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The AI Broker FAQ: What Brokers Really Want to Know Before Signing Up

You’ve seen the buzz around AI. You’ve probably skimmed the headlines or heard another broker mention “automation” in a CPD webinar.

But let’s be honest. No one’s got time to get excited about another tool unless it actually solves something.

And if you’re like most brokers, the last thing you want is more complexity.

That’s exactly why the AI Broker was built.

It wasn’t made for tech hobbyists or people with unlimited resources. It was made for brokers who are tired of babysitting their backend. For those who want their VA to fly through files without five rounds of rework. For people who’d rather grow their business than live in ApplyOnline.

And while interest has spiked, so have the questions.

So instead of marketing fluff, here’s what brokers like you are really asking, and the real answers behind them.

“Will this replace my VA?”

Not even close. If anything, it makes your VA indispensable.

The AI Broker doesn’t replace people. It removes the repetitive admin that slows them down. Think of it as a smart assistant for your assistant, automating the tasks that burn time and drain energy, like data entry, doc sorting, and lender matching.

Your VA spends less time on manual processing and more time doing what actually moves the file forward. You get faster results and fewer mistakes.

“How fast can I get set up?”

The brokers we’ve worked with got their first AI-powered setup in under 48 hours.

There’s no major rebuild. No new ecosystem to learn. We preload your lender preferences, map to your current workflow, and match you with a Koruna-trained VA who already knows the system.

It’s not about starting from scratch. It’s about making what already works… work faster.

“Can it handle policy changes?”

Yes, and faster than any human can.

The AI Broker updates servicing definitions in real time. When a lender changes their policy at 5 pm, your VA sees it at 5:01. It auto-adjusts calcs, flags files at risk, and ensures you’re not submitting something that’s already outdated.

You don’t need to keep track. The system does it for you.

“What about compliance risks?”

Every broker knows the pain of compliance surprises. The AI Broker takes that off your plate, too.

It auto-checks each file against NCCP, FASEA, and lender-specific policy. If there’s a gap or issue, it’s flagged early before the client sees it or the deal gets stuck.

Even better, it generates a full audit trail with one click, so you won’t have to scramble when the aggregator asks.

“Is my data secure?”

Absolutely. The AI Broker is ISO 27001 certified and built with encryption across every touchpoint.

We know the kind of data you’re working with: client IDs, income docs, credit reports. Everything is logged, encrypted, and stored securely within Australian compliance standards.

Your clients’ trust is protected, full stop.

“Will this work with my current systems?”

Yes. Seamlessly.

The AI Broker integrates with the systems brokers actually use – CRMs like Salestrekker, BrokerEngine, and MyCRM. Portals like ApplyOnline, Mercury, AFG. Storage systems like Dropbox and Broker Drive.

No duplicate entry. No jumping between tabs. Just smarter connections between the tools you’re already using.

“What if I don’t have a VA yet?”

That’s no problem. You can still join the waitlist, and we’ll match you with one of our pre-trained Koruna VAs during onboarding.

The best part is that you won’t need to train them. They’re already up to speed with how the AI Broker works, they know mortgage workflows, they know what clean files look like, and they’re ready to go when you are.

“What does it cost?”

It starts at $50/month for basic automation and scales up depending on the level of integration. Paired with a Koruna-trained VA, you’re looking at $2,500/month all in, which is still cheaper than hiring another junior with no experience.

And this team doesn’t need four weeks of training or daily oversight. They start delivering from week one.

“What makes this different from other automations?”

Simple. Most tools automate tasks. The AI Broker makes decisions.

It doesn’t just highlight issues. It fixes them.

It doesn’t just compare lenders. It shortlists the best three and builds a ready-to-send doc pack.

It doesn’t just track tasks. It tells your VA exactly what to do next based on what worked in thousands of loan files before yours.

The AI Broker is a smarter, more strategic workflow that thinks like your best loan processor.

“Why now?”

Because broker demand is rising, and it won’t wait for you.

Client expectations are higher. Market activity is bouncing back. And spring will hit harder than most realise.

Right now, some brokers are still stuck onboarding juniors. Still fixing data entry errors. Still working weekends to clean files before submission.

Meanwhile, those already using AI Broker are processing 3x more loans with 90% fewer errors… and still getting their weekends and evenings back.

It’s about being ready for what’s coming next, and the brokers who’ve already made the shift?

They’re not burning out. They’re scaling up.

Before You Miss the Window

If you’re still holding off because it feels like “one more thing” to figure out, ask yourself this:

Is doing nothing really safer?

Because what’s coming isn’t just more leads. It’s more complexity. More compliance. More clients who won’t wait two days for a callback.

The brokers who’ll lead the next growth wave won’t be the ones grinding harder. They’ll be the ones who built smarter systems when it mattered most.

👉 Want early access to the answers before your competitors get them?

[Join The Ai Broker Waitlist – Limited Early Access Available]

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Chris Brown is a Director and Senior Mortgage Broker at New Vision Financial Services. He runs a Sydney based mortgage brokerage that’s servicing clients since 2015.

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Sam Panetta is a co-founder and the head of the lending department at Aureus Financial. His business helps clients get the funding that they need to grow their business, acquire their dream home and build wealth through property.

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