LMG has unveiled MyCRM Intelligence, a suite of built-in AI assistants designed to help brokers work faster, safer and smarter, starting with two new features: My Note Writer and My Quality Assurance.
Unlike third-party tools, MyCRM Intelligence is embedded directly into MyCRM, giving brokers instant access to AI that works inside their existing workflow and operating platform. There are no extra logins, no integrations and no prompt-writing skills needed. The features are available now to all LMG and Loan Market brokers at no additional cost.
“Our vision is to give brokers intelligent tools that save them time without ever compromising trust,” said Whitney Cali, Chief Product & Technology Officer at LMG.
“These new features were built inside MyCRM from the ground up, using real broker feedback. They’re secure, compliant and practical, designed to take the heavy lifting out of documentation and quality checks so brokers can focus on their clients.”
The first two releases under MyCRM Intelligence are designed to remove some of the most time-consuming and error-prone parts of the loan process.
💠My Note Writer automatically drafts lender rationales, product selection notes and exit strategies in seconds, drawing on data already entered in the broker’s application. Each output is structured, editable and BID-ready, giving brokers a clear, compliant foundation for every submission.
💠My Quality Assurance reviews every deal across more than 500 data points, flagging missing information, funding gaps and product mismatches before lodgement. It acts as a built-in compliance coach and training tool for broker businesses, helping ensure applications are accurate and complete.
More than 100 brokers across Australia and New Zealand participated in the MyCRM Intelligence pilot, reporting faster turnaround times and stronger application quality.
“This would take me 20 minutes to write, now it’s done in seconds,” said Dustin McMahon.
“It speaks better than I do,” said Renee Menzies.
Because the AI is fully built into MyCRM, brokers don’t need to copy and paste information or rely on third-party tools. MyCRM Intelligence uses the broker’s own application data to generate notes, checks and insights in seconds. All client information remains 100 per cent within the platform, ensuring complete data security and compliance. Every output can be reviewed, edited or overridden – AI suggests, the broker decides.
Whitney Cali said these two features mark the beginning of a major rollout under LMG’s AI strategy.
“This is just the start. Over the next 3 – 6 months we’ll be introducing new assistants for retention, analytics and document automation, all within MyCRM. Our goal is to make every broker an augmented broker: empowered by technology, supported by data, and always in control.”
