MEET YOUR MORTGAGE AI ASSISTANT
Your credit writer. Your extra pair of hands.
Your whole working day, in a conversation.
Right there in Slack. At your desk or on your phone.
Morning! Jadon’s documents are in. I’ve checked the pack for you.
Both drafts are ready for your review.
Your thinking.01 ESTABLISH THE RELATIONSHIP
The enquiry comes in. Lendo brings it to your attention, prepares your engagement documents and helps get the first conversation in the diary.
Your nature and scope. Your disclosures. Your branding. Ready for you to make the introduction.
We’ve found a place. Where do we start?
Key changes summarised for you.
Sorted. Ready when you have a moment.
02 GATHER THE INFORMATION
Email attachments and files shared in Slack become an organised client picture. Lendo checks what’s arrived, reads the detail and makes the gaps easy to see.
A missing statement? You hear about it, with a client request ready to send when you say so.
The latest statement is missing. Shall I ask Jadon for it?
03 ANALYSE & ASSESS
Lendo brings income, liabilities, spending and security into view. Ask it to assess a scenario, calculate serviceability or compare lender options.
Follow the figures back to the file. Follow a policy answer back to the library. Get the groundwork for an informed recommendation.
Fictional inputs. $900,000 less $180,000 savings = $720,000 lending.
LVR: $720,000 ÷ $900,000 = 80%. This is not a servicing result.
04 RECOMMEND & PRESENT
Your thinking, beautifully put into words. Lendo turns the evidence into a compelling credit submission, and your recommendation into advice your client can understand.
Give it the direction. Refine the argument. Ask for a sharper draft. All in the same conversation.
JADON · OWNER OCCUPIED PURCHASE
The clients seek $720,000 to purchase a $900,000 home, with a $180,000 contribution from savings.
Both applicants are in permanent PAYE employment. Salary credits reconcile to the supplied payslips. The reviewed statements show no missed repayments.
Fictional writing excerpt using the purchase figures in step 3.
05 PUT THE ADVICE INTO ACTION
Forms completed. Credit submission written. Supporting documents assembled. Give the instruction and Lendo emails the application to your chosen lenders.
Outstanding documents stay visible. You decide when the pack goes. When the bank confirms settlement, the update comes straight to you.
The current pack is ready for ANZ and ASB. Submit?
06 REVIEW & STAY IN TOUCH
When it’s time to review, ask Lendo to bring the file back into focus. Revisit the client’s circumstances, assess new information and prepare for your next conversation.
Book the review. Draft the follow up. Keep important emails and your daily summary close, so you can pick up where you left off.
The context for your review, brought together.
Reassess income, commitments and priorities.
A useful brief for you. A clear follow up for them.
SIX STEPS. ONE CONVERSATION. AND SO MUCH MORE.
An assistant that knows the work. A credit writer that makes your case.
And the answers you need, just a question away.
Search the lender policy library in plain English, with extracts and source references.
“What evidence is needed for bonus income?”Calculate serviceability, compare supported lenders and explore borrowing scenarios.
“How does a smaller deposit change this?”Credit writing, needs analyses, advice documents and completed bank forms, in your branding.
“Make the recommendation clearer.”Inbox triage, important email summaries, requested emails and settlement notifications.
“What needs my attention today?”Check your calendar, book appointments and prepare the next follow up through Slack.
“Find half an hour for a client review.”A shared daily ratecard in your workspace. Separate adviser profiles and client files.
Your team, connected. Your client work, separate.Join your Slack workspace. Connect Google. Add your details, or let us help.