Human-workable home-loan referrals
Turn an authorised lead into a home-loan referral case
Connect the lead, customer, source and next action in one workspace-scoped case. Complimet keeps ASIC source review and every lending decision with the authorised human operator.
- Reduce regulatory risk
- Be audit and inspection ready
- Save hours of compliance time
How it works
Authorise the source
Connect the approved Facebook or Instagram Lead Ads boundary and retain the form, campaign and receipt reference.
Match the customer
Use authorised lead details to match or create one workspace customer and link the referral without duplicate deliveries.
Review before action
See the source-grounded ASIC review gate, owner, next action and timeline before a human makes any lending or external commitment.
Choose a time to discuss this workflow
Sign in with Google to use your verified email, then choose an available meeting time.