A complete 7-day AI system for Australian Chinese-speaking MFAA / FBAA accredited mortgage brokers — bilingual first-home buyer / refinance intake, serviceability assessment, lender product comparison, BID-compliant SOCA drafting, settlement coordination, and long-term refinance review.
Best for: Sydney / Melbourne / Brisbane Chinese-speaking MFAA / FBAA accredited mortgage brokers, ASIC ACL holders / Authorised Credit Representatives, sole-practitioners, multicultural broking firm partners covering first-home buyer, refinance, investment property, self-employed, and overseas buyer lending.
Not ideal for: Unlicensed referrers (no ACL / not MFAA-FBAA), pure direct bank channels (employee model), or unaccredited contractors.
⚠ Compliance note: All AI-generated content must be reviewed and signed off by an ACL Authorised Credit Representative before being sent to clients. This pack does not constitute credit advice. All specific lender recommendations require BID assessment and SOCA signature per the National Consumer Credit Protection Act (NCCP) and MFAA / FBAA Code of Practice.
Primarily ChatGPT and Claude — both have free tiers that are enough to get started.
No software to install. No paid subscriptions required.
🌐 English + 简体中文 + 繁體中文 查看中文页 →
NCCP Act, MFAA / FBAA Code of Practice, ASIC ACL framework, Best Interests Duty (BID), Statement of Credit Assistance (SOCA), Privacy Act 1988, APRA serviceability buffer, Comprehensive Credit Reporting (CCR). Built for AU practice only — credit licensing and BID are jurisdiction-specific.
Get Australia Edition →Mortgage broking is highly regulator-localised — NCCP / MFAA / FBAA / APRA / ACL frameworks are Australian and do not translate overseas. A "global" version would dilute the depth that makes this pack useful. We focus on Australia.
One-time purchase · Instant delivery · Yours forever
Questions? Contact us
"How much can I borrow?" "Is refinance worth it?" "Can self-employed get a loan?" — different scenarios, different urgencies, but every reply needs the same borrowing capacity logic and lender-fit assessment.
Every Loan Offer requires explaining rate / fees / IO-P&I / Offset / Conditions to clients who cannot read English wording. A 250-word Chinese summary takes 60 minutes from scratch.
Each settlement needs valuation tracking, conditions met counting, settlement booking and bilingual update. Falling behind leads to client anxiety — but personalising 40 weekly reports takes 2 days.
Lender comparison spreadsheet, BID evidence trail, SOCA narrative, audit prep — the work that protects you under MFAA / FBAA audit is also the most repetitive.
How we built this pack: We mapped the real weekly workflows of Sydney Chinese-speaking MFAA / FBAA accredited mortgage brokers — from new client borrowing capacity estimates with visa / income complexity, to Loan Offer Chinese summaries, to BID-compliant SOCA drafts, to settlement coordination across conveyancers / lenders / solicitors, to long-term refinance review and rate management. Every prompt was tested against the National Consumer Credit Protection Act (NCCP), MFAA / FBAA Codes of Practice, and ASIC ACL framework. Every workflow respects the Best Interests Duty: AI accelerates the writing, the Authorised Credit Representative owns the credit assistance judgment and signs the SOCA.
Step-by-step setup written specifically for Chinese-speaking mortgage brokers. Get ChatGPT, Claude, DeepL set up and your first bilingual borrowing capacity reply drafted in an afternoon.
→ Your first borrowing capacity WeChat reply template, ready to use
A curated comparison of AI tools for mortgage broking — ChatGPT, Claude, Gemini, DeepL, Canva, BrokerEngine / ApplyOnline, Microsoft 365 Copilot. What each does best, free vs paid, and CCR / financial confidentiality notes for each.
→ Skip subscriptions you don't need
20 ready-to-use prompts across 5 categories — new client intake & borrowing estimate, lender product comparison & recommendation, self-employed & complex income, settlement coordination, long-term client maintenance & social media.
→ SOCA Best Interests Duty, refinance benefit analysis, FHB Scheme — pre-built
Standardised processes for: new client intake, serviceability & BID, lender product comparison, settlement coordination & post-settlement, refinance review & long-term maintenance.
→ Turn your best case-handling into your standard case-handling
A day-by-day plan so you always know what to do next. Day 1 install tools and write your first borrowing capacity reply; Day 4 draft your first SOCA Best Interests Duty outline; Day 7 you have habits, library, and a Google Reviews pipeline running.
→ Removes all execution friction from the first week
Advanced bilingual prompt patterns, a NCCP + BID + AI usage decision tree, AI workflow automation ideas for small broking firms, and a sole-practitioner efficiency checklist.
→ Room to grow when you're ready
One pack. Three languages (繁/简/EN). 5 guides + 8 videos + bonus ebook. Built for AU mortgage broking practice.
Not sure this is right for you? Contact us before buying — we'll give you a straight answer.
RBA shifts. APRA tightens. Your pack stays current.
Your pack includes 12 months of Edge Pass Membership (value A$99) bundled FREE. You'll receive monthly AI briefs, quarterly industry deep-dives, and hotfix alerts — so your toolkit stays sharp as AI evolves. After 12 months, continue for A$9.9/month or let it lapse — no surprise charges.
Learn About the Edge Pass →Bookkeepers, tax agents & small accounting firms
Chinese-speaking AFSL Authorised Reps
Agents, property managers & independents