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Financial advice & mortgage broking

More time with the client, less on the paperwork.

Lexi prepares the document chase, the file notes and the factual record, and shows you what needs your decision.

Show me where AI can help my business
A soft pattern in the colours of this industry
Whitfield FamilyIdentity document missingFollow-up ready for approval

Is any of this yours?

What we see in advice practices and brokerages

The same documents, chased on every file.

  1. Statements and payslips missing

    Most of the pack is in. The rest is not.

  2. Lexi prepares the chase

    It names exactly what is still outstanding.

  3. You check it before it goes

    Nothing moves until the client services officer says yes.

Prepared by Lexi

Client reminder

Ready to check

With the client services officer

Client services officer

Waits for a yes.

We still need your identity document.

Waiting for youSent to the client.

The advice document rebuilt from the file.

  1. The file is in pieces

    Inputs sit across the file, the modelling and email.

  2. Lexi drafts the factual sections

    The non-advice parts, from the file and the modelling.

  3. The adviser writes the recommendation

    Nothing is presented until the adviser says yes.

Prepared by Lexi

Factual sections

Ready to check

With the adviser

Adviser

Waits for a yes.

The factual sections are ready. The recommendation is yours.

Waiting for youSaved to the advice document.

The record of why, written after the deal.

  1. The record comes last

    The inquiries and products considered are reconstructed afterwards.

  2. Lexi assembles the record

    From the servicing comparison and the broker's own reasons.

  3. The broker writes the reasons

    Nothing is lodged until the broker says yes.

Prepared by Lexi

Draft record

Ready to check

With the broker

Broker

Waits for a yes.

The record is assembled. Add your reasons before lodgement.

Waiting for youRecord saved to the deal.

Servicing checked lender by lender.

  1. Every lender, a separate calculator

    The same figures typed in again and again.

  2. Lexi runs the comparison

    It puts the figures through the broker's regular lenders in one pass.

  3. The broker shortlists

    The recommendation stays with the broker.

Prepared by Lexi

Servicing comparison

Ready to check

With the broker

Broker

Waits for a yes.

Comparison ready across your regular lenders.

Waiting for youComparison added to the deal.

Your Lexi workspace

Your week, without the guesswork.

LexiSample workspace

Your week at a glance

Sample Financial Advice Co. / Across the business

This week

2 waiting on a person, 2 running, 2 done, 2 did not happen in this sample week.

2Waiting on you
2Running
2Done
2Did not happen

The week in view

2
Mon
1
Tue
2
Wed
2
Thu
1
Fri

8 work items across the week

The detail is ready when you need it.

Waiting on you

Sample Financial Advice Co. / Decisions and the work behind them

2 decisions
Waiting on youAssemble and draft the non-advice sections of the advice document

Advice production / Adviser, Paraplanner

Waiting on youAssemble the best interests duty record from what actually happened

Deal production / Broker

On their queue

Broker / One person's day

3 in view
Waiting on youAssemble the best interests duty record from what actually happened

Deal production / Broker

RunningRun the standard servicing comparison across the broker's regular lenders

Deal production / Broker

RunningChase each outstanding lender condition specifically

Deal production / Broker

Waiting on someone else

Broker / One person's day

3 in view
RunningDraft the intake note from a call or an overnight voicemail

Enquiries and first appointments / Client services officer, Adviser

RunningChase the fact find or discovery pack for exactly what is still outstanding

Enquiries and first appointments / Client services officer, Loan writer

RunningDraft the file note from the discovery meeting

Enquiries and first appointments / Client services officer, Loan writer

Finished

Broker / One person's day

2 finished
DoneAssemble and draft the non-advice sections of the advice document

Advice production / Adviser, Paraplanner

DoneTrack registration, CPD and accreditation renewal dates

Licensing and compliance

A working estimate for your practice

What it is worth to you

Pick the work. Watch Lexi do it. See what comes back.

Work areas. Tick to count one in your figures; choose its name to watch it run.

A$52,441 back each year

968.7 hours back for other work each year.

A$1,093 and 20.2 hours a weekA$4,370 and 80.7 hours a month

This work costs you A$80,586 a year today.

