Auto-calculate analyses, standardise client data, and generate high-intent opportunities – all with one tool.
Most brokers spend too much time on low-yield activities, impeding their firm’s growth.
Meetings booked from your back book, Lolli uses AI to help you improve how your brokerage operates.
Use Lolli to collect data from prospects and clients before your meetings – and then automatically calculate analyses like cashflow, maximum borrowing capacity, interest rate savings benefits and break cost analysis.
The result: your meetings go from “We’ll get back to you after we’ve run some projections,” to “Here are your options. Let’s talk about which ones you like best.”
Manually recording client information and diary notes is time-consuming – and comes with the risk of human error.
With Lolli, you can automate and standardise both your diary notes and how data gets fed to your back-office support team, leading to faster, more secure loan processing.
Most brokers can’t effectively engage their back book clients.
They’re trapped in a cycle of chasing fresh opportunities to write new loans.
But, using Lolli’s AI-driven algorithm, you can turn your back book into a consistent source of revenue, reducing runoff by an average of 10–20%.
Lolli gives solo brokers and franchise brokerages a way to do more with less:
More clients, more loans, and more revenue – with less costs, less time, and less error.
Help your members improve how they acquire clients and process loans.
With better productivity and back book retention for your brokers, Lolli is a win for everyone – one back by enterprise-grade SOC -2 security accreditations and functions.
Auto-calculate analyses, standardise client data, and generate high-intent opportunities – all with one tool.