Advice practices, mortgage brokers & finance businesses
More room for clients.
Less work between systems.
Documents, preparation, progress updates, and follow-through can consume the time between client conversations. Give that work a clearer route, with review built in.
Practical support for the owner, the team, and the work between them.
The work behind the work
You know this part of the job.
“We spend too long getting ready.”
Gathering information and preparing a review or application takes work across several people and systems.
“The update is in another place.”
The client wants to know what happens next. The answer depends on someone checking the latest status.
“Another tool means another implementation.”
There may be a useful opportunity, but the team still needs time, a clear purpose, and help putting it into practice.
Choose how you want to work
Three ways to make it work.
Use the tools yourself, build with us, or give us an agreed brief to deliver. We’ll help you choose the right fit before you commit.
01 / DIY
Do it yourself.
With the tools and guidance.
Attend hosted sessions, use Poko software, and do the work yourself. Build skills and keep useful work as you go.
- Weekly ResetMake room for practice leadership alongside client commitments.
- Companion · Meeting ActionsReview actions from permitted internal meeting notes.
- Companion · Reporting BriefPrepare an operational report from the approved numbers you provide.
Products, workflows, and access depend on the plan you choose.
Explore Poko Sessions02 / DO IT WITH US
Build it together.
As a Design Partner.
We build agreed custom solutions at reduced rates. You work with us, try relevant Poko products, and help make them better through practical feedback.
- Build clearer preparation and handovers around client onboarding or application administration.
- Use the tools with permitted practice information and feed back what needs to work better.
Three-month minimum engagement. A$2,000/month minimum in custom services at agreed reduced rates; A$6,000 minimum initial commitment. Product trials and access are agreed with you.
See the partnership & terms03 / WE DO IT
Give us the brief.
We deliver the work.
We agree the specification, price, supported access, and acceptance checks. You provide the approved inputs and access; we build, test, and hand over the agreed solution.
- Build and test a defined document-preparation or status-update workflow.
- Deliver a tailored ChatGPT & AI Workshop for appropriate administrative tasks.
A defined scope and quote before work starts, with the agreed checks and handover included.
Explore services & starting pricesStart with what you have
Make more of the systems you already pay for.
A new tool has to earn its place beside your CRM, document process, and existing obligations. We start with one client journey and the work your team repeats around it.
- CRM & advice software
- Document collection & signing
- Client-service support
- Cybersecurity & training
What a useful change could look like
A clearer path to the next human review.
We choose the task, check what is supported, and agree what a useful result looks like before building.
Review preparation
Collect the approved client-service inputs.
- Human review
Check what is missing
Make questions and exceptions visible.
Adviser review
A qualified person considers the next step.
Application preparation
Organise approved documents and the current status.
- Human review
Broker checks
Flag missing details and outstanding questions.
Next action owned
Keep the client-service handover clear.
A preparation and coordination example, with advice and credit decisions staying with the appropriate people.
A clear scope. Something useful to keep.
Specific services. A useful result.
These are some of the services we can scope around your business. Ask us to deliver a defined piece of work, or discuss building it together through Design Partners.
Workplace Cognitive Load & Team Function
Follow one client journey properly.
Map repeated preparation, unclear ownership, and the handovers between existing systems.
A scoped workflow review and practical priorities.
Your First AI Automation
Improve one suitable internal workflow.
Choose a preparation or coordination task. Agree permissions, information handling, and review before the build.
One tested workflow, with clear human checkpoints.
ChatGPT & AI Workshops
Get useful AI habits into everyday work.
Work on permitted tasks with approved information, verification, and escalation in the examples.
A tailored team workshop; safe-use policy work can be scoped separately.
AI service prices are starting prices in Australian dollars, including GST. We agree the final scope and price in writing. See the full AI rate card. Workshop delivery, supported connections, and implementation are agreed for your business.
What the repeated work costs
Capacity is also what happens between client meetings.
When preparation and coordination absorb the available attention, client conversations, follow-through, and improvement work compete for what remains. Start with one workflow that can be made clearer and easier to run.
Put your own numbers to one repeated task
Choose one task. Estimate how often it happens and the time each repetition takes.
Use your own figures. This estimates existing effort, not a promised saving.
The person behind the business matters
Make space for running the practice, too.
Use Weekly Reset for a workable plan around client delivery. Weekly Reset is hosted live: join the stream, follow the guided planning, and work on your own week. Join hosted Poko Sessions for guided, practical work you can apply to your business.
Support that fits how you work
Built for all brains. Informed by the complex ones. ADHD, autism, dyslexia, or another way of thinking can be part of the conversation when it matters to you. Tell us what helps: written information, time to process, or a different way to take part.
Explore different ways of thinkingWhen you want help putting the pieces together
Keep improving the business.
With someone working alongside you.
When the work spans several processes, agree ongoing implementation around existing systems, review requirements, content, and the team’s ability to use the changes.
Design Partners: at least three months and A$2,000/month minimum in custom services at agreed reduced rates. A$6,000 minimum initial commitment, agreed separately.
See how Design Partners worksBefore you choose
A few things you might be wondering.
Start small if that is what fits. We agree the work before it begins.
Will AI give advice or make credit decisions?
Our starting examples concern internal preparation and coordination. Regulated advice, suitability, and credit decisions remain with the appropriately authorised people. We agree the permitted scope before work begins.
Can we keep our current CRM?
We start with your current setup. Any connection depends on supported access and an agreed implementation; we do not assume your CRM needs replacing.
Can you help us decide what is worth doing first?
Yes. Ask about a scoped workflow review or the AI Readiness Assessment. We can compare opportunities and constraints before you commit to a build.
A rough idea is enough
Which part of the client journey takes too much work?
Tell us what you want to make easier. Request a free callback or an email reply, and we’ll discuss the service, scope, and quote. We’ll help you decide whether DIY sessions and software, a Design Partner engagement, or a completed project is the better fit before you commit.
Poko’s founder
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