00
A Northern Beaches brokerage that turned the client work it never had time for into its referral engine.
Alex's main goal, was to reduce the amount of clicks, he and his team make, each day, to be able to spend more time at the beach and with his kids.
And with that North star in mind, we made it our number 1 priority to deliver on that!
Broking consumed the entire day. Every loan file moved through the same nine-stage journey, but tracking it lived across a CRM, Trello and the broker's head, and the post-settlement follow-up that actually drives referrals never happened, because there was never a spare hour to do it.
We mapped the full loan origination flow on site, then built a governed operating system around a single case spine, every file, every stage, every touchpoint in one place, with AI handling the drafting and chasing while the broker stays in control of every decision. Existing tools weren't replaced; they were connected.
Every unit, operation and process, was written, and constructed to each member in the team, to best assist them in their processes. Putting them at the operational seat, orchestrating the Ai, in their day to day.
Layer 1 of our builds, require us to be in person, scoping out your current Business Processes.