We automate your entire mortgage pipeline — from first enquiry to post-settlement follow-up — so you can spend your time in conversations that actually close deals.
You or your PA manually respond to every enquiry, often hours later — when the lead has already called someone else.
Weeks of back-and-forth to get the documents you need to lodge an application.
Applications sit without updates. Clients call you to ask "what's happening?" because no one told them.
You settle a loan, do a great job, then never ask for a referral. That's thousands in lost revenue.
Personalised, intelligent responses go out automatically — even at 11pm on a Sunday.
Smart sequences that nudge clients for outstanding documents — politely, at the right times.
Every milestone triggers a friendly update to your client — so you only field the calls you want to take.
Post-settlement automation asks for referrals at the perfect moment — when the client is happiest.
Every website enquiry, Facebook lead, or referral gets an intelligent, personalised response within minutes.
Automated sequences collect payslips, bank statements, and IDs — with escalating reminders that feel human.
Real-time triggers send clients updates at every stage — submission, conditional, unconditional, settlement.
Post-settlement sequences ask for Google reviews and referrals at exactly the right moment.
12 months post-settlement, clients get a friendly rate-review invitation — automatically, every year.
Every action, document, and communication auto-logged to your CRM and compliance file — no manual entry.
"My settlement volume is up 34% on the same number of applications. AutomationOffice built us a lead nurture sequence that converts referrals I would have lost. Game changing."
"We're a two-broker shop. Before automation, chasing documents was a full-time job. Now our fact-find sequence runs itself and clients actually submit everything faster because the reminders are so good."
"The annual review automation is brilliant. I'm booking revisit calls with clients I would have completely forgotten. That's extra revenue every single month for zero effort."
Book a 45-minute call. We'll map your pipeline, show you exactly what's leaking revenue, and give you a plan. No cost, no obligation.
Book My Free Broker Audit