A system that collects bank statements from your leads. Automatically.
Handles the outreach, the follow-up, and the objections. Import it and go live.
🇦🇺 🇳🇿
Works across Australia & New Zealand
What it costs to do this yourself
Your price
$149 AUD
approx. $184 NZD
One-time payment. You own it forever.
Everything included
If it does not work for you, you get every cent back. No questions.
The risk is on us, not you.
30-day money-back guarantee • One-time payment • Instant access
Three steps. That is it.
No coding. No tech skills. If you can copy and paste a link, you can do this.
Click one link. The entire automation loads into your account. Done in 30 seconds.
Paste your bank statement portal URL into one field. That is the only thing you change.
Switch it to active. Every new lead gets the SMS sequence automatically from now on.
Most brokers are live the same day.
Will they actually click?
Most do. Here is why.
They just submitted an enquiry. They are expecting to hear from someone. Your message arrives while they are still on their phone.
Not a generic automated blast. The messages are written to sound like your team member texting them directly.
The message tells them it is encrypted and read-only. Same technology their own bank uses. Most clients click through without hesitation.
Automated follow-ups on day 3, 5, and 8. No manual chasing. The system brings them back without you doing anything.
Same lead. Different outcome.
WITHOUT THE SYSTEM
WITH THE SYSTEM
This is not for everyone.
- ×You don't use GoHighLevel and aren't open to it
- ×You don't deal with enough volume to justify automation
- ×You want a fully custom done-for-you build
- ×You prefer chasing statements manually
Questions brokers ask.
If you send your leads a link to submit documents, this works with it. bankstatements.com.au, bankstatements.co.nz, Illion, Credit Sense, Basiq, or any secure URL. If you can share a link, it plugs in.
Yes. If you have a portal link you normally send your clients to collect bank statements, this works with it. bankstatements.co.nz, Illion, Credit Sense, or any secure URL. Same setup, same automation.
Not all of them, but most do — especially when the message lands within seconds of them submitting an enquiry. They are expecting to hear from you. The system also follows up on day 3, 5, and 8 for anyone who does not respond the first time.
Most brokers are live in under an hour. Import the snapshot, swap in your portal link, activate. The walkthrough video covers everything step by step.
You get notified. The statements land in your portal. The lead is marked as submitted in your pipeline. You pick up the file and send it to the lender.
Yes. The automation runs inside GoHighLevel. If you are not on GHL yet, you can start a free 14-day trial at gohighlevel.com. The snapshot imports directly into your account.
No. One payment of $149. You own the automation. GHL is a separate subscription.
Try it for 30 days. If it is not for you, email us for a full refund. No conditions. No questions.
Results
From live broker workflows
Was hesitant at first but figured the guarantee made it worth a shot. Set it up over the weekend and had two statements come through by Monday without me doing anything. Pretty happy with that.
Paid for itself in the first week
Not tech savvy at all. Watched the walkthrough video and had it imported in about 20 minutes. Changed my portal link and it was done. Actually surprised myself.
Running same day with no tech background
Tried it on some older leads that had gone quiet. Didnt expect much but nearly half came back and submitted their statements within a couple of days. The follow up messages are well written.
Re-engaged leads we had written off
Had two staff spending ages chasing docs every day. Now they dont have to touch it. Statements just come in. Freed them up to actually work on files instead of admin.
Team freed up from admin work
We use bankstatements.co.nz for our portal. Just pasted the link in and it worked straight away. Had my first statement come through same afternoon without sending a single text myself.
Working with NZ portals out of the box
My VA used to spend a couple hours a day just texting people for statements. Now she focuses on processing applications instead. Better use of everyones time honestly.
VA reallocated to higher value work
Do mostly commercial and asset finance. Works fine for those clients too. The messaging sounds professional enough for directors and business owners. Been running about 3 weeks no issues.
Works for commercial and asset finance
Was worried automated texts would put people off but its actually been fine. Clients respond to them normally like they think its a real person. Had one client even say thanks for the quick follow up.
Clients respond naturally to the messages
Mainly bought it because of the money back guarantee. Figured no real risk. First week got 6 statements without chasing anyone. Havent needed to ask for a refund obviously.
6 statements collected in first week
Had a couple clients ask if the link was legit. But the message explains its encrypted and read only so most just click through. Majority submit without needing any follow up call from me.
Most clients submit without a follow-up call
We do about 60 leads a month. Before this someone was manually texting every one. Now its automated and honestly the response rate is better than when we did it by hand. Didnt expect that.
Better response rate than manual follow-up
Work on my own so every hour matters. Was spending way too much time chasing clients for docs. Now I just let this run and check in at the end of the day. Should have done this ages ago.
Hours saved weekly as a solo operator
Feedback from early adopters. Names shortened for privacy. Individual results may vary.
The gap is costing you deals every week.
Import the automation. Go live before lunch.
30-day money-back guarantee. No subscription.
Veille
388 George St, Sydney NSW 2000
Working with brokers across Australia and New Zealand.