Finsure is preparing to overhaul the way its brokers manage clients and loan files, unveiling Metanoia, a new CRM platform designed to embed artificial intelligence across the broker journey. The system will replace the existing Infynity platform and is being previewed at Finsure’s professional development days this month.
The development comes as Finsure kicks off its 15th year with double-digit growth across its loan book, settlements, and broker network. It is pitched as a way for brokers to handle more first-home buyers, refinancers, and property investors without increasing headcount, while keeping a closer eye on borrowing capacity as mortgage rates move.
Finsure Group CEO Simon Bednar said the transition would be gradual rather than a hard cutover.
“We’re effectively renovating the house room by room,” Bednar said. “Rather than switching everything off and starting again, we’re carefully replacing and enhancing features in stages to ensure brokers experience a seamless transition.”
He stressed that artificial intelligence is there to support, not supplant, brokers.
“AI is an enabler,” Bednar said. “It augments the work brokers do every day. It’s about giving them back time — reducing administration, improving accuracy, and allowing them to focus on what truly drives their businesses: building stronger relationships with their customers.”
Metanoia has been built from the ground up as an AI-native platform, with digital “agentic teams” designed to act like a scalable support crew for each brokerage.
Brokers will be able to “hire and fire” digital agents to take on administrative and process-heavy work, freeing human staff to focus on advice, strategy, and client conversations.
The platform is also being built for cross-border growth. Beginning with New Zealand, brokers will be able to manage both domestic and international operations in one system, providing consistent visibility and compliance across markets.
On the compliance front, Finsure is rolling out its Sentinel AI tool to help identify suspicious referrers and potential risks early, aiming to protect brokers from costly remediation and regulatory action down the track.
Metanoia product lead Gavin Hoy showcased a new loan application flow now in pilot until the end of April, with a broader rollout planned for mid-year. Hoy said the core objective is to remove friction from the process.
“Our focus is on streamlining data capture, reducing duplication, and simplifying compliance so brokers can spend more time advising clients and less time chasing documents,” he said.
Get the hottest and freshest property and mortgage news delivered right into your inbox. Subscribe now to our FREE daily newsletter.
