👤 Customer Profiles
Your single source of truth. Create a client record once — all 7 tools pre-fill automatically. Update here, changes reflect everywhere.
Your Clients
Select a client from the list
or click + New to create one.
or click + New to create one.
📋 Client Loan Summary
Generate a polished, personalised loan summary to send after approval or pre-approval.
⏱ Saves 12–15 minutes per client
When to use: Send within 1 hour of receiving approval. Clients who get a clear summary are 3× more likely to refer immediately.
Tone
Writing your loan summary...
Ready to Send
💬 Client Follow-Up
Personalised follow-up messages that feel human. Never "just checking in."
⏱ Saves 8–10 minutes per follow-up
Tone
Writing your follow-up...
Ready to Send
🗓 Meeting Prep Brief
Walk into every client meeting knowing exactly what to ask and what to watch for.
⏱ Saves 15–20 minutes of preparation
Output Format
Building your meeting brief...
Ready to Review
📁 Document Request
Personalised email listing exactly what the client needs to provide — based on their specific situation.
⏱ Saves 15–20 minutes per new client
Tone
Building your document list...
Ready to Send
🤝 Referral Thank You
Two personalised messages at once — to the referrer AND the new client.
⏱ Saves 10–15 minutes — 2 messages at once
Tone
Writing your referral messages...
Ready to Send
🎉 Settlement Congratulations
Settlement day — the single best moment to ask for a review or referral.
⏱ Saves 10 minutes — best ROI moment in the client relationship
Tone
Writing your settlement message...
Ready to Send
📊 Rate Review / Annual Check-In
Keep existing clients close and generate refinance conversations from your back book.
⏱ Saves 10–12 minutes — ongoing revenue from settled clients
Tone
Writing your rate review...
Ready to Send
🕐 History & Usage
Every generation saved automatically. Filter by date range, client name, or tool.
Total Generations
0
all time
This Month
0
messages generated
Est. Time Saved
0h
hours reclaimed
Top Tool
—
most used