Lead Generation Engine
A portable lead journey your brokerage adds to its own website - AI-native intake triages every visitor for fit the moment they arrive, and the platform allows agents to run and automate the backlog of leads that have gone quiet, queuing personalised follow-up for a human to approve. No rekeying, no leads going cold.
We built this platform ourselves. It is here so you can see that we already know how your business works - and it can be delivered under your brand, or used as the starting point for modernising what you have.
See it running
Recorded from the working software. The customers and figures are examples.
What it does
The embeddable widget
- One script tag - Your site includes a single script tag and the capture journey appears on the page. No iframe, no rebuild, no developer time after the first paste.
- Isolated from your site - It renders inside a shadow root, so your styles cannot break it and it cannot leak styles into your pages.
- Configured per brokerage - Loan types, branding and the lender panel are set per organisation from attributes on the tag itself.
- Finance type to submitted application - The visitor picks what they are financing, sets an amount, works through a short application, sees indicative options ranked, and submits - all without leaving your site.
Indicative comparison
- Real repayment maths - Options are priced with proper amortisation, including fees in the comparison rate, not a lookup table of sample numbers.
- Ranked with the reason - The leading option is marked, and anything outside a lender's limits is shown as unavailable with the limit that ruled it out.
Prospect records
- Company database - Every account is held with its segment, location, phone, email, status, score and estimated value.
- CSV import - Existing lists load straight in and move through the same pipeline as captured leads.
- People and opportunities - Each company carries its named people, decision maker, ABN and any opportunities scoped against it.
Qualification & scoring
- Lead score - Every company is scored and banded, so the hottest prospects sort to the top of any list.
- Prioritised day - My Day is one ranked list of who to contact today, newest signal first.
- Signal-driven prompts - Replies, booking-link clicks, opens without replies and ageing silences each produce their own recommended action.
Human approval gate
- Nothing sends itself - Every drafted email queues for a person to approve or reject, and approval is the thing that sends it.
- Sending switch and daily cap - Outreach sending is off by default and capped at ten sends a day when it is on.
- Full draft visible - The complete email body, sender identity and queue time are shown before anyone approves it.
- Confidence filters - The queue filters down to ASIC-verified businesses, personal email addresses and named contacts.
Inside the platform
Screens from the working software, with example customers and figures.
Tap the screen to open it full size
AI-native, built in
The AI capabilities built into the Lead Engine, and what each one does. Nothing here is a bolt-on, and nothing reaches a client or a lender without a person approving it.
Company briefs
Each prospect record carries a short brief - who the business is, why they fit, and the angle worth opening with - so nobody starts a call cold.
Backlog agent
Leads that have gone quiet are worked automatically: on a daily schedule, an agent runs the stale-lead backlog, decides the next action on each one with a reason, writes a personalised message and adds it to the approvals queue. It runs on its own; a person still decides what sends.
Inbound triage
A new enquiry is classified, qualified for fit, summarised and routed as it arrives, so it reaches the right person already understood rather than sitting in a queue.
Written, not templated
Follow-up drafts are written against that specific prospect's detail rather than filled into a template, and every one waits behind the send gate.
Now let us look at your platform
This one can be delivered under your brand, or it can simply be the proof that we understand the system you already run.
Delivery runs through Integration Delivery.