Workflow Automation Solutions Automate the routine, amplify the essential
Settle more loans without hiring more staff. We automate bank pricing, aggregator data entry, compliance logging, and valuation ordering. The 3+ hours of admin per file that kills your margins.
Ready to Automate Your Brokerage?
Automate bank pricing, data entry, and compliance for your brokerage
⏱️ 3-minute assessment • 📊 Immediate ROI insights • 🎯 See instant results
30-minute demo • No contracts, cancel anytime • See results in your first file
Why Brokers Choose SecondBrain
Automate the Admin That Kills Your Margins
Every loan file means hours of admin between fact-find and lodgement. SecondBrain handles it so you can focus on clients and settlements.
Stop Chasing Documents
AI collects and processes supporting docs automatically. Payslips, bank statements, and ID documents are extracted, renamed, and organised without manual effort.
Never Miss Compliance
Automated document naming, logging, and audit trails. Every file is compliance-ready with proper naming conventions and complete documentation trails.
Scale Without Hiring
Handle more loans with the same team. Automate the repetitive admin work so your brokers can focus on client conversations and closing deals.
ROI Calculator
Calculate Your Automation Savings
See exactly how much time and money automation can save your brokerage in just 60 seconds.
Tell us about your business
Your Automation Savings
Get a detailed breakdown and personalised automation roadmap
Your First AI Employee
Your AI Employee for Mortgage Broking
About SecondBrain
We are your modern automation partner, specialising in AI-driven workflow solutions that transform how mortgage brokerages operate. Our mission is to eliminate the time-consuming admin between fact-find and lodgement, so you can focus on what matters most - closing loans and serving your clients.
Human-in-the-Loop Approach
We believe in always having a human-in-the-loop to verify AI outputs, ensuring accuracy and maintaining the personal touch your clients expect.
Your Workflow Transformation
Check Emails
30 min
Data Entry
45 min
Update CRM
15 min
Trigger
Instant
Process
2 sec
Complete
Done!
Customer Success Stories
Real Results from Real Businesses
See how businesses like yours are saving time, reducing costs, and focusing on growth with our automation solutions.
Bank-Level Security Architecture
Our infrastructure meets the same rigorous standards as financial institutions. ISO 27001 and SOC 2 Type II certified with multi-layered security controls and encrypted data transmission.
Zero Data Retention Guarantee
We implement privacy-by-design principles with zero data retention policies. Your sensitive business information is processed securely and never stored permanently.
Enterprise-Grade Infrastructure
Built on enterprise cloud infrastructure with 99.9% uptime SLA, automated failover, and 24/7 monitoring. Our systems are designed for reliability and peak performance.
Why Choose Us
Why Mortgage Brokers Choose SecondBrain
Increased Focus Time
Spend more time on high-value activities that drive revenue and business growth.
Reduced Admin Overhead
Minimize time spent on repetitive administrative tasks and paperwork.
Simple Integration
Seamlessly integrate with your existing tools and workflows without disruption.
Scalable AI Workflows
Grow your automation capabilities as your business expands and evolves.
Tangible Results
Measurable improvements in efficiency, productivity, and bottom-line results.
Expert Support
Dedicated support team and ongoing optimization to ensure continued success.
How It Works
Your Journey to Automation
From discovery to deployment in just 30 days
Discovery Call
We analyse your current workflows and identify automation opportunities with the highest ROI potential.
- Free workflow audit
- ROI calculation
- Custom roadmap
Design & Build
Our experts create custom automation workflows tailored to your specific business processes.
Test & Refine
Rigorous testing ensures your automations work flawlessly before going live.
Deploy & Scale
Your automations go live with full training and ongoing support to ensure success.
Start Your JourneyFAQ
Frequently Asked Questions
Everything mortgage brokers need to know about AI automation
Still have questions?
Let's Talk
Ready to Transform
Your Brokerage?
Let's discuss how SecondBrain can automate your bank pricing, aggregator data entry, and compliance logging. Book a free demo to see our mortgage broker automation in action.
We take on a limited number of new brokerages each month to ensure quality onboarding. Book your demo to check availability.
🚀 What You Get:
- 30-minute strategy session
- Custom automation roadmap
- ROI calculation & timeline
No contracts. No lock-in. Cancel anytime.