The monthly report the broker channel writes for you.
Insights is generated from real broker scenarios, every month, into an approval queue a human reviews before it is sent. Pro adds your comparison set, deep dives, and one card of actions to take.
Aggregate and de-identified. Generated on the second of the month, sent after review.
| Visibility against your comparison set | Shortlisted |
|---|---|
| You | 38% |
| Highest in your set | 51% |
| Set median | 44% |
| Lowest in your set | 29% |
Illustrative figures. Your report is built from your own numbers.
What they asked, and where you lost it.
Scenario volume, shortlist rate and average loan value, month on month. The policy lines that decided the outcome, ranked by how often they did. Team exposure totals and the feedback brokers left on your answers.
- Delivered as a PDF your credit and distribution teams can circulate
- Every figure aggregate and de-identified
- Included with a policy listing
| Line | Scenarios lost |
|---|---|
| Self-employed ABN term, 2 years | 216 |
| Maximum LVR 80% self-employed | 141 |
| Genuine savings at 95% | 88 |
Illustrative figures.
The comparison that makes the numbers mean something.
Pro puts your figures beside your comparison set: the lenders you actually compete with, chosen with you. Deep dives take one topic a month apart, and each ends with a single card of actions to take. Non-bank lenders are ranked within their own tier, not against the majors.
- Industry comparison against your set, every month
- Deep dives with one actions-to-take card
- The Policy coach: the questions brokers could not answer from your documents
| Action | Expected effect |
|---|---|
| Publish the 12-month ABN exception in the product guide | 216 scenarios a month reach the next test |
| Clarify genuine savings at 95% | 88 scenarios stop failing on wording |
Illustrative actions.
Insights and Insights Pro
| Module | Insights | Insights Pro |
|---|---|---|
| Every month | ||
| Scenario volume, shortlist rate, average loan value | ||
| Policy lines that decided the outcome | ||
| Team exposure and broker feedback | ||
| Pro | ||
| Comparison against your set | ||
| Deep dives and actions to take | ||
| Non-bank visibility within tier | ||
| Policy coach advisories | ||