Enquiries and discovery

  • Lexi Automation
  • Lexi reads and drafts
  • A named person decides

Enquiries and discovery

  1. Approve the finance enquiry call greeting and intake scriptPractice manager decides
  2. Use the approved finance enquiry call greeting and questionsAutomation
  3. Capture the finance enquiry call into a draft intake noteReads and drafts
  4. Work the referral feed from accountants, agents and past clientsAutomation
  5. Approve first-appointment booking rules and confirmation templatePractice manager decides
  6. Book the first appointmentAutomation
  7. Approve fact-find pack, consent and reminder templateAdviser decides
  8. Send the fact find or discovery pack before the meetingAutomation
  9. Decide whether this is a client we can helpAdviser or broker decides
  10. Run the fact find or discovery meetingAdviser or broker decides
  11. Draft the discovery meeting file noteReads and drafts
  12. Confirm the discovery file noteAdviser decides
  13. Approve the client's document checklist and reminder rulesAdviser decides
  14. Collect the documents: statements, payslips, IDs, super statementsAutomation
  15. Read and extract from what came backReads and drafts
  16. Assemble identity and compliance evidenceReads and drafts
  17. Approve identity, risk and onboardingAdviser decides
  18. Confirm the client's goals and prioritiesAdviser decides

Advice production

  1. Scope the adviceAdviser decides
  2. Prepare modelling scenarios from proposed inputsAutomation
  3. Approve the modelling assumptions and their useAdviser decides
  4. Assemble the inputs for the advice documentReads and drafts
  5. Draft the non-advice sections of the documentReads and drafts
  6. Write the recommendation and the reasonsAdviser decides
  7. Peer review or licensee pre-vetAdviser or licensee decides
  8. Present the adviceAdviser decides
  9. Prepare and track implementation recordsAutomation
  10. Approve and submit the implementationAdviser decides
  11. Prepare the annual review and consent queueAutomation

Deal production

  1. Run the servicing calculations across lendersAutomation
  2. Shortlist productsBroker decides
  3. Assemble the best interests duty recordReads and drafts
  4. Write the recommendation and the reasonsBroker decides
  5. Prepare the finance application packReads and drafts
  6. Approve and lodge the finance applicationBroker decides
  7. Approve outstanding-condition checklist and remindersBroker decides
  8. Chase the conditions to conditional approvalAutomation
  9. Approve client stage-update template and recipientsBroker decides
  10. Keep the client updated through the pipelineAutomation
  11. Manage settlement and the lender handoverLoan writer decides
  12. Prepare commission and trail reconciliation flagsAutomation
  13. Prepare annual review and refinance promptsAutomation

Revenue, fees and commission

  1. Approve advice-fee invoices and collectionPractice manager decides
  2. Approve overdue-fee reminder content and scheduleAdviser decides
  3. Chase overdue feesAutomation
  4. Reconcile commission and trail against expectationAutomation
  5. Prepare ongoing-fee renewal dates and consent packsAutomation
  6. Approve the ongoing-fee renewal and consent requestAdviser decides
  7. Decide a fee or a write-offPrincipal decides

Licensing and compliance

  1. Track adviser registrations and the Financial Advisers RegisterAutomation
  2. Track CPD and professional standardsAutomation
  3. Track credit licence or authorisation and aggregator accreditationAutomation
  4. Assemble the licensee or aggregator audit fileReads and drafts
  5. Approve the finance audit file and responsePrincipal decides
  6. Respond to the licensee, the aggregator or ASICPrincipal decides

The principal's numbers

  1. Assemble the weekly pipeline and revenue pictureReads and drafts
  2. Read where deals or advice documents are stuckPrincipal decides
  3. Watch reviews and consents falling dueAutomation

All inclusive

Fully managed AI transformation

We set Lexi up around how your practice works, and it is kept working by our team. Your price covers setup, integrations, maintenance and Lexi's AI usage. Lexi Memory and Lexi Workspace are included too.

A soft pattern in the colours of this industry

Included in your price

  • Custom setup and tool connections
  • Ongoing maintenance and support
  • Lexi's AI usage
  • Lexi Memory
  • Lexi Workspace

Lexi's brain

A memory that gets sharper with every use.

Every conversation. Every decision. Everything you learn along the way. Connected, so the next step builds on the last.

Our proprietary memory layer
included for every LexiLive customer.

MEMORY

We connect to the tools you already use

  • Iress Xplan
  • AD
  • Midwinter AdviceOS
  • CO
  • Plutosoft
  • Worksorted
  • Practifi
  • Xeppo
  • Basiq
  • FileInvite
  • Annature
  • Mercury Nexus (Mercury API)
  • ApplyOnline
  • Loanapp
  • Quickli
  • Salestrekker
  • BrokerEngine
  • Lend1
  • Mystro
  • Effi
  • IN
  • MyCRM
  • Xero (incl. Xero Payroll)

Get started

Built around your practice. Kept working by our team.

We set it up, tailor it to your way of working and keep it running, so you get the value without the extra workload.

  1. Map the work

    We learn how your practice operates and identify the best place for Lexi to help.

  2. Start with one workflow

    We set it up, test it together and make sure it's working as expected.

  3. Keep it useful

    Our team monitors and refines it, so it continues to deliver for your practice.

See where Lexi could help first

Tell us a bit about your practice and we'll show you where AI can make the biggest difference.

