Increase your client volume with the new AI client onboarding platform

Redefining Mortgage Brokerage with AI-Driven Data Collection and Client Onboarding

The ability of brokers to efficiently onboard clients and automate data collection is critical for growth in the fast-evolving, technologically driven marketplace. Mystro offers a value proposition that is hard to ignore for mortgage brokers looking to streamline their operations and increase their client volumes.

The platform leverages in-house-built artificial intelligence (AI) tech to reimagine the client acquisition process, making it faster, more accurate, and less cumbersome for both brokers and clients.

This new approach to client onboarding is setting a new standard in the mortgage brokerage industry, by automating the entire client onboarding journey, Mystro significantly reduces the time it takes to take a client from lead to settlement.

The platform's cutting-edge technology helps brokers to completely automate and provide outstanding customer service via SMS and chatbots, collect Fact Finds in a conversational manner, automatically generate document checklists based on the client's profile, and collect documents and signatures without broker intervention.

All aspects of the process are managed through a simple and intuitive Broker Dashboard with the assistance of a Mystro Copilot. It works like magic: simply instruct the Mystro Copilot via SMS to perform tasks, and it will execute every single request with precision and accuracy. It is a personal assistant that never sleeps and is ready to act on your requests 24/7.

For example, brokers can send SMS to Mystro Copilot and request it to collect fact find, create and manage tasks for team members, run credit checks, ask for status and updates, or collect documents and bank statements, and much much more.

It's future technology available today, and brokers love it because it gives them more time back in their to focus on more value-added activities, such as more client appointments and personalised service delivery.

To try Mystro, visit www.mystro.com.au and schedule a one-on-one personalised demo. Or simply send an SMS to 0476 856 771 and have Mystro Copilot answer all of your questions and organise a time for a demo.