Stop chasing the same documents twice
Chase every supporting document until the borrower's file is complete.
Briick generates the document checklist from the borrower's scenario, chases payslips, bank statements, ID, ATO assessments, rates notices, and any conditional documents across SMS, email, and WhatsApp, and verifies each one against the lender's requirements before it lands in your aggregator CRM. Brokers only see complete files. Every chase, reminder, and submission is recorded for compliance.
Document checklist generated from the scenario
Once the borrower's scenario is captured (loan type, employment, deposit, property), Briick generates the full document checklist mapped to the lender's specific requirements. PAYG, self-employed, investor, refinance, and first home buyer files each get a different list.
Borrower contacted in their preferred channel
Briick reaches out across SMS, email, or WhatsApp (whichever the borrower used during qualification) with a clear list of what's needed, sample documents, and a secure upload link. No new portal for the borrower to learn.
Documents verified against the checklist
Each document is read by an AI agent and checked against the lender's requirements. Payslips checked for recency, bank statements checked for the right months, IDs checked for expiry. Wrong, missing, or unclear documents are flagged automatically.
Follow-up cadence runs without nagging
Missing documents trigger a follow-up sequence calibrated to the borrower's responsiveness. Quiet borrowers get gentle prompts at lengthening intervals. Responsive borrowers get a thank-you and the next item on the list.
Automation works with
Before Briick
Leads slip through while your team is busy
Brokers spend hours every week chasing the same documents from borrowers
Loans stall because payslips, bank statements, or ID don't arrive in time
Document checklists are sent once and forgotten, with no structured follow-up
Borrowers send blurry photos, wrong months, or expired documents that bounce back
The audit trail of who chased what and when is fragmented across email and SMS
After Briick
Every lead gets a response in minutes, automatically
Every document chased automatically with cadence calibrated to the borrower
Files complete in days, not weeks, with borrowers prompted in their preferred channel
Document checklists generated from the scenario and mapped to the lender's requirements
Wrong, missing, or unclear documents flagged and re-requested automatically
Every chase, reminder, and submission recorded against the borrower record for compliance
How it works. Set up once. Runs forever.
Connect your aggregator CRM and document templates
Briick connects to your aggregator CRM (Salestrekker, BrokerEngine, MyCRM, AFG Sherlock, Connective Mercury, Mercury Nexus, Floify, Encompass, ARIVE) and reads the document templates and checklists your brokerage already uses. Existing logic, no rebuild.
Map document requirements to loan types
Define what each loan type needs: PAYG, self-employed, investor, refinance, first home buyer, bridging. The agent picks the right checklist based on the borrower's scenario without the broker having to specify it.
Set the cadence and channel rules
Decide when SMS, when email, when WhatsApp. Decide the follow-up intervals (twelve hours, three days, a week). Decide when a borrower's silence escalates to the broker. Rules can be adjusted by voice through Briicky once live.
Define the broker handover triggers
When the file is complete, when a borrower goes quiet past the threshold, when a conditional document raises a flag, the broker gets surfaced through @Briicky with full context. Every other interaction stays with the agent.
Ready to put AI agents to work in your business?
FAQs
Answers to the questions we hear most.
Yes. The agent reads the borrower's scenario and generates the conditional document list automatically. Self-employed borrowers get the two years of tax returns and BAS prompts. PAYG borrowers don't. The logic mirrors the lender's actual policy, not a generic checklist.
The AI agent reads each submission and checks it against the lender's requirements. Blurry scans, wrong months, expired IDs, and missing pages are flagged automatically. The borrower gets a friendly re-request with what specifically is wrong and what's needed. The broker never sees the bounce-back, only the corrected submission.
Documents land directly in your aggregator CRM's document store, tagged to the borrower record. Salestrekker, BrokerEngine, MyCRM, AFG Sherlock, Connective Mercury, Mercury Nexus, Floify, Encompass, and ARIVE all supported natively. If your stack isn't listed, Briick connects via API or webhook.
Document chasing is operational, not credit assistance, so the agent runs without giving advice. Every chase, reminder, and submission is recorded against the borrower record. The audit trail is pullable in under sixty seconds for aggregator audits or ASIC reviews. The broker stays in the loop on anything compliance-sensitive through @Briicky.
