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Chameleon AI for Mortgage & Asset Finance Brokers.
A complete AI suite to:
Engage your clients across every channel.
Automate your processes from start to finish.
Keep your business running, even when you are not.
AI built around your business.
Not the other way around.
Every broker works differently. Different lenders. Different referral sources. Different workflows.
Most software makes you adapt. We do the opposite.
You tell us what slows you down. We build AI to handle it.
Powered by the same platform used by banks, lenders, and aggregators.
Document chasing
Automatically follow up for missing documents and update your CRM when received. You stop chasing.
Database reactivation
Identify refinance and review opportunities from your existing clients. Book meetings directly into your calendar.
Lead routing (multi-broker teams)
Send leads to the right broker based on product, location, or workload. No missed or delayed leads.
Refinance reviews
Track rate changes and client situations. Flag who to call and prepare the conversation.
Client communication on WhatsApp
Collect documents, answer questions, and manage conversations in one place. All connected to your CRM.
Compliance records (Best Interests Duty)
Every interaction and recommendation logged automatically. Always audit-ready.
Start with the workflow that matters most.
Expand from there.
Minimum implementation and R&D fee.
Followed by a monthly or annual subscription based on your use case.
- Security and privacy by design
- Built-in compliance guardrails
- Full auditability and control
- Hosting, monitoring, and maintenance
- Continuous upgrades as AI evolves
Designed for extensibility
The platform is built to grow with you. As you start seeing results, you can expand these agents across more parts of your business without rebuilding from scratch.
Not one-off builds
Your agents run on a platform that keeps them secure, scalable, and continuously improving. Every upgrade to the platform benefits your agents automatically.
Runs on Chameleon
The same governed execution platform used by regulated financial institutions. Enterprise-grade infrastructure, sized and priced for your business.
Or start simple. Keep reading.
Today's Customers Wait for No One
Most leads come after hours.
They expect answers immediately.
Not later. Not tomorrow.
The broker who responds first usually wins.
The one who delays often loses the deal.
That's why we've built Chameleon AI Front Desk.
Always on. Always responding. Always working for you.
Three tiers.
One mission: more leads, less work.
$275 one-time setup. Cancel anytime. All prices AUD ex GST.
Capture
Engage
Concierge
Need a website?
Add a fully branded, SEO-ready broker site with Buddy or Concierge.
Sign up. Configure.
Go live.
Tell us about your business
Five-minute questionnaire. Your brand, your services, your goals. That is all we need.
We configure your AI
Branding, fact-find, calendar, CRM. Your AI suite is set up and ready. Typically same day.
Leads start coming in
Embed on your site or launch with ours. Your Front Desk is live, capturing leads around the clock.
Got questions?
We've got answers.
Does this work with my website?
Yes. Drops onto any site. Don't have one? We'll build one for $79/month.
What CRMs do you integrate with?
Mercury Nexus and MyCRM are ready out of the box. Others are welcome. Talk to us.
Will it sound like a robot?
No. We feed your services, lender panel, and FAQs into it so it sounds like your team.
Can I see the conversations?
Every one. In your dashboard and attached to the lead in your CRM.
Can I edit the agent?
You update your content anytime; it picks up changes automatically. The AI tuning we manage.
What about my customers' data?
Encrypted, Australian Privacy Act compliant, never used to train AI models.
What's the setup fee for?
Account provisioning, branding, agent tuning, and our QA pass. One time.
How do I cancel?
Anytime send an email from your registered email ID.
Got a team or unusual workflow?
Talk to us about Custom Agents. We build AI around how your brokerage actually operates.
Don't take our word for it.
Take theirs.
Chameleon gave our 6,000+ broker network an AI-powered growth engine that works continuously - capturing leads, qualifying opportunities, automating follow-up, and improving client engagement at scale.
The result was a 50% uplift in conversion, significantly less admin for brokers, and zero IT dependency for the business.
I've had plenty of disappointments working with providers trying to get a high-end digital presence and failing. Then I came across DigitalChameleon and it took me 5 mins to fill in my brand details and I was live generating leads with an AI suite executed with my preferred branding. I love that I can make changes myself anytime. If you are looking for something that will free up your time to work while your IT and digital is completely taken care of, I recommend Chameleon. It doesn't cost an arm and a leg.
The team at DigitalChameleon were extremely helpful, knowledgeable and most of all patient when it came to assisting me with the build and feel of my brand. I am usually time poor and the ease of establishing a professional looking AI suite quickly and efficiently was amazing. This is something I can manage all by myself now without any technical help.
Amazed at the technology solution Chameleon offers. The platform sure is a Chameleon, the complete transition right from a fresh look and feel for the website, to the appointment scheduling capabilities, and the integrations with our CRM system, was so seamless and quick. The Chameleon platform has undoubtedly been a game-changer for our brand, enabling us to streamline our processes and carry out tasks with remarkable speed and efficiency. Rose De Rossi Ex-Chair MFAA Board
In the past, I had spent thousands of dollars on website development, only to end up with sites that didn't meet my expectations in terms of aesthetics and security. DigitalChameleon exceeded my expectations with a stunning and secure website that also generates leads for my business. Adding-on to the was a game-changer, allowing me to automate my processes seamlessly with an Online Fact Find Chatbot, and CRM integration. My business is now more efficient and effective than ever before. Tony Harris The Money Store
