Ask. Compare. Follow up.
Ask about one lender, compare two on a policy topic, or match a scenario against indexed lenders. Keep the conversation going as the facts become clearer.
“Compare ANZ and NAB on rental income shading.”
For Australian mortgage brokers
Policy answers.
Clearer next steps.
Ask policy questions, compare indexed lenders and prepare your next steps, with the sources attached.
Included for eligible Broker Sidekick brokers.
Sources
alongside answers Broker
stays in control Reviewed
group knowledge
The Polli portal
Illustrative example
PolliChatFinderKnowledgeSettings
Your policy workspace
Turn a question
into a next step.
What evidence should I check for this scenario?
Polli · Example answer structure
Start with the policy.
A policy finding sits beside its source, so you can read the passage behind the answer.
ReviewConfirm the missing scenario facts.1
Evidence
What the source asks you to collect.
Next step
What to confirm with the lender.
Ask a policy question… ↑
A question,
an answer, and the evidence to check it.
For the moment between “I think” and “the policy says.”
Ask Check Take the next stepMore of the research, in one place
Start with the question.
Stay for the workflow.
From a quick policy lookup to a comparison you can return to, Polli gives your research a home.
Know the scenario.
Find the question.
Guided Finder turns the facts you have into a policy question and highlights the missing facts that could change the result.
Know what to collect
Build an evidence checklist from the policy, with source references to help you check the requirements.
Keep the research together
Search, pin and archive your conversations. Export an eligible stored answer and its evidence as a PDF for review.
Ask in Slack, or in the portal.
Most policy questions come up mid-conversation. Message Polli in Slack or mention it in a channel and the answer comes back with its sources, the same answer the portal gives. Commands work there too.
“/polli compare ANZ and NAB on rental income shading.”
The network, not the calendar
You should not have to meet
twenty BDMs.
Somebody in the group has already asked. What one broker learns from a BDM goes into Polli, and once it is reviewed every broker has it.
Every note is a meeting the rest of the group does not have to book. Official policy still leads, and a specific deal is still confirmed with the lender.
Field note
A useful insight starts a review.
Share the lender, the situation and when you learned it. Leave client details out.
ContributeHuman reviewPublish
Reviewed before it is shared.
Where an official passage backs a note, Polli shows how it aligns. An unverifiable finding stays amber, and never outranks the lender's own document.
Make the workspace yours.
Set your lender panel, preferred answer style and broker memory. Your panel filters open lender matching; a named lender still takes precedence. Preferences never change verification.
The work around the question
A few more useful
things off your list.
Practical tools with clear limits, ready when the research leads to another task.
Work out the funds
Transfer duty, registry fees and cash to complete, calculated from published schedules.
General rates; concessions are not applied automatically. Above 80% LVR, LMI is a flagged 2.5% guide, not a quote.
Check recorded turnarounds
Ask for the lender’s turnaround information recorded by the team. See when it was checked, or when no information is recorded.
Dated team records, not a live lender feed.
Prepare the email
Turn the last answer into a draft for a BDM, lender or client. Review the wording, then copy it into your own email.
Polli drafts the message. You decide what to send.
How it works
A useful answer is
the start of the next step.
Ask with the facts
Name the lender or describe the scenario. Use Finder if a form is easier. Keep names, addresses and other client identifiers out of chat.
Read what supports it
Check the cited passages, dates, conditions and gaps. Follow up where the answer needs more context.
Prepare what comes next
Gather the evidence, draft a question for the BDM or export the research. The credit decision stays with the lender.
Built to show its work
Clear about the evidence.
Clear about the limits.
Polli supports policy research. It does not predict approvals or replace broker judgment.
Supported by the policy
The finding is supported for the stated facts and conditions. Read the passage and check its currency.
A point to confirm
Discretion, a qualification or a gap needs a closer look. Confirm it with the lender or BDM.
Evidence is missing
The available sources do not establish the answer. Treat the point as unanswered.
Official policy leads. Shared notes remain visibly distinct. Source references, conditions and broker review stay part of the workflow.
Your Broker Sidekick membership
Start with a question
you already know.
Included for eligible Broker Sidekick brokers. Sign in with your approved email and compare Polli’s answer with a policy point you have checked yourself.
Open PolliAlready approved?
Use your approved email to sign in to your policy workspace.
Outside Broker Sidekick and interested in future access?
Contact Digital Broker Labs