Product

A quote you can explain while your client is still on the phone.

Describe a car, personal, business or equipment loan once. Ezi asks what lenders need, compares the lenders whose policy fits, builds the quote and lists the paperwork, working from each lender's own documents.

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Broker Workspace with a broker's deal in the conversation and the lender comparison beside it — Product screenshots (redacted) · demo deals

Broker Workspace on a phone: a broker describes a prime mover deal and Ezi replies with a deal summary — Product screenshots (redacted) · demo deals

Internal measures

Days → minutes time to quote Measured internally on live deals at a pilot brokerage, against its manual baseline. Not an independent benchmark.
44 lenders live in asset finance Lenders with live, extracted documents in Ezi on our internal operator dashboard, 7 September 2026 (44 of 45 active lenders).

Broker Workspace

Describe the deal and Ezi builds the quote as you talk.

No forms and no spreadsheets. As you describe the deal, Ezi fills in the lender comparison and the quote beside the conversation.

Broker Workspace: the broker describes a new Kenworth T410 prime mover deal in the conversation and Ezi asks whether there is a trade-in, with the ranked lender comparison beside it

The Deal card open in the Broker Workspace, listing what Ezi has collected: prime mover, business use, $340,000 asset price, $40,000 deposit, $300,000 net loan, 60 months, no balloon, clean credit, chattel mortgage, property-backed, a company trading 8 years with 8 years of ABN and GST and $3.2 million turnover

Broker Workspace with the lender comparison beside Ezi's answer: nine lenders ranked by effective rate with Earlypay best at 7.00%, Finance One not available because the loan is outside its band, and a note that 11 lenders do not fund prime movers, while Ezi explains in the conversation why Earlypay's policy fits this client and what would change the answer if the deal moved

Broker Workspace with Ezi's ranked answer in the conversation — the deal summary for a $300,000 prime mover and lenders from Earlypay at 7.00% to Flexi at 8.55% — beside Pepper's quote: base, effective and adjusted rates of 7.99%, a $6,203.11 monthly repayment and $372,187 net cost to the customer, then the broker section with no broker fee, the commission slider at 2% of a 0 to 8% range, $6,000 commission and $6,000 total broker earnings

Product screenshots (redacted) · one $300,000 prime mover demo deal, five steps

Describe the deal

Type the deal as you'd say it. Ezi asks for what else the lenders need, so there's no form to fill in.
The deal at a glance

Everything Ezi has collected sits in one card: asset, price, deposit, term and the business behind it, so you don't scroll back through the chat.
Lenders that fit, ranked

Lenders whose policy fits the deal, ranked by effective rate, and the ones that don't fund it, with the reason.
What you earn on the deal

Set your commission and see what you earn beside the client's repayment, from each lender's own commission terms.
The paperwork for this deal

The documents that lender asks for on this customer, read from the lender's own paperwork rules.

Your own web brokerKey offering

Put your own AI agent on your website.

Clients describe what they need in plain English and see indicative options, drawn from the same lender knowledge your brokers use. Each enquiry is listed in your console with the deal details the client gave.

In the EzBroker.ai brand

In the Lend Ease demonstration brand

Product screenshots (redacted) · Lend Ease is a demonstration brand

What your brokerage sets

Set your brand once in the console.

Brokerage name and logo
Your five colours, checked so text stays readable
Your agent's name (Ezi unless you change it)
Phone and credit licence disclaimer
The rules that guide Ezi

Runs separately for each brokerage.

Branding settings with tabs for the EzBroker.ai and Lend Ease brands, the brokerage name, agent name and phone fields, and a legibility check that blocks saving when text contrast is below 4.5

Your rules for Ezi

Tell Ezi how your brokerage works.

Put your brokerage's way of working into plain-English rules: questions to ask, things to always explain, words to use. Switch each on or off, set a priority, and the active rules guide what Ezi says.

Agent rules screen listing the firm's rules with their priority and status — Product screenshot (redacted)

Planned

Not in the product yet:

Permissions for who in your team can change each rule
Approved knowledge sources for each rule
Override by your team

Rules a brokerage might write

Illustration

Firm preference
Always explain the balloon payment before showing the repayment.
Lender policy
For older equipment, check the lender's asset-age limit before quoting.
Discovery question
Ask whether the business is GST registered before comparing lenders.
Call back
When a client mentions financial hardship, offer a callback from a broker.
Terminology
Call finance for a vehicle used in the business a chattel mortgage.

An illustration of rules a brokerage might write, not a product screen. In the product today, each rule is written in plain English, switched on or off and given a priority.

Lender comparison

See which lenders fit the deal, with a reason for each one left out.

Ezi checks the deal against each lender's published policy, ranks the ones that fit, and gives the reason for each lender it leaves out, so you can explain the choice to your client.

Ranked by effective rate
The lowest effective rate first, with the monthly repayment beside each lender.
Know the doc level up front
Full doc or lite doc, marked beside each lender.
A reason for every no
A lender that can't take the deal says why, such as a loan amount outside its band.

