AITECHNIC × Mortgage Broking
AI Automation for Mortgage Brokers.
AITECHNIC helps Australian mortgage brokers convert more leads, process applications faster and keep clients coming back — with AI-powered lead qualification, document automation and end-to-end deal workflow.
Why AITECHNIC is different
Built by someone who worked inside the industry.
AITECHNIC was founded by Raghu Muniyappa — a Digital Strategy Director with 15+ years inside Australia's wealth management, fund accounting and banking platform sector. He has led digital transformation at HUB24, BT Financial Group and SS&C Technologies — some of Australia's most compliance-sensitive financial services platforms.
That means when AITECHNIC builds AI automation for your accounting firm or advisory practice, it's built by someone who understands ASIC compliance, AML/KYC requirements, client data obligations under the Privacy Act, and the operational reality of running a financial services practice in Australia.
No generic agency. No offshore team guessing at your compliance requirements. Just deep domain expertise applied to practical AI automation.
Founder credentials
- → 15+ years in wealth management, fund accounting & banking platforms
- → Digital transformation roles at HUB24, BT Financial Group, SS&C Technologies
- → Product Owner experience across regulated financial platforms
- → Founder of SMflow & XPScore360 SaaS products
- → Based in Cherrybrook, Sydney — serving Hills District & Greater Sydney
- → Australian citizen — Baseline Security Clearance
60 sec
AI lead response time
70%
Reduction in document chasing
3×
More deals processed per broker
$497
Audit starting from
What we automate for your broking practice.
Lead Qualification & Response
AI agent responds to enquiries within 60 seconds — 24/7. Qualifies leads, collects initial info, books discovery calls and routes hot prospects straight to you.
Make · Claude AI · CRM
Document Collection
Automated document request sequences — payslips, bank statements, ID, liabilities. Smart follow-up reminders until the client completes. No more chasing.
DocuSign · Plooto · Make
Serviceability Prep
AI extracts income, expense and liability data from client documents and pre-populates your serviceability worksheets — ready for you to verify and submit.
Claude AI · Excel · Make
Deal Pipeline Tracking
Automated deal stage updates, conditional approval tracking, settlement milestone alerts and lender follow-up sequences — so nothing falls through the cracks.
HubSpot · Make · Outlook
Client Nurture & Referrals
Post-settlement check-in sequences, rate review triggers at 12 and 24 months, birthday messages and referral requests — all running automatically.
Outlook · HubSpot · Make
Trail Book Management
Automated trail book monitoring, repayment tracking, lapse alerts and annual review outreach — protecting your book without adding admin.
Make · Google Sheets · Outlook
Compliance-first approach
We understand your compliance obligations.
Every AI automation we build for financial services clients is designed with compliance in mind — not bolted on as an afterthought. We understand ASIC, AML/KYC, AFCA, CPD requirements, and the Australian Privacy Act obligations specific to financial services licence holders.
- ✓Data stays in Australian-hosted infrastructure
- ✓Privacy Act compliant — no client data leaves your systems without your control
- ✓Audit trails built into every automation by default
- ✓No AI-generated advice — automations handle admin, not regulated advice
- ✓NDA and data processing agreements available on request
ASIC Aware
Automation that respects your licence obligations
Australian Hosted
Client data stays on Australian infrastructure
Privacy Act
Full compliance with Australian privacy obligations
Audit Trails
Every automation logged and traceable
Simple pricing. No lock-in.
Fixed-price packages for financial services practices. GST not included.
AI Audit
$497
one-time
Map your broking practice's automation opportunities and ROI.
- ✓90-min broker practice session
- ✓Lead-to-settlement workflow map
- ✓ROI calculation
- ✓Tool recommendations
- ✓Written roadmap
Lead Machine
$2,500–$4,000
one-time
AI lead qualification and booking system — live in 2 weeks.
- ✓AI lead qualifier agent
- ✓24/7 enquiry response
- ✓Calendar integration
- ✓CRM auto-creation
- ✓30-day support
Broker System
$7,500–$12,000
one-time
Full end-to-end deal automation — lead to settlement to review.
- ✓Lead qualification AI
- ✓Document collection flow
- ✓Deal pipeline automation
- ✓Client nurture sequences
- ✓90-day support
Retainer
$750–$1,500
per month
Ongoing automation management and trail book monitoring.
- ✓Monthly review
- ✓New workflow builds
- ✓Trail book alerts
- ✓Performance monitoring
- ✓Priority support
Your questions, answered.
Yes — this is one of the highest-ROI applications for brokers. Our AI agent responds to web and email enquiries within 60 seconds, 24/7 — qualifying the lead, collecting initial information and booking a discovery call into your calendar automatically.
We integrate with Mercury, MyCRM, Salestrekker, HubSpot, and can connect to most CRMs with an API. Discovery call is the right place to confirm your stack.
AITECHNIC's automations work alongside your accreditation requirements — we handle the admin layer. You remain responsible for the credit advice and documentation lodgement as required under your ACL.
Yes. One of the most time-consuming parts of broking is chasing documents. We build automated sequences that request, remind and confirm receipt of each required document — with smart escalation if the client doesn't respond.
We connect to your lender data or CRM to monitor settlement dates, track repayments, flag potential lapses and trigger annual review outreach — so your trail book income is protected without you manually tracking hundreds of loans.
Ready to write more loans with less admin?
Raghu Muniyappa — ex-HUB24, BT Financial Group, SS&C. 15+ years in Australian financial services. Based in Cherrybrook, serving Hills District and Greater Sydney.
Free Discovery Call
Talk to Raghu. No sales pitch.
Book a free 30-minute AI discovery call. We'll map your highest-ROI automation opportunities — specific to your practice or business.
- ✓ No obligation, no lock-in
- ✓ 15+ years financial services & AI expertise
- ✓ Sydney-based — Hills District & Greater Sydney