Polaris Labs
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AI Automation Cost in Australia
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Mortgage Brokers

The AI Operating System

Built for Mortgage Brokers

Follow up every lead, collect documents automatically, and keep clients updated at every stage - so you write more loans without drowning in admin.

Book a Free Discovery Call See Case Studies
app.polarislabs.io · Mortgage Broker OS
Live Activity All systems live
New refinance enquiry → follow-up sent in 52s
Scenario calculator attached · appointment link included
just now
Lender comparison report generated
7 lenders · best rate highlighted · sent to client
8m ago
Document checklist sent - James & Sarah Chen
Payslips, tax returns, bank statements requested
22m ago
Pre-approval update → client notified
ANZ conditionally approved · next steps outlined
1h ago
Pipeline update - 14 active files
3 in assessment · 4 awaiting docs · 2 settling this week
2h ago
$2.1M
Active Pipeline
4
Docs Collected
0
Missed Follow-ups
The Problem

Sound familiar?

The manual work costing mortgage brokers time and revenue every single day.

01
Leads go cold between touchpoints
Mortgage decisions take weeks. Without consistent follow-up, leads drift to brokers who stay top of mind.
02
Document collection is a nightmare
Chasing payslips, tax returns, and bank statements is a full-time job that delays settlements and frustrates clients.
03
Client updates fall behind
Busy periods mean clients don't hear from you for days. Anxiety builds. Complaints follow.
04
Admin eats your peak hours
Lender research, comparison reports, and file preparation take hours that should go to writing new loans.
What We Build

AI agents built for mortgage

Every automation is custom-built for your systems and workflows. Click any card to get started.

AI Agent
Lead Nurture Agent
Follows up every new enquiry instantly, sends relevant scenarios and calculators, and books a discovery call - automatically.
  • Sub-60s lead response
  • Personalised scenario + rate info
  • Appointment booking on autopilot
GmailHubSpotCalendlyClaude AI
Book a free discovery call
Tell us about your mortgage business and we'll map out exactly what to automate first.
✓ We'll be in touch within 1 business day.
AI Agent
Document Collection Agent
Sends personalised document checklists, follows up on missing items, and logs everything received - so no file stalls waiting for paperwork.
  • Automated document request emails
  • Smart follow-up on missing items
  • File status always current
GmailNotionHubSpotGoogle Drive
Book a free discovery call
Tell us about your mortgage business and we'll map out exactly what to automate first.
✓ We'll be in touch within 1 business day.
AI Agent
Client Update Agent
Keeps every client informed at every stage of their loan - from application through to settlement - without you drafting a single update email.
  • Stage-triggered client updates
  • Plain-English progress summaries
  • Settlement reminders + celebrations
GmailOutlookHubSpotNotion
Book a free discovery call
Tell us about your mortgage business and we'll map out exactly what to automate first.
✓ We'll be in touch within 1 business day.
AI Agent
Lender Comparison Agent
Pulls current rates and product details, builds a comparison report for your client's scenario, and has it ready before the meeting.
  • Live lender rate comparison
  • Client-ready PDF report
  • Scenario modelling included
Claude AINotionGoogle SheetsGmail
Book a free discovery call
Tell us about your mortgage business and we'll map out exactly what to automate first.
✓ We'll be in touch within 1 business day.
FAQ

Common questions

Automation handles the high-frequency tasks: lead follow-up, document chasing, client updates, and lender research. Brokers using automation write 30–50% more loans without extending their hours.

Yes. When a lead enquires, the system responds within seconds, sends relevant rate information or a scenario calculator, and books an appointment - all personalised to their enquiry details.

The system sends your client a personalised checklist, tracks what's been received, and automatically follows up on missing items every few days - so files don't stall waiting for paperwork.

The automation handles communication and document logistics - not advice. All advice, assessments, and recommendations are still made by the licensed broker. Compliance remains fully with you.

Ready to automate your mortgage business?

Book a free 30-minute discovery call. We'll map out exactly what to automate first - and what the ROI looks like.

Book Your Free Call