Chase fewer documents. Settle more loans.
Syntra collects every payslip, bank statement and ID for you, nudges each application through to settlement, and brings last year's clients back the moment their fixed rate is up for review, so no deal stalls and no opportunity slips past.
The chasing that stands between an enquiry and a settlement
Chasing documents all day
Payslips, bank statements, ID, tax returns - the same list, chased over and over. It's the biggest time-sink you have, and the one thing that stalls a deal.
Deals go cold mid-application
A long pipeline gives every enquiry time to drift - clients lose momentum, stop replying, or quietly take the loan somewhere faster.
The back-book you never call
Last year's clients have fixed rates coming up for review - a whole book of refinances, but the window opens and closes with no one reaching out.
Compliance you can't get wrong
Responsible-lending disclosures, consent and a clean record trail have to be right on every single application - no exceptions.
The paperwork collected, the pipeline moving
Automated document collection
A secure portal requests every payslip, bank statement, ID and tax return, chases what's missing, and ticks each one off as it lands - no more manual follow-up.
Application-stage nudges
Every deal has a next step. Syntra nudges it forward and keeps both you and the client clear on exactly what's still outstanding.
Fixed-rate-expiry re-engagement
Syntra watches your back-book and reaches out the moment a client's fixed rate is up for review - turning last year's settlements into this year's refinances.
Fact-find before you meet
The fact-find and consent forms go out the moment a discovery call is booked, so you walk into every consultation already knowing the client's situation.
Enquiries scored by intent
Every enquiry is ranked by loan size, readiness and purpose - purchase or refinance, so the deals worth settling reach you first.
An AI agent that qualifies & books
It answers "how much could I borrow?", captures the situation, tags the client by stage - enquiry, fact-find, application, settled, and books the consult.
Bring last year's clients back when their rate's up
Syntra keeps an eye on every fixed rate you've settled. Around sixty days before one expires, it reaches out to the client, gauges their interest and books a review, so a whole book of refinances comes back to you instead of walking into a bank branch.
- ✓Watches every fixed rate you've settled for its expiry
- ✓Reaches out ~60 days out, while there's still time to switch
- ✓Books the rate review straight into your calendar
Every application moving, every document in
From fact-find to settlement, Syntra tracks where each deal sits and what it needs next. It chases the outstanding documents, nudges the lender step along, and keeps both you and the client clear on what's left, so no loan goes cold waiting on a payslip.
- ✓Live view of every deal from fact-find to settlement
- ✓Outstanding documents chased automatically
- ✓Client and broker always know the next step
Built for the way brokers actually work
Syntra learns your lenders, your document checklists, your pipeline stages and your back-book - then collects the paperwork, moves each application forward and brings clients back for review, quietly in the background. You spend your time on advice and settlements, not chasing PDFs.
- ✓Every required document requested, chased and collected for you
- ✓Applications nudged forward so deals don't go cold
- ✓Fixed-rate reviews surfaced from your back-book, right on time
See Syntra run your business
Book a 30-minute walkthrough and we’ll show you exactly how Syntra fits your business - then answer every question you’ve got. No slides, no pressure.
Book a demo