Show me where AI can help my business

Lexi does the work. You keep the yes.

Financial advice & mortgage broking

More time with the client, less on the paperwork.

Lexi prepares the document chase, the file notes and the factual record, and shows you what needs your decision.

A soft pattern in the colours of this industry
Whitfield FamilyIdentity document missingFollow-up ready for approval
Show me where AI can help my business

Is any of this yours?

What we see in advice practices and brokerages

01Missing documents

The same documents, chased on every file.

  1. Statements and payslips missing

    Most of the pack is in. The rest is not.

  2. Lexi prepares the chase

    It names exactly what is still outstanding.

  3. You check it before it goes

    Nothing moves until the client services officer says yes.

Prepared by Lexi

Client reminder

Ready to check

With the client services officer

Client services officer

Waits for a yes.

We still need your identity document.

Waiting for youSent to the client.

02Advice document

The advice document rebuilt from the file.

  1. The file is in pieces

    Inputs sit across the file, the modelling and email.

  2. Lexi drafts the factual sections

    The non-advice parts, from the file and the modelling.

  3. The adviser writes the recommendation

    Nothing is presented until the adviser says yes.

Prepared by Lexi

Factual sections

Ready to check

With the adviser

Adviser

Waits for a yes.

The factual sections are ready. The recommendation is yours.

Waiting for youSaved to the advice document.

03Best interests

The record of why, written after the deal.

  1. The record comes last

    The inquiries and products considered are reconstructed afterwards.

  2. Lexi assembles the record

    From the servicing comparison and the broker's own reasons.

  3. The broker writes the reasons

    Nothing is lodged until the broker says yes.

Prepared by Lexi

Draft record

Ready to check

With the broker

Broker

Waits for a yes.

The record is assembled. Add your reasons before lodgement.

Waiting for youRecord saved to the deal.

04Servicing checks

Servicing checked lender by lender.

  1. Every lender, a separate calculator

    The same figures typed in again and again.

  2. Lexi runs the comparison

    It puts the figures through the broker's regular lenders in one pass.

  3. The broker shortlists

    The recommendation stays with the broker.

Prepared by Lexi

Servicing comparison

Ready to check

With the broker

Broker

Waits for a yes.

Comparison ready across your regular lenders.

Waiting for youComparison added to the deal.

Your Lexi workspace

Your week, without the guesswork.

Your week at a glance

Sample Financial Advice Co. / Across the business

This week

2 waiting on a person, 2 running, 2 done, 2 did not happen in this sample week.

2Waiting on you
2Running
2Done
2Did not happen

The week in view

2
Mon
1
Tue
2
Wed
2
Thu
1
Fri

8 work items across the week

The detail is ready when you need it.

Waiting on you

Sample Financial Advice Co. / Decisions and the work behind them

2 decisions
Waiting on youAssemble and draft the non-advice sections of the advice document

Advice production / Adviser, Paraplanner

Waiting on youAssemble the best interests duty record from what actually happened

Deal production / Broker

On their queue

Broker / One person's day

3 in view
Waiting on youAssemble the best interests duty record from what actually happened

Deal production / Broker

RunningRun the standard servicing comparison across the broker's regular lenders

Deal production / Broker

RunningChase each outstanding lender condition specifically

Deal production / Broker

Waiting on someone else

Broker / One person's day

3 in view
RunningDraft the intake note from a call or an overnight voicemail

Enquiries and first appointments / Client services officer, Adviser

RunningChase the fact find or discovery pack for exactly what is still outstanding

Enquiries and first appointments / Client services officer, Loan writer

RunningDraft the file note from the discovery meeting

Enquiries and first appointments / Client services officer, Loan writer

Finished

Broker / One person's day

2 finished
DoneAssemble and draft the non-advice sections of the advice document

Advice production / Adviser, Paraplanner

DoneTrack registration, CPD and accreditation renewal dates

Licensing and compliance

A working estimate for your practice

What it is worth to you

Pick the work. Watch Lexi do it. See what comes back.

Work areas. Tick to count one in your figures; choose its name to watch it run.

A$52,441 back each year

968.7 hours back for other work each year.

A$1,093 and 20.2 hours a weekA$4,370 and 80.7 hours a month

This work costs you A$80,586 a year today.

