For mortgage brokers with 2–20 people

Westpac spent
$756 million on ads
last year.

You can't outspend them.
But you can out-respond them.
Every. Single. Time.

The big banks are spending hundreds of millions creating demand they physically can't service fast enough. That demand belongs to whoever calls first. Right now, that's not you. It could be.

And while you're reading this, someone is calling your clients. Not eventually. Right now. Today.

$756M
Australian financial sector ad spend2025 — up 20% year on year
1M
New customersAussie/Lendi added in their latest TV campaign alone
45s
Your response timeWith AI — vs hours or days from the big banks' call centres
0
The number of big bank clientswho got a call from their broker within an hour of the last RBA announcement

You already know
something is wrong.

01
"My referrals are slowing down and I don't know why."

That client you settled 14 months ago — the one you're confident is yours? They got a refinance SMS from a broker they've never met this morning. Aussie's remarketing pixel followed them the moment they touched a comparison site. Lendi has been in their Instagram feed for three weeks. By the time they think about reviewing their rate, they've already seen twenty ads from people who aren't you. They're not disloyal. They just heard from someone else first. → Your clients didn't leave. They got taken. While you were waiting.

02
"I run some ads but I don't really know if they're working."

You're probably measuring clicks and leads, not conversations and settlements. Most broker ad campaigns generate enquiries that sit in an inbox for 4–6 hours before someone gets to them. By then, the lead has already spoken to someone else. → The ads might be fine. The follow-up is where it's dying.

03
"We rely on aggregator leads but the quality keeps dropping."

The moment that lead hit your inbox, it hit three other brokers at exactly the same time. Two of them called within the hour. You called the next morning. The lead you think you have? It's already gone. The aggregator doesn't tell you who called first — but the lead knows. They spoke to someone who was ready. You weren't. → It's not the lead quality. It's that you got there third.

04
"I don't have time to do marketing on top of everything else."

You're writing scenarios, managing lenders, handling compliance, and keeping clients calm through settlement. Marketing requires consistency, testing, and follow-up infrastructure that nobody on your team has bandwidth for. → You need a system that runs without you.


The biggest
opportunity in
a decade is
opening right now.

The rate environment, the refinance wave, and the cost-of-living squeeze are sending more Australians looking for mortgage help than at any point in the last ten years. The big banks are spending hundreds of millions creating that demand. And they're too slow and too big to convert all of it.

"The big banks are buying the billboard. You just need to own the phone call that follows."

The RBA moves
Every rate decision triggers a wave of refinance intent. Hundreds of thousands of Australians Google "refinance my mortgage" within 24 hours. Most of them never get contacted by their current broker.
The big bank response
Compliance reviews. Call centre queues. Form submissions that go to a team of 400. A generic email three days later. The bigger they are, the slower they move.
What most brokers do
Write a LinkedIn post about the rate move. Send an email to their database two days later. By then, three other brokers have already had the conversation. While you were composing the email, someone booked the meeting.
What you could do
AI fires a personalised outbound SMS to your entire database within minutes of a rate announcement. Every new inbound enquiry gets a response in 45 seconds. You are the first broker in market. Every time.

They own
"best rate" on Google.
They left everything
else unguarded.

Every agency will try to run your ads on Google search. "Refinance home loan." "Best mortgage rate." "Compare home loans." Keywords that cost $150, $180, $220 a click — dominated by Lendi, Aussie, the comparison sites, and the banks themselves. You will lose that war. They have spent years and hundreds of millions buying that ground.

But that's the decision point. The research phase — where someone is still figuring out what they want, what they can afford, what their options are — is largely uncontested. That's where a smart broker builds an audience before the competition even knows they exist.

The contested ground — avoid
Google "best rate" keywords

High intent, yes — but you're bidding against firms with unlimited budgets at the exact moment everyone else is too. $150–$220 per click. Comparison sites taking 60% of the clicks. Lendi and Aussie taking most of the rest.

