Microsoft Teams app for mortgage brokers

SecondBrain Valuations Agent: order bank property valuations from Microsoft Teams.

Fill in one order form in Teams and tick your lenders. The Valuations Agent signs in to each lender's valuation portal with your own login, lodges the order, and sends back a result card with each lender's reference number.

The SecondBrain Valuations Agent order form in Microsoft Teams, with a toggle for each lender

What it does

Instead of logging in to a separate portal for every lender, a broker fills in one form in Teams. The Valuations Agent lodges the valuation with each lender they choose, including:

NAB
ANZ
Westpac
St.George
Suncorp
Macquarie
Bankwest
CBA
and more

How an order works

Type template. The order form opens in the chat.
Fill it in once. Enter the property address (suggestions appear as you type), the borrower, the access contact, and tick your lenders. Upload a Contract of Sale and the form fills in the property and agent details for you.
Check the review card. Nothing goes to a lender until you confirm.
The agent lodges it. It signs in to each lender's valuation portal with your own login and places the order. If a lender emails a sign-in code, the agent picks it up from your mailbox.
Get one result card. One section per lender, with the reference number and valuation type, plus the value for automated valuations. Clone the order, email a summary or copy it into Excel.

Every order is a real order with the lender. Valuation fees are set and charged by the lender or its valuation panel.

Before you start

You need three things:

An active account

An active SecondBrain Valuations Agent account for your brokerage. Sign up here.

The app installed in Teams

Your brokerage's IT admin installs SecondBrain Valuations Agent in Microsoft Teams.

Your lender portal logins

Each broker uses their own logins for the lenders' valuation portals.

Getting started in 4 steps

Install the app

Open SecondBrain Valuations Agent in Microsoft Teams once your IT admin has installed it.

Type onboard

Set up your broker profile.

Type password

Add your lender portal logins.

Type template

Place your first valuation order.

Commands

Type any of these in the chat. They are the same commands the app lists under View prompts.

Command	What it does
`template`	Start a new valuation order
`status`	Check the progress of your recent orders
`history`	View past orders, then clone or export one
`report`	Order a CoreLogic property or suburb report
`settings`	View and edit your profile
`password`	Set up or update your lender portal logins
`onboard`	Set up your account (new brokers)
`feedback`	Report a problem to our support team
`help`	Show the command guide

See it in Teams

Screenshots from our demo tenant, using sample data only.

Welcome card listing every SecondBrain Valuations Agent command — **Order valuations from every lender in one place**The welcome card lists every command.

Order form with a toggle for each lender — **One form. Tick your lenders. Done.**The order form, with a toggle for each lender.

Result card with one section per lender, each showing a reference number — **One result for every lender**The result card has one section per lender.

Order status card showing the progress of recent orders — **Track orders without logging in to a portal**The order status card.

SecondBrain Valuations Agent in Microsoft Teams on a phone — **Check your orders on the go**The app on a phone.

Your data

Your logins, locked away

Lender portal logins are encrypted in a separate Microsoft Azure Key Vault for each brokerage, in Australia, and used only to lodge that broker's orders.

Your mailbox, two things only

With your admin's consent, the agent reads only lenders' sign-in codes and Cotality valuation result emails. Nothing else.

Full detail is in our Privacy Policy and Terms of Service.

Ready to order valuations from Teams?

Sign your brokerage up and we reply within one business day. Existing customers can reach support by email, phone or the feedback command.