AI powered platforms built for real-world impact.
From enquiry to settlement, no lead left behind.
Every file holds a client's ID, income and bank statements. We secure that data, speed up lead follow-up and document chasing, and show your pipeline from enquiry to settlement.
30 minutes with our local team. A written, costed plan before you commit.
Sharktech secures the systems brokers rely on, automates follow-up and document collection, and builds Power BI reports on pipeline, settlements and trail. AI agents draft reminders and summaries. Product recommendations and credit judgements stay with the credit representative.
MFA, secure document upload and tested backups.
Instant enquiry replies and automated document chasing.
Power BI reports on settlements, trail and clawbacks.
Brokers now write most Australian home loans, and every file carries identity documents, payslips and bank statements. Leads go cold when replies take hours, applications stall waiting on documents, and missed rate reviews cost trail. Sharktech Global is an Australian AI tech lab, with offices in Liverpool, New South Wales and South Yarra, Victoria. We support mortgage, commercial and asset finance brokers across Sydney, Melbourne, Brisbane and regional centres.
More volume, more sensitive data and more pressure on retention, all at once.
Of new residential loans were written by brokers in the June 2026 quarter.
Brokers were active in Australia in 2025, up 9.1%.
Median gross clawback per broker in 2025, up 16.5%.
Privacy policies must explain significant automated decisions that use personal information.
Five capabilities from one local team. Start with one, and they connect as you grow, because we build software as well as support it.
Pipeline, settlements, trail and clawbacks in one view.
Document chasing and retention alerts, approved by the broker.
Instant enquiry responses, fact-find reminders and settlement updates.
MFA, email filtering, secure document sharing and phishing simulations.
Help desk, Microsoft 365, tested backups and fast new-starter setup.
Keep work moving. Reduce repeated work. See the business clearly.
The six problems we hear most from brokerages, what we do about each one, and the number you track to know it worked.
Copies spread across inboxes and laptops, and every copy is a breach risk.
We set up a secure upload path and MFA everywhere, with retention settings agreed with your compliance team.
Documents received through secure upload
A single phished password can open your whole client book.
We add MFA, filtering and phishing training, plus a written incident plan, so staff know exactly what to do.
Phishing click rate, MFA coverage
By then the client has called another broker or gone direct to a lender.
We automate an instant acknowledgement and next-step booking, so every lead gets a fast, consistent response.
Speed to first response, calls booked
Applications stall before lodgement, and settlement dates move.
Automated checklists and reminders chase what is missing. Your team steps in only when a file is stuck.
Days from fact find to complete file
Nobody can see where deals stall or which channels convert.
We build a view from enquiry to settlement by broker and lead source.
Lead-to-settlement conversion
Missing trail and unexpected clawbacks go unnoticed.
A reconciliation view compares expected and received commission and flags the differences, where statement formats allow.
Commission variances found
VCPility is Sharktech's CRM and marketing platform for service businesses. Brokers use it for enquiry capture, automated follow-up and Google Business Profile visibility. Your aggregator CRM stays the system of record for applications. We confirm fit during discovery.
The agent chases and drafts. The broker advises.
Each agent works inside your own environment with narrow access and a named approver. No agent touches lender portals or credit files.
Tracks the fact-find checklist and drafts reminders for missing documents, using only the secure upload folder. The broker or credit assistant checks every document.
Flags fixed-rate expiries and review dates from a read-only loan book export and drafts check-in messages. It cannot send. The broker approves every message.
Each agent sees only the mailbox or folder its job needs.
A person in your team reviews every output before it is used.
Every action is logged, and the agent can be stopped at any time.
A privacy impact assessment comes before go-live. Your data is not used to train public models.
Agents never recommend products, assess serviceability or sign off a Best Interests Duty file.
Dashboards connected to your systems, each tied to a decision. Reports depend on your aggregator and CRM exports. We confirm what is available in the audit.
Proactive support from an Australian help desk, Monday to Friday, 9am to 6pm AEST. Wi-Fi, routers and network hardware stay with your network provider, and we coordinate with them for you.
People you can meet. Accountability you can hold.
Client financial data deserves a partner who understands Australian obligations and turns up in person. Sharktech is Australian-led and accountable, with offices in Western Sydney and Melbourne.
Small budget. Real result in weeks. Then grow.
Enquiry response or document chasing automated end to end.
Email, devices and document handling, with a written report and roadmap.
Pipeline or trail book, built from your own data.
One agent, one workflow, one named approver, measured against a baseline.
One month of managed support so you can judge the service first.
Prices exclude GST, are indicative and are confirmed in writing after a short assessment. Starter projects are scoped to show a measurable result within two to four weeks.
Thirty minutes to map your systems and pick the first problem worth fixing.
Fixed scope, aimed at a measurable result in two to four weeks.
Managed IT, monthly reporting and the next priority, agreed together.
Yes, when it handles admin, not advice. AI can chase documents, draft reminders and summarise notes. The broker still decides the product, records the reasons and signs off the file.
It depends on what your aggregator allows. We review export and API options in the audit before promising a connection. Where none exists, scheduled exports can still feed reporting.
Use a secure upload link instead of email attachments, turn on MFA for every account, and agree how long documents are kept. We set this up and train your team to use it.
Yes. The IT, security and reporting needs are similar. Compliance obligations differ from mortgage broking, so we scope automation around your licensee's requirements.
Book a 30-minute discovery call with our local team. We find where leads and documents slip and give you a written, costed plan before you commit.
Because we ship our own AI products, not just other people's. The Sharktech AI Tech Lab designs, builds and runs VCPility, AccrualOS, eTakeaway Max and Motivo360, and delivers Flagman AI safety as the exclusive Australian and New Zealand delivery partner for Perleybrook Labs. The same engineers who build those platforms design the dashboards, agents and automation we deploy for you.
We are clear about our limits. We do not give legal, financial or credit advice. Our help desk runs business hours. Serious breaches are contained, then handed to specialist incident response firms.
We support brokers across Sydney, Melbourne, Brisbane and Adelaide, and in growing regional centres.
Managed IT is delivered remotely with on-site work arranged as needed.
Our wider professional services work, including accounting firms, consultancies and not-for-profits.
02Every lead answered. Every bank detail verified.
03Trust money protected. Matters opened faster. Client checks built in.
P1CRM, marketing automation and business growth platform. Tailored for service-based businesses.
P2Practice management and automation platform built only for Australian accounting and bookkeeping firms. CRM, workflow automation, client communication, onboarding, AI assistants, billing and reporting in one place, from A$295 per month.
P3AI workplace safety monitoring and compliance. Real-time alerts, incident tracking, compliance reporting.
Start with where leads and documents slip. Thirty minutes, one clear first fix, and a written scope before you commit.
You cannot hire it. You should not have to. We deploy and run the AI and automation systems for you.