A Sydney mortgage brokerage was busy but leaking — enquiries sat in a shared inbox for a day or more, and nobody was reconciling trail against aggregator statements. We rebuilt lead capture and routing, automated settlement comms, and reconciled the trail book.
Missing trail commission found by reconciling against aggregator statements.
First response to new enquiries, down from 24+ hours, via instant acknowledgement and routing.
Manual follow-up, data entry and reconciliation removed from the team's week.
The fastest money in this engagement wasn't new business — it was revenue the brokerage had already earned and wasn't being paid. Reconciliation surfaced it; routing made sure new leads stopped leaking while we were at it.
NDA note. The brokerage name is withheld. The scope and the headline metrics shown here are the real engagement numbers with identifying details removed.
The reconciliation paid for the whole project before we'd even finished the lead-routing build.Assembly Growth delivery summary · identifying details removed
Instant acknowledgement on every enquiry, intelligent routing to an owner, and response SLAs so nothing sits in the inbox.
Settlement workflows trigger client updates, referrer notifications, review requests and follow-up tasks without manual chasing.
Automated reconciliation of trail against aggregator statements, surfacing the 5–10% that is typically missing or incorrect.
Executive dashboards for pipeline health, settlement forecast, trail book value and referrer performance.
Slow lead response and unreconciled trail are the two most common, most recoverable leaks in broking. Fixing them rarely needs new software — it needs the existing stack wired to actually do the job.
We typically find 5–10% in missing or incorrect commission. Book the readiness call and we'll show you where — and on a trail audit, if we don't find recoverable revenue, you don't pay.