AI client intelligence for brokers
ScaleConnect
A whole loan book a broker can read at a glance, with AI pointing at who to call.
Overview
Mortgage brokers manage hundreds of clients across many loan stages, but most CRMs are built for sales teams, not lending. Brokers were missing refinancing windows, losing track of loan book health and spending hours on admin. ScaleConnect needed a dashboard that shows the state of the whole book and surfaces the moments that need action.
- Client
- ScaleConnect, Australia
- Scope
- Product design, SaaS build, AI features
- Engagement
- 4 months, 2025
- Stack
- Next.js, React, TypeScript, Tailwind
Dashboard
The loan book in one view
A dense but calm dashboard: clients, average loan size, active loans, commissions, loan book value and client composition. Every chart was chosen to make the right next action obvious, not to fill space.
AI
Ask the book a question
Ask ScaleAI lets brokers query their client data in plain language. AI reviews flag refinance potential and engagement, chat summaries write the meeting notes and next steps, and the client manager sorts people by who is ready to buy, who is near refinance and who needs a follow-up.
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