Perth mortgage brokers spend extraordinary time on two activities: chasing clients for documents and following up on leads who’ve gone quiet. Both are perfectly suited to AI automation.
When a client begins the loan application, AI triggers a personalised document request workflow. The system sends an SMS and email listing exactly which documents are needed with a secure upload portal link. It tracks which documents have been uploaded and sends progressively firmer reminders for missing items at 3, 7, and 14 days.
AI lead nurture sequences keep you top-of-mind over months. New leads receive an immediate personalised response, then valuable content: market updates, interest rate commentary, pre-approval education. The system tracks engagement and alerts you when a dormant lead suddenly becomes active.
Post-settlement automation maintains the relationship: check-in at 30 days, 6 months for refinance opportunities, annually for interest rate review, and at fixed-rate expiry. These touchpoints generate refinance business and referrals on autopilot.
Perth mortgage brokers implementing automation report handling 30-40% more applications without additional admin staff and significantly higher referral rates from consistent post-settlement communication.