AI-Powered Compliance &
Pipeline Management
for Mortgage Brokers
Stop drowning in spreadsheets and checkbox forms.
Let AI handle BID, documents & pipeline — so you can focus on clients.
Broker compliance shouldn't be this painful
Every broker we've talked to has the same three problems
BID takes hours, not minutes
Manually filling checkbox compliance forms for every client is soul-crushing — and still leaves gaps auditors catch.
Document chaos across email, Drive & CRM
Client docs scattered across Gmail, Google Drive, your aggregator portal, and that random USB stick. Sound familiar?
Pipeline visibility = spreadsheet hell
Tracking 40+ active deals in Excel with colour-coded columns. One wrong filter and you've lost a settlement date.
Your AI-powered back office
Sentinel handles the compliance grind so you can focus on what actually makes money — talking to clients
Conversational BID Assessment
No more checkbox hell. Sentinel runs a natural conversation with your client to capture Best Interest Duty requirements — fully compliant, audit-ready.
Smart Document Tracking
Mirrors your existing folder structure. Auto-detects missing docs, chases clients for outstanding items, and keeps everything audit-ready.
Pipeline Kanban with Compliance Traffic Lights
See every deal at a glance. Green = compliant. Amber = docs pending. Red = action required. No more guessing which deals need attention.
AI Chat Assistant (Mr Intelli)
Ask anything — lender policies, product comparisons, compliance questions. Mr Intelli gives instant, accurate answers trained on broker knowledge.
Annual Review Automation
Automatically flags clients due for annual review. Detects refinance opportunities based on rate changes, LVR improvements, and fixed-rate expiry.
Sentinel vs the alternatives
See how Sentinel stacks up against manual processes and other broker tools
Sentinel | Manual | BrokerEngine | MyCRM | |
|---|---|---|---|---|
| BID assessment time | ~5 min (conversational AI) | 30-60 min | 15-20 min | 20-30 min |
| Document tracking | Auto-detect & chase | Spreadsheet / memory | Basic checklist | Manual upload |
| Pipeline view | Kanban + traffic lights | Excel / whiteboard | List view | Basic pipeline |
| Compliance audit trail | Full auto-generated | Hope for the best | Partial | Partial |
| AI assistance | Mr Intelli — instant answers | - | - | - |
| Setup time | < 1 hour | N/A | 1-2 weeks | 1-2 weeks |
Three steps. That's it.
Go from signup to AI-powered compliance in under an hour
Connect your aggregator
Link your LMG, Connective/MyCRM, or AFG account. Sentinel syncs your client list and deal pipeline automatically.
Import your clients
Existing clients and deals flow in. Sentinel maps your folder structure and starts tracking document status from day one.
Mr Intelli starts working
Your AI assistant is live. BID assessments, document chasing, pipeline updates, and annual reviews — all handled automatically.
Works with your aggregator
Plug into the platforms you already use — no migration required
See Mr Intelli in Action
Your AI-powered compliance and pipeline assistant. Ask anything about your deals, run BID assessments, and manage documents — all through natural conversation.
Mr Intelli
AI Broker Assistant
Starts at $99/mo
No lock-in. Cancel anytime.
Free 14-day trial — no credit card required.
Tested and refined with Partner Brokerage — a real brokerage running real deals.