Stop losing 8 hours a week to lender policy PDFs.
Built for Australian brokers who don’t have time to learn another platform.
Ask one question. Get policy guidance across 35+ lenders instantly – by chat, by email or inside your Salestrekker 2.0 CRM.
No portal-hopping. No PDFs. No second login.
No signup required. Receive a response to your inbox within 60 seconds.
Why Brokers Hesitate.
“I don’t have time to learn another tool.”
Fair. That’s why we built Charli to work through email. Send a question to charli@cynario.ai from your desktop or phone and get a structured policy comparison back to your inbox within 60 seconds.
No login. No new software.
If you can write an email, you can use Cynario.
“I don’t trust AI to get policy right.”
You shouldn’t, most AI tools weren’t built for Australian lending. Cynario doesn’t browse the web.
Every response is generated from isolated lender data that is updated in real-time…something no other platform can do.
This means no risk of hallucinations or outdated policy – every time.
“I’m not a strong martketer.”
That’s the point. Alex writes, designs and posts your social media content, drafts emails and publishes blogs that are compliant + match your brand from a single prompt.
The brokers who use it aren’t suddenly “marketers.” They let Alex do the heavy-lifting to amplify their brand reach across Instagram, Facebook, LinkedIn, Google Business Profile and WorkPress with the push of a button.
What Cynario Does in under 2 minutes.
| What you’re doing right now | What it costs you | What it looks like with Cynario |
|---|---|---|
| Comparing lender policy across portals and PDFs for one client scenario | 15–45 minutes, usually between client meeting | Instant via chat or 60 seconds by email |
| Writing and scheduling a 5-platform social campaign yourself | 90+ minutes you bill no one for | 90 seconds, published straight to your accounts |
| Drafting a blog article to support SEO and authority | 2–4 hours, which is why you haven’t done one this year | Under 2 minutes, published to WordPress |
| Emailing a client with lender-specific policy detail | 20-30 minutes per email | Draft-Ready in under 30 seconds |
Meet Your AI Team.
Charli – Policy Research
Charli does what used to take over 30 minutes across four lender portals.
Ask Charli a client scenario and receive a structured policy response within seconds, drawing on real-time data from 35+ Australian residential lenders. Charli analyses LVR, income type, entity structure, security, postcode eligibility, documentation pathway, product purpose and lender conditions in a single response.
Alex – Marketing
Alex reduces hours of marketing creative into minutes.
Get Alex to write, design and publishes social media posts, client emails, and blog articles tailored to your brand voice and compliance requirements. With a push of a button, Alex publishes directly to Instagram, Facebook, LinkedIn, Google Business Profile and WordPress.
Henry – Broker Support
Henry is Cynario’s 24/7 AI support assistant. Ask Henry any question about Cynario’s features, integrations, subscription plans, or how to use the platform, and receive an instant answer in the in-app chat.
What does saving 15 minutes a day mean for you?
| Your Annual Salary | Your Value Per Hour | Time Per Day Saved Using Cynario | Value of Time Saved Per Month | Cynario Monthly Subscription | ROI |
|---|---|---|---|---|---|
| $80,000 | $37.04* | 15 minutes researching policy or creating marketing content | $185.20 | From $39.95 | 4.6X |
| $100,000 | $46.29* | 15 minutes researching policy or creating marketing content | $231.30 | From $39.95 | 5.8X |
| $150,000 | $69.44* | 15 minutes researching policy or creating marketing content | $347.20 | From $39.95 | 8.7X |
*Assumes an 8am – 5pm work day. Monday – Friday. 4 weeks Annual Leave.
Research 35+ Lender Policies in Seconds.
From desktop to mobile, Cynario’s intuitive chat interface makes complex research effortless. Every conversation is securely stored on enterprise-grade servers with optional MFA protection, giving you control, privacy, and peace of mind while you scale your business with confidence.
No Credit Card Required. Cancel anytime.
Trusted by MoneyQuest’s 140+ brokerage network.
Compare Lender Policies 45x Faster by Email.
How it works:
- Send an email with your policy question (e.g. “Which lenders accept foreign income?”)
- Charli analyses the question against 35+ lender policies
- A structured comparison response is emailed back within 60 seconds
Exclusively available on Cynario.
No signup required. Receive a response to your inbox within 60 seconds.
Create a 5-Platform Marketing Campaign in Under 2 minutes.
Alex generates a complete marketing campaign across Instagram, Facebook, LinkedIn, Google Business Profile, and your WordPress blog in under 60 seconds from a single prompt. Each post is tone-adapted to its platform (educational on LinkedIn, lifestyle-focused on Instagram and Facebook), brand-matched with your logo and colours, and ready to publish directly from Cynario.
Cynario users report saving an average of 1.5 hours per campaign compared to manual content creation.
Content and Image Gen. Designed for Compliance.
Every piece of content Alex generates is built around three pillars relevant to Australian mortgage broking:
Compliant tone — adapts language and disclosure to platform and audience
Brand-consistent visuals — your colours, logo, and broker identity infused into every image
Lender-accurate context — pulls from the same real-time policy data that powers Charli
The result: scroll-stopping content that protects your brand and your compliance obligations.
Publish Authoritative Blog Articles 9x Faster.
Alex generates educational, insight-driven blog articles and publishes them directly to your WordPress site, formatted, branded and optimised for search visibility, without you ever logging into WordPress.
Each article includes:
Clear heading structure (H1, H2, H3) for SEO and AI extractability
A featured image generated to match your brand
Internal-link-ready structure
Compliance-aware language for Australian mortgage broking
This builds a 24/7 content library that supports enquiries, nurtures leads and reinforces professional authority in your local market.
Live Policy Research Inside SalesTrekker 2.0.
Cynario’s strategic partnership with Salestrekker towards Policy AI makes SalesTrekker 2.0 the only mortgage broking CRM with live lender policy research built directly into the client file. Brokers using SalesTrekker 2.0 can ask Charli a policy question without leaving their client record, no tab switching, no copy-pasting client details, no separate login. The full DealFit policy intelligence layer is embedded inside the CRM workflow you already use.
| Capability | What it means for Users |
|---|---|
| Single-point workflow | Research lender policy from inside the client file. No second browser tab, no second login. |
| Live policy data | Policy AI pulls from the same real-time, authorised lender data that powers Cynario directly. |
| DealFit intelligence in-CRM | Full client scenario analysis; LVR, income type, entity structure, postcode, documentation pathway. Inside SalesTrekker 2.0. |
| Aggregator-agnostic responses | Policy responses are based on lender data alone, independent of any aggregator panel or commercial preference. |
Joining the team soon.
Max – AI Asset Policy
Max is the asset finance counterpart to Charli. Max will analyse and compare asset finance lender policies for commercial, equipment, and motor vehicle finance, applying the same DealFit intelligence layer to navigate eligibility requirements and lender differences in seconds.
Jordan – AI Rate Research
Jordan delivers live interest rate and product comparison data via Open Banking. Jordan is designed to give brokers instant access to current rates and product features across multiple lenders without leaving Cynario.
Secret Project
A new class of broker intelligence designed to transform decision-making at the front end of the broking workflow.