From the first message
to the lender's desk.
LoanPilot gathers what your client sends, wherever they send it, along with the conversation you have with them, and assembles a complete, lender-ready application. You approve every figure in it.
Your credit representative still makes every call.
Nothing reaches a lender without a person who is accountable for it having looked at it.
Your clients' data stays in Australia.
Built and operated by Telligro, certified to ISO 27001:2022.
Between your client and their lender sits a great deal of typing.
Three things stand between a client saying yes and a lender seeing a complete picture.
It arrives in pieces
A payslip attached to one email. A bank statement in a reply three days later. A licence photographed on a phone and sent by text. Nothing in one place, nothing in one format.
The interview takes an hour
Income, expenses, assets, objectives, all asked and answered while you try to take notes and hold a proper conversation at the same time.
Then it is all keyed in by hand
Twice over, under a deadline, from sources that disagree with each other. Which is exactly where the mistakes come from.
You get paid for the advice. You spend the week on the transcription.
Five steps, and you are reviewing rather than typing.
One flow, from the first message your client sends to an application a lender can act on.
- 1
Open the application
Client name, loan type, one or two applicants, postcode. A few seconds.
- 2
Send through what has arrived, and talk it through
Push across whatever has arrived, and run the interview in person or on a call.
- 3
LoanPilot fills the application
Documents are read, the conversation is transcribed, and the fields fill in.
- 4
You review and approve
Work down the sections. Every field shows where it came from. Correct anything.
- 5
A lender-ready application
One structured account of the client's position, signed off by you.
Built around how an application actually gets filled in.
Not another form to complete, but a record that assembles itself out of what you already have.
Reads what your clients actually send
Structured data, not just OCR
Three ways to capture anything
Interview in person or on a call
Fields fill as you talk
HEM living-expense benchmarks
Borrower data, handled the way it should be.
Where it lives, who can reach it, and who has the final say over every figure.
Australian data residency
Borrower data is stored and processed in Australia.
ISO 27001:2022
Telligro, which builds and operates LoanPilot, is certified.
You approve every figure
Nothing is final until the broker confirms it.
Sensitive figures maskable
Hide identifiers on screen when a client is looking on.
Your broker uses LoanPilot?
You do not need an account or an app. You join the conversation from a link, send your paperwork the way you always have, and your broker handles the rest.
Start your next application in LoanPilot.
What your client sends and what they tell you, assembled into one application you have approved.
Your clients' data stays in Australia.