For Australian mortgage brokers, the "admin avalanche" after every discovery call is a major drain on productivity. This infographic visualizes the problem and the new AI-powered solutions that automate compliance and give you back your day.
The 30-Minute Problem
Manually typing notes, updating the CRM, and drafting follow-up emails can take **15 to 30 minutes** per call. This is time that could be spent on revenue-generating activities.
The chart opposite shows the stark difference between the manual process and an AI-assisted workflow, which typically only requires a 2-3 minute review.
Manual vs. AI-Assisted Admin Time
The "DIY" Automation Workflow
A powerful starting point for automation is the "DIY" method, connecting transcription and AI tools. This flowchart shows how it works, turning a 30-minute call into BID-ready notes and a client email in seconds.
Step 1: Record
Fathom (with consent) records & transcribes your client call.
Step 2: Trigger
Zapier detects the finished call and starts the automation.
Step 3: Process
AI creates BID-ready internal notes from the transcript.
Step 4: Draft
AI drafts a personalized client follow-up email.
Critical Step: Brokers must always inform clients that the call is being recorded and obtain consent to comply with privacy laws.
Why This Matters: The BID Audit Trail
This process isn't just about speed; it's about compliance. The AI creates an objective, high-fidelity record. It is specifically prompted to extract all Best Interests Duty (BID) critical information, visualized below.
Key Components of an AI-Generated BID Note
Automating Compliance
Manually taking notes risks human error or subjective omission.
By automating the capture of these key variables, the system significantly reduces compliance risk and builds a perfect audit trail for every single client, every single time.
The "Next Level" Platforms
The "DIY" method is a great start. The next evolution is all-in-one platforms designed specifically for Australian brokers that integrate this logic into a full business "operating system."
CreditPolicy.com.au
The "AI Operating System"
This platform acts as a central hub, integrating a powerful AI Policy Engine with workflow automation and a full CRM.
- AI-powered policy search (natural language)
- Automated client updates & doc generation
- Visual deal pipeline management (CRM)
- Revenue and performance analytics
BrokerBuddie.ai
The "Specialist AI Team"
This platform acts as an AI co-pilot, providing a suite of specialized "Buddies" for every task a broker faces.
- AI Assistants for Resi, Commercial, Asset
- Instant answers from lender policies
- "ComplianceBuddie" for audit-readiness
- "MarketingBuddie" for content creation
Your Takeaway: The Hybrid Future
The most effective solution is the "Hybrid Model": use the **"DIY" method (Fathom)** to capture the raw data, then feed that data into a **Pro Platform (CreditPolicy or BrokerBuddie)** to run your policy search and manage the entire client workflow.
Stop doing admin. Start managing an AI-assisted process.