Enquiries and discovery

  • Lexi Automation
  • Lexi reads and drafts
  • A named person decides

Enquiries and discovery

  1. Approve the finance enquiry call greeting and intake scriptPractice manager decides
  2. Use the approved finance enquiry call greeting and questionsAutomation
  3. Capture the finance enquiry call into a draft intake noteReads and drafts
  4. Work the referral feed from accountants, agents and past clientsAutomation
  5. Approve first-appointment booking rules and confirmation templatePractice manager decides
  6. Book the first appointmentAutomation
  7. Approve fact-find pack, consent and reminder templateAdviser decides
  8. Send the fact find or discovery pack before the meetingAutomation
  9. Decide whether this is a client we can helpAdviser or broker decides
  10. Run the fact find or discovery meetingAdviser or broker decides
  11. Draft the discovery meeting file noteReads and drafts
  12. Confirm the discovery file noteAdviser decides
  13. Approve the client's document checklist and reminder rulesAdviser decides
  14. Collect the documents: statements, payslips, IDs, super statementsAutomation
  15. Read and extract from what came backReads and drafts
  16. Assemble identity and compliance evidenceReads and drafts
  17. Approve identity, risk and onboardingAdviser decides
  18. Confirm the client's goals and prioritiesAdviser decides

Advice production

  1. Scope the adviceAdviser decides
  2. Prepare modelling scenarios from proposed inputsAutomation
  3. Approve the modelling assumptions and their useAdviser decides
  4. Assemble the inputs for the advice documentReads and drafts
  5. Draft the non-advice sections of the documentReads and drafts
  6. Write the recommendation and the reasonsAdviser decides
  7. Peer review or licensee pre-vetAdviser or licensee decides
  8. Present the adviceAdviser decides
  9. Prepare and track implementation recordsAutomation
  10. Approve and submit the implementationAdviser decides
  11. Prepare the annual review and consent queueAutomation

Deal production

  1. Run the servicing calculations across lendersAutomation
  2. Shortlist productsBroker decides
  3. Assemble the best interests duty recordReads and drafts
  4. Write the recommendation and the reasonsBroker decides
  5. Prepare the finance application packReads and drafts
  6. Approve and lodge the finance applicationBroker decides
  7. Approve outstanding-condition checklist and remindersBroker decides
  8. Chase the conditions to conditional approvalAutomation
  9. Approve client stage-update template and recipientsBroker decides
  10. Keep the client updated through the pipelineAutomation
  11. Manage settlement and the lender handoverLoan writer decides
  12. Prepare commission and trail reconciliation flagsAutomation
  13. Prepare annual review and refinance promptsAutomation

Revenue, fees and commission

  1. Approve advice-fee invoices and collectionPractice manager decides
  2. Approve overdue-fee reminder content and scheduleAdviser decides
  3. Chase overdue feesAutomation
  4. Reconcile commission and trail against expectationAutomation
  5. Prepare ongoing-fee renewal dates and consent packsAutomation
  6. Approve the ongoing-fee renewal and consent requestAdviser decides
  7. Decide a fee or a write-offPrincipal decides

Licensing and compliance

  1. Track adviser registrations and the Financial Advisers RegisterAutomation
  2. Track CPD and professional standardsAutomation
  3. Track credit licence or authorisation and aggregator accreditationAutomation
  4. Assemble the licensee or aggregator audit fileReads and drafts
  5. Approve the finance audit file and responsePrincipal decides
  6. Respond to the licensee, the aggregator or ASICPrincipal decides

The principal's numbers

  1. Assemble the weekly pipeline and revenue pictureReads and drafts
  2. Read where deals or advice documents are stuckPrincipal decides
  3. Watch reviews and consents falling dueAutomation

All inclusive

Fully managed AI transformation

We set Lexi up around how your practice works, and it is kept working by our team. Your price covers setup, integrations, maintenance and Lexi's AI usage. Lexi Memory and Lexi Workspace are included too.

A soft pattern in the colours of this industry

Included in your price

  • Custom setup and tool connections
  • Ongoing maintenance and support
  • Lexi's AI usage
  • Lexi Memory
  • Lexi Workspace

Lexi's brain

A memory that gets sharper with every use.

Every conversation. Every decision. Everything you learn along the way. Connected, so the next step builds on the last.

Our proprietary memory layer
included for every LexiLive customer.

MEMORY

We connect to the tools you already use

  • Iress Xplan
  • AD
  • Midwinter AdviceOS
  • CO
  • Plutosoft
  • Worksorted
  • Practifi
  • Xeppo
  • Basiq
  • FileInvite
  • Annature
  • Mercury Nexus (Mercury API)
  • ApplyOnline
  • Loanapp
  • Quickli
  • Salestrekker
  • BrokerEngine
  • Lend1
  • Mystro
  • Effi
  • IN
  • MyCRM
  • Xero (incl. Xero Payroll)

Get started

Built around your practice. Kept working by our team.

  1. Map the work

    We learn how your practice operates and identify the best place for Lexi to help.

  2. Start with one workflow

    We set it up, test it together and make sure it's working as expected.

  3. Keep it useful

    Our team monitors and refines it, so it continues to deliver for your practice.

See where Lexi could help first

Show me where AI can help my business

Lexi does the work. You keep the yes.