$150+
Per click. Agencies love this. Your budget doesn't survive it.
The research phase — opportunity
Meta, Reddit, content channels

Someone is thinking about their mortgage long before they Google it. They're on Facebook. They're in Reddit finance threads. They're reading about whether to fix or variable. That's where you get in front of them — before the banks, before the comparison sites, before the decision is made.

Earlier
In the decision. Lower cost. Higher trust. No competition from the big spenders.
The offer — what makes them click
The right message beats the biggest budget

None of this works without an offer that earns the click. Not "get a free rate comparison." Something that speaks to what they're actually worried about — their repayments, their equity, whether they're getting ripped off. An offer built around their anxiety, not your service description.

Offer first.
Then channels. Then spend. In that order. Always.
What most agencies won't tell you

"They push you into $150 Google keywords because the platform looks impressive on a report. We push you into channels where your budget actually survives — and your offer actually wins."

Agencies get paid a percentage of ad spend. The more you spend on competitive keywords, the more they make. There is no incentive for them to find the cheaper, smarter channel — or to fix your offer first. We do both. That's the difference.


The big banks
taught everyone
to ask the wrong
question.

"What's your best rate?" It's the first thing every mortgage prospect asks. And it's the question the big banks spent billions of dollars training them to ask — because on rate alone, the big banks win. They have scale, funding, and pricing power that no broker can match head to head.

But rate is not the deal. Rate is one line in a spreadsheet. The deal is the offset account that saves them $40,000 over ten years. The deal is the broker who calls when the fixed period expires, not three months after. The deal is someone who actually read their file.

What the big banks sell
The rate. Full stop.
A number on a comparison table, competed on price alone
A call centre that doesn't know their name, let alone their situation
A product designed for 80% of borrowers — not for them
A retention team that calls when it's too late, if at all
What a smart local broker sells
The whole picture. Their picture.
The structure that saves them $40K in interest they didn't know they were paying
A broker who knows their file, their goals, and calls before they have to ask
Access to 30+ lenders — finding the right product, not the cheapest headline
A local person who picks up the phone — every time, not during business hours only
The offer that wins
Stop selling your rate.
Start selling what the rate doesn't show.

The brokers who win aren't the ones with the lowest rate. They're the ones who reframe the question entirely — who show a prospect that the 0.1% difference they're obsessing over is worth less than the offset structure, the cashback, the flexibility, and the person who actually calls them back. That's an offer the big banks physically cannot match. But only if you build it, and only if you put it in front of people before someone else does.

30+
Lenders in your panel. One bank has one product. You have thirty. That's not a small advantage — it's the whole game.
0.1%
The rate difference prospects obsess over. Worth less than the right offset structure, cashback, or flexible features — if you explain it right.
Trust
The one thing no bank, no comparison site, and no national franchise can manufacture at a local level. You already have it. Now you need the system to use it.

This is what happens
when someone
enquires right now.

A prospect fills out a form on a comparison site. They're being contacted by two brokers and a bank. Here's how the next 10 minutes plays out for each of them — and why you win or lose in this window every single time.

Big bank / large aggregator
What happens when they enquire
1
Form submitted — enters CRM queue of 800+ leads
2
Auto-acknowledgement email sent — no personalisation
3
Assigned to next available broker — could be tomorrow
4
First human contact: 4–48 hours later
By this point, the lead has moved on. Or spoken to you.
You — if you move today
What happens in the same window
1
0:23 — AI sends personalised SMS, asks one qualifying question
2
1:40 — Lead responds, AI qualifies their situation
3
2:15 — Appointment booked directly into your calendar
4
You get a notification. The lead is warm, qualified, and ready.
You spoke to them first. You already know their situation. You win.
The RBA scenario — this is happening to your clients right now
While you're waiting,
someone else is calling your clients.

Not eventually. Today. Every broker, every aggregator, every comparison site, every bank — they are all running refinance campaigns right now. That client you settled 18 months ago who you think is locked in? They've already been retargeted seventeen times this week. They got an email from Aussie. They saw a Lendi ad on Instagram. Some broker they've never met is offering to review their rate for free.

You are not losing clients to better brokers. You are losing them to faster ones.

