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Automation and integration for lending and mortgage broking

In short

A automation and integration for a lending business tackles one specific leak: document collection is a manual grind: an admin emails the client for payslips and statements, waits, sends a reminder, re-keys what arrives into the application, and chases the rest. It is slow, it ties up admin time, and every day a document sits outstanding is a day the file stalls and the client edges closer to shopping the deal elsewhere. Bamco builds it around the tools you already run, so it fits your operation rather than forcing you to change how you work.

Information current as at 4 July 2026

The specific leak this plugs

Document collection is a manual grind: an admin emails the client for payslips and statements, waits, sends a reminder, re-keys what arrives into the application, and chases the rest. It is slow, it ties up admin time, and every day a document sits outstanding is a day the file stalls and the client edges closer to shopping the deal elsewhere.

This is not a generic problem with a generic tool bolted on. It is a specific leak in a lending business, and the system is built to close it. You can see the full picture of where a lending business leaks margin on the lending industry page.

What Bamco builds

The automation that moves document collection and application admin off your team. Clients get a structured request and automatic reminders until every payslip, statement and ID is in, the arrivals flow into Connective Mercury or ApplyOnline without re-keying, and the broker is alerted only when a file is complete or a client has gone quiet. Where a tool has no clean connector we build the path that works, with error handling so nothing fails silently, and status updates flow back to referrers automatically.

Two ways in
Ready to talk to the team who would build it?

Bring us the idea you already have, or book an audit and we map where the money is leaking. Either way, you deal directly with the senior team that designs and builds it.

What changes in week one, and by month three

Week one. From week one, the document chasing starts running itself: clients get automatic, structured reminders instead of an admin remembering to send a third email, and files stop stalling on a missing payslip nobody followed up.

Month three. By month three the flow from enquiry to a complete, lodgement-ready file runs largely on its own, your files reach the lender faster because the documents arrive sooner, and your admin team is handling exceptions rather than sending reminder emails all day.

What it costs

Engagements typically start around $50k and are scoped after a systems audit, priced as a fraction of what a legacy build of the same capability would have quoted. You get a fixed-scope proposal with a real number before anything is built, and you own what we build. The point is not the price. It is that a well-built automation and integration for a lending business is meant to pay for itself in multiples, by plugging a leak that is costing you every week it stays open.

Common questions

Questions, answered

Our aggregator CRM and lodgement tool do not talk to each other. Can you connect them?
Usually, yes. Where your tools expose a clean interface we use it; where they do not, we build the path that works, with error handling and alerting so an integration never fails silently. The goal is client documents collected once, flowing into Connective Mercury or ApplyOnline automatically instead of being re-keyed.
Will it work with the tools our lending business already uses?
Yes. Bamco builds around and into your existing stack, tools like Connective Mercury, AFG SMART, Salestrekker and the rest of what you run, rather than asking you to replace them. The automation and integration connects to what you have so data flows instead of being re-keyed, and you keep the systems your team already knows.
How much does a automation and integration for a lending business cost?
Engagements typically start around $50k and are scoped after a systems audit, priced as a fraction of what a legacy build of the same capability would have quoted. You get a fixed-scope proposal with a real number before anything is built, and you own what we build. The point is not the price. It is that a well-built automation and integration for a lending business is meant to pay for itself in multiples, by plugging a leak that is costing you every week it stays open.
Start here

Two doors. Same senior team.

Whether you can name exactly what you want built, or you just know something is leaking, the next step is the same conversation.