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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. 1

    Open the application

    Client name, loan type, one or two applicants, postcode. A few seconds.

  2. 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. 3

    LoanPilot fills the application

    Documents are read, the conversation is transcribed, and the fields fill in.

  4. 4

    You review and approve

    Work down the sections. Every field shows where it came from. Correct anything.

  5. 5

    A lender-ready application

    One structured account of the client's position, signed off by you.

See the flow in detail

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

A payslip attached to an email, a bank statement in a reply three days later, a licence photographed and sent by text. Forward it all through and LoanPilot reads it, whatever shape it arrives in.

Structured data, not just OCR

Every figure lands in a named field on the application, carrying where it came from and how confident the reading was, so you can see at a glance what deserves a second look.

Three ways to capture anything

From a document, from the interview, or typed in by hand. Use whichever is quickest for each field, because it all lands in the same application.

Interview in person or on a call

Record a face-to-face appointment, or send your client a join link for a phone or video call. Both are transcribed the same way, and both fill the same application.

Fields fill as you talk

The transcript runs live beside the application, and answers drop into their fields during the conversation. You can see what is still missing while your client is still on the call.

HEM living-expense benchmarks

Apply Household Expenditure Measure benchmarks to a single expense field or to all the empty ones at once, based on the household you have already recorded. Benchmarks only ever fill blanks; they never replace a figure you or your client gave.

All features

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.

How we handle security

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.

What this means for you

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.