And those leads sitting in your CRM you think you still have? They haven't heard from you in weeks. Someone called them yesterday. Westpac has a compliance team, a legal review, and a brand committee between any rate decision and a customer message. You have nothing between you and your phone. That is your entire advantage — and right now you're not using it.

The broker who contacts their database today gets the meeting.
The one who does it next week gets the voicemail.

The window is 24 hours. It is open right now. Every day you don't have an automated outbound sequence firing on your database is another day someone else is working it for you.


First, we find out
exactly where
you're leaking money.

Before we touch your ads or build anything, we do a full audit of your current setup. What you're spending, where it's going, what's converting, and what's quietly killing your results. No cost. No obligation. Just a clear picture of where you actually stand.

01
Your offer and positioning

We look at what you're putting in front of prospects before we look at anything else. The strongest campaign in the world can't save a weak offer. We assess whether your proposition gives someone a genuine reason to choose you over the broker next door.

02
Your ads and follow-up

Where is your budget going? What's converting and what isn't? And critically — what happens to a lead in the first 60 minutes after they enquire? This is where most brokers are haemorrhaging revenue without knowing it.

03
Your database

Every broker has a database full of people who enquired, didn't convert, or settled and went quiet. We assess the size of that opportunity before we do anything else — because it's almost always the fastest money available.

What you get from the audit
A ranked list of exactly what to fix first — and what it's worth.

Not a report full of graphs. Every finding is explained in plain language, ordered by revenue impact, with a specific action attached. Completed within 4 business hours. No cost. No obligation. No hard sell. Just a clear picture of what's working, what's broken, and where the fastest money is.


While we rebuild
your ads and offer —
we turn on your database.

Most brokers want to start with new ads. We start with what you've already got. While we're rebuilding your campaign, creating a sharper offer, and setting up AI follow-up — your existing database is already being worked. Every lead you've ever touched who might still be in market gets reactivated. You start seeing conversations before the new campaign even launches.

Day 3
Audit + database reactivation fires

We complete your audit, identify your fastest opportunities, and immediately begin working your existing database with AI outbound — finding the leads hiding in plain sight while we build the rest.

Day 5
Offer rebuilt. Campaign built.

We sharpen your offer, build the campaign creative, and set up your AI follow-up system — the one that responds in 45 seconds, qualifies the lead, and books the appointment before a competitor even knows the enquiry came in.

Day 7+
Campaign live. Machine running.

New leads coming in. AI responding in 45 seconds. Database being worked in the background. RBA rate-response sequence ready to fire. You're now the fastest broker in your market — without adding a single person to your team.

The result

You're generating leads from your existing database before the new campaign even runs — and when it does, nothing falls through the cracks.


$950 gets you off the blocks.
Everything else only starts
when you're winning.

One payment to get started. We audit your setup, rebuild your offer, map your channels, and launch your AI Sales Agent on your database — while we build the campaign. The ongoing costs are simple, transparent, and don't start until the results do.

Pay now — get started
$950
ex GST — one payment to get off the blocks
Full broker-specific audit
Your offer rebuilt from scratch
Channel strategy mapped
AI Sales Agent launched on your database at half price while we build
Ranked action plan — plain language, within 4 business hours
Under $10K ad spend / month
$2,750
ex GST per month — full campaign management
Ads built, launched and optimised — Meta, Google or both
AI Sales Agent running on inbound and database
45-second lead response, booking and qualification
Monthly reporting — real numbers, no vanity metrics
+Your ad spend is separate — your budget, your control
$10K–$250K ad spend / month
POA
ex GST — priced on scope, not a formula
Multi-channel strategy across Meta, Google and Reddit
Full AI Sales Agent — inbound, outbound, voice and SMS
Dedicated campaign manager, weekly reporting
CRM integration, pipeline management and full funnel visibility
Talk to us — scoped specifically for your business
While you're reading this, another broker in your market is considering the same move. There are 5 spots. First in.
Book your $950 strategy session

Take action. Take market share.

Fill in your details and we'll be in touch within 4 business hours. No obligation beyond the conversation.

Or call and ask for Amber — 02 5944 1133  ·  No lock-in. No risk.