Mortgage & Insurance Advisers
Write more business without writing more emails.
Advisers do not lose deals because they are bad advisers. They lose them because an application went quiet for four days while everyone waited on one document. The work that decides your revenue is follow-up, and follow-up is exactly the work that gets dropped when you are busy.
Calculate Your SavingsWhere the week goes now
- ✕Chasing the same three documents from every client
- ✕Applications going quiet because nobody owned the next step
- ✕Compliance records assembled the week the audit lands
- ✕Re-keying client details into the CRM, the lender portal and the file
- ✕No clear view of which applications are actually progressing
What happens instead
- ✓Document requests sent and chased on a schedule, without you remembering
- ✓Every application followed up until it moves, automatically
- ✓Compliance reminders raised before deadlines, not after
- ✓Client details entered once and reflected everywhere
- ✓A live picture of every deal in progress and what is holding it up
Typical for a small team in this sector
~9 hours a week
Around 432 hours a year returned to the work you are actually paid for.
An estimate, not a measured result — based on a 48-week working year. Use the calculator for figures built on your own team.
The actual jobs
Named work, not “admin”.
These are the specific end-to-end jobs we automate in mortgage & insurance businesses. If you recognise three of them as your week, there is a case to be made.
Typical Mortgage & Insurance package
Your CRM + Microsoft 365 + Document chasing & reminders
Every application followed up until it moves, without you remembering. This is the scope we would normally propose first for a mortgage & insurance business — priced at our published rates, before we have seen your systems.
$6,000
setup, one time + GST
$647
per month + GST
3
integrations · discovery fee included
Loads pre-filled, so you can add or remove systems and watch the price move.
Mortgage & Insurance case study
We publish client results only when a client has put their name to them and the before-and-after numbers have been measured, not estimated. When a mortgage & insurance business does, this is where it goes. In the meantime the calculator gives you your own numbers rather than somebody else's.
Works with what you run
Keep every system you already use.
Nothing is replaced and nobody retrains. If one of your systems is older or more awkward than the rest, that is usually the one hiding the biggest saving.
Accomplish more with the people you already have.
Half an hour with us and you will know which hours your firm is losing, what they cost you a year, and whether automating them is worth it.
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