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1300 952 931

AI for Mortgage
and Insurance Brokers.

For broker offices with a team of brokers. AI follows up leads before a rival takes the loan. It gives processors hours back. A broker checks all of its work.

  • Client documents kept in secure systems
  • No product or rate advice from AI
  • A full record for every best interests file
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Call 1300 952 931

Book a Free AI Assessment.

A free 15-minute chat, plus a 1-page action plan. No obligation.

We'll call you within one business day to book a time.

Mortgage broker and insurance broker automation your team controls

Three jobs the AI takes off your team. These are typical examples, not client results.

01

Lead follow-up in minutes

1. A web lead or missed call comes in at 8pm.

2. AI says it is AI and confirms what they need.

3. It books the right broker in your CRM.

  • The broker runs the first real conversation.

02

Fact-finds and documents

1. The first meeting ends.

2. AI sends a fact-find and document list for the client.

3. It checks uploads and chases what’s missing.

  • The broker checks every figure.

03

Rate expiry reviews

1. A fixed rate is ending.

2. AI drafts a check-in in approved wording.

3. A review is booked in the broker’s calendar.

  • Messages only go to current or consenting clients.

Trusted by
Recognised Australian Brands

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What AI does for
your brokerage

AI contacts new leads. It chases documents. It pulls figures from fact-finds. That leaves brokers free to advise.

Pixelz360 is a digital agency based in Brisbane. We have helped Australian businesses since 2016. We plan, build and support your AI for offices with many brokers.

Where do brokerages lose money?

“Twelve brokers, four processors, and half their week goes on chasing payslips.”

7x

Leads wait for a free broker.

Businesses that reply within an hour are nearly 7 times more likely to win the lead (Harvard Business Review, 2011).

1,380 hrs

Processors retype figures.

Example: 4 processors retype for 90 minutes a day. That is 1,380 hours a year, or about $75,000 in wages (ABS, 2026). Illustration only.

Lost trail

Quiet refinances.

Rate end dates sit in a spreadsheet. Each client who refinances elsewhere takes your trail. Count last year’s.

What waiting costs: about $6,300 of processor time each month. 24% of finance and insurance businesses already use AI (ABS, 2026).

From a free call to going live

Four simple steps. Nothing is paid or built before step 3.

Book or call

Book online or call 1300 952 931. You get a free 15-minute chat about your leads, CRM and processing load.

Get your 1-page plan

We tell you if AI is a good fit. We show where it can save or make you money, roughly how much, and what to do next.

Approve a fixed-price pilot

The pilot covers one broker team. You get a fixed price up front. We agree on the goals first.

Go live

Most pilots go live 2–4 weeks after you say yes. If the pilot misses the goals, you can stop there.
Book a Free AI Assessment

What does a brokerage look like with AI doing the chasing?

5 of 9 night leads booked.

Tuesday, 8am. Last night’s 9 web leads were contacted in minutes. 5 are booked. 14 fixed rates are ending, and their reviews are ready to approve.
Book a Free AI Assessment

We check three numbers before we start, then track them:

• Time to first contact

• Days to a complete file

• Reviews booked from rate expiries

Brokers spend the hours they save writing loans.

Where does collecting information stop and advice start?

At the broker. Licensed people keep every advice duty.

Lending and best interests

Lending duties stay with your brokers. Product facts may need a general advice warning.

Insurance rules

Insurance messages follow anti-hawking and product rules. We record what AI collected and said.

Your data

We use business-grade AI only. No client data goes into public AI tools. We log access. We host in Australia where we can. NDA available. Read how we protect client data.

Why brokerages trust Pixelz360

Clear rules. Brokers decide. You own the build.
Book a Free AI Assessment

No automatic applicant scoring

A broker assesses every client.

No calls outside the rules

We follow the Spam Act and Do Not Call Register.

You own the build

We start with a fixed-price pilot, agreed first.

What to skip for now: AI that scores applicants. It can trigger new Privacy Act rules from 10 December 2026.

Broker AI:
cost and platforms

Book a Free AI Assessment

How much does mortgage broker lead automation cost?

It starts as a fixed-price pilot. We give you the price after your free assessment. We agree on the goals first. If the pilot misses them, you can stop there. See what it costs.

Does it work with our CRM and aggregator platform?

Yes, where both allow it. We confirm both in writing first.

Can you train our brokers to use AI safely?

Yes. We train broker and processing teams. That includes what never goes into public AI tools. Solo broker? We can scale down.

Book a free AI assessment for your brokerage

Book a Free AI Assessment

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