Lender comparison ranked by effective rate: Earlypay best at 7.00%, then eight more lenders with their doc level, and Finance One not available because the loan is outside its band — Product screenshot (redacted)

Quote builder

Walk your client through every line of the quote.

Choose a lender and Ezi sets out the working, from asset price, deposit and trade-in through broker fee and capitalised fees to the monthly repayment. No spreadsheet, no re-keying.

Rates you can explain: Base, then effective, then adjusted, so you can show how the rate is built.
Your fee, your decision: Set the broker fee and choose whether to capitalise it. The quote updates to match.
Balloon caps noted: Ezi notes when a lender publishes no balloon cap for the tier, term and asset age.

Quote breakdown for one lender, from asset price and deposit to amount financed, rate and monthly repayment — Product screenshots (redacted) · demo deals

The quote card on a phone for Pepper, with the customer breakdown, rates, monthly repayment and the broker section — Product screenshots (redacted) · demo deals

Paperwork checklist

Know what the lender will ask for, before you apply.

For the lender you choose, Ezi lists the paperwork this deal needs, and what may also apply with the reason for each, so you ask the client once.

Required for this customer
The documents the lender's rules call for, given what the client has told Ezi.
May also apply
Documents the lender lists that turn on circumstances not yet asked about, with why they might apply.
Straight from the lender
Each item comes from the lender's own documents.

Paperwork checklist listing the documents a lender requires for this customer — Product screenshot (redacted)

Instant Commissions

Know what each deal pays before you choose a lender.

See each lender's commission beside the repayment your client pays, worked out from that lender's own terms, so you can protect your margin and explain your fee.

What each lender pays: Commission, broker fees and total earnings beside each quote.
Adjust and see the trade-off: Move the slider and see the client's repayment change, so you set a fee that works for both.
Inside each lender's limits: Caps and floors from each lender's terms, so the slider stops at the cap.

Broker section of a quote showing commission, broker fees and total broker earnings

Commission slider at 2% on a phone, with a $6,000 commission

Commission slider at 4% on a phone, with a $12,000 commission

Product screenshots (redacted) · demo deals

Accurate commission from each lender's own terms Worked out by Ezi's commission engine from the commission terms in each lender's documents, including caps, floors and rate loadings, for lenders with complete commercial terms (37 of 45 active lenders, 7 September 2026).
Every lender worked out at once, beside each quote Across lenders with complete commercial terms in Ezi: 37 of 45 active lenders on our internal operator dashboard, 7 September 2026.
Kept up to date as lenders change their terms Commission rules are read from each lender's own current documents in Ezi. A lender's terms are only as current as the latest edition your brokerage has loaded.

Lender knowledge base

Quote from each lender's own rate cards and policies.

Ezi reads each lender's rate cards, product guides and credit policies as they're loaded and runs automated checks on the figures.

97% of extraction runs completed successfully Internal operator dashboard, 7 September 2026: 504 of 521 extraction runs, including re-extractions.
44 lenders live in asset finance Lenders with live, extracted documents in Ezi on our internal operator dashboard, 7 September 2026 (44 of 45 active lenders).

Read for you

Rates, fees, eligibility, commissions and paperwork, each read from a named lender document, so nobody digs through PDFs.
Automated checks

Automated confidence checks score what Ezi reads and flag anything uncertain, with operator review and correction.
New editions

When a lender publishes a new edition, your team loads it and Ezi reads it.

A lender's rate card PDF beside the rate tables Ezi extracted from it, showing the same rates on both sides — Product screenshot (redacted)

The lenders Ezi knows

See the full lender panel

How it works

Work the whole deal in one conversation.

The five steps you already know, worked through with Ezi and nothing to re-key.

Days → minutes time to quote Measured internally on live deals at a pilot brokerage, against its manual baseline. Not an independent benchmark.

Discover

Describe the deal in plain English. Ezi asks for what the lenders need to know, with no form to fill in.
Compare

Lenders whose policy fits the deal, ranked by effective rate, with the reason each other lender is left out.
Structure

Deposit, balloon, fees and loadings for your chosen lender, line by line, so you can explain the repayment.
Quote

Your client's repayment for the lender you choose, ready to present.
Commission

What that lender pays you, from its own commission terms, beside the client's repayment, so you can set your fee.
Document

The paperwork that lender needs for this deal, so you ask the client once, before you apply.

On the go

Quote a customer from your phone.

Ezi works on a phone the way it does at your desk. Take down the deal, compare the lenders that fit and show the repayment while you're with the client.

Quote with the client in front of you

Take down the deal, see the lenders that fit and show the repayment, wherever you meet the client.
Enquiries in one place

Every enquiry from your web broker is listed with the deal details the client gave, ready for your team to pick up.
Your rules and branding go with you

Set them once in the console, and every quote follows them, at a desk or on a phone.