Workflow Automation · Mortgage Brokers

Your leads go cold while your inbox sits unread.

We build systems that respond to every enquiry in under 5 minutes. Fixed price. Built once. Runs on your infrastructure.

< 5 min response Fixed price You own it
The Problem

Your team is good at what they do. The friction is in the systems around them.

Most mortgage brokers run on a mix of email, memory, and manual follow-up. It works — until it doesn't.

Leads go cold while you're in a meeting

The first firm to respond wins the client. When you're busy, enquiries sit unanswered for hours — sometimes days.

Admin eats your billable time

Follow-up emails, intake forms, appointment reminders, handover notes. Repetitive work that doesn't need a broker doing it.

Your handover process relies on memory

When a client moves between team members, things fall through the gaps. No system. No consistency. No audit trail.

How It Works

Three stages. A working system at the end of each one.

No open-ended retainers. No ongoing dependency. You own what we build.

STEP 01

Automation Audit

A focused 30–45 minute diagnostic session. We identify where your firm is losing time and map the highest-value automation opportunity. Free for your first engagement.

Book your Automation Audit →
STEP 02

Build Sprint

A fixed-scope 10-day build. Your Five-Minute Lead Response System — configured, tested, and installed on your infrastructure. $6,500 fixed. No subscriptions. No ongoing dependency.

STEP 03

Handover & Support

Remote installation via AnyDesk. Full documentation. Optional monthly support retainer if you want it — but the system runs without us.

The Flagship

Five-Minute Lead Response System

Every enquiry — from your website form, your inbox, or any lead source you nominate — gets a response in under 5 minutes. 24/7.

What the system does

  • Acknowledges every enquiry by name within 5 minutes
  • Sends the lead an SMS with a booking link
  • Logs the lead in your CRM automatically
  • Notifies you and your team instantly
  • Runs 24/7 including weekends and after hours
  • Operates on a dedicated machine at your office

What makes it different

  • Fixed scope, fixed price — $6,500, no hourly surprises
  • Installed on your hardware, not hosted in our cloud
  • You own the system — no ongoing licence, no lock-in
  • Plain English documentation at every stage
  • Built in 10 days, not 10 weeks
Our Approach

We're not an agency. We're operators.

Most automation agencies build you a workflow in a drag-and-drop tool, hand you a video, and move on. When it breaks, you're on your own.

We build agent-based systems that run on your infrastructure. The code is yours. The logic is documented. You don't need us to keep it running.

We work with Perth mortgage brokers because we understand the regulatory environment, the aggregator structures, and the daily operational pressure of running a small broking firm.

Fixed scope, fixed price — no hourly surprises
Installed on your hardware, owned by your firm
Plain English documentation at every stage
One clear automation target per engagement

Start with an Automation Audit.

One focused session. A clear picture of where your firm is losing time and what to build first.

Book an Audit →