01 / File
A file lands on your desk.
Administrative support. Your broker makes the lending decisions.
DOCUMENTS RECEIVED
The file is here. Is it complete?
Documents arrive in different emails. They need bringing together.
For finance & broking teamsMore time with clients.
More time with clients.
Less chasing the file.
Documents, missing details and follow-ups. Bring the file together before it reaches the broker, with every important decision still in human hands.
See what AI can do for youThree choices. A useful starting point. No sign-up.One agent. Your existing tools.Illustration
INBOXNew
Application fileDocuments received. What is missing?
MarcusAI Strategy & Operations
READY FOR YOU
Your file, prepared.- Details brought together
- Missing information flagged
- A reply drafted for review
Your call.
InboxCalendarCRMInvoices
Follow the file.
From the first detail to a clear next step. Your team decides what happens next.
One job, carried throughIllustration
01File02Checklist03Follow-up04CRM05Review
02 / Checklist
What is here. What is missing.
Administrative support. Your broker makes the lending decisions.
Documents grouped by typeReady
Required items checkedReady
Missing information flaggedReview
Marcus prepares. You decide.
03 / Follow-up
The next conversation is ready.
Administrative support. Your broker makes the lending decisions.
MONTUEWEDTHUFRI
File discussionTime to confirm
04 / CRM
The client record is current.
Administrative support. Your broker makes the lending decisions.
ONE RECORD. THE USEFUL CONTEXT.
The next person knows.
DetailsBrought together
Next stepReady for review
Decision ownerYour team
05 / Review
You review the complete picture.
Nothing is sent without the approval rules you agreed.
READY FOR YOUR REVIEW
The file, ready for your judgement.
Your approval needed
Illustrative workflow. Your tools, tasks and approval rules are agreed before setup.
A clearer file.
A cleaner handover.
See what is missing.
Organise the received documents and prepare a checklist against your agreed process. Your team reviews the exceptions.
Keep the client record current.
Prepare status updates in the CRM so the next person knows what has happened and what comes next.
Make the follow-up easier.
Draft the document request or client update for the broker to check. No credit decisions or financial advice are delegated.
From the work.
CoPilot Insurance Brokers
Commission billing checked before release.
ISA built a billing workflow that reconciled settlement data before creating bills. This is an insurance-broking case study, not a mortgage application or lending result.
Read the published case studyA clear way in.
Room to grow.
Start with the job. Agree the scope.
Know what you’re paying for.
The AI Audit
$500 inc GST
75 minutes with Moe. A written plan for the job worth handing over. Credited in full towards a build agreed within 14 days.
What’s includedMarcus
$5,496.70 inc GST($4,997 + GST)
Your AI Strategy & Operations Officer. The base installation, connected to your workspace, CRM and one more tool. Done-for-you workflows are extra.
What’s includedGround Up
Custom quote
Give Marcus a department to run. Includes the base installation, with the jobs, connections and approval rules built around your business.
What’s includedAgreed outcomes.
A promise in writing.
“If it doesn't deliver the agreed ROI in the agreed window, we keep working at no extra cost until it does.”
Ground Up: outcomes and timeframe agreed in your written scope. Marcus has a 30-day works-as-built warranty.Software, usage and hosting are separate. Your proposal sets out every cost. Ongoing care is quoted separately. See the full offer and care details.
Enough about AI.
Let’s talk about
your business.
Three choices. A first job worth exploring.
No sign-up to see your plan.
MarcusMarcus is an AI1 of 3
A guided fit check using ISA’s offers. No live AI conversation.
What kind of business is yours?
Your answers stay here unless you send them.
Before you
hand it over.
Will the AI give financial advice?
No. This is administrative and workflow support. Advice, suitability, credit assessment and client commitments remain with appropriately authorised people. The audit maps those boundaries.
Do we need to replace our software?
The build starts with your existing tools. Moe checks what they can connect to, agrees access with you and scopes any gaps before you commit.
What does it cost?
The AI Audit is $500 inc GST. Marcus, the base installation, is $5,496.70 inc GST ($4,997 + GST). Ground Up adds a department built around your business and is quoted after the audit. Software, usage, hosting and ongoing care are separate.
What happens in the audit?
You spend 75 minutes with Moe looking at the work, tools and first useful job. You receive a written report within 24 hours. The $500 inc GST audit fee is credited in full to a build agreed within 14 days.
Can it send things or spend money by itself?
You agree the approval rules before anything is connected. Client commitments, payments and important decisions stay with the people authorised to make them.
What if the build does not deliver?
For Ground Up, if it does not deliver the agreed ROI in the agreed window, we keep working at no extra cost until it does. Those outcomes and the window are written into your scope. Marcus has a 30-day works-as-built warranty.