The client
Australian mortgage brokers run their business across half a dozen disconnected tools — one for client intake, another for lender research, another for documents, spreadsheets holding it all together.
The problem
Every client file meant re-keying the same data into multiple systems and hand-assembling compliance documents from scratch. Hours of administration per file, and every manual step another chance for something to slip.
What we built
- An intelligent match engine that assesses each client scenario against the encoded credit policies of 69 lenders.
- Automatic generation of all six NCCP compliance documents.
- A branded client portal — clients open it with a single secure link, no logins to manage.
- A full application pipeline from intake to settlement, in one place.
- Lender rates refreshed daily via open banking (CDR) data, so recommendations are never stale.
- AI assistance with a licensed broker always in the loop: the AI ranks, explains and drafts; a professional reviews and submits.
The outcome
[PLACEHOLDER: quantified time saving per file — e.g. "X hours of administration per client file reduced to Y".] One platform replaced half a dozen tools, and the compliance paperwork now writes itself.
An entire platform, shipped AI-native, in the time a traditional agency spends on discovery. Lendric is our flagship example of a productised build: one custom platform that became a subscription product.