AI TOOL PROFILE
kaddim: Document Collection Software for Mortgage Brokers
- Real Estate
- CRM
- Australian mortgage brokers
- Small to medium brokerage teams
Pricing
Pricing starts at $49/month for the Starter plan. Other tiers include Pro ($99/month) and Team ($149/month), with varying limits on requests, storage, and user seats. A 14-day free trial is available with no credit card required.
At a glance
- Best for
- Australian mortgage brokers, Small to medium brokerage teams
- Key use cases
- Client Document Gathering, Compliance Formatting, Automated Client Follow-up, Pre-lodgement Review
- Integrations
- Illions bank statements
- Official website
- Visit kaddim official website
How AI is used
kaddim is a document collection tool for Australian mortgage brokers. It provides clients with a secure, mobile-friendly portal and checklist, which may reduce manual follow-ups through automated SMS and email reminders.
The software is designed for the preparation stage of the loan process. It uses AI to read document content and rename files based on custom compliance rules, and it automatically converts photos or JPEGs into PDFs. This allows brokers to review and reject incorrect files before they are added to a formal audit trail.
Buyers should note that kaddim sits outside of existing CRMs or aggregator software, acting as a space for document preparation. It is built for the Australian market, with data stored in secure Australian data warehouses.
Key Features
AI File Renaming
Reads the actual content of uploaded documents to rename them according to specific compliance rules.
Secure Mobile Portal
Provides clients with a secure link to upload documents from their phone without requiring a login.
Automated Reminders
Sends automated SMS and email notifications to clients until requested documents are submitted.
Photo to PDF Conversion
Automatically converts uploaded photos and JPEGs into PDF format.
Reject and Revise Workflow
Allows brokers to send documents back to clients with a note for correction before files are lodged.
Smart Templates
Includes pre-built document checklists for PAYG, SMSF, and self-employed clients.
Real time Dashboard
Provides a central view of active client requests and their current status.
Use Cases
Client Document Gathering
Sending a secure mobile link and checklist to loan applicants to collect financial documents.
Compliance Formatting
Using AI to help ensure collected files are named according to firm or regulatory compliance standards.
Automated Client Follow-up
Using automated SMS and email reminders for missing documents to reduce manual chasing.
Pre-lodgement Review
Reviewing and rejecting incorrect documents in a separate space before they enter the permanent aggregator record.
Integrations
- Illions bank statements
FAQ
Does kaddim replace my existing CRM or aggregator?
- No, it is designed to sit outside your existing systems. You can use it to prepare and rename documents before uploading a clean package to your CRM or aggregator.
Do clients need to create an account to upload files?
- No, clients access a secure mobile-friendly portal via a link and can upload documents without needing to create a login.
Which pricing plan is right for my team size?
- The Starter plan ($49/month) supports up to 3 users, the Pro plan ($99/month) supports up to 5 users, and the Team plan ($149/month) supports up to 10 users.
Where is the client data stored?
- All client data is stored in secure Australian data warehouses and is encrypted both in transit and at rest.
Source category: Real Estate
Source subcategory: CRM
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