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Loanapp logo LoanappFinancial advice and mortgage broking software

AI automation inside Loanapp.

Keep Loanapp. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

Book free AI audit See it work
Live in 1 to 4 weeks.
Works alongside
BrokerEngine logoBrokerEngineOutlook logoOutlookQuickli logoQuickliMercury Nexus logoMercury NexusApplyOnline logoApplyOnlineIress Xplan logoIress Xplan
Product in action

One email in. Filed, tasked and answered.

AI automation for Loanapp means reviewed AI agents working inside Loanapp: filing documents to the right client, raising the task and drafting the reply. It works through Loanapp's own Loanapp, Omni and Products Engine. Your data stays in Loanapp.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Loanapp and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Application completeness and policy fit checks✓
Missing document chasing with client portal context✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
LoanappDone
OutlookDone
ApplyOnlineConnected
QuickliConnected
Mercury NexusConnected
SalestrekkerConnected
Explore connected software
First workflows

First workflows worth automating in Loanapp.

Each one has a trigger inside Loanapp, a reviewed AI step, and a person on the approval.

  • 01 Application completeness and policy fit checks
  • 02 Missing document chasing with client portal context
  • 03 Status change drafts for client updates
  • 04 Conditional approval next-step briefs
  • 05 Settlement-ready file reviews
Product-specific AI

AI workflows that speak Loanapp's language.

Add AI to Loanapp so brokers and lenders stop wrestling with data quality at lodgement. The agent can drive a digital widget Consumer Journey, validate income through Basiq / Illion, OCR supporting documents into the Supporting Document Engine, run the Serviceability and Policy & Decisioning Engines, then route the file through Omni's workflow board for assessor handoff - cutting touch-points across CBA, ANZ, Pepper Money, Teachers Mutual and other Loanapp lenders.

By the numbers. Simpology powers loan origination for Australian lenders including Commonwealth Bank, ANZ, BNZ, Bank of Sydney, Pepper Money, Teachers Mutual and People's Choice.

Loanapp modules we work inside
LoanappOmniProducts EngineServiceability EnginePolicy and Decisioning EngineSupporting Document Engine
Other Loanapp specialists in Australia
  • Equifax
  • Illion

We are the AI layer on top of what they set up, not another Loanapp implementer.

Often paired with

Software we build Loanapp workflows alongside.

ApplyOnline logoApplyOnline AI automationQuickli logoQuickli AI automationMercury Nexus logoMercury Nexus AI automationSalestrekker logoSalestrekker AI automationBrokerEngine logoBrokerEngine AI automation
Where to next

Loanapp sits at the centre of financial advice and mortgage broking teams.

Industry

AI automation for financial advisers and mortgage brokers

The full financial advice and mortgage broking stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

Loanapp AI automation, answered.

Can AI handle application completeness and policy fit checks in Loanapp?
Potentially. We first confirm what Loanapp can safely make available, map the trigger and review point, and test the workflow with approved examples. Horizon can then prepare a review-ready result for a person before anything is sent or posted. Your team keeps the approval.
Does the AI work with Loanapp features like Loanapp and Omni?
The workflow can be designed around Loanapp, Omni, Products Engine, Serviceability Engine, but a product description alone does not prove direct access. We first confirm what your Loanapp setup can safely make available. If a supported connection is unavailable, the first workflow can use approved exports or information already reaching another system. For context, Loanapp reports simpology powers loan origination for Australian lenders including Commonwealth Bank, ANZ, BNZ, Bank of Sydney, Pepper Money, Teachers Mutual and People's Choice.
Can Horizon AI integrate with Loanapp?
Potentially. We first confirm the supported access available in your Loanapp setup. Depending on the provider and subscription, a safe first workflow might use an approved connection, an export or information already reaching another system. We agree the exact boundaries before any build.
Does Horizon AI replace Loanapp?
No. Loanapp remains the system your team uses. Horizon is designed around one approved workflow using whatever supported access or export is confirmed, and your team reviews every important result.
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 applies this test to your team, checks the available access and safeguards, and identifies a useful first workflow.
The audit costs nothing

Put AI to work inside Loanapp.

Tell us the Loanapp job you would rather not do yourself.

Book free AI audit
30 min with our Director. No sales rep, no follow-up.