9 hours on paperwork. Zero new clients.
AI takes document sorting, compliance prep, and meeting notes off your plate — so you can spend your time on the work that actually pays.
Book your free 30-min strategy call →Document chaos eating 8–10 hours per week — downloading, sorting, renaming, and filing PDFs that AI could handle in seconds.
Manual compliance documentation slowing every deal — BIDs and SOAs that take hours to prepare when they could take minutes.
No systematic lead nurture — clients fall through the gaps after the initial enquiry because there's no follow-up system to catch them.
Meeting notes written from memory hours after the meeting — incomplete, inaccurate, and time-consuming.
No time to proactively contact existing clients about better rates — the retention and referral opportunity that's sitting untouched.
Document chaos eating 8–10 hours per week — downloading, sorting, renaming, and filing PDFs that AI could handle in seconds.
Manual compliance documentation slowing every deal — BIDs and SOAs that take hours to prepare when they could take minutes.
No systematic lead nurture — clients fall through the gaps after the initial enquiry because there's no follow-up system to catch them.
Meeting notes written from memory hours after the meeting — incomplete, inaccurate, and time-consuming.
No time to proactively contact existing clients about better rates — the retention and referral opportunity that's sitting untouched.
Document processing cut by 50–70%
AI document processing automates file prep — sorting, naming, and extracting data so you're not doing it manually ever again.
Sherlok · SimpologyCompliance docs in minutes
AI credit policy and scenario engines answer complex lender questions instantly and speed up BID and SOA preparation significantly.
Bulma AISystematic lead nurture
Automated CRM sequences nurture leads, follow up applications, and trigger annual review reminders — no one falls through the gaps.
SalestrekkerMeeting notes in real time
AI transcription generates structured meeting notes during the call — accurate, complete, and ready before the client's left the room.
Fireflies · Otter.aiAutomatic refinance alerts
AI monitors your existing client portfolio and flags refinance opportunities automatically — so you're reaching out before your competitors do.
SherlokDocument processing cut by 50–70%
AI document processing automates file prep — sorting, naming, and extracting data so you're not doing it manually ever again.
Sherlok · SimpologyCompliance docs in minutes
AI credit policy and scenario engines answer complex lender questions instantly and speed up BID and SOA preparation significantly.
Bulma AISystematic lead nurture
Automated CRM sequences nurture leads, follow up applications, and trigger annual review reminders — no one falls through the gaps.
SalestrekkerMeeting notes in real time
AI transcription generates structured meeting notes during the call — accurate, complete, and ready before the client's left the room.
Fireflies · Otter.aiAutomatic refinance alerts
AI monitors your existing client portfolio and flags refinance opportunities automatically — so you're reaching out before your competitors do.
SherlokAudit
We map your document workflow, compliance process, lead follow-up, and admin workload — and identify where AI delivers the biggest time saving.
Strategy
You get a 90-day roadmap with specific tools and actions — in the order that gets you the most time back, fastest.
Implementation
We implement the tools, train your team, and make sure it fits inside your compliance obligations. Practical support throughout.
- Full audit of your document workflow, compliance process, CRM, and admin workload
- AI opportunity map ranked by time saved — specific to broking or advice, your volume, your team size
- Platform recommendations with honest comparisons — Sherlok, Simpology, Salestrekker, Fireflies, and others
- 90-day prioritised roadmap with clear actions and measurable time outcomes
- Compliance and data risk review — privacy obligations, AFSL considerations, what to watch out for
- Ongoing support as your practice grows and regulatory requirements evolve
Ready to spend your days on clients, not paperwork?
Book a free 30-minute strategy call. We'll map out exactly where AI can give you your time back — no jargon, no obligation.
Book your free strategy call →