A Custom Chrome extension built around how Australian mortgage brokers already work. It reads client forms + deal notes and enters data for the whole application.
Try for freeShort 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.
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."
We came from broking. We would never have trusted a tool that uploaded our clients' information to someone else's server.
That's why MyCRM AutoFill works differently. Your broker notes and client forms stay on your computer. The extension reads what's already open in your browser and simply fills it into MyCRM.
How do I know it can’t leak my data? Read the security answers →Your custom extension will write all NCCP comments the way your firm normally does. See from some of our examples. Set your wording once and each lodgement will be pre-populated with it automatically.
Sarah seeks:
Wording, order and detail follow the style your firm sets — once.
Load the client form, check what it read, then let it fill the application while you get on with something worth your time.
Try it free on your next dealNo credit card. Or book a call.