Lolli is your brokerage’s competitive advantage.
Explore how Lolli enriches customer experiences and enhances broker efficiency.
Communicate. Codify. Connect.
From meetings booked to your back book,
Lolli helps you do more.
Lolli is the broker enhancement platform that integrates seamlessly with your existing sales and back-office processes.
Make your meetings with prospects more productive.
With Lolli, you can collect client data before meetings – and automatically calculate analyses like cash flow, break cost–benefit, and maximum borrowing capacity.
No awkward “we’ll get back to you with options.”
No time spent on manual number-crunching.
Just an instant snapshot of prospects’ financial situations – and insights that you can use to win new business.
- Pre-meeting data collection
- Automated financial analyses
- Auto-generated client insights
Standardise data entry and diary notes.
Lolli automatically generates compliant diary notes, freeing up your brokers to do more with their time.
Struggling with back-office inefficiencies or manual-handling errors?
Lolli takes care of that too – standardised, auto-input client data, complete with automated loan summaries that your team can send straight to lenders.
- Automated diary notes
- Standardised back-office data entry
- Automated loan summaries for lenders
Before Lolli
- You spent your first meeting collecting basic information from prospects.
- You and your team spent hours manually recording diary notes and entering data.
- Clients were overwhelmed by complex concepts and different options.
- Post-settlement, clients have no reason to engage with your brokerage.
- You constantly chased new leads due to high back book runoff.
After Lolli
- You spend your first meeting presenting data-informed options to prospects.
- Lolli automates your diary notes and standardises data entry for your back-office team.
- Lolli automatically creates a digital loan strategy and summary report with visual aids
- Customers use Lolli to track the real-time cash flow, budgets and performance of their property portfolio.
- With back book lead generation, you reduce runoff by around 5–10% each year.
Support clients with automated LSS reports.
Unless your clients are finance experts with perfect memories, they won’t remember exactly what you told them in your meetings.
Lolli’s digital loan strategy and summary (LSS) reports make it simple for them to review your advice whenever they want.
Complete with compliance sections and AI-powered visual aids, LSS reports are the easiest way to support your clients’ financial journeys.
- Auto-generated LSS reports with personalised recommendations
- Compliance section highlighting broker due diligence
- Auto-generated visual aids for loan structure comprehension
Use portfolio reports to engage post-settlement.
Once clients settle, there’s no reason for them to keep engaging with your brokerage.
That makes it harder to win new business from them in the future.
But Lolli’s digital portfolio reports mean your clients can analyse their personal monthly budget and finances whenever they want – before, during or after settlement.
They can input new data, review the performance of existing property assets, and take advantage of auto-generated reports.
With Lolli, you’re always there for your clients – and they’ve always got you top of mind.
- Real-time analyses of property portfolio performance
- New data, such as additional revenue streams or increased salaries, can be added at any time
- Accessible via web or mobile app
Lolli is a 100% aggregator-agnostic platform.
Reduce back book runoff with targeted outreach.
Most brokers can’t effectively engage their back book clients.
They’re trapped in a cycle of chasing fresh opportunities to write new loans.
Using Lolli’s AI-driven algorithm, you can transform your back book into a consistent source of leads – one with substantially better conversion rates than other marketing channels.
- Post-settlement engagement tools
- Targeted outreach to high-intent opportunities
- Runoff rates reduced by around 10–20%
Lolli safeguards your data with enterprise-grade security.
With certifications like SOC 2 and ISO 27001, Lolli’s infrastructure is protected by best-practice security functions.