Lead triage with workflow assignment drafts
Designed around a clear trigger inside BrokerEngine, a reviewed AI draft and a measurable reduction in admin time.
BrokerEnginetoReview
Software
Financial advice and mortgage broking software
AI automation for BrokerEngine.
BrokerEngine is an Australian mortgage broker workflow and CRM platform built around aggregator integrations. Horizon AI builds reviewed AI workflows that sit inside BrokerEngine, layered onto how your team already works.
Free 30-minute discovery call. No obligation.
BrokerEngine
Financial advice and mortgage broking
- Faster fact-find and application file prep
- Cleaner client document checklists
- Reviewed AI drafts for SoA and review meetings
- Less time on lender policy lookups
How AI fits in BrokerEngine
AI workflows that speak BrokerEngine's language.
Below are the actual product modules, features and ecosystem partners BrokerEngine uses - the AI layer Horizon AI builds slots into these, not around them.
Layer AI on BrokerEngine to weaponise its Customisable Workflows. The agent can chase clients through FinanceVault, run illion BankStatements and CashDeck checks, kick off Reviews Dashboard milestones, draft Credit Guide / Privacy Consent / Credit Proposal docs and trigger Seamless Deal Lodgement into AFG FLEX, ApplyOnline or Connective Mercury - delivering on BrokerEngine Plus's stated up-to-90-minutes-per-deal saving without hiring more loan processors.
By the numbers. BrokerEngine is used by 3,000+ mortgage professionals across major aggregators and AFG has acquired 70% of BrokerEngine with an option to move to 100%; BrokerEngine Plus is described as reducing loan processing time by up to 90 minutes per deal.
BrokerEngine modules and features we work inside
FinanceVaultReviews DashboardCustomisable WorkflowsSeamless Deal LodgementBrokerEngine PlusDynamic Checklists
Other BrokerEngine implementation specialists in Australia
- AFG (ApplyOnline / FLEX)
- Connective Mercury
Horizon AI sits alongside these specialists - not as another implementer of BrokerEngine itself, but as the AI workflow layer that runs on top of what they (or you) have already set up.
BrokerEngine AI workflows
First workflows worth automating in BrokerEngine.
Each workflow has a defined trigger inside BrokerEngine, a reviewed AI step and a measurable change in how the team spends its week.
Document chasing automations with client context
Designed around a clear trigger inside BrokerEngine, a reviewed AI draft and a measurable reduction in admin time.
BrokerEnginetoReview
Client status update drafts during loan progress
Designed around a clear trigger inside BrokerEngine, a reviewed AI draft and a measurable reduction in admin time.
BrokerEnginetoReview
Pipeline reviews for principal standups
Designed around a clear trigger inside BrokerEngine, a reviewed AI draft and a measurable reduction in admin time.
BrokerEnginetoReview
Compliance step chasing across active deals
Designed around a clear trigger inside BrokerEngine, a reviewed AI draft and a measurable reduction in admin time.
BrokerEnginetoReview
How the integration works
AI inside BrokerEngine, not bolted on top.
BrokerEngine integrations run inside the adviser or broker's existing tenancy, with compliance-aware approval gates between AI drafts and any client send.
Horizon AI scopes one narrow workflow first, builds it with the access boundaries your team is comfortable with, and hands over an operating runbook so the AI step is reviewable and replaceable.
- AI integration services – wire BrokerEngine into Horizon-built workflows
- AI implementation services – scope, build, test and hand over the workflow
- AI workflow audit – review what should be automated first
workflow.liveLive
BrokerEngineSource
Reviewed draftReview gate
BrokerEngineAction
- AI Summary drafted review
- OK BrokerEngine update prepared queued
Often paired with
Software we build BrokerEngine workflows alongside.
Best fit for
BrokerEngine sits at the centre of financial advice and mortgage broking teams.
If you run financial advice and mortgage broking on BrokerEngine, the sector landing page covers the full software stack we build around.
Common questions
BrokerEngine AI automation, answered.
Can Horizon AI integrate with BrokerEngine?
In most cases yes. BrokerEngine exposes supported integration paths that Horizon AI can build against. The exact integration depth depends on your subscription tier, the user roles available and the data each workflow needs.
Does Horizon AI replace BrokerEngine?
No. BrokerEngine stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside BrokerEngine.
Which financial advice and mortgage broking workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call covers this in detail and maps it to ai automation for financial advisers and mortgage brokers patterns we have built before.
Ready to layer AI inside BrokerEngine?
Tell us the BrokerEngine workflow you want to improve first. We will map the cleanest implementation path on a free 30-minute call.