Every mortgage file means 100–160 fields entered into your aggregator. That's 3+ hours of admin time per deal. SecondBrain automates it, with better accuracy than manual entry.
100–160 fields. Every single file. Every single deal. It's the biggest time sink in mortgage broking, and the most error-prone.
per file spent manually typing data into your aggregator. That's time not spent with clients or closing deals.
error rate with manual entry. Typos, transposition errors, and missed fields that trigger compliance issues downstream.
Incorrect data entry creates audit failures, rework, and potential regulatory issues. One wrong field can delay settlement.
Data entry is the single biggest bottleneck in your pipeline. More deals means more admin, unless you automate.
Drop in payslips, bank statements, tax returns, IDs, and other supporting documents. Any format: PDF, images, scanned copies.
SecondBrain's AI reads every document, extracting names, addresses, income figures, employment details, assets, liabilities, and more, with confidence scores for every field.
Extracted data is cross-referenced across documents for consistency. Low-confidence fields are flagged for human review before submission.
Validated data is automatically populated into the correct aggregator fields. 100–160 fields completed in minutes, not hours.
Every field category in your mortgage file, handled by AI.
30+ fields extracted
Full name, DOB, address history, contact details, dependants, residency status, and more.
20+ fields extracted
Employer name, ABN, position, start date, employment type, probation status, industry.
25+ fields extracted
Base salary, overtime, bonuses, rental income, government payments, self-employed income, tax returns.
40+ fields extracted
Bank accounts, superannuation, existing properties, vehicles, credit cards, personal loans, HECS.
30+ fields extracted
Loan amount, term, type, repayment method, offset, redraw, fixed/variable split, LVR.
| Metric | Manual Entry | Offshore | SecondBrain |
|---|---|---|---|
| Time per file | 3+ hours | 24–48 hours | 30 minutes |
| Error rate | 5–10% | 3–5% | <1% |
| Data location | On-site | Offshore | Australia (onshore) |
"We went from 3+ hours per file down to 30 minutes. The data entry automation alone paid for SecondBrain."
Max Harris
Associate Director, Azura Financial
Mortgage brokers automate data entry by using AI-powered document extraction tools like SecondBrain. Documents such as payslips, bank statements, tax returns, and IDs are uploaded, and the AI extracts relevant data fields including names, addresses, income figures, employment details, assets, and liabilities. This data is then validated and automatically populated into aggregator platforms like Connective, AFG, and others, eliminating the need for manual entry of 100–160 fields per mortgage file.
Automated data entry for mortgage brokers is a system that extracts information from mortgage application documents and populates the corresponding fields in your aggregator platform (Connective, AFG, and others) automatically. Instead of a broker or admin staff manually typing 100–160 fields per file, including personal details, employment history, income, assets, liabilities, and loan structure, the automation handles this in approximately 30 minutes with less than 1% error rate.
Yes. Automated data entry typically achieves less than 1% error rate compared to 5–10% for manual entry and 3–5% for offshore data entry. The AI reads directly from source documents, eliminating transcription errors, fatigue-related mistakes, and misinterpretation of handwriting. Every extracted field includes a confidence score and is validated before populating your aggregator, ensuring high accuracy with a full audit trail.
See how SecondBrain turns 3+ hours of manual data entry into 30 minutes of automated accuracy.
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