For Australian mortgage brokers

AI Personal Assistant for Mortgage Brokers

A practical assistant implementation for broker teams that need fewer enquiries slipping through, faster document chasing, cleaner follow-ups, and less desk admin after appointments. It drafts and organises the work. Your team stays in control before anything is sent.

Apply for a focused assistant build See what it handles
  • Built around your brokerage
  • No automated credit advice
  • Broker-approved messages

The desk work hiding inside every loan file

Enquiries, follow-ups, and missing details should not live in your head.

Market Labs maps the repetitive desk work inside your brokerage, then builds a working assistant around the tasks you actually want help with. It can support enquiry intake, document chasing, follow-up drafts, appointment notes, internal summaries, and daily admin without taking broker judgement out of the process.

Broker Desk Assistant
Drafting
  • New enquiry sorted Tagged by loan goal, urgency, and missing details
    Intake
  • Document chase prepared Clear client reminder drafted for broker review
    Docs
  • Client follow-up queued Next-step message ready after an appointment or client update
    Follow-up

What your assistant can handle

Pick the repetitive mortgage admin that slows down file progress and callbacks.

1

Missed enquiry rescue

Summarise inbound leads, flag high-intent prospects, and prepare a fast callback note so fewer opportunities disappear in the inbox.

2

Document chasing

Turn missing payslips, bank statements, IDs, and lender conditions into clear client reminders you can approve before sending.

3

Client and appointment follow-up

Keep post-call next steps moving with drafted follow-ups, appointment notes, and gentle reminders for clients who have gone quiet.

Focused first build

Get a working assistant built around the admin you want off your desk.

Start with one broker workflow that matters: enquiry intake, document chasing, follow-up drafts, appointment notes, or internal summaries. Market Labs builds the assistant around your process, checks it against real examples, and leaves your team with a working admin support workflow.

01

Workflow map

Choose one process, define trigger points, approval steps, and the information the assistant is allowed to use.

02

Assistant build

Create the intake, summary, draft response, or follow-up workflow around your existing tools and broker process.

03

Review loop

Check drafts against real examples, tighten wording, and keep client-facing messages behind broker approval.

04

Ready-to-use handover

Leave with the working assistant, clear operating notes, and the approval steps your team should use before client-facing messages go out.

Built for broker realities

Designed to assist the broker desk, not replace broker responsibility.

  • ✓Human approval before any external message is sent to a client, referrer, lender, or partner.
  • ✓Scoped around admin coordination, enquiry handling, document chasing, and follow-up support rather than automated credit advice or product recommendations.
  • ✓Uses practical examples from your process, so the assistant is shaped around real broker desk work instead of a generic AI demo.
  • ✓Focused enough to review properly, practical enough for your team to use in day-to-day broker admin.

Apply for a focused assistant build

Tell us which mortgage admin task is costing the most time.

Share the admin bottleneck you want handled first. The form captures your current process, where work gets stuck, and what a useful assistant would need to do for your brokerage.