Property and field services
A working app for mortgage brokers
Move applications from document collection through assessment and settlement.
Sample scenario: Farah, the credit adviser, is responsible for MB-3814. The preferred application is missing one income document before lender cut-off. Requested lending: $786,000. Submission Thursday at 12:00.
- Requested lending
- $786,000
- What it replaces
- 6 working screens, one system
- The build
- Yours in about a minute
Applications
Lead, fact find, lodged, conditional, approved and settled stages. MB-3814: The preferred application is missing one income document before lender cut-off. Submission Thursday at 12:00. Requested lending: $786,000.
The preferred application is missing one income document before lender cut-off.
- Requested lending
- $786,000
- Deadline
- Submission Thursday at 12:00
Lending application desk
MB-3814 | Submission Thursday at 12:00
MB-3814 owner-occupier refinance
MB-3814-01 · The preferred application is missing one income document before lender cut-off.
- Primary evidenceVerified
- Commercial positionVerified
- Outstanding evidenceRequired
- Decision rationaleDraft
- Case opened · Recorded
- Evidence compared · Current
What this working example shows
Applications
Lead, fact find, lodged, conditional, approved and settled stages.
Assessment
Borrower objectives, servicing, contribution, risks and lender fit.
Client file
Evidence, comparisons, disclosures and outstanding documents.
Commissions
Expected upfront and trail commission, clawback risk and settlement.
Lenders
Policies, turnaround times, contacts and current application fit.
Settlements
Approved loans, conditions, document milestones and settlement dates.
Questions this app can answer
Decisions grounded in the same operating record
What is holding MB-3814, and who owns the next action?
What in assessment needs attention next for MB-3814?
How does client file affect requested lending?
What changed across commissions since the last review?
The assistant reads the same fictional records visible in the app, so an answer can lead directly to its screen, owner and next action.
Before you build
Questions about software for mortgage brokers
What does software for mortgage brokers cover?
Move applications from document collection through assessment and settlement. This working example connects applications, assessment, client file, commissions and lenders.
How does the applications screen work?
Lead, fact find, lodged, conditional, approved and settled stages. The sample follows MB-3814, owned by Farah, the credit adviser. The preferred application is missing one income document before lender cut-off.
What can the built-in AI assistant do?
It works from the same fictional records shown in the app. Try "Open a record in Assessment" or ask it to prepare lender submission.
Can ALEA adapt this example to our business?
Yes. Enter your website and optional notes. The Studio starts from the example's applications, assessment and client file structure, then applies your business name, services, language and brand. Work starts only after you submit the form.