Every loan file means hours of admin work.
Fact-find → pricing → data entry → documents → compliance → lodgement.
Most of it is repetitive. Most of it doesn’t need a human.
We automate the middle section: the 3+ hours of admin per file that eats your margins and buries your team.
No contracts. 30-minute demo. See results in your first file or we'll refund your first month.
Every broker we talk to describes the same bottleneck. Hours of admin work wedged between the client conversation and lodgement.
I spend 30 minutes per client just comparing rates across lenders. Then I have to format it all for them.
The SecondBrain fix:
Bank pricing tool compares all lenders with different LVR scenarios in under 4 minutes. Without leaving Teams.
Every file is 300+ fields into your aggregator. My VA spends more time on data entry than anything else.
The SecondBrain fix:
Documents go in, your aggregator gets populated. Automated extraction with validation.
When audit time comes, I'm frantically checking file names and trying to remember when documents came in.
The SecondBrain fix:
Every file renamed, organised, and logged automatically. Audit-ready from day one.
I have to log into each lender portal separately just to order valuations. It eats up my morning.
The SecondBrain fix:
Order automated or full valuations from your lender panel directly in Teams.
Initial client contact
Fact-find
Bank options
All lenders compared in 4 min
Data entry into your aggregator
300+ fields populated
Document compliance logging
Renamed, sorted, timestamped
Valuation ordering
AVM, desktop, or full
Lodgement
Settlement
We don't replace brokers. We don't do lead gen. We automate the admin-heavy middle section that currently eats 3+ hours per file.
10 months ago, I started working alongside mortgage brokers. Not selling to them, working with them. And I kept seeing the same thing.
Brilliant brokers. People who could read a client's financial situation in minutes, who knew exactly which lender would approve a tricky deal. Yet they were spending half their day on admin. Copying numbers from payslips into aggregator fields. Reformatting bank statements. Logging documents. Comparing rates across eight different lender portals.
One broker told me: "I didn't get into this industry to do data entry. But that's what I spend most of my time doing."
That stuck with me. These were skilled professionals doing work that a system should be doing. And the "solutions" on the market were either offshore VAs (slow, error-prone, data leaves Australia) or CRM tools that helped with the wrong part of the process.
Nobody was automating the actual bottleneck: the admin between fact-find and lodgement.
So I built SecondBrain. Not as a CRM. Not as a lead gen tool. As an AI employee that handles the exact work brokers hate doing: bank pricing, data entry, compliance logging, and valuations. All inside the tools they already use.
The result? Brokers get 3+ hours back per file. And they actually enjoy their work again.
James Larkey
Founder, SecondBrain
Four core automations that eliminate the admin bottleneck in your brokerage.
Compare every lender in under 4 minutes.
Enter loan details in Teams. Select LVR scenarios. Get formatted comparison across all major lenders.
Learn More →300+ fields. Zero manual entry.
Upload supporting documents. SecondBrain extracts, validates, and populates your aggregator automatically.
Learn More →Audit-ready files. Automatic.
Every document renamed, organised, and logged with timestamps. One click generates complete audit trail.
Learn More →Order valuations in minutes. Via Teams.
AVM, desktop, or full valuations from your lender panel. Ordered without leaving Microsoft Teams.
Learn More →Before SecondBrain, every loan file at one Sydney brokerage meant the same routine. Open each lender portal. Copy rates into a spreadsheet. Format it for the client. Then start the data entry. 300+ fields, one at a time, into the aggregator. Rename every document. Log the compliance trail manually.
A single file took 3+ hours of pure admin. And with 20+ files a month, the team was spending more time on paperwork than on clients.
They'd tried offshore processing. It was cheaper per hour, but the turnaround was slow, the error rate was high, and they were uncomfortable sending client documents overseas.
After switching to SecondBrain, the same file that took 3+ hours now takes 30 minutes. Bank pricing runs in under 4 minutes. Data entry is automatic. Documents are renamed and compliance-logged without anyone touching them.
Before SecondBrain
After SecondBrain
The data entry automation alone paid for itself in the first week.
Sydney-based brokerage, 20+ loans per month
| Offshore VA | Additional Hire | SecondBrain | |
|---|---|---|---|
| Turnaround per file | Hours or days | Same day | Minutes |
| Error rate | 3-5% | 5-10% | <1% |
| Data location | Offshore | On-site | Australia |
| Monthly cost | $1,500-3,000 | $5,400+ | Book a demo |
| Scales with volume | Linear cost increase | Hire more staff | Same price |
Australian data centers. Your data never leaves the country.
No new software to learn. Everything runs where you already work.
Works with Connective, AFG, and other major aggregators. Fields populated, validated, ready for lodgement.
See exactly how SecondBrain automates the admin between fact-find and lodgement. We'll show you the bank pricing tool, data entry automation, and compliance logging. Live, with a real file scenario. 30 minutes. No pressure. Just clarity on what's possible.
We onboard a limited number of brokerages each month to ensure quality setup and support. Book your demo to secure your spot.
No contracts. No lock-in. See results in your first file or your first month is free.
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