From Manual to Momentum: How Loans Unlimited Scaled Their Brokerage with Ambition