InstantAPPLY handles the fact-find, scenario comparisons, product selection, bank statements, and credit reports. So your time goes to clients, not their admin.
“From appointment to submission, we’re just topping up a few documents because everything else pulls straight through.”
Jessica Bailey, Lending Solved
Sound familiar?
Here’s what’s costing you time, and how InstantAPPLY fixes it.
Emailing Word docs, chasing incomplete forms, then re-entering everything into your loan origination platform. Time that should be spent with clients.
A branded link, live bank connections, no PDFs. Data structured and ready for your loan origination platform before you’ve had your next coffee.
Clients struggle to find the right statements for every account and date range. You follow up twice. Meanwhile your approval timeline blows out while the lender waits.
Unlimited bank statements pulled instantly from live accounts. Lender-ready, formatted, and included free. No per-pull charges, no chasing.
Without live data from day one, you only discover the issues after you’ve already invested the time. Sometimes the relationship too.
Live income, expenses and account data from day one. Know if a deal stacks up before you commit another hour, and spend your time on loans that will settle.
How it works
Share your personalised link via email, text, or Calendly, or give your referral partners their own link to use in their lead gen flow.
Clients connect their bank accounts and data sources in minutes. No PDFs, no email attachments, no chasing.
Credit report run. Data structured and ready for servicing and assessment. Everything organised, nothing missing.
What’s included
No add-ons. Everything in the bundle from day one of your trial.
Pull statements for any date range, as many times as you need. Lender-ready and formatted automatically. Plus 10 Experian credit reports per month included, then $5 each.
Included freeExpenses are automatically categorised from bank data. No manual review, no spreadsheets, no time lost interpreting transactions.
AutomaticEvery document is created, renamed, and filed in one place. When you’re ready, download the full set in one click. Nothing missing, nothing to hunt for.
Auto-filedWhen your client is done, you get a complete, accurate file ready to load straight into your loan origination platform. Fast to submit, nothing missing.
Ready to submitMonitors your clients’ data continuously and alerts you the moment a rate becomes uncompetitive. Keep the clients you worked to win.
Learn moreWhat brokers say
We embed the link straight into our Calendly workflow, so every client gets it automatically when they book. From appointment to submission, we’re honestly just topping up a few documents because everything else pulls straight through.
Done in like three minutes where usually it takes so much longer than that. That’s really good.
I think it’s a great product and I don’t want to be left behind. This is something I’ve been asking for, so this is great.
Pricing
For your first 90 days after the free trial
Then $149/month. No lock-in. Cancel any time.
No charge until day 14. Cancel before then and pay nothing.
This offer closes 30 June 2026. After that, pricing is $149/month from day one of your paid subscription.
Start your free 14-day trial today. No commitment, no setup fees.
Start your free trial