Your brokerage doesn't need
more staff. It needs
an AI operating layer.

Yes to the first, and you should judge the second yourself rather than take our word for it — we'll run a live call with the agent on the discovery call so you can hear it. The AI handles first response, qualification and follow-up, written to sound like your brokerage. It identifies itself as an assistant rather than pretending to be you, and hands over to a human the moment a real conversation is needed. We use a professional voice provider rather than basic text-to-speech, calls run two to three minutes, and disclosure is configured to match your compliance requirements.

Nothing we build gives credit assistance or product recommendations. The systems collect information, provide status updates and book appointments — all of it logged and auditable, which strengthens your file notes rather than exposing them. You review and approve every message template before go-live, and your obligations under your licence or credit rep agreement don't change. We'll happily walk your aggregator's compliance team through the build.

Worth knowing: only 3% of brokers currently have formal policies governing AI use, and ASIC has been clear that how AI is used is under increasing scrutiny — not just whether it is. Part of what you get here is documented, traceable process rather than tools bolted on in isolation.

No — and that's the point of building an augmentation layer rather than a platform. You've already paid for your CRM, learned it, and moved your book into it, so Avaris is built to sit on top of what you run rather than replace it. Platforms differ in what they open up, so the first thing we do is confirm what can be integrated cleanly — and what has to run alongside instead — before you pay for anything. We won't take the money and figure it out later.

The honest answer: after the build, you're paying for someone to own the outcome. Every month we measure your scorecard metrics, review them against the roadmap you set, and change what isn't working. Twice a year we run a full Performance Review covering results, client satisfaction and a roadmap reset. Systems nobody reviews degrade — lenders change processes, your niche shifts, a sequence that converted in March underperforms by September. The monthly fee is what stops that happening quietly.

A VA is a person doing the work manually at a lower hourly rate. A system removes the need for most of that work to happen at all — and it answers at 9pm on a Sunday, which a part-time person can't. A VA also needs managing, training and eventually replacing; a system needs reviewing, which is what the monthly retainer covers. The two aren't mutually exclusive either — if you already have a VA, this frees them for the work that genuinely needs a person.

Setup is roughly three hours across the build — one call to map your process, one to approve the messaging, one to go live. After that it's thirty minutes a month on Growth, forty-five on Complete, plus the six-monthly review. Under seven hours a year. If you'd rather have fewer calls, say so on the discovery call and we'll shift the cadence to written — we'd rather match your preference than hold a meeting you resent.

One to two weeks from kickoff for Starter, two to three for Growth, three to four for Complete. The first days are mapping your lead sources and defining your qualification criteria, then we build and test the systems, you test them yourself, and you go live with us watching it closely.

That's the most common reason automation projects fail, which is why adoption is part of the engagement, not an afterthought. Well-built systems require almost nothing from your team — the work simply stops arriving in their inbox. We train everyone in one session and monitor usage in the first 60 days.

A one-off setup fee, then a rolling monthly retainer. The setup fee is split — half on signing, half when your systems go live — and the retainer starts at go-live, not before. No lock-in contracts and no minimum term on the retainer: if the system isn't paying for itself, you shouldn't be paying for it. We'd rather earn the renewal every month. Worth knowing that the post-settlement automations are built to compound over a year or more, so the longer they run the more they return.

Outbound campaigns run only to contacts who have opted in and have an existing relationship with your brokerage — we don't cold-call purchased lists, and we won't build that for you. Calls respect the Do Not Call Register and permitted calling hours, every call is logged, and opt-outs are honoured immediately. If you're unsure whether a particular list qualifies, we'll leave it out.

By design, we never receive or store your clients' documents. Payslips, bank statements and ID go straight into your own systems — our document workflows track what's outstanding and chase it, but never see the contents. That keeps credit information out of our environment entirely.

For everything else we do handle — contact details, qualification answers, call transcripts — we encrypt in transit and at rest, restrict access on a least-privilege basis, delete on a published retention schedule, and commit to notifying you of any incident within 24 hours. We'll sign a data processing addendum, and we'll hand your aggregator's compliance team a full data flow map rather than asking them to take our word for it. Our privacy policy sets out the detail.