Works with the tools
you already pay for.
Each one is connected through your own account, with only the access a workflow needs. If a system has an API or sends email, it can usually be connected.
Connective MercuryLeads, applications and compliance
SalestrekkerPipeline, tasks and client comms
AFGBroker platform and lodgement
HubSpotMarketing and client lists
Google WorkspaceGmail, Calendar and Drive
Microsoft 365Outlook and OneDrive
WhatsAppClient documents and quick questions
XeroCommissions and invoicingTools Feltlab works with, not partners or endorsements.
What comes off your plate.
The workflows most mortgage brokers start with. Agent Starter includes three; the audit finds the rest.
Brings in money
Speed to lead
Every enquiry gets a reply in under a minute, day or night, with the first questions asked and a time to talk. The lead is in your CRM before you've seen it.
Saves time
Documents chased
Payslips, statements and IDs requested with a clear list, chased until the file is complete and filed to the right application.
Brings in money
Retention check-ins
Fixed-rate expiries, anniversaries and rate changes trigger a message from you, drafted in your voice, so clients hear from you before they hear from a comparison site.
Reduces risk
File notes drafted
Call notes and emails summarised into the file note format your aggregator expects, ready for your review.
Saves time
Lender and client email triage
Lender requests, client questions and marketing noise sorted, with replies drafted for anything routine.
Visibility
Pipeline brief
Monday morning: applications by stage, what each is waiting on and the clients to call.
Brings in money
Replied before
the next broker.
A refinance enquiry comes in at 9:40pm. By 9:41pm the client has a reply in your voice, three quick questions and a link to book a call. Their answers are in Mercury by morning, and you start the day with a warm lead instead of a cold voicemail.
- Under a minute, any hour
- Qualified before you call
- Logged in your CRM
Mercury · New leads
Two ways
to start.
Both begin with a free 15-minute call, and nothing is built without your yes. Prices exclude GST.
Most brokers start on Agent Starter with speed to lead, document chasing and retention check-ins. Brokerages with support staff usually start with the audit.
Agent Starter
Where most start$1,000 + GST setup
then from $400 + GST a month
For businesses with a few staff and clear workflows. Pick three from this page, and your agent is set up and connected within weeks.
- Your agent in a private Slack channel
- Three workflows from this page
- Connected to the tools you already use
- AI usage included, within fair use
- Support, and one hour of changes a month
- A 30-minute setup call instead of the audit
Agent + Audit
$1,000 + GST audit, $1,000 + GST setup, $2,000 to $10,000 + GST build
then from $800 + GST a month
For businesses with staff and work that spans several systems. A half day in your business finds the automation with the most money in it, then one fixed-price quote.
- Your agent in a private Slack channel
- Half-day audit, with $500 + GST credited to a build within 60 days
- Workflows built to your process, one fixed price
- Connected to every system the audit finds
- AI usage included, within fair use
- Support, and up to three hours of changes a month
Your own private server
Your automations run on a server set up for your business alone, never shared with another client.
Only what a step needs
Your records stay on your server. When a step needs AI, only the information for that step is sent.
Never used to train AI
AI requests only go to providers that don't train on your data or keep it, and any that would are blocked.
You approve what matters
Money, bookings and messages to customers wait for a yes from you or your team.
Every action logged
A plain-English record of everything it read, wrote and sent, so you can always check what happened.
Ring-fenced AI keys
Your business gets its own AI keys with spending limits, so usage is separate, capped and visible.
Questions
Does it work with Mercury or Salestrekker?
Yes. Leads, applications and tasks stay in your aggregator's CRM, read and updated through your own login. Nothing moves to a new system.
Is it compliant to send messages automatically?
Anything a client sees waits for your approval until you choose to let a routine one run, and every message is logged. Feltlab doesn't give compliance advice: your aggregator's rules apply, and the setup follows them.
Will it make credit recommendations?
No. It handles the admin around a deal: replies, documents, notes and reminders. The advice stays with you.
Where do most brokers start?
On Agent Starter with speed to lead, document chasing and retention check-ins. Brokerages with support staff usually start with the audit.
Let's find your busywork.
Start with a free 15-minute call. If there's a fit, the audit shows exactly what to automate and what it's worth.
Jason Corbett, founder
Your one contact from first call to launch.