Your branded AI lending agent for home loan referrals

How the AI Agent works behind the scenes

Your AI Agent brings together machine learning, lender policies, regulatory rules and real time conversation to deliver clear, fair and personalised loan options. It improves with every interaction and gives clients the confidence to explore their options without pressure.

Every step is secure, transparent and designed to support your broker. The AI Agent does the heavy lifting,
so your team can focus on quality conversations.

For you as a partner, this means higher quality conversations, less manual fact finding and a more consistent mortgage referral process across your team.

From first click to broker handoff

Step 1

Client opens your branded AI Agent

Simple, friendly experience on mobile or desktop.

Step 2

AI gathers key details naturally

No forms. Just a quick conversation.

Step 3

Client verifies with SMS code

Adds security and ensures correct contact details.

Step 4

AI runs eligibility and serviceability checks

Using trained lender rules, HEM, income logic and your policy settings.

Step 5

Client can ask questions anytime

Clear, calm guidance without sales pressure.

Step 6

Warm handoff to your dedicated broker

Data is sent securely. Broker calls the client ready for a quality conversation.

Together, these steps turn a simple click into a clear, confident lending journey.

• Your client gets fast answers, unbiased options and the freedom to ask questions at any time, without feeling pushed or sold to.

• Your broker receives a warm, well informed lead, so every conversation starts in the right place.

For you as a partner, this means higher quality conversations, less manual fact finding and a more consistent mortgage referral process across your team.

• Your colours and logo applied end to end

• Custom disclaimers, tone and partner messaging

• Works standalone or inside existing pages

Branding

Deployment

• Simple embed code for your website

• Cromeloan hosted option if preferred

• Secure CRM connection for warm handoffs

Fits your brand
and your tech

Experience a smart, branded and always available lending assistant that supports responsible lending expectations and helps your clients explore options with confidence, before they speak to your dedicated broker.

It supports responsible lending expectations and gives full transparency on how recommendations are created.

Secure, compliant and built for trust

Experience a smart, branded and always-available lending assistant that helps your clients explore their options with confidence.

See the AI Agent
in action