 48 hours, and they go to whoever responds inside that window. One message at 6am. What came in, what got booked, what it was worth. Without it, no idea what is being lost, or where, or whether last month was better — and for mortgage brokers and finance brokers, that adds up to $63,800 a year.

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What it is costing now

~~$63,800~~

a year for mortgage brokers and finance brokers. Struck through because it is recoverable.

Based on 4 unanswered enquiries a month at $3,800 average settlement value, of which 35% would have converted. Your leak audit uses your numbers, not these.

What changes

One message at 6am. What came in, what got booked, what it was worth.

A short summary on your phone every morning: enquiries in, replies sent, jobs booked, quotes chased, and what it added up to. Not a dashboard you have to log into and never do — a message you read in forty seconds with your first coffee. On the line this sits at station 5, return — the point where enquiries either turn into settlements or quietly stop. Months between pre-approval and purchase. Without contact, the loan settles with someone else's broker.

The board — Mortgage brokers — return station

RUNNING

WedPre-approval expiring — 34 clientsCampaign9 replies
06:00Shift summary → principal's phoneReport3 consults booked
Tue 9:14Web form — refinance, $680kWeb formConsult booked
Tue 14:02Missed call — first home buyerMissed callCallback 14:07

How it runs

What the 6am shift summary changes for mortgage brokers

01
It arrives at 6am
On your phone, before the day starts. No login, no dashboard.
02
It is short
In, answered, booked, chased, and the dollar figure. Forty seconds to read.
03
It flags what needs you
The two or three things a person actually has to decide today.
04
It keeps the score
Week on week, so you can see whether the line is getting faster or slower.

Straight answers

The 6am shift summary for mortgage broking — questions people ask

I don't have time to read reports.: That is why it is one message and forty seconds, not a dashboard. It exists so you can stop wondering whether it is working.
Is automated contact compliant in finance?: The machine handles enquiry capture, scheduling and reminders — it does not give credit advice or make recommendations. Everything regulated stays with you, and the audit trail is stronger than a notepad because every contact is logged.
What about clients whose pre-approval is expiring?: Expiry dates drive a campaign automatically. It is the single most valuable list a broker has and it is usually only worked when someone remembers.

Same trade

Everything else that runs on a mortgage broker line

Same station

The 6am shift summary in other trades

Mortgage brokers · 6am shift summary

Find your leak
in 10 minutes.

We count what is leaking out of your pipeline right now and put a dollar figure on it. Free, ten minutes, no login, no obligation.

You see the number before you spend anything.