AI-POWERED CRM FOR BROKERS

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.

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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.
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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 through because no one is watching.

Repetitive manual tasks

Routine tasks taking time away from clients and strategy.
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Enterprise-grade CRM infrastructure

powered by Effi.

Tried-and-tested growth blueprint,

designed by brokers.

Fully deployed with tech support,

no configuring required.
Evolve Broker brings together

All in one coherent workflow

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.
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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
Ready to Apply
About the founder

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

No. Your aggregator CRM stays; Evolve Broker sits alongside it as the automation and workflow layer so you do less double-handling, not more.

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.

That’s okay. Evolve Broker is built by brokers for brokers – you follow a clear workflow while we handle the complexity in the background.

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.

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.

We’ll let you know, keep you on our priority list, and update you as we open up the next wave of places.

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.

Yes. Evolve Broker monitors your back book and surfaces repricing/refinance opportunities so you can act before clients drift away.

Because Evolve Broker pulls those jobs into one coherent workflow, reducing log-ins, copying, and manual glue between systems.

No. It’s about doing better work with clients in less time; more revenue follows from better systems and better client outcomes, not shortcuts.

Ready to evolve the way you broker?

Join the first group of independent brokers building a better way to serve clients.