Avaris builds and runs the AI systems that answer every lead in 60 seconds, chase every document, and keep every file moving — end to end, from first enquiry to settlement.
No pitch deck. We map your current process live and show you where the leaks are.
Every mortgage brokerage has the same three leaks. None of them are a sales problem. All of them are an operations problem — and operations problems are exactly what AI is good at.
A lead enquires at 8pm. You reply at 9am. By then they've spoken to two other brokers. Speed-to-lead is the single highest-leverage metric in your business and almost nobody wins it consistently.
Payslips, bank statements, ID, signed forms. Your team spends hours a day sending the same follow-ups, then re-sending them, then updating the CRM by hand. It's expensive work that no one wants to do.
Clients don't leave because the deal is slow. They leave because nobody told them it was slow. Every unanswered "any update?" is a referral you'll never get.
Most agencies sell you a chatbot. Avaris installs the full operating layer — front of house and back office — and keeps it running.
Every enquiry gets a fast, human-sounding, compliant response — and gets qualified and booked before your competitor has opened their inbox.
From "yes" to settlement, the file moves itself. Documents get collected, statuses get communicated, and your team stops being a human reminder service.
We don't hand you software and wish you luck. We map, build, install and then run it — and keep improving it every month.
A 30-minute call where we map your actual lead-to-settlement process and identify exactly where time and revenue leak out. You get the map whether you hire us or not.
We show you the specific automations, what they connect to, what they'll save in hours and dollars, and what it costs. Fixed scope, fixed price, no surprises.
We build it into your existing stack — your CRM, your calendar, your lodgement software. Your team is trained in one session. Nothing gets ripped out.
We monitor performance, tune the AI's messaging, and ship new automations monthly. You get a dashboard and a monthly report on hours saved and deals recovered.
Not concepts. These are the workflows running in brokerages right now.
Web form, portal lead or missed call triggers an AI SMS within 60 seconds — then holds the conversation until it books.
Collects income, deposit, employment type and timeline before the meeting, so brokers walk in already prepared.
Tracks every outstanding document per client and escalates follow-ups on its own schedule until the checklist is full.
AI reads uploaded payslips and statements, renames and files them correctly, and flags anything expired or missing.
Submitted, conditional, unconditional, settlement — clients and referrers are told automatically before they have to ask.
Any file that hasn't moved in X days escalates to the broker and then the principal. Nothing quietly rots in the CRM.
Annual and fixed-rate-expiry triggers fire a personalised outreach so refinances come back to you, not to a competitor.
Post-settlement sequence that asks for the Google review and the referral at the exact moment goodwill peaks.
Live view of speed-to-lead, conversion by source, average days-to-settlement, and hours saved across the team.
Works with the stack you already use
Conservative numbers for a brokerage writing 15–20 loans a month. Your audit gives you your real figures.
Admin returned per week. Document chasing, status updates and CRM data entry stop consuming your support staff — so they do client work instead of clerical work.
Lead-to-appointment rate. Responding in under a minute instead of the next morning is the difference between a booked meeting and a lead who went elsewhere.
Extra headcount. The system absorbs the volume growth you'd otherwise hire for — at a fraction of a salary, with no leave, turnover or training.
A one-off build fee, then a monthly retainer to run, monitor and improve the system. No lock-in contracts.
All prices in AUD, excluding GST. Platform usage — SMS, AI and automation credits — is billed at cost and typically runs $100–200 per month depending on your lead volume.
Most AI agencies have never processed a loan application. They'll build you something clever that breaks the first time a client sends a photo of a payslip sideways.
Avaris was founded by a former mortgage broker with a background in customer success. That means two things: we already know your process, and we know that an automation nobody adopts is worth nothing. We build for how brokerages actually operate — compliance, edge cases, difficult clients and all.
"Every hour your team spends chasing a bank statement is an hour they're not spending on the client who's ready to sign. That's not a staffing problem. That's a systems problem — and it's fixable in 30 days."
The AI handles first response, qualification and follow-up — the repetitive work. It's written to sound like your brokerage, and it hands over to a human the moment a real conversation is needed. We're transparent by design and configure disclosure to match your compliance requirements.
Every workflow is built with your compliance obligations in mind — audit trails, consent capture, record retention and no automated credit advice. The AI collects information and manages communication; it never gives a recommendation. We work to your aggregator's requirements, and you approve every message template before it goes live.
No. Avaris builds on top of what you already use. If your stack has an API or supports Zapier/Make, we can integrate with it. Part of the audit is confirming exactly what's possible with your current tools before you commit to anything.
Typically 30 days from kickoff to a live system, with the highest-impact automation (usually instant lead response) switched on inside the first two weeks so you see returns while the rest is being built.
That's the most common reason automation projects fail, which is why adoption is part of the engagement, not an afterthought. Well-built systems require almost nothing from your team — the work simply stops arriving in their inbox. We train everyone in one session and monitor usage in the first 60 days.
A one-off build fee and a rolling monthly retainer. No lock-in contracts — if the system isn't paying for itself, you shouldn't be paying for it. We'd rather earn the renewal every month.
Data stays inside your existing systems wherever possible. We use enterprise-grade providers, encrypted transfer, least-privilege access, and we'll sign whatever data agreement your aggregator or licensee requires.
Thirty minutes. We map your lead-to-settlement flow and show you the three biggest leaks and what it would take to close them. You keep the map either way.
No obligation. No 40-slide deck. Just your process on a whiteboard.
Prefer email? info@avarisagency.com