Compliance-ready · For Australian mortgage & finance brokers

One secure workspace. Every client, every meeting, every obligation.

BizMyte captures your meetings, checks your documents and builds your compliance records as you work. No more piecing files together from your CRM, email, folders and spreadsheets. Less admin. Nothing missing. Nothing to reconstruct.

APRA & ASIC standards · Onshore in Australia · Built by GOSOL

DOCUMENT ANALYSISdriver-licence.pdf
Provisional Driver LicenceExpired

Name mismatch vs application · document past expiry

Payslips, income verified
Bank statements, received
Built to APRA & ASIC expectationsOnshore data residencyAligned to Best Interests DutyAppend-only audit by design

The problem

The riskiest part of every loan is the paperwork.

Brokers are judged on the file. Income evidence, identity, expenses, consent, the reasoning behind a recommendation. It all has to be there, correct, and defensible months later. Today that work lives in inboxes, folders, and memory. When a reviewer asks "why," the answer is hard to find.

01

Documents scattered across channels

Payslips by email, statements in a portal, IDs over text. Nothing checked the same way twice.

02

File notes written from memory

The compliance record is reconstructed after the fact. That is the part most likely to fail a review.

03

No defensible trail

When an aggregator or ASIC asks what happened and when, there's no single source of truth.

The platform

The whole client file, brought together.

Meeting records, document checks, consent and compliance evidence in one secure place, engineered on Microsoft Azure.

Document intelligence

Checked against your obligations.

Reads payslips, bank statements and identity documents, pulls out the figures that matter, and tests them against the checks every mortgage and finance broker is responsible for. A clear verdict to sign off, not a blank page to start from.

  • Key fields lifted from each document and shown beside the source
  • Income, identity, expenses and serviceability tested to your checklist
  • The decision and its reasoning written to the file the moment you confirm
Client registry

Your whole book, in one defensible record.

Every client, loan, property and compliance field in a single registry, with saved views, Excel-style filters and a complete history behind each row. Find any file in seconds, and know its compliance status at a glance.

  • Saved views: Awaiting docs, Ready to submit, Up for review
  • Filter, sort and export a clean record whenever you need one
  • Compliance status on every row, at a glance
Onboarding & consent

Start a file with a link. Capture consent first.

One secure link and an encrypted portal built to a Tier-1 security envelope. The client completes their details and uploads straight into the file, so nothing lands in your inbox. And every meeting gates recording behind explicit consent that stays on the file.

  • Secure, client-completed onboarding portal with a full audit trail
  • Consent-gated recording, timestamped and kept
  • View, download and share documents in-app, every access recorded
Meetings & AI

Every meeting captured. Every file understood.

Run Teams or in-person meetings with consent on the record, get an instant transcript and AI summary written against the file, and ask an assistant that has already read each client's history.

  • Teams or in person, captured against the right client file
  • Instant transcript and AI summary of every meeting
  • An assistant briefed on the full client history
Transcripts & summaries

Notes write themselves, and stay on the file.

The moment a meeting ends, BizMyte produces a transcript and an AI summary of key points, action items and risks, attached to the client record and ready for your next review.

  • Transcribed and summarised automatically against the right file
  • Action items and risks surfaced, so nothing falls through
AI assistant

An assistant that has read the whole file.

Ask for a client's history, last meeting, documents or outstanding items and the assistant replies in seconds, grounded in that client's record, with follow-up emails and meeting notes a click away.

  • Grounded in the client's own file, not a generic model
  • Drafts the follow-up email or task list in one step

The record

Every decision, on the record. For good.

Every obligation on a file is checked, and the result is written to the record: what's met, what's failed, and why. An expired ID, an undisclosed liability, a missing bank statement, each is flagged the moment it's assessed and kept, never quietly overwritten. So when a reviewer asks what was checked, and when, the file already answers, in full and unaltered.

Append-only · tamper-evident

How it works

Four steps from first contact to audit-ready.

1

Onboard

Send a secure link. The client completes their details and uploads documents through the portal, straight into the file, with a trail.

2

Meet

Consent is captured before a word is recorded. The transcript and summary land on the client file automatically, with actions and risks already noted.

3

Verify

BizMyte checks each document against your compliance obligations and surfaces what needs attention. You review and sign off.

4

Prove

Every verdict, edit and consent lands in an immutable record, ready the moment an aggregator or ASIC asks to see it.

Security & residency

Tier-1 security. Australian soil.

Built and hosted to the standard a regulated practice should expect: engineered on Microsoft Azure, with controls that assume your data is sensitive, because it is.

Onshore data residency

Hosted in Australian Azure regions. Your clients' data stays in the country.

Encrypted, end to end

Data encrypted in transit and at rest, with secrets and identities managed, never embedded.

Role-based access

Principal, Broker, Assistant and Compliance roles, each seeing exactly what they should.

Append-only audit

Verdicts and consents are added, never altered. The record holds up under scrutiny.

Soft-delete & versioning

Nothing is truly lost. Archived records and document versions stay recoverable.

Every access, recorded

Who viewed, downloaded or shared a document, and when. The file keeps its own visitor log.

🇦🇺

Your data never leaves Australia. Engineered for Australian finance brokers, hosted in Australian regions, under Australian law.

See BizMyte on a real broker file.

In 30 minutes we'll walk one file from onboarding to audit-ready: document checks, consent capture, and the immutable trail behind every decision. Bring your hardest compliance question.