A Chrome extension built for Australian mortgage brokers. It reads your client forms and enters data for the whole application automatically.
Try for freeCreate a form that helps collect the information you need as a mortgage broker from your clients. You can upload the form into the extension and it will do the entire data entry in MyCRM.
Already have a fact find? We can map it for you. Get in touch for a quote.
"It has genuinely halved the time it takes to complete an application, from the initial 'new client' data input all the way through to Apply Online. The time saved is easily worth the subscription."
"We process a high number of deals per day. It has saved me a significant amount of time and made my day-to-day workflow much more efficient. A must have for high volume loan deals."
The data entry for the same first home buyer scenario was entered into MyCRM twice. Manual entry took 25 minutes and our extension finished in 7:58.
Only the footage has been sped up (both timers never are).
After spending so much time doing data entry for lodgements, I thought there had to be an easier way. So I built a tool to save myself time. I started using it, then our firm started using it every day. Now I want to share it with other brokers because I know how much time it can save.
Short answers, because the honest ones are short.
From the form into MyCRM, on your own computer. That's the whole trip.
The PDF is read inside your browser. The details sit in your computer's memory for a few minutes. Then they get typed into MyCRM. Nothing is uploaded to us.
None. No AI, no chatbot, no outside service reading your file. It follows fixed rules we wrote in advance. Nothing about a client is sent to an AI company, because nothing is sent anywhere.
Someone would get a list of work email addresses and who is paying. That's everything we hold.
They would not get one client's financial details. That information has never been in our systems.
No. It works inside the login your staff member already has. It sees what they see and can do what they can do. It never gets their MyCRM username or password, and it has no login of its own.
Yes, in about two minutes. Right-click the MyCRM page, choose Inspect, open the Network tab, then run a fill. Watch every request it makes.
You don't have to take our word for any of this.
We come from broking, so we get it. Client privacy is non-negotiable. That’s why our extension never uploads your data to someone else’s server. Your broker notes and client forms stay secure on your own computer. The tool simply captures the information already open in your browser and automatically fills it straight into your MyCRM.
Load the completed fact find, then let it enter the client and build the deal while you have a cup of coffee.
Try it free on your next deal30 day free trial, no credit card required.
Takes under a minute. We’ll give you a call within one business day.