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The aggregator said that the new tools are designed to help brokers process client information faster, improve business insights, and strengthen fraud detection.
Speaking at the annual Growth Summit, Loan Market Group (LMG) said the planned developments would build on its existing MyCRM Intelligence platform, which already includes AI assistants such as My Note Taker and My Quality Assurance.
Future additions, expected from 2026 and beyond, include tools to automatically upload and categorise client documents to a business’s own storage, allowing for faster loan lodgements.
LMG is also planning functionality that would allow business owners to generate performance reports through natural language queries of commissions, settlements, and productivity data.
Other planned features include automated analysis of client documents to identify potential fraud risks and modelling designed to identify early signs of client churn, so brokers can engage borrowers before they leave their loan book.
‘Human-in-the-loop’
Whitney Cali, LMG’s group executive of product, tech, and data, said the aggregator’s approach focused on keeping brokers at the centre of the lending process.
“(The) human in the loop is our philosophy in which the broker is the final decision maker as AI tools work behind the scenes,” she said and spoke at the summit.
“AI tools aren’t taking away your job – they’re just taking away two hours of busy work each day.
“(Brokers) are still driving the car, but the AI is helping you get to your destination.”
Cali acknowledged that some brokers were anxious about the industry’s future as artificial intelligence becomes more widely adopted.
However, she said the ‘high tech’ journey the industry was embarking on provided an opportunity for ‘high-touch brokers’ to stand out and dominate their markets.
Brokers have also been involved in shaping LMG’s AI strategy, including the upcoming My Documents tool, she said.
“We know from a lot of the business improvement sessions we run, brokers spend a lot of the time collecting information from customers, then renaming it, storing it, redacting tax file numbers and more,” Cali said.
“We’re using AI to take away the pain points so brokers can spend more time with their customers to educate and support them through one of their big life decisions.”
During a panel session at the summit, Atlas Broker’s Matthew Atkin highlighted the potential for AI to handle more of the operational workload in the loan process.
“I don’t fear AI,” Atkin said.
“The future for established brokerages like ours is becoming tech-based relationship businesses, where we use technology to make those relationships more relevant and more valuable.”
He added that strengthening referral relationships would remain a key part of brokerage growth.
“Our clients are how we get paid, but our referrals are how we grow our business. So the connection with our referrers becomes even more important,” he said.
“What tools are you giving them? How are you helping their business grow? If you provide value to them, in turn you grow too – that’s how I see our business evolving.”
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