For Brokerages of 2–50 Staff

Qualified borrowers.Ready to transact.

We deploy an Australian-led outbound unit that calls your comparison site leads within 5 minutes, reactivates your dormant trail book, and books qualified scenario appointments straight into your brokers' calendars — without them lifting a finger.

100% Australian Callers391% Higher Booking RateComparison Site Speed-to-LeadTrail Book ReactivationNever Financial Advice

Comparison site leads decay inside the hour.

A borrower submits on iSelect or Finder with high intent. Within 60 minutes, three other brokers have called. Yours hasn't. By the time your admin clears their queue, the lead is cold and the loan is written elsewhere. This is not a lead quality problem.

Your trail book is a revenue asset. It's not being used like one.

A 300-loan trail book has borrowers sitting on revert rates, approaching fixed expiries, and building equity they've never been prompted to use. Most brokerages contact less than 12% of their trail each quarter. The other 88% are receiving exactly zero proactive contact from you.

Your brokers are doing pre-qualification. They shouldn't be.

Highly-paid brokers spending 45 minutes on a discovery call with someone who doesn't qualify, can't borrow at the required LVR, or is a renter who thought they could buy — that's the most expensive use of your business's time. We filter it out before they pick up the phone.

Trail Book Reality

Your trail book is a revenue asset. It's not being treated like one.

This is what a typical 300-loan trail book looks like when you segment it by contact activity. The data is based on industry benchmarks — not a worst-case scenario.

Typical 300-loan trail book — contact activity breakdown

Actively engaged — contacted in last 90 days

Borrowers in active conversation with your brokerage

36

loans

Rate above 6.5% — viable refi candidate

On a rate that a simple refinance conversation could address

84

loans

Fixed rate expiring within 90 days

Moving to revert rate — most don't know what hits them next

33

loans

No contact in 12+ months — completely dark

Borrowers who have had zero proactive contact from your brokerage this year

147

loans

That's 147 borrowers who haven't heard from you this year — some of whom are sitting on a lender's revert rate right now.

We contact 100% of your trail book
The Standby System

The broker who calls first writes the loan. We make sure that's you.

Standby monitors your inbound lead sources in real time. The moment a borrower enquires — comparison site, website, referral partner — an Australian caller is on the phone. Not when your admin clears their queue.

< 5 min

From enquiry to first call

Every lead. No exceptions.

391%

Higher booking rate vs 1-hour delay

MIT Lead Response Management Study

100%

Of all enquiries contacted

Zero dropped leads

7–12×

Follow-up attempts per prospect

Until outcome is reached

Comparison site enquiry lands — Standby fires

When a lead submits on iSelect, Lendi, Finder, or your own site, the trigger hits our system in seconds. The first call is placed before your competition has opened the same notification.

First call under 5 minutes. Every time.

Calling within 5 minutes is 391% more likely to result in a booked scenario appointment than calling an hour later. Not a guideline — the data is definitive.

7–12 follow-up attempts until we have an outcome

Not two voicemails and an unanswered email. We follow up across call, SMS, and callback windows until we have a confirmed appointment, a callback time, or a disqualification. Nothing sits unresolved.

Every outcome logged to your CRM

Booked, callback, disqualified — written directly into Salestrekker, BrokerEngine, Mercury, or Nextcrm as notes and status updates. Your brokers see the full picture before they pick up the phone.

Compliance Clarity

Exactly what our callers do — and exactly what they don't.

Callers do

  • Confirm the borrower's general scenario — refinance, purchase, equity release
  • Establish timeline, urgency, and whether they're speaking to other brokers
  • Confirm the decision-maker is on the call before booking
  • Book a specific appointment time with the borrower's full context
  • Log the outcome — booked, callback, or disqualified — directly to your CRM

Callers don't

  • Provide rate comparisons or quote specific lender products
  • Give credit advice or commentary on serviceability
  • Recommend lenders or comment on borrowing capacity
  • Discuss loan structures, LVR implications, or interest-only options
  • Represent themselves as a broker or as providing financial services

Our callers qualify scenario and intent. Rate guidance, lender recommendations, and credit advice are your domain — and that's where your relationship value sits. We protect that boundary on every call.

The Execution Gap

Where your commission pipeline disappears.

The difference between a brokerage that grows and one that plateaus isn't lead volume. It's what happens to the leads that already exist.

Comparison site leads contacted within 5 minutes

The average brokerage contacts a comparison site lead within 47 minutes of submission — by which point three other brokers have already called. We contact within 5 minutes, every time, through automated real-time monitoring.

Industry average11%
Humm&Buzz96%

Trail book contacts per quarter

Most brokerages proactively contact less than 12% of their trail book in any given quarter. Borrowers on revert rates, fixed-rate expirations, and equity opportunities go uncontacted — until they call a competitor's number from a comparison site ad.

Industry average12%
Humm&Buzz100%

Follow-up attempts before marking a lead uncontactable

The industry average is 1.8 attempts before a lead is abandoned. We follow up 7–12 times across structured intervals — calls, SMS, and timed callbacks — before a lead is formally disqualified and logged as such in your CRM.

