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Mortgage Choice has set out its ambitions to improve productivity and enhance efficiencies with a new cohort of artificial intelligence (AI) tools and technology updates for its brokers.
The REA Group-owned brokerage revealed that, since introducing its AI strategy last year (providing brokers with secure access to Google’s Gemini AI and launching the Mortgage Choice AI Academy), more than 50 per cent of its network now utilises AI tools daily, with broker usage of proprietary AI agents outstripping basic operational software like Gmail.
Speaking at the Mortgage Choice Ignite conference in Hobart on Tuesday (1 September), CEO of the major franchise brokerage, Anthony Waldron, revealed that the company is deploying next-generation document processing AI agents engineered to automate file renaming, redact tax file numbers (TFNs), and eliminate administrative friction.
The targeted automation is projected to reduce broker document processing times by 60–80 per cent.
Waldron told Mortgage Choice brokers: “There is a whole bunch of things that we can do using AI to make it easier for you. Whether it’s redaction of TFNs, whether it’s renaming the files so they become easily transferable, whether there’s a whole bunch of activity that will be involved in that.
“But our aim here is to reduce the time that you have to spend manually working on these documents and manually changing them, manually getting it set up for you, and we ultimately believe that we can reduce that time on the document processing piece by about 60–80 per cent with what’s coming.”
These performance integrations are laying the groundwork for the aggregator’s forthcoming client-facing broker portal, currently in active development and testing, which will bring automated document processing and real-time loan progress tracking directly into the client experience
The Mortgage Choice CEO told the brokers at Ignite that it is also bolstering its technology stack by:
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Loan App data automation: Increasing data mapping automation within Loan App from its current baseline of 30 per cent up to 80 per cent.
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AI-driven retention and marketing agents: The network is adding to its 13 specialised Gemini AI agents to analyse REA Group consumer intent data, identify customer churn risks, and generate automated retention strategies. Additionally, a dedicated “Marketing Gem” agent is being deployed to assist brokers with localised marketing execution.
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Property search and website overhaul: To capture changing consumer research habits, Mortgage Choice is overhauling its main digital interface into an LLM-optimised, conversion-focused mobile experience. The platform will also leverage REA Group data to integrate AI-driven property and finance searches, matching buyer intent directly with broker network leads.
Speaking of these new initiatives, Waldron said: “From a retention perspective, we’re about to launch a big retention piece from our Gemini piece. It’s another agent that we’ve got coming about retention. This agent isn’t just about identifying these; it’s about taking this data and saying: ‘What actions can I, and should I, take?’ and automating some of those actions.
“And again, with the power of AI, we are building another tool that can help you with your marketing. It is what we call Marketing Gem, our marketing agent, and it takes into consideration what is required in your business.”
12 months of AI
The moves come after Mortgage Choice has significantly upgraded its operational tech stack after introducing its AI strategy last year and embedding critical productivity tools directly into its Broker Platform.
In May, Mortgage Choice introduced a new AI‑driven intent signal for its broker network, tapping data to highlight which clients are most likely preparing for their next move.
Within Mortgage Choice’s CRM, each matched customer would carry a “low”, “medium”, or “high” intent rating, so brokers can see at a glance who is more likely to be in market to buy or sell.
The network has also implemented an integration with serviceability tool Quickli, allowing brokers to run multi-lender calculations and seamlessly import data back into the Broker Platform without rekeying information. Moreover, it introduced an AI-powered Policy Search Tool embedded in the Lending Toolkit that scans more than 5,000 policy pages in real time and has embedded open banking data into its platform.
As highlighted in the REA Group’s financial results for the financial year 2026, technology has been tipped as a major focus for helping brokers improve productivity and deepen customer engagement.
Commenting more broadly on the expansion of the group’s technology roadmap, Waldron said: “If you think about what’s happened from an AI and tech perspective, the whole world is still talking about embracing AI and tech, and it is changing at an incredible pace, faster than anything I think I’ve ever seen in my career.
“So, all in all, it’s going to be a big year. There is a lot ahead... and we want to say let’s focus on what we can control… and if we can do that and deliver on those activities, then there’s absolutely a massive amount of opportunity that sits ahead of us.”
[Related: ‘Fight fire with fire’: APRA’s AI warning to finance]
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