Procesa is an AI mortgage assistant that lives on a Mac mini in your office — taking each loan from a messy folder of documents to a lodgement-ready file, and pausing for your sign-off at every checkpoint.
A short walkthrough on a real loan — intake to sign-off.
the throughput per support person — capacity added without adding salaries.
to turn a messy folder of documents into a lodgement-ready package.
of loans still pass a human sign-off — capacity goes up, control doesn’t.
*Directional design targets, measured on pilot files. Your numbers will vary.
The way your best people work — loaded in once, so every loan runs to your bar, not whoever happens to pick it up.
Your SOPs, lender policies and process — loaded once, so every deal runs to your standard from day one.
Intake to lodgement-ready, in plain sight, pausing for sign-off. New staff are productive on day one — the standard does the heavy lifting.
Take on more volume or a second broker without it becoming a training problem. The box keeps the bar steady.
Each loan is its own conversation and its own folder. The box does the legwork; your people make the calls that matter.
Reads the documents and builds the loan — client, type, amount, property; even spots a returning client.
Pulls income, liabilities, assets and ID; checks them against lending policy; returns a lender shortlist.
Serviceability, valuation, credit and live pricing — gathered straight from the portals and consolidated.
A recommendation letter with rationale and evidence, reviewed against Best Interests Duty.
Every file comes back flagged. Spend your attention where it counts, not on the 90% that’s already right.
Confident. Glance and move on.
Check this. A minute, then confirm.
Out of policy. It won’t dress it up.
A mandatory human sign-off on every loan — regardless of confidence. Capacity goes up; control doesn’t go down.
A tamper-evident log of every step, so the file stands up to your aggregator’s compliance team.
Everything stays local by default. You decide what — if anything — leaves the machine.
TFNs, payslips and bank statements are handled on the box in your office — not uploaded to someone else’s cloud.
Designed around the Privacy Act, NCCP and Best Interests Duty — not a generic tool you have to risk-assess yourself.
Need a manager to review or the team to co-edit? Sync chosen loan folders to your firm’s own cloud — Drive, SharePoint or Dropbox. Not ours.
A tamper-evident record of every step on every loan, stored with you.
Reading messy financials and drafting to policy is now reliable enough to trust — with a human in the loop.
A Mac mini on-site keeps client files on your premises — the honest answer for regulated financial data.
Rising volumes and compliance load mean capacity without headcount is exactly what a small brokerage needs now.
Real files in the loan folder — ready to review and send, in your team’s format.
The chosen lender, the rationale, and the Best Interests Duty evidence.
Surplus and assessment across the shortlisted lenders.
Valuation, credit and live pricing, consolidated.
Every step logged, so the package stands up to scrutiny.
Book a pilot — not a canned demo. We set Procesa up in your office, loaded with your standard, and run it on your real files before you judge it.
Book your pilot →A pilot on your real files, not a canned demo.
Set up on a Mac mini you keep. Your data stays on-site.
Loaded with your SOPs and lender policies first.