PHASE 1 — ACTIVE TESTING

Administration work,
handled automatically.

Matilda AI runs directly inside the CRM tools your brokerage already uses. No new systems, no retraining — the manual work that consumes your day runs itself.

Register interest // beta · late 2026
matilda · workflow_engine · live
new_client_received "Sarah Chen"
→ reading intake documents...
CRM record created
documents named & filed
invoice generated & sent
elapsed: 2.3s   (manual: ~45 min)
prepare_application APP-2847
→ pulling from CRM...
→ consensus verification (3 models)...
lodgement portal pre-filled
ready for broker approval
time_saved: ~90 min

01 // Problem

The industry runs on
manual data entry

Australian mortgage brokers spend the majority of their working day on manual data entry across disconnected systems. Every new client, document, invoice, and loan application requires manual input across multiple platforms.

The industry relies heavily on offshore labour to manage this burden, introducing cost, security risk, and management overhead. There is no integrated automation solution built specifically for this workflow.

New client setup — manual entry~45 min
Lodgement portal per application60–90 min
Integrated automation availableNone
With Matilda AI~0 min

02 // Capabilities

What it automates

Live · in testing

Phase 1 — Core workflow

  • New lead setup and CRM population
  • Document naming and filing
  • Invoice generation and sending
  • Loan application data entry into the broker's aggregator CRM
// operates inside your existing aggregator CRM
// brokers change nothing about how they work
In development

Phase 2 — Lodgement automation

The platform will automate completion of loan applications directly inside the industry-standard lodgement portal used by Australian brokers to submit applications to lenders. This currently takes one to two hours of manual data entry per application.

The automation draws from data already in the broker's CRM. A three-model consensus verification layer cross-checks all entries before presenting the completed application to the broker for final approval. Human oversight is retained throughout.

// 3-model consensus before any broker review
// nothing is submitted without your explicit approval

03 // Differentiation

No competing product does this

Integrates directly into the aggregator CRM environments brokers already use.

Replaces administrative steps with secure and reliable multi-system automations.

No data collected or stored.


04 // Audience

Who it's for

Australian mortgage brokers operating within major aggregator networks who are spending significant time on administration, relying on offshore staff, or looking to scale without increasing headcount. Particularly relevant for brokers writing high volumes with small teams.


05 // Status

Where we are

Phase 1
Built & live
In active validation with broker partners. Core workflow automation operating as designed.
Live
Phase 2
In development
Lodgement portal automation in active build. Three-model verification layer in progress.
Building
Beta program
Late 2026
Hand-selected cohort of brokers. Expressions of interest now open for consideration.
Open
06 // Register

Expression of interest

We're accepting expressions of interest from brokers who want to be considered for the late 2026 beta. No commitment required.

Built and operated in Australia
All data under Australian jurisdiction
No marketing lists — used for beta eligibility only

// your details are used solely to assess beta eligibility