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MyCRM Diversified is the most feature dense platform in Australian broking, and that is precisely where most offshore providers fall short. We treat MyCRM Intelligence (MyNoteWriter and MyQualityAssurance) as a force multiplier, not a substitute for human judgment. Our processors run AI drafted, human decided as a discipline:
LMG brokers do not need another offshoring vendor that learns the platform on the broker’s files. They need a team that already operates inside MyCRM Diversified as a system, with Goal Setter, Game Plan, MyNoteWriter, MyQualityAssurance, and the Pipeline used the way LMG built them. That is what we deliver from day one.
Four reasons we are different
We operate inside MyCRM Diversified on day one, with no learning curve on the broker’s files. No bridging tools, no shadow spreadsheets, no parallel trackers.
Our delivery is governed by two written documents per aggregator: the LMG Loan Processing Framework and the MyCRM Diversified Operating Procedures.
We publish a monthly performance scorecard built around the metrics that matter inside MyCRM Diversified, not generic offshore KPIs that miss what the platform is actually optimising for.
Maker, Checker, Approver applied as discipline. Two independent sets of eyes before lodgement, with the senior reviewer focused on judgment heavy items: servicing accuracy, BID coherence, lender policy alignment.
We operate natively inside MyCRM. No bridging tools, no adapter layers, no shadow spreadsheets. The MyCRM Pipeline is the single source of truth for every file we touch.
Goal Setter is captured live during the broker client conversation, with BID Notes Helper completed alongside. The compliance evidence trail is built as the file is built, not reconstructed before lodgement.
Yes. Every processor on the LMG desk is calibrated on MyCRM Intelligence. We treat the AI layer as a force multiplier and the senior reviewer as the decision maker. No client or lender ever receives an AI generated artefact untouched by human judgment.
Yes. Quickli is launched directly from MyCRM with application data pre populated. We capture the Quickli summary back into the deal record so the broker, the audit reviewer, and the next processor all see the same comparison.
Two weeks from kickoff. Week one is configuration: pipeline stages, lender splits, communication preferences, Daily Pipeline Update format. Week two is shadow processing on a single file, then live processing once the broker signs off.
Yes. Every LMG broker we work with receives a monthly performance scorecard covering MyCRM specific KPIs (Stage Discipline, Hello Pack Completion Rate, MyQualityAssurance Pass Through, ApplyOnline Four Green Tick Rate, and more) alongside the headline LMG Framework KPIs.
Yes. Where the broker has an asset finance volume, we operate inside NodifiCRM with the same pipeline first, BID built live, naming convention enforced discipline we apply inside MyCRM.