Application status updates, doc requests, refinance check-ins, settlement chasing, post-settlement nurture, anniversary review reminders — WIDEN AI watches your inbox and writes the follow-ups for you. Drafts sit in your Drafts folder ready for review. Never auto-sent.
First 100 founding members lock in $299/month forever. Public pricing rises to $499/month once the cohort is full.
Mortgage broking is follow-up-driven work. Clients go quiet between fact-find and submission, between submission and approval, between approval and settlement. WIDEN AI catches every quiet moment and drafts the next email.
When a client replies and goes quiet, drafts appear at +3, +7, and +14 days. Review and send in seconds. Pipeline doesn't go cold because you forgot.
Drafts personalised catch-up emails for past clients you haven't spoken to in 90+ days. Refinance opportunities, rate-change reviews, anniversary touchpoints.
Drafts can include your Australian Credit Licence number and standard disclaimers. The substance — any credit-related content — is always your responsibility under the Best Interests Duty.
Mortgage brokers operate under the NCCP Act 2009 and (since 2021) the Best Interests Duty. WIDEN AI helps you stay on top of timely client communication; the credit advice substance remains entirely your responsibility under your Credit Licence authority.
What WIDEN AI is — and isn't. WIDEN AI is a follow-up email tool that drafts client communications based on your prior conversation context. It does not provide credit advice, recommend lenders, calculate borrowing capacity, or perform any function requiring your Credit Licence authority. The substance of every email — including any reference to credit products or recommendations — remains your professional responsibility under the Best Interests Duty.
WIDEN AI is still being shaped by its earliest subscribers. The first 100 founding members get direct access to the team, help shape the product, and lock in the founder rate for life. Public pricing rises to $499/month once the founding cohort fills.
$299/month locked in for life. Cancel anytime. One additional settlement closed because the right follow-up went out at the right time covers a year of subscription.
Become a founding member →Yes — WIDEN AI is built specifically for solo and small-firm professionals. The product assumes you handle all client communication yourself, which is the norm for most mortgage brokers operating under an aggregator. Value compounds most for solo brokers and 2–5 broker firms where every client touchpoint is yours.
No. WIDEN AI is a follow-up email tool — it drafts client communications based on your prior conversation context. It does not provide credit advice, recommend lenders or products, calculate borrowing capacity, or perform any function that requires your Australian Credit Licence authority. The substance of every email remains your professional responsibility under the Best Interests Duty.
WIDEN AI's drafting can include your Australian Credit Licence (ACL) number and standard disclaimers. The NCCP Act and Best Interests Duty require credit advice that's in the consumer's best interest — WIDEN AI drafts are reviewed by you before sending, so the substance and any advice content is under your control. The tool is for communication automation, not credit advice.
WIDEN AI connects to your email (Gmail, Outlook, Yahoo, or any IMAP provider). It doesn't replace your aggregator CRM — those handle pipeline, lender connections, and commission tracking. WIDEN AI sits alongside, handling the client communication layer. Most brokers run both: aggregator CRM for pipeline + WIDEN AI for the drafts.
WIDEN AI complies with the Privacy Act 1988 and Australian Privacy Principles. OAuth credentials (Gmail, Outlook) and IMAP credentials are stored and used per-user with strict isolation (per-user isolation, no cross-account leakage). Data is encrypted in transit (TLS) and at rest (AES-256). Client information stays in your inbox; WIDEN AI accesses what it needs to draft follow-ups, nothing more.