Max-AI Broker
Founded by Matt Punter · for licensed brokers

Taught by humans, to help humans.

Out of the box, Max-AI Broker is a trained machine that answers your sales enquiries, collects the data, asks the relevant questions and structures the deal. Then your licensed broker reviews it, edits it and submits it to the financiers. The machine does the machine work. Your people get to be human again.

Max-AI is an AI. It says so in every conversation. It never gives credit advice and never sends anything to a lender. Your licensed broker does.
What it does, every hour of every day

Four jobs for the machine. One for the human.

Taught by the very best in the industry: the questions a senior broker asks, in the order a senior broker asks them. Max-AI learned the craft from people who have written thousands of deals.

1

Answers the enquiry

Website, text, call or walk up. 9pm on a Friday or 6am on a Monday. The same warm, patient first conversation every time.

2

Collects the data

Names, numbers, documents, the story behind the deal. Nothing asked twice. Nothing lost in an inbox.

3

Asks the right questions

Purpose, security, servicing, timing, the things that decide whether a deal is a deal. Asked the way a senior broker asks them.

4

Structures the deal

A clean deal sheet. Lender fit, gaps flagged, next steps listed. Parked on your broker's desk, ready.

You

Review. Edit. Submit.

The licensed broker holds the licence and the decision. They read what Max-AI prepared, change what needs changing, ring the client, and submit to the financier. Max-AI never does.

Fully customisable

Choose a face. Give it your personality.

Two ways for Max-AI to meet your customers. A digital human, or an orb in your colours. Both speak with the manners you set: name, greeting, tone, the words your brand uses. Try the orb now, it changes as you do.

Option A

The digital human

Max-AI digital human

A face and a voice. Patient, warm, unhurried. This is how Max-AI greets customers at Punters Finance today. Name it, dress it, give it your opening line.

Max at Punters Finance: "G'day, I'm Max, the AI broker at Punters Finance. Has your bank said no, or are you weighing something up? Tell me what happened."
Option B

The orb

No face, all brand. It breathes while it listens and pulses while it speaks. This is Sam's office at ASAP Capital. Pick your colours and watch it become yours.

Sam's office: "Tap the red button and tell me about the project: what you are building, where, and where it is at."

Your voice

Formal or friendly. First names or surnames. The opening line and the sign off are yours to write.

Your rules

What Max-AI may say, what it must hand to a human, the hours it answers as your office and the hours it takes a message.

Your badge

Max-AI runs under your brand, your domain, your colours. Customers meet your business, with Max-AI as the engine under the badge.

Already on. Switched on.

Matt went first, so you are not the test.

Two of Matt's own brokerages run on Max-AI today. Open either and talk to it.

The film

HumanBack.

Ninety three seconds on why Matt built it: machines doing the machine work, so knowledge workers get to be human again.

Built for a regulated industry

Safe by design.

Discloses it is AI

Every conversation opens with it. Nobody is ever misled about who they are talking to.

Never gives credit advice

Max-AI prepares. It does not recommend a product, quote a rate as advice, or submit to a lender. The licensed broker does.

Consent before contact

Texts and emails only with consent on record. Every message carries a working stop. Spam Act compliant, logged, auditable.

Your data stays yours

Your tenancy, your records. Exportable at any time. Nothing you or your customers say trains a public model.

A human can always take over

One tap and your broker is in the conversation. Max-AI hands over the full transcript and the deal sheet so far.

Taught by the best

The question flow was written with senior brokers who have structured thousands of deals, then refined on live enquiries in Matt's own brokerages.

Pricing

One fixed monthly fee per brokerage.

Not per seat, not per enquiry, not per deal. Matt tells you the number in a conversation, because the right setup depends on how your office runs.

  • Out of the box setup under your brand
  • Digital human or orb, your colours and your voice
  • Every enquiry answered, every hour
  • Deal sheets on your broker's desk, ready to review
  • A human in the loop at every decision

Flip360, the referral network, is a separate subscription with its own terms.

Talk to Matt

He calls you. Fifteen minutes, your questions, no slides.