Industry average15%
Humm&Buzz100%
Sources: MIT Lead Response Management Study; MFAA industry benchmarks; Humm&Buzz internal data.

Lead Decay Tracker

Every minute you wait costs you a deal.

Select your average response time to see exactly what it's costing your brokerage in annual commission. The numbers are based on published qualify rates at each response window.

Qualify rate comparison — 1 hr vs Standby

Standby (< 5 min)72%
1 hour25%

MIT benchmark. 3× less likely to book than < 5 min.

Your numbers

40leads/mo
5200
$650k
$250k$2000k
0.65%
0.30%1.20%

Annual commission impact

Standby

346

deals / year

Current

120

deals / year

Annual deal gap

-226 deals

Annual commission gap

-$955k

Commission left on the table annually at your current response time vs Standby.

Based on published qualify rates from MIT Lead Response Management Study. Commission estimates use your inputs above.

Trail Book ROI Calculator

What systematic trail book activation actually returns.

Most brokerages activate less than 8% of their refinanceable trail. Our reactivation system reaches 35% within 90 days. Enter your numbers to see the commission difference.

Your trail book

280loans
20800
$620k
$200k$1500k
32%
10%70%
0.65%
0.30%1.20%

Industry benchmark: brokerages without a systematic reactivation process activate approximately 8% of their refinanceable trail per quarter. Our system reaches 35% within 90 days.

Reactivation impact

Without system

7

refi conversations

With Standby

32

refi conversations

Additional refi conversations activated

+25

Additional annual commission

$101k

The difference between 8% and 35% activation on your refinanceable trail book at your current upfront rate.

The Handover Difference

Your brokers walk in knowing the whole picture.

The same Finder enquiry — two different outcomes. One broker gets a name and a number. The other walks into a conversation they're already set up to win.

The comparison site enquiry

What most brokerages receive

NameMichael C.
SourceFinder.com.au — refinance enquiry
Submitted2 days ago
Message"Looking to refinance — want to compare rates"
Phone attemptsMissed ×3, voicemail ×1
NotesNone
StatusUncontacted
3 missed calls. Competitor followed up. Loan gone.

The Humm&Buzz handover

What your broker receives before they pick up the phone

BorrowersMichael & Sarah C. — both PAYG, both income-confirmed
PropertyOwner-occupied, South Yarra — estimated $1.4M
Current lenderCBA — rate sitting at 6.45%. No proactive contact from bank in 2 years.
LVR~65%. Clean serviceability. No credit flags mentioned.
ScenarioRefinance + pull ~$150k equity for investment property deposit.
MotivationFrustrated with CBA's rate increases. Both committed to moving.
Other brokersSpoke to one broker 3 weeks ago — no follow-up received from them.
AppointmentTuesday 2pm — both available. Happy to do video or in-office.
Broker noteDon't open on rate. Lead with the equity structure conversation — that's what they care about.
Broker opens on equity strategy. Loan is theirs.

How It Works

A full outbound unit. Running in parallel with your team.

Four operational pillars active from day one. No onboarding drag, no management overhead, no payroll risk.

Comparison site speed-to-lead

iSelect, Lendi, Finder, your own site — every inbound enquiry triggers a sub-5-minute call. You don't have a system for this today. We are one.

  • Real-time monitoring of all lead sources
  • First call under 5 minutes — every submission
  • Australian callers only, briefed on your brokerage

Systematic trail book reactivation

Past clients don't need to be sold — they need to be contacted. A structured quarterly reactivation cycle extracts refinance opportunities your competition doesn't know exist.

  • Rate-above-6.5% segment contacted first
  • Fixed-rate expiry pipeline tracked and triggered
  • 7–12 follow-up attempts per borrower

Compliance-safe qualification

Our callers qualify scenario and intent. They never provide rate guidance, lender recommendations, or credit advice. That boundary is held on every call — it's not a grey area for us.

  • Scenario and intent only — never financial advice
  • No rate comparisons or lender recommendations
  • Compliant with NCCP obligations on outsourced contact

CRM-integrated handover

Every booking lands in your system with the information your broker needs to open the right conversation. Not a name and a number — a brief.

  • Native with Salestrekker, BrokerEngine, Mercury
  • Scenario, LVR estimate, and motivation captured
  • Competing broker activity flagged if disclosed

Common Questions

The questions every broker should ask before committing.

Direct answers to the real concerns — compliance, CRM integration, terminology, and what happens when borrowers don't want to engage.

No — and this is non-negotiable. Our callers qualify scenario and intent only. They confirm the borrower's situation (current lender, rough rate, what they're trying to achieve), establish timeline, and book the appointment. They never quote rates, recommend lenders, comment on serviceability, or discuss loan structures. That's your role, and we protect it explicitly on every call. If a borrower asks for rate guidance, the caller acknowledges it directly and confirms that's exactly what the appointment is for.

Ready when you are

Scale your brokerage without the HR nightmare.

No lock-in. No offshore callers. No compliance risk. Deploy an outbound unit into your brokerage this week and start recovering the commission your current system is leaving behind.