FormWise
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For Australian mortgage brokers

You have the conversation. FormWise does the paperwork.

From your discovery call to a lodged application — it works out exactly what to collect, gathers and verifies it from your client, then generates, signs and files every document. Uploads and all.

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Australian-hosted · bank-grade security · works with Finsure, LMG, AFG, Connective & ApplyOnline
Works with any portal
FinsureFinsure
LMGLMG
AFGAFG
ConnectiveConnective
ApplyOnlineApplyOnline
The last mile nobody automates

From discovery to ApplyOnline, FormWise runs every step in between.

Working out what to collect, chasing the client, the compliance pack, the signatures, the re-typing into the portal, the document uploads. Today that's all done by hand, on every single file. That's the work FormWise takes over.

Step 1 Your discovery call FormWise turns it into a collection list.
FORMWISE Step 2 · the gap Collect · Generate · Sign · Lodge Done for you, automatically.
Suggests what to collectChases the clientGenerates & signsFills the portal + uploads
Step 3 ApplyOnline Submitted to the lender, with every document attached.
The part nobody else does

It fills any portal, including the uploads.

FormWise's browser assistant drops verified client data straight into ApplyOnline, an aggregator CRM, or any web form on the internet, and attaches the payslips, statements and IDs too. Every field filled, nothing re-keyed, even on portals it has never seen before.

  • Works on any lender portal or web form. No integration, no waiting on an API
  • Uploads the supporting documents, not just the fields
  • One click on the whole application, and the copy-paste is gone
applyonline.com.au
ApplyOnline · Commonwealth Bank
First name
Sarah
Last name
Chen
Employment
Full-time PAYG
Gross income
$98,400
Payslips_Chen.pdf · Bank_statements.pdf
2 documents attached
Uploaded
FormWise · Autofill
Fill from collected data
SC
Sarah & James Chen
All items collected
Ready
And everything that gets you there

Everything a deal needs, captured, generated and signed.

1
Capture

After the call, FormWise suggests exactly what to collect. You approve and send.

FormWise reads your call transcripts and drafts exactly what to collect. Add or remove anything, then FormWise sends the request to your client and follows up automatically until every document is in and verified.

  • Drafts the collection list from your call: Granola, Fireflies, Fathom, Otter & Zoom. No manual form-picking.
  • You stay in control. Review, add or remove any item before it goes out.
  • Collected and verified for you: secure upload links, auto-reminders, and verified bank, credit, ID & property data.

Coming from Middle? Import your in-flight clients in one click.

6 signals found
Collection request
Chen application · drafted from your call
AI draft
Photo ID
Driver licence · both applicants
Standard
Gift letter & funds evidence
“parents are gifting part of the deposit”
From call
Car loan statement
“about $12k left on it”
From call
8 items · SMS + email to Sarah & James Sent
2
Generate

Every compliance document, generated in one click.

Best Interest Duty evidence, needs analysis, credit guide, preliminary assessment, file notes. The whole mandatory pack, filled from verified data and ready to send. The two hours a file used to take becomes a click.

  • Mortgage-native templates, built for NCCP & BID
  • Populated from collected data, nothing re-typed
  • Straight through to signing when you're ready
Preliminary assessment Needs analysis Credit guide
Generated in 1 click
Preliminary Assessment
Chen application · CHEN-2381 · BID evidence attached
ApplicantsSarah & James Chen
Combined income$202,900 p.a.
Objectives & needsFirst home · owner-occupier
Recommendation basisBest Interest Duty met
LiabilitiesCar loan — $11,940
3
Sign

Sent for signature, chased, and filed back on its own.

Fire off signing links over email or SMS. Track who's opened and who's signed, with reminders that send themselves. The signed copies land back on the deal, ready to lodge.

  • Legally-binding e-signatures, multiple signers
  • Live status: sent, opened, signed
  • Signed copies attached to the lodgement automatically
Credit guide & privacy consent
Sent for signature · via email + SMS
1 of 2 signed
SC
Sarah Chen
Signed · Today 9:12 AM
Signed
Sarah Chen
JC
James Chen
Opened · reminder scheduled
Awaiting
Auto-reminder in 24h if unsigned Resend link
Where FormWise fits

Others get the data in, or get a PDF signed. FormWise closes the loop.

Fact-find & collection

Collection tools

e.g. Middle
  • Collects & verifies the client data
  • Stops at hand-off, no docs
  • Doesn't fill the lender portal
E-signature

Signing tools

e.g. DocuSign
  • Generates a doc & gets it signed
  • You still type in the data
  • Generic, not mortgage-native
The execution layer

FormWise

Conversation → submitted
  • Runs the fact-find & collection itself
  • Generates the compliance pack & signs
  • Fills the portal & uploads the documents
Give the week back

Brokers lose about 25 hours a week to admin. FormWise hands it back.

~25 hrs
of admin per broker, per week, handed back
Minutes
to assemble a compliant file, down from two hours
Zero
fields re-keyed by hand into the portal
100%
of the paperwork tracked and audit-logged
Built for trust

The most sensitive data a person has, handled like a bank would.

Brokers won't hand over client financials to just any tool. FormWise keeps it onshore, moves it encrypted, and logs every action against the deal, so compliance is one less thing to worry about.

Australian-hostedClient data stays onshore
Bank-grade encryptionIn transit and at rest
NCCP & BID-awareAudit-trailed by default
Client-approved sharingConsent on every hand-off
Get started

The paperwork, handled.

Watch FormWise take one of your real client files from the first conversation to a lodged application — with nothing re-keyed.

Book a demo Watch the product tour