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ScaleConnect, powered by financial wellness platform ScaleApp, is an AI-native system designed to automate a range of ongoing client management tasks.
The platform includes features such as long-term scenario modelling, automated client reviews and goal tracking, individual AI assistants for each client, and tools for meeting scheduling and transcription.
ScaleConnect was founded by Nick Melrose alongside former Athena Home Loans executive Brent Davidson.
Davidson said that the aim in building the platform was to address what he saw as a gap in the market.
“It was one of those rare moments where you can see the gap in an industry and the solution at the same time,” Davidson said.
“Brokers already have great tools for comparing loans, managing compliance and commissions, but nothing to visualise and compare long-term strategies or show clients the future impact of today’s decisions.”
According to Davidson, development took six months and incorporated feedback from brokers and brokerage leaders to address “career-long frustrations”.
Melrose said the platform is intended to move brokers away from reliance on annual reviews toward more consistent client engagement.
“The result is a new engine for increasing client touchpoints and educating clients proactively, ensuring every borrower on the book is supported without placing additional strain on internal resources,” he added.
Davidson said the broader goal is to support a shift in broking from transactional activity to longer-term advisory relationships.
“Old school broking was about sourcing the best loan at a point in time,” Davidson said.
“New school broking is about guiding clients over decades, which includes staying relevant, proactive and connected across their financial lives.”
Melrose added: “Now, for the first time, brokers can deliver the kind of proactive, year-round guidance that borrowers have always expected but the industry has never been able to scale. It fundamentally changes what it means to be a client-focused brokerage.
“The future belongs to brokers who aren’t just great at loans, but great at staying connected and relevant – year after year and decision after decision.”
AI tools expand across broker platforms
The release comes amid a broader increase in AI-driven tools targeting mortgage brokers.
In February, Quickli introduced a subscription tier that adds new AI capabilities to its platform. These include Jiffi AI, a policy and product research tool drawing on lender data, and Doc Renamer, which automates document classification and naming. The platform’s core functionality aggregates lender servicing calculators into a single interface.
Meanwhile, Salestrekker rolled out new AI features within its Salestrekker 2.0 platform in late 2025. The update focuses on automating document verification and compliance processes while also supporting real-time assistance and file preparation.
Broker group Mortgage Choice has also added AI functionality to its Lending Toolkit, enabling scenario-based policy searches with source document verification.
Other specialist tools are also emerging. Accurateli focuses on automating income assessment for self-employed borrowers, while Cynario has expanded its Alex Gen2 platform to integrate marketing and content workflows across multiple systems.
[Related: The AI search shift brokers can’t ignore]
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