14-day free trial — no card required

Client comms.
Done in minutes.

Seven AI tools built around the actual mortgage broker workflow. Customer profiling, lender notes, deal summaries, client communications — what takes hours now takes minutes.

Start Free Trial See All 7 Tools

14 days free · No card required · Cancel anytime · From $65/mo after

Kairos — Broker Intelligence

Select Tool

Customer Profile Lender Compare Deal Summary Client Email

Client Details

Sarah and Tom Chen. Combined income $210K. First home buyers. Budget $750K-$850K. 10% deposit saved. Ready to buy within 3 months.

$850K

Max borrowing capacity

Low

Risk profile

7 Tools

Every broker workflow.
Covered.

Seven tools built around one customer profile. Enter your client's details once — every tool references the same profile automatically.

Finance and Broking

Tools 1 and 2 — Profiling

Turn a client conversation into a complete, structured profile instantly. Then match them to lenders with comparison notes that are clear and client-ready — no jargon, no confusion.

✓
Customer profile builder
Turn rough client notes into a complete structured profile — instantly and accurately
✓
Lender comparison notes
Clear, client-ready explanations of lender options and tradeoffs — no jargon

Kairos — Lender Comparison

Select Tool

Customer ProfileLender Compare

Lenders to Compare

CBA vs ANZ for first home buyer. $750K purchase. 10% deposit. Compare rates, offset account, cashback, and approval speed.

Comparison Ready

For Sarah and Tom's situation, CBA and ANZ both offer competitive rates. CBA's offset account is more flexible for their savings pattern. ANZ's cashback of $4,000 applies to their loan size. CBA's approval turnaround is currently faster — 5-7 days versus ANZ's 8-10. Recommendation: CBA, with ANZ as backup if rate drops further.

Finance and Broking

Tools 3 and 4 — Deal Management

Professional deal summaries ready for lodgement or handover, and compliance notes that document what was discussed, recommended, and why — structured, thorough, and fast.

✓
Deal summaries and handover notes
Professional summaries ready for lodgement or handover — in seconds, not hours
✓
Compliance file notes
Structured notes documenting needs, recommendations, and rationale — consistent every time

Kairos — Deal Summary

Select Tool

Customer ProfileDeal SummaryCompliance Notes

Deal Details

Chen — $780K purchase. CBA 6.14% variable. $78K deposit. LMI waived. Settlement in 45 days. Broker fee waived.

Deal Summary Ready

Client: Sarah and Tom Chen. Loan: $780,000 with CBA at 6.14% variable. Deposit: $78,000 (10%). LMI waived. Settlement: 45 days. Lodgement ready.

Finance and Broking

Tools 5, 6 and 7 — Client Communications

Every client communication — pre-approval updates, post-settlement follow-ups, referral partner updates, and annual rate review letters — written professionally in seconds and saved to your client history.

✓
Client email generator
Pre-approval updates, loan progress, settlement confirmations — in your tone, in seconds
✓
Follow-up and nurture sequences
Post-settlement check-ins and annual rate review letters that generate re-engagement
✓
Referral partner updates
Professional updates to your real estate agent and accountant network — keeping referrals warm

Start Free Trial 14 days free — no card required

Kairos — Client Email

Select Tool

Deal SummaryClient EmailRate Review

Email Type and Notes

Pre-approval received for Chens. $850K approved by CBA. Conditions: payslips and 3 months bank statements. Tell them what to do next.

Email Ready

Hi Sarah and Tom — great news. Your pre-approval has been issued for $850,000 with CBA. To progress, we need your two most recent payslips and three months of bank statements. Once received, we can move toward formal approval within 5-7 days.

How It Works

Built around your
customer profile.

Create a customer profile

Enter your client's details once — income, scenario, goals, deposit, lender preference. Kairos stores this profile and references it automatically across every tool for that client.

Select and generate

Choose any of the 7 tools. Kairos uses the customer profile automatically — no re-entering information. The output understands your client's specific situation, not a generic scenario.

Send, file, and move on

Copy the output, send it, and it is done. Every generation is saved to your history — find any client's documents in seconds when you need them again.

Pricing

Transparent pricing.
No surprises.

14-day free trial on all plans. Pay monthly, cancel anytime. Save 25% with annual billing — available at checkout.

Monthly

Annual

Solo

For individual brokers

^$65_/mo

Billed $588/yr — save $192

Billed monthly · 14-day free trial · no card required

✓All 7 Kairos tools
✓Customer profile builder
✓Full generation history
✓PDF export and print
✓1 user

Start Free Trial

Common questions.

What is Kairos and what does it do?

Kairos is an AI-powered broker intelligence platform with 7 tools built specifically for Australian mortgage brokers. It covers customer profiling, lender comparison notes, deal summaries, compliance documentation, and client communications — all from a single customer profile.

How does the customer profile work?

You enter your client's details once — income, borrowing scenario, goals, deposit, and lender preference. Every one of the 7 tools references this profile automatically, so you never re-enter the same information twice for the same client.

Can Kairos help with compliance documentation?

Yes. The Compliance Notes tool generates structured file notes documenting client needs, your recommendation, and the rationale behind it. Outputs are designed to be consistent and thorough — reducing documentation time without reducing quality.

Is Kairos built for the Australian lending market?

Yes. Kairos is built by a Perth-based team for Australian mortgage brokers. Lender terminology, compliance note structure, and client communication style all reflect Australian lending conventions — not US or UK broking language.

How does annual billing work?

Annual billing saves you 25% and is charged as a single upfront payment. Solo annual is $49/mo (billed as $588/yr). Pro annual is $99/mo (billed as $1,188/yr). Team annual is $199/mo (billed as $2,388/yr). You can switch billing frequency at renewal.

Can multiple brokers in my team use it?

Yes. Pro supports up to 3 users. Team is unlimited users with an admin dashboard, broker-level usage analytics, and shared compliance template settings across your whole brokerage.

Client comms.Done in minutes.

Every broker workflow.Covered.

Built around yourcustomer profile.

Transparent pricing.No surprises.

Common questions.

Less writing.More lending.

Client comms.
Done in minutes.

Every broker workflow.
Covered.

Built around your
customer profile.

Transparent pricing.
No surprises.

Less writing.
More lending.