AI for Mortgage Brokers
You became a mortgage broker to help people. Not to drown in paperwork.
You got into mortgage broking to help people achieve the dream of home ownership. To sit across from a young couple and show them that yes, they can afford that first home. To help a family refinance and free up money for their kids' education. To be there when someone needs to restructure after a tough year.
But somewhere along the way, the paperwork took over.
Now you spend your evenings typing up file notes instead of being with your own family. You're juggling fifteen applications and can't remember which client wanted the fixed rate and which wanted the offset account...
Ask Marloo anything.
Instant answers from every client conversation
What deposit did they mention? When does their fix expire? Which lender did you discuss? Get instant answers from months of client conversations without digging through notes.
Ask what rate, deposit, or lender was discussed across any client conversation.
Get a full client summary for any lender or broker meeting in seconds.
Tell Marloo what you need and it gets started straight away.
Client-ready documents.
Lending applications and file notes in minutes
Marloo draws on everything it knows about a client and generates lending applications, file notes, and compliance documents. Your templates, your format, your workflow.
Generate lending applications and file notes from client conversations.
Written in your style — not a generic AI template.
Review and finalise in minutes, not hours.
Every follow-up captured,
Before you have left the meeting
The moment your client call ends, Marloo pulls out every action — lender follow-ups, document requests, rate lock deadlines. Each task linked to the exact moment it came from.
Every follow-up and deadline captured automatically from every client call.
Each task linked to the client, the conversation, and the specific detail.
Set up application workflows and Marloo runs the same process every time.
Lending applications,
Filled in seconds, not hours
Upload your lender forms once and Marloo handles the rest. Select a client, pick the lender, and every field is filled from your client conversations and records.
Any lender form, filled for any client in seconds.
Marloo draws on everything it knows — income, employment, property details — to fill every field.
Support staff can fill forms on behalf of any broker. The right details, automatically.
Client and lender emails,
Drafted from your conversations
Every client and lender email powers Marloo to work for you. Draft follow-ups, chase documents, and keep clients updated — all informed by your actual conversations.
Every client email surfaces in their profile with a summary so you can scan it in seconds.
Marloo reads text, attachments, and lender correspondence. Nothing missed.
Draft follow-ups to clients and lenders informed by your full conversation history.
Every property, rate, and conversation,
In one place for every client
Every call, email, document, and task for every client in a single timeline. Know exactly where each application stands before picking up the phone.
Every client interaction in a single timeline — calls, emails, applications, tasks.
Instant context before any client or lender conversation.
Search across all client data and conversations in seconds.
Mortgage brokers love Marloo
“Marloo is already saving me serious time—and that'll only grow. It's the first AI notetaker that truly fits how my business works. You can customise what it captures and how it summarises. Other tools treat a chat about the weather the same as risk profiling—Marloo doesn't. The team is constantly improving the product based on real feedback.”
Terry Vogiatzis
Director, Omura Wealth Advisers
“I am LOVING the templates and how accurate the information is. I can download the PDF files easily and upload these to our GEM system.”
Jess Barlow
Advisor, Mortgage Supply Co
“Really great at saving time, and record keeping!”
Nicola Greene
Advisor, The Mortgage Supply Co
“I am loving it, it's a game changer. It's scarily accurate with regards to capturing notes and action points.”
Scott Lewis
Mortgage Adviser, Flax Street
Privacy is paramount
We designed Marloo with privacy and security at its core. From the latest encryption standards to robust compliance measures, your data is always protected.
Advanced data controls
Opt to automatically delete recordings or transcripts whenever you choose, ensuring seamless compliance with your needs.
SOC 2 & GDPR compliant
SOC 2 Type 2 and GDPR compliant, with processes in place to protect your data and your clients' data at every level.
Your data, your choice
Your data stays under your control.
Your calling is advice,
not admin
Set up in minutes. Start with your next meeting, completely free.
Start with your next meetingSee it in actionFrequently asked questions
Financial advisers, paraplanners, and support staff across wealth management, financial planning, insurance, and mortgage advice. We work with all types of advisers, from independent advisers to large multi-adviser firms. Anyone who wants to work at the cutting edge of AI in financial advice and is ready for a true AI partner for their practice.
Marloo is the AI partner for financial advice, not just a notetaker. It does the work that surrounds advice so advisers can focus on clients. Generate advice documents, manage tasks, fill forms, draft emails, and build a complete picture of every client relationship over time. Ask Marloo anything and it gets straight to work. The longer you use it, the more it can do for you.
Marloo is much more than a notetaker. Meetings are just the starting point. Upload client documents, connect your inbox, generate advice documents, manage tasks, and fill forms. Everything flows into one complete picture of every client relationship. The longer you use Marloo, the more it can do for you.
Yes. Ask Marloo anything about any client — previous meetings, documents, emails, and files. Get an answer in seconds, or ask it to act and it gets started straight away.
Yes. Marloo is free to get started. Set up in under 10 minutes and try it on your next meeting. No credit card required. You can also book a demo or talk to our team at any time.
Not at all. Most advisers are fully set up in under 10 minutes.
Financial advice will always be human led. Marloo handles everything around the advice so advisers can focus on what only they can do. The relationships, the judgement, the trust. That is irreplaceable.
Marloo is built for the way compliance actually works in financial advice. It understands regulatory language, identifies required disclosures, and supports firm-wide oversight. Marloo Teams moves you from sample-based compliance to full coverage across every client interaction.
Yes. Marloo Teams lets you manage your whole practice. Add and remove team members, set permissions, manage billing and templates, and oversee compliance across every adviser.
Yes. You can upload existing templates, client files, documents, and data to Marloo at any time. Everything you bring in becomes part of the complete picture Marloo builds for each client.
Marloo integrates with Outlook and Google Calendar, and works across every major meeting platform including Zoom, Google Meet, Microsoft Teams, and Webex. Connect your inbox to bring your emails into Marloo and get the complete picture of every client relationship.
No. We do not sell client data and we do not use it to train AI models. Your data belongs to you and your clients. Our focus is on using it to make Marloo work harder for your practice, nothing else.
Marloo produces a high quality first draft from everything it knows about your client. You retain full responsibility for reviewing, editing, and finalising before anything goes to a client. Treat every output as a strong first draft, not a final document.
We have offices in London and Sydney, we serve advisers across six countries.
It’s a nod to our co-founder Hardy’s childhood. He learned to sail in an Optimist dinghy named Marloo — and the name stuck!
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