Every feature, built around the deal
A website AI agent and assistant finance broker agent that takes the admin out of every loan, from first enquiry to settlement and beyond, while you keep every recommendation.
Website AI agent and admin, built in
Every GoodNow assistant starts with the same foundation: an AI agent on your website and automation for the admin around it. The finance broker features below are built on top.
For brokers, the website agent captures each enquiry (loan purpose, timeframe, best time to talk), books a discovery call, and never gives credit advice.
Website AI agent
Answers enquiries on your website around the clock, in your brokerage name, and tells visitors it is an AI.
Lead capture and qualification
Captures each enquiry with the details you need and sends you a clean summary.
Online appointment booking
Books, moves and cancels meetings in your calendar, with email and SMS reminders.
Chat notes to the client file
Every conversation is summarised, with follow-up actions, and saved against the right client.
Inbox triage
Sorts incoming email by client and urgency, and drafts replies for routine requests.
Admin follow-ups
Chases forms, signatures, IDs and documents automatically until they arrive.
New client onboarding
Collects contact details, forms and consents before the first meeting.
Reminders and handovers
Keeps tasks, due dates and handovers on track so nothing falls through the cracks.
Voice AI receptionist
Add a voice agent that covers your reception, so every call is answered and logged without tying up your team.
For brokers, the voice receptionist captures loan enquiries by phone, books discovery calls and never gives credit advice.
AI voice receptionist
Answers every call in your brokerage name, day or night, and tells callers up front that they are speaking with an AI.
Call triage and transfer
Puts urgent calls and key clients through to the right person, and books a call-back for everything else.
Booking by phone
Books, moves and cancels appointments during the call, with SMS confirmations.
Call notes to the client file
Every call is summarised, with follow-up actions, and saved against the right client.
Leads & onboarding
Turn an enquiry into a qualified, documented client without the back-and-forth.
Digital fact find
Clients complete a guided fact find online, and the assistant follows up on any gaps.
Lead qualification summary
A one-page snapshot of goals, income, deposit and timeframe before your first call.
Smart document requests
Requests the exact documents each loan type needs, such as PAYG, self-employed or refinance.
ID & verification checklist
Tracks identity and verification items so nothing holds up lodgement.
Document processing
Get the numbers out of the paperwork, accurately and fast.
Payslip & statement extraction
Pulls income, regular expenses and liabilities from payslips and bank statements.
Expense checks
Compares declared living expenses with statement activity and flags differences to review.
Completeness check
Confirms documents are current, complete and legible before they reach a lender.
Auto-filing
Names and files every document to the right client record.
Application preparation
Lender-ready applications with less rekeying.
Pre-filled applications
Extracted data drafted into your CRM and aggregator fields, ready to check.
Serviceability inputs
Prepares the figures you need for serviceability calculators in one place.
Lender policy notes
Answers policy questions from the lender guides and notes you provide, with the source shown.
Lender submission notes
Drafts the deal summary and supporting notes for the assessor.
Compliance support
Clean files and clear records, without the late-night catch-up.
Best interests notes
Drafts your record of the client's needs and why an option was chosen, for you to finalise.
File checklist
Checks each file against your compliance checklist before lodgement and settlement.
Audit trail
Every document, request and change is logged with time and author.
Privacy consents tracker
Tracks which client consents are in place and when they were given.
Pipeline & client care
Keep clients and referrers informed and the next deal coming.
Status update drafts
Drafts updates for clients and referral partners at each stage of the loan.
Settlement task reminders
Countdown to settlement with the conditions and tasks still outstanding.
Post-settlement reviews
Prompts annual reviews and rate checks so you can help clients stay on a good deal.
Pipeline dashboard
One view of every deal by stage, lender and expected settlement date.
Safeguards built in
Broker in control
The assistant prepares and checks. You make every recommendation and lodgement.
No credit advice
It never recommends products to clients or applies on their behalf.
Privacy by design
Built to the Australian Privacy Principles, collecting only what a loan needs.
Designed for compliance
Shaped around NCCP and best interests obligations. [Confirm with compliance adviser.]
Designed to connect to your software
Built to work alongside the CRMs, aggregator platforms and lodgement tools brokers already use.
Planned connections, not yet available. Early access brokerages help decide which come first. Software names are trademarks of their owners.
Early access brokerages · Round 1
0 of 50 early access places taken. Early access brokerages get free onboarding and their first month free.