One live page per client that fills itself.
Meeting notes file themselves into the client's record, next steps become dated tasks, and every clock is watched. It sits on top of your CRM, not instead of it.
Priya and Marcus Okafor
Purchase, Baulkham Hills. Loan A$1.12m. Sample client, made up.
Latest meeting
Settlement needs to land before 20 Jan for the school start. Marcus's bonus is paid in December, so the payslips will change. They want a fixed and variable split and they asked about an offset.
Next steps from the notes
Clocks watched for you
Drafted for you nothing sends itself
Your flow, with the system marked on it.
Eleven stages, the way you walked us through them. Filled marks are what the system does at that stage. Hollow marks are where it stays out of the way.
- Notes filed to the new client record
- Acknowledgement drafted
- Gaps listed against the lender's checklist
- Chasers drafted
- Scenarios you ran are saved as evidence
- Draft pre-filled from fact find and notes
- Your reasons, in your words
- Left alone. Copy-ready record beside it
- Days-since-last-move on the board
- Status update drafted
- Three-month expiry clock set
- Conditions tracked to clear
- Approval message drafted
- Date watched, welcome drafted
- Clawback window opens
- Fixed-rate and review dates watched
- Review invitation drafted
Stage names and owners are yours to rename. They map to your deal board, not the other way round.
What it does, in six parts.
The record is the product. Everything else is a way of filling it, or a way of acting on what is in it.
Notes file themselves
Granola, Wispr or a typed note lands in the right client's record the moment the meeting ends. No pasting, no "which client was that". Each note is dated and kept in full.
Next steps come out
Actions are pulled from the notes and become tasks with dates, matched to your deal stages. You tick them off in one place.
Clocks are watched
Every date that costs money when missed.
Drafts wait for you
Follow-ups, status updates, document chasers and review invitations are written from your templates. You read, edit and send. Nothing goes out on its own.
Documents checked off
A per-lender checklist on each file. Uploads are matched to the list and gaps are named, so the chaser asks for the right thing once.
Game plan pre-filled
The game plan draft is built from the fact find and the notes, with your reasoning fields left for you. It records what you decided, when, and why, in your words.
Live connection points.
Nothing you use today changes. The system reads from and writes to what is already there, through the doors each tool provides.
Contacts, deals and stage changes flow both ways. The record stays in step with your deal board.
Two-wayNotes arrive automatically and are matched to the client by name, email and calendar.
ReadsDrafts open in your mailbox, in your signature. Replies from clients are filed to the record.
Drafts and readsMeetings tell the system which client a note belongs to. Review dates are booked back in.
Two-wayThe scenarios you run are saved against the file as evidence of what was considered.
SavesThe game plan and disclosures go out for signature from the record, signed copies come back to it.
Sends and filesLeft alone. The record sits beside it, copy-ready, so the same facts are typed once.
Left aloneLender emails are read for status and conditions, and the board moves with them.
ReadsLow friction by design
No migration, no new login for the office, no retraining. The system is set up on the office's existing accounts, with written consent for each connection, and can be switched off without losing anything.
Data stays in Australia
Hosted in Sydney on the office's own account. Client data is never used to train a model. Every automated step is logged with who, what and when.
Four weeks to live. Seven days to the first result.
The build runs on your real flow from day one. You see notes filing themselves in the first week, and we change course on what you tell us.
Connect
CRM, calendar, mailbox and notes connected on your accounts. Your stage names and templates loaded.
Record
Next steps, clocks and document checklists running on live files. You correct what it gets wrong.
Drafts
Follow-ups, chasers and the game plan draft, in your voice. Tuned on twenty real messages.
Live
The office runs on it. Hand-over session, written runbook, and the first monthly review booked.
A question answered or a template changed, during business hours.
A new lender checklist, stage or clock added to the system.
A review of what the system drafted, what you changed, and what to tune next.
Built around your office, not a template.
Every broker runs the same loan differently. These are the parts the system takes from you, so it speaks in your words and follows your order of work.
For a group with more than one office or licence, each office keeps its own settings and the principal sees across all of them.
The deal board you already use, in your order, with your owners.
Every draft starts from a message you have actually sent.
Checklists per lender and loan type, including the quirks you know.
Which dates matter in your office and how far out you want warning.
Formal or first-name, long or short, the way you write to clients.
Broker, processor, principal, referrer. Each role sees its own slice.
Agents and accountants get a status view only, with the client's consent.
Same record, different stages and checklists where the loan type needs them.
What stays yours to decide.
The system reads, files, drafts and reminds. It records what you decided, when, and why. It does not make the decisions.
No ranking, no scoring, no suggested lender. Comparison tables hold only the scenarios you chose, labelled as yours.
The game plan's reasoning fields are yours. They are empty by default and the draft cannot be finalised without them.
Every message, document and lodgement waits for a named person. Client messages are about their own file, with consent and an opt-out.
Fixed-rate and review prompts come to you. The client gets an invitation to talk, never a rate or a reason to refinance.
Your records export in full at any time. The configured system is licensed to your office for as long as you want it.
Who did what and when, on every file, exportable for your licensee or aggregator review.
Proposed terms.
Fixed price, paid in three parts across the four weeks. All figures ex GST. Confirmed after the 10-file check, from your own numbers.
Second Brain
- Client record with notes, next steps, clocks and document checklists
- Drafts in your voice: follow-ups, chasers, status updates, review invitations
- Game plan pre-fill with your reasoning fields
- Connections to your CRM, calendar, mailbox, notes and e-signature
- Monthly review and same-day changes
Group
- Everything in Second Brain, per office
- The principal's board across every office: every live file, what it waits on, days since it moved
- Evidence bundle per file for licensee and aggregator reviews
- Commission and clawback reconciliation against settled loans
- Separate settings per licence where there are two
A$1,500, credited in full against the build. Free if we both decide not to go ahead.
20% off the build for the first office, in return for a written case study and three introductions. Never your client data.
Hosting, e-signature and any messaging volume are billed at cost and shown on each invoice.
Prices are a proposal to discuss, not a quote. Time saved is measured on your own files before and after go-live, and we only ever put your numbers in front of you.
The next step is 45 minutes with ten of your files.
You pick ten settled files. We map the hours, the chasing and the dates on each one, and come back with what the system would have done differently. You get the report either way.
- Your aggregator service planWhich plan you are on decides how we connect to your CRM. In MyCRM it is under Profile Management, then Your Service Plan.
- Dates on your last ten filesLead, documents in, lodged, approved, settled. Rough is fine.
- What you spend on tools each monthOutside the aggregator. It tells us what the system replaces and what it should leave alone.
Book the 10-file check
Reply to the email this came with, or use the details below. We will send three times to choose from.
Book the 10-file check