BUILT BY A MORTGAGE BROKER
Your clients, onboarded.Without opening a thing.
FirstAboard is mortgage broker onboarding built to be run by AI. It is a tool for Claude and ChatGPT: you ask, and The Hand reaches your client, gathers everything and returns a finished file for your approval.
FREE FOR A LIMITED TIME
We are opening it up a few brokers at a time.
Any new client enquiries in my email this week? Send them the fact-find.
Two new enquiries this week:
- Liam Carter: refinance, wants to review his rate
- Grace & Noah Patel: buying their first home
FirstAboard · Prepared 3 invitationsInvitation to Liam Carter
Email and SMS, with his own private link
Invitation to Grace Patel
Email and SMS, with her own private link
Invitation to Noah Patel
Email and SMS, with his own private link
Grace and Noah each answer their own questions and sign your credit guide. Send all three?
Send them.
Done. All three are on their way, and their reminders follow your usual schedule.
DESIGNED DIFFERENTLY
The onboarding app designed not to be opened.
Not by you, anyway. You work in Claude or ChatGPT, and FirstAboard does the onboarding behind it. Your clients get one simple link; you get a finished file.
EVERYTHING IN ONE LINK
One secure link collects the whole file
Intake, documents, open banking and e-signatures, combined, with your brand on top. Typeform can’t sign; DocuSign can’t collect. FirstAboard does both.
Structured intake
Ask exactly what you need: questions, sections and steps that only show when they apply.
Documents and photos
Clients upload files or snap photos on their phone: payslips, statements, ID.
Open banking
Clients connect their bank through a secure open-banking link you add, such as Frollo. No passwords shared with you.
E-signatures
Your credit guide and documents signed inside the same link. No third-party tool, no per-envelope fees.
Private and secure
Tokenised links, per-broker isolation, encrypted storage and audit logging.
Your brand, their phone
Your logo and details on every screen, built for a phone, with a clean summary back to you.
Apply from your website
Add an Apply now button to your own website. Clients leave their details, land straight in their own onboarding link, and you get an alert.
WHAT YOUR CLIENT SEES
A helpful message, in your name
Hi Priya, it’s Sam at Harbour Home Loans. Here’s your secure link to start your refinance.
Hi Priya, to keep your refinance moving I just need your last two payslips. You can upload them, or photograph them, from the same link.
WHAT YOU SEE
A finished file, ready to approve
- Fact-findComplete
- Documents9 of 9
- Income from payslips$96,400 base
- Compliance notes8 drafted
- Priya Shah, refinance
I
It reaches your clients
By SMS and email, in your name, as soon as you approve the send.
II
It gathers everything
Answers, documents, payslips and signatures, chased until the file is complete.
III
You decide
Nothing reaches your CRM until you have reviewed the file and approved it.
AFTER SETTLEMENT
Keep in touch with every past client
A newsletter in your name to the clients who asked to hear from you, on the schedule you choose. It is built in, so there is no separate mailing tool to pay for, and your clients think of you first when it is time to refinance.
- Clients opt in with a tick box on the fact-find, and their consent is recorded
- Articles come from the FirstAboard library, written and checked for you
- A preview reaches you two weeks ahead: decline any article you would rather not send
- Every email has a one-click unsubscribe, honoured straight away
- Run it from Claude or ChatGPT too: who is on your list, and what goes out next
Harbour Home Loans
Your update from Sam
What the latest rate decision means for you
A plain-English look at what changed and who it affects.
Family helping with your deposit?
Why it matters whether it is a gift or a loan.
Is it time to review your loan?
Three signs a refinance check is worth a call.
You asked Sam to keep you updated. Unsubscribe
CALCULATORS, IN YOUR BRANDING
Twelve broker calculators, with your name on the results
Run them inside FirstAboard and download the result as a PDF with your logo, your details and your credit representative number, and no mention of FirstAboard. Share it by email or WhatsApp.
- Stamp duty for every state, first home buyer rates included
- The general information disclaimer on every result, on screen and in the PDF
- Nothing you type is saved, and nothing is sent unless you send it
- On your own website, branded as yoursCOMING SOON
HOME LOANS
PROPERTY
INCOME, SAVINGS AND DEFENCE
Be among the first brokers to hand it over.
Free for a limited time. We are opening it up a few brokers at a time.
Request accessThe conversation, messages, file and newsletter shown are illustrations, and the names are made up. Claude is a trademark of Anthropic, PBC. ChatGPT is a trademark of OpenAI. FirstAboard is not affiliated with, sponsored by or endorsed by either company.