Growth Engine packages. More conversations, less chasing.

Essentials covers enquiry forms, one hosted calculator page, one enquiry progress board, one booking calendar and two automatic SMS/email follow-ups. Pro adds AI phone answering, a call back to new web enquiries, review and referral requests to past clients, referral-partner tracking, two boards, up to three calendars and four follow-ups. Full Stack adds AI replies to incoming SMS and website chats, an automatic post-settlement program, a reactivation sequence, up to six calculator pages, three boards, up to six calendars and six follow-ups, with larger monthly change and review-reply allowances.

A follow-up sequence is a short series of emails or text messages sent after a specific event. For example: someone enquires, receives a welcome email, then gets a text two days later if they have not booked. It is different from a newsletter sent to your whole database. Timing and wording are agreed with you before anything goes live.

Essentials includes two follow-ups: welcoming a new enquiry and checking in with someone who has not booked. Pro includes four in total, adding a review request to past clients and a separate referral ask, with an optional thank-you you choose for referrals. Full Stack includes six, adding a post-settlement program and a campaign to reconnect with eligible past contacts. Appointment reminders, missed-call texts and review requests are included separately.

We write and configure the messages, agree who receives them and test when they stop. A reply, booking or opt-out stops or changes the follow-up as agreed. We build the follow-ups during onboarding; they then run automatically rather than being rewritten each month.

Pro and Full Stack include one AI phone receptionist and one agreed incoming call route. It speaks to callers, answers routine business questions, takes a message and helps arrange a booking or human callback. We agree when calls reach the assistant and what happens when a person is needed.

Across phone, text and website chat, the assistant identifies itself as AI and uses approved information. Questions outside that scope go to your team. It does not assess loan eligibility, recommend a loan or make lending decisions. Calls and AI minutes come out of the monthly usage credit and, once it is used, are billed at our published rates.

Included in Full Stack. A borrower sends a normal text to your connected business number, or replies to a text you sent. The assistant reads the message and sends a relevant reply using business information you have approved. For example, “Can I speak to someone on Friday?” can lead to checking an available appointment time. The borrower uses their usual messaging app.

We configure one SMS conversation channel, your approved answers, booking options and the rules for passing a conversation to a person. Your team can see the messages in the shared inbox. This is different from a scheduled follow-up text: it responds to what the borrower actually says. SMS and AI usage are charged separately; a compatible two-way business number is needed.

Included in Full Stack. We add a chat window to one website so visitors can type questions without calling. For example, “Do you help self-employed borrowers?” can be answered from your approved service information, followed by an invitation to leave details or book a conversation.

We set up the chat window, approved business information, contact capture and booking or callback steps. It is a text conversation on your website. Phone reception is a separate channel: the voice assistant speaks to callers. Both use the information and hand-off rules you approve. AI usage is additional.

Included in Pro and Full Stack. When a web enquiry arrives during your agreed hours, the assistant phones the enquirer within about a minute, says it is an AI assistant, asks up to five approved questions and offers an available booking. The answers are saved on the contact for your broker. It only calls someone who has just enquired; there is no cold calling.

Eligible past clients receive a short text/email sequence asking for an honest Google review. A separate sequence, sent later, asks them to refer friends or family, with an optional thank-you you choose. The two are kept apart so a review is never tied to a reward, and contact permissions are checked before anything is sent. Pro also tags each enquiry with its referral source and gives you a monthly summary by partner.

An enquiry board shows where each contact is up to, using stages such as New enquiry, Contacted, Appointment booked and Follow-up needed. Essentials includes one board. Pro includes two and Full Stack three, so you could track home-loan, commercial and asset-finance enquiries separately. We agree the stages and rules with your team.

Essentials connects one booking calendar. Pro connects up to three and Full Stack up to six, for different brokers or appointment types. For example, a home-loan enquiry can be offered a home-loan broker’s available times, while a commercial enquiry goes to the commercial specialist. We configure the selection rules, availability, confirmations and reminders; we do not assume every broker can take every enquiry.

These boards help organise marketing enquiries. They do not replace your loan application system, and six calendars does not mean six separate CRM accounts. Supported calendar connections and access are confirmed during onboarding.

All plans include workflow and hand-off checks, review-widget sync checks and a short monthly activity summary. Essentials includes five review-reply drafts and up to 30 minutes of adjustments to the configured workflows. Pro includes ten drafts, up to 60 minutes of optimisation and a monthly referral-partner summary. Full Stack includes fifteen drafts and up to 90 minutes.

Allowances replace, rather than stack on, the smaller plan. Monthly time does not roll over. New capabilities, additional sequences, migrations and custom integrations are separately scoped. Your brokerage approves review replies before publication.

First, we agree your FAQ, enquiry stages, calendars, contact permissions and message drafts. We configure supported connections and demonstrate the agreed enquiry, booking, reply, opt-out and escalation scenarios before launch.

After launch we check routing, review your team’s feedback and improve the configured workflows within your allowance. This marketing CRM works alongside your broker systems; it does not replace loan-origination software.

Not automatically. Growth Engine manages marketing enquiries and follow-up. Your existing approved system can remain the place for applications and sensitive documents. We agree the hand-off and check integration compatibility before promising a connection.

Essentials is $399/month, Pro is $599/month and Full Stack is $949/month. All have no setup fee and a six-month initial term, then monthly continuation with 30 days’ written notice. The minimum service fees are $2,394, $3,594 and $5,694 respectively, excluding GST. Billing begins at the agreed onboarding start.

Each plan includes a monthly usage credit for phone numbers, calls, SMS, email and AI: $50 on Essentials, $150 on Pro and $250 on Full Stack. Unused credit doesn’t roll over. Usage above the credit is billed the following month at our published rates, and we agree an estimated usage budget before activation. Every plan includes a free Essential website on our platform; if you leave, a $999 handover fee covers exporting your site, porting your number and exporting your data. Premium website packages, search content and advertising management are separate.