Automation Roadmap · Sample
Sarah, the highest-value automation in your business is the loan file document chase: it repeats on every application, it is entirely mechanical, and it is the single biggest interruption your brokers named. Start there, add automated client status updates second, and your team stops relaying information and starts writing more loans. Both builds run inside the Microsoft 365 and Salestrekker stack you already have, at Evisent's published fixed pricing: builds from $4,000 + GST, support from $200/month.
Harbourline Finance is a Melbourne mortgage and asset finance brokerage of nine staff, settling residential and commercial loans across a panel of about thirty lenders.[1] Your quiz answers flag document chasing, lead follow-up and "any update?" emails as the biggest time-eaters, with new work arriving mostly by email and referral. You run Microsoft 365 with Salestrekker as the CRM, and your concern list is the sensible pair: client data leaking through AI tools, and buying AI that doesn't deliver value.
Ranked for how often the work repeats, the hours at stake, the cost of an error, and how hard the integration looks against your systems. The top three are marked start here.
1 · The loan file that chases itself Start here · document collection
Every outstanding document tracked per application, the polite follow-up sent on schedule, what comes back checked and filed against the right client in Salestrekker, and the broker alerted the moment a file is complete or a client goes quiet. High frequency, zero judgement, low integration risk: the classic first build.
2 · Client updates that send themselves Start here · status communication
When a milestone changes in Salestrekker, the client and the referrer both hear about it in your voice, without a broker writing an email. The "any update?" traffic largely stops because the updates beat the question. This one compounds: referrers who feel informed refer again.
3 · Lead follow-up that never forgets Start here · pipeline
Enquiries acknowledged in minutes, quiet applications nudged on a schedule, and re-engagement flagged to the broker. Pipelines mostly die of silence, and silence is a scheduling problem, which machines solve well.
4 · The compliance file that builds as you work Next tier
Best-interests-duty notes, conversation records and document trails assembled as a by-product of the work rather than a Friday reconstruction. Worth building once the top three are live and the team trusts the pattern.
5 · Annual reviews and fixed-rate expiries on rails Next tier
Expiry and anniversary dates watched by a system that drafts the outreach. Your trail book is your most under-worked asset; this is how it gets worked without hiring.
What to skip, for now And why
An AI voice agent for inbound calls: your volume doesn't justify the risk of a machine mishandling a nervous first-home buyer. Auto-generated credit advice: judgement stays human, full stop. Anything that writes to a lender portal unsupervised: approval steps exist for a reason.
Vendor-neutral means exactly that: we earn nothing from any of these picks. The document chase and status updates are Power Automate workflows against the Salestrekker and Microsoft 365 APIs; no language model is needed for the mechanical steps, which keeps them fast, cheap and auditable. Anthropic Claude earns its place in two spots: drafting the follow-up and update emails in your voice for broker review, and reading returned documents so the right file gets marked complete. Copilot is worth a pilot for your brokers' own drafting, but it is not the engine for these workflows.
Three scores from your quiz answers. Read them as the guardrails to put around the rollout, not a verdict on the business.
Governance 41 / 100
AI tools are in use but nothing is written down. Before the first build: a one-page acceptable-use policy, a register of what can touch client data, and a named owner. Your data-leak concern is answered with scoped, least-privilege access: the document chaser reads and writes loan files, and can touch nothing else.
Build 62 / 100
A modern stack with good APIs and no servers in the office. The gap between ad hoc and governed is small, which is why the roadmap starts with mechanical workflows rather than ambitious ones.
Operations 49 / 100
Nobody currently watches automated workflows for failures. Every build above ships with alerting: if the chaser stalls or an update fails to send, a human hears about it the same day. Silent failure is the only kind that costs you clients.
We checked the public anti-spoofing records on harbourlinefinance.com.au, the same records an attacker checks before impersonating you. SPF is present but DMARC is missing entirely, which means anyone can send email that appears to come from your domain, to your clients, at settlement time. For a firm that emails loan documents and account details, that is the exact gap business-email-compromise crews hunt for. The fix takes an afternoon. You can re-run this exact check any time, free, at evisent.com.au/domain-check, and it is worth pointing at any lender or conveyancer who emails you account details.
Jot down the one or two problems that cost your team the most time or sleep. For Harbourline that is probably the document chase and the update traffic. Then book a 15-minute chat to talk through how you'd solve them. No pitch, no obligation; a senior engineer on the call. If your reading of this report is that you're in decent shape, "no action needed for now" is a perfectly good outcome too.
Seven questions, then our AI researches your business and an Evisent engineer reviews every word before it's sent. One report email, then nothing unless you ask.
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