There's a version of your business where half the admin runs itself.
I help broking businesses get there. API integrations, automations, dashboards, and bespoke tools built around how you actually work.
No commitment. 30 minutes. We'll talk through what's slowing your business down.
Based on your lender panel, Lender 1 and Lender 2 will consider this scenario.
Lender 1: min. 6 months on the same visa · Lender 2: 12 months employment required ✓ · Both require secured asset
Liberty caps at 120% LVR for secured car loans with visa holders, subject to their standard credit assessment.
What I build
Every engagement is different. Here's what I typically get called in for.
AI tools and chatbots
Internal tools trained on your documents: lender policy libraries, compliance guides, product sheets. Ask a question, get an answer. No more digging through PDFs.
e.g. A broker queries their full lender panel in plain English to find who fits a client's scenario.
Integrations and automations
Connect your CRM, broker platform, or back-office tools to each other, or to AI. Stop copy-pasting between systems. Stop doing manually what a script can do in seconds.
e.g. CRM connected to Claude: pull client data, generate summaries, draft communications without switching tabs.
Dashboards and calculators
Custom tools built for the scenarios you deal with every day. Debt recycling, FHSS, rentvest, portfolio modelling. Built for the job, not adapted from something generic.
e.g. The calculators on this site, built to give brokers accurate answers on the scenarios generic tools get wrong.
AI coaching and consulting
Not sure where to start with AI? I'll come to your office, walk through what's available, and show your team what's worth adopting and what isn't.
e.g. Half-day session with a broking team. Practical tools, honest takes, no vendor pitch.
Spreadsheets become client-ready tools
Most broking businesses run their modelling in Excel. I take those spreadsheets, rebuild them as clean web tools your clients can actually use, and add an export so the numbers can go straight into an email or a presentation.
Live output
Recent work
Small engagements, real results.
Lender policy chatbot
Took a firm's internal IP and lender policy documents, indexed them into a vector database, and built a chatbot their team can query in plain English. Now instead of hunting through PDFs, they ask: "Who would take a client on a visa, 12 months employment, car loan?" and get an answer in seconds.
CRM connected to AI
Connected a client's CRM to Claude via API. Their team can now pull client data, generate summaries, and draft communications without switching between systems.
AI capability session
Ran a half-day session for a broking team. Covered what AI tools are actually useful for their work, what to avoid, and how to build good habits now before the space moves further.
How I work
Small engagements
A day or two
A focused problem with a clear outcome. A chatbot, a script, a workflow automated. Scoped tightly, delivered fast.
Medium engagements
Up to a week
A more involved build. A custom tool, a multi-system integration, a dashboard. Enough time to do it properly without a drawn-out project.
No retainers, no bloat
Pay for the result
I work with businesses that need tech but can't justify a full-time hire. You get the result you need, without the overhead.
Not sure if it's worth a conversation?
Tell me what's slowing your business down. If I can help, I'll tell you how. If I can't, I'll tell you that too.