For Australian mortgage brokerages
YOUR BROKERAGE’SOWN AI.
Walter takes the busywork off your team, so every broker can look after more clients without you hiring. Somerson builds it into your systems, your cloud and the way you work, then stays to keep you ahead.
No pitch deck. Just a chat about how your team runs.
A broker asks Walter to get the Brennan refinance into CommBroker and update the clients. Walter reads the deal in BrokerEngine, finds Callum and Mia in HubSpot, pulls their payslips and statements from Outlook, checks seven years of history in the brokerage's database, puts the application together, fills in CommBroker in the broker's own Chrome and asks before submitting, then drafts an update to the clients that the broker sends.
Ask anything
What it unlocks
MORE LOANS.SAME TEAM.
Most of a broker’s week goes on work that isn’t broking. Hand it to Walter and this is what changes.
A BIGGER BOOK PER BROKER.
Lodgements, document chasing and client updates happen in the background, so each broker carries more clients without more support staff.
MORE TIME WITH CLIENTS.
The hours lost re-typing between systems go back into the conversations that win deals and earn referrals.
NO CLIENT SLIPS THROUGH.
Fixed terms ending, reviews due, referrers going quiet. Walter keeps watch across your whole database so you call first, not another broker.
AN EDGE THAT’S YOURS.
Your playbooks and your data, built into an AI no other brokerage has, and more useful to your team every month.
Security
SECURE BECAUSEIT’S YOURS.
Your team gets to use AI on real client work without client details ending up on someone else’s website. Walter lives in your own cloud and only does what you allow.
SAME ACCESS AS TODAY.
In Microsoft 365 and BrokerEngine, Walter only opens what that person can already open.
YOU SET THE RULES.
Per person and per action: what Walter does alone, what it asks first, and what it never does.
EVERY STEP ON RECORD.
Every question, answer and action is logged in your own database, ready when compliance asks.
One brokerage, 90 days
WHAT THEYGOT BACK.
A 63-person brokerage switched Walter on in July. By October its team had handed over the work that used to eat their week. Nobody there writes code.
COMMISSIONS CHECKED.
What the aggregator paid against what it should have paid, line by line, from AFG data they already had. Nobody reconciles by hand any more.
REPRICED BEFORE THEY ASK.
Walter works the bank’s broker portal and reprices every loan that qualifies, with a broker approving each one.
THE YEAR, ALWAYS IN VIEW.
A settlement forecast built from the live pipeline and refreshed three times a day, so nobody waits for month end.
THE RIGHT REFERRERS FIRST.
A referrer score built from their own HubSpot history, so the team knows exactly who to call this week.
How we work
WE DON’T HAND OVER A LOGINAND DISAPPEAR.
You don’t have to become an AI company. We set Walter up, build what frees up the most time, and keep you ahead as AI moves. Your team builds the small things themselves.
- 01
A CHAT.
We find where your team’s hours go and what’s worth handing over first.
- 02
SETUP.
Walter goes into your cloud, connected to your systems, running on your rules.
- 03
BUILD.
The playbooks and tools that free up the most time, built with the people who’ll use them.
- 04
STAY.
Training, new builds, and keeping your brokerage ahead as AI moves.
Book a chat
TELL US ABOUT
YOUR BROKERAGE.
No pitch deck, no pressure. Tell us roughly how your team runs and where the hours go, and we will come back with where Walter would take work off them first.