SUNDRIFT OS is a platform of specialised agents that handle lead qualification, compliance review, document collection, lender research and follow-up, so your team stays with the client and the lending decision.
Open SUNDRIFT OS →Each agent has a job. They also know each other's, so work moves through the pipeline without needing someone to hand it off.
The Gatekeeper. Filters incoming leads from Facebook and Google, assigns quality scores, identifies spam, and schedules qualified prospects directly into your calendar.
The Cop. Performs file audits against NCCP and BID regulations, identifies legal risks before they become problems, and generates ASIC-ready compliance reports.
The Administrator. Collects and processes documents, performs OCR on payslips and bank statements, verifies authenticity, and chases clients for missing items.
The Analyst. Compares policies across the lenders on your panel, builds credit scenarios, and recommends the most suitable lender for each client profile.
The Client Retainer. Manages long-term relationships, sends timely follow-ups and birthday wishes, and identifies refinancing opportunities when fixed rates expire.
The Local Marketer. Manages your Google Business Profile, responds to reviews, and writes location-targeted blogs to dominate organic search within your service area.
The Campaign Manager. Manages Facebook and Google ad budgets, optimises for cost-per-lead, and pauses underperforming campaigns before they drain your budget.
The Designer. Maintains your brand voice across all channels, creates compelling copy, and produces visual assets for marketing campaigns.
The Numbers Guy. Analyses business performance, tracks conversion rates, identifies trends, and spots data anomalies before they impact your bottom line.
The Boss. Coordinates the entire crew, delivers your morning briefing with key metrics, and proposes data-driven growth strategies for your brokerage.
Lead to settlement. Every capability designed for Australian mortgage brokers.
AI-powered scoring separates hot prospects from time-wasters. Only qualified leads reach your calendar.
NCCP and BID validation on every file. Sleep soundly knowing your audits are always clean.
OCR extracts data from payslips and statements automatically. No more manual data entry.
Policy comparison across the lenders on your panel. Find the best product for every client scenario.
Never lose a client to a competitor. Automated follow-ups and refinancing alerts keep your book sticky.
From local SEO to paid ads, your marketing runs itself while you focus on closing deals.
See SUNDRIFT OS running against your workflow.
Talk to SUNDRIFT AI →