Enterprise-grade
CRM infrastructure
powered by Effi.
Maximise your time.
Deliver the property
and wealth strategies
your clients deserve.
An AI‑powered CRM and blueprint that frees you from admin to focus on client care.
Does this sound
like you?
Do you care deeply about your clients’ property and wealth journey but never have enough time?
Late nights. Endless follow‑ups. Too many deals in the air.
Are you a small, values‑driven brokerage that wants to
grow without burning out?
Do you believe AI and automation could give
your time back?
Evolve Broker is your AI‑powered CRM and growth blueprint that makes that shift a reality.
As your book grows, your admin doesn’t just double, it explodes.
Manual document chasing
Hours lost chasing paperwork that should be automated.
Disconnected CRM and tools
Switching between platforms that don’t talk to each other.
No back-book monitoring
Opportunities slipping throughb because no one is watching.
Repetitive manual tasks
Routine tasks taking time away from clients and strategy.
Evolve Broker brings together
No double data entry
Submission-ready data for your
aggregator lodgement system
Back‑book monitoring & retention
Auto triggered opportunities
to review client finance
Client communication
voice AI and SMS/email
follow‑ups at scale
Lead to booking
Automated intake and scheduling
5‑minute fact‑find via HAILO
Mobile client‑friendly data capture
Document collection & renaming
including TFN redaction
All in one coherent workflow
which works alongside your existing
aggregator CRM.
If you’ve been trying to stitch these pieces together yourself,
Evolve Broker brings the complete system together with you.
With Evolve Broker,
the way you work
starts to change
Admin and
follow‑ups are
largely handled
by the system
Your tech
is streamlined
not stacked
You see, at a glance,
where every
deal is at and
what needs attention.
Your back‑book
is monitored
and opportunities
are surfaced.
AI‑Powered CRM +
Broker‑Designed Blueprint
Allows you more time to:
Map out long-term property and wealth strategies for your clients
Focus on high-value client conversations
Build the kind of relationships that keep clients with you for life
Meet Victor Lagos
Founder, CEO & Chief Visionary Officer
Victor Lagos has spent nearly two decades on the front line of Australian finance, helping everyday Australians and high‑net‑worth clients build wealth through smarter property
and wealth strategies.
After years of late nights, clunky systems and seeing good
brokers burn out, he became obsessed with finding a better way. The result is Evolve Broker, a practical, broker‑designed platform that blends AI with the heart of true advisory work.
Simply by giving brokers the tools and support they need to
be the trusted partners in their client’s financial universe.
Our mission is to help good people grow wealth and empower the wealthy to do more good.
Frequently Asked Questions
Does Evolve Broker replace my aggregator CRM?
No. Your aggregator CRM stays; Evolve Broker sits alongside it as the automation and workflow layer so you do less double‑handling,
not more.
How long does implementation take?
For a typical small team, expect a few weeks from kickoff to live use, because we’re configuring a proven blueprint rather than building
from scratch.
What if I’m not “techy”?
That’s okay. Evolve Broker is built by brokers for brokers – you follow a clear workflow while we handle the complexity in the background.
What size brokerage is Evolve Broker best for?
Right now we’re focused on independent brokers and lean teams of roughly 1–9 brokers who are already busy and want to scale without a big back office.
Do I need a banking or credit background to get value?
Not strictly, but many of our best‑fit brokers have banking/credit or 3–5+ years’ experience and already know how they want to serve clients.
What if I’m not selected for the first group?
We’ll let you know, keep you on our priority list, and update you as we open up the next wave of places.
How is pricing structured?
Pricing is premium and reflects the depth of the solution; for the first group we’re open to more flexible arrangements in exchange for your feedback.
Will this help with back‑book retention and clawback risk?
Yes. Evolve Broker monitors your back book and surfaces repricing/refinance opportunities so you can act before clients drift away.
I already use a few tools. Why would I change?
Because Evolve Broker pulls those jobs into one coherent workflow, reducing log‑ins, copying, and manual glue between systems.
Is this about “earning more by doing less”?
No. It’s about doing better work with clients in less time; more revenue follows from better systems and better client outcomes, not shortcuts.