⚠ App not properly installed.
Your home-screen icon is a shortcut, not the full app. Sign-in won't work this way.
Open this page in Chrome and tap Install app.
Your AI PA — with full access to your boards, cards, comments and the Training Library. Ask "what's on my plate today", look up a client, search every note ever made, or get advice on the EMP, compliance and lender policy.
General information only — not financial advice. Press Enter to send, Shift+Enter for new line.
Leads
—
Name
Source
Score
Status
Suburb
Value
Borrow cap.
Assigned
Created
Next f/up
Loading…
Contacts
—
0 selected
Name
Email
Mobile
Tags
Source
Assigned
Added
Loading…
—
Add partner
This creates a new contact for the partner and links them with this contact in a household.
Link existing contact as partner
Search for an existing contact who isn't already in a household.
Merge duplicate contact
Find the duplicate contact you want to merge into this one. The duplicate will be archived; this contact will keep all the cards and household links from both.
Pick the contact to keep. The other will be archived. Cards, loans, and household will move to the kept record.
Import Contacts from CSV
Upload a CSV with columns for first name, last name, email, and mobile. Other columns will be ignored. Column order doesn't matter — we'll let you map them.
Existing contacts will be matched by email (case-insensitive) and updated, not duplicated.
No file selected
Map columns
We auto-detected your columns. Adjust if needed.
Preview (first 5 rows):
⚙ Settings
MyCRM Integration
Enter your personal MyCRM Adviser ID so leads pushed from this portal are assigned to you in MyCRM. You can find your Adviser ID by logging into MyCRM and going to Profile Management → API Access Management — look for "Your User Id".