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
Name mismatch vs application · document past expiry
The problem
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.
Payslips by email, statements in a portal, IDs over text. Nothing checked the same way twice.
The compliance record is reconstructed after the fact. That is the part most likely to fail a review.
When an aggregator or ASIC asks what happened and when, there's no single source of truth.
The platform
Meeting records, document checks, consent and compliance evidence in one secure place, engineered on Microsoft Azure.
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.
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.
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.
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.
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.
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.
The record
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.
How it works
Send a secure link. The client completes their details and uploads documents through the portal, straight into the file, with a trail.
Consent is captured before a word is recorded. The transcript and summary land on the client file automatically, with actions and risks already noted.
BizMyte checks each document against your compliance obligations and surfaces what needs attention. You review and sign off.
Every verdict, edit and consent lands in an immutable record, ready the moment an aggregator or ASIC asks to see it.
Security & residency
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.
Hosted in Australian Azure regions. Your clients' data stays in the country.
Data encrypted in transit and at rest, with secrets and identities managed, never embedded.
Principal, Broker, Assistant and Compliance roles, each seeing exactly what they should.
Verdicts and consents are added, never altered. The record holds up under scrutiny.
Nothing is truly lost. Archived records and document versions stay recoverable.
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.
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.