Half your week is chasing payslips and bank statements. The other half is juggling lender portals, trail book reviews, and NCCP compliance files. AI agents automate client document collection, lender submissions, trail book management, and compliance documentation – so you can focus on writing loans and looking after your clients.
Start Free — No Credit CardEvery lead that waits more than 5 minutes for a response is a commission walking to a faster broker. Your clients take three weeks to send their payslips. Lender submissions across six panels means six different portals with six different logins. Trail book reviews slip past settlement anniversaries – and so do the refinance conversations that protect your recurring income. NCCP compliance documentation is always behind, and your Best Interests Duty file notes are half-finished because you ran out of time between appointments.
Documents get chased automatically with escalating reminders until the file is complete. Lender submissions are coordinated across panels. Trail books are reviewed on schedule with refinance triggers flagged early. NCCP compliance documentation stays current without you thinking about it.
Every repetitive task that keeps you from writing loans, automated and running in the background.
Payslips, bank statements, tax returns, ID – the AI agent sends your document checklist to clients and follows up with escalating reminders until every item is received. No more chasing. No more incomplete files sitting in limbo for weeks.
Settlement anniversaries, rate review dates, fixed rate expiries, refinance triggers, and clawback risk monitoring – all tracked automatically. The AI agent flags clients who need a conversation before they walk to another broker or their trail drops off.
Scenario a deal across your lender panels, track submission progress, and chase assessors when turnaround times blow out. The AI agent keeps tabs on every application so nothing falls through the cracks between lodgement and settlement.
Best Interests Duty records, file notes, conflict of interest declarations, and preliminary assessment documentation – generated and maintained as part of your workflow. When ASIC comes knocking, your compliance files are already sorted.
Rate changes, fixed rate expiry reminders, offset account optimisation tips, and repayment review nudges – sent to the right clients at the right time. Keep your book engaged without manually drafting dozens of emails every month.
Real estate agents, accountants, financial advisers – your referral partners are your pipeline. The AI agent tracks referral activity, sends updates on deal progress, and keeps the relationship warm so the leads keep flowing.
No IT team needed. No coding. Just connect your tools and set your rules.
Link your email (Gmail or Outlook), broker CRM (Salestrekker, MyCRM, Broker Platform), and lender portal notifications. Credentials are encrypted and stored securely in your isolated environment.
Define your document requirements in plain English – “chase payslips and bank statements with reminders at day 3, 7, and 14. Flag trail book clients 60 days before settlement anniversary. Generate Best Interests Duty file notes after every client meeting.”
Clients receive escalating reminders until their documents are in. Trail book reviews happen on schedule with refinance conversations triggered automatically. NCCP compliance documentation is generated as you work – not scrambled together before an audit.
Already using Google Workspace or Outlook? Sprigr Team integrates directly – AI agents work with your existing email, calendar, and documents. Connect your broker CRM via webhooks for a complete workflow.
AI agents handle the admin work that stops you writing loans. They chase clients for documents with escalating reminders, track your trail book for settlement anniversaries and refinance triggers, coordinate lender submissions across multiple panels, and keep your NCCP compliance documentation current. Think of it as a support team that never takes a day off and never lets a file slip through the cracks.
You set up a document checklist for each deal – payslips, bank statements, tax returns, ID, whatever you need. The AI agent sends the checklist to your client and follows up with reminders at intervals you define (say day 3, day 7, and day 14). As documents come in, the checklist updates automatically. You can see at a glance which files are complete and which are still outstanding.
The AI agent generates Best Interests Duty records, file notes, and conflict of interest declarations as part of your normal workflow. Instead of scrambling to back-fill compliance documentation before an ASIC audit, your files are maintained in real time. The agent also flags incomplete compliance records so nothing gets missed.
AI agents connect to lender portal notifications via webhooks and email monitoring. They track submission status, flag when turnaround times blow out, and remind you to chase assessors. While they don’t log into lender portals directly, they coordinate all the communication and tracking around your submissions across multiple panels.
No. Most brokers are up and running in under an hour. Connect your email and CRM, set your document checklists and trail review schedules in plain English, and the AI agent starts working. No coding, no IT team, no complex integrations to manage.
Sprigr agents follow your instructions, not regulatory databases. You set the rules for what can be automated and what needs human review. When regulations change, you update the agent’s instructions in plain English.
AI agents built for mortgage brokers. Up and running in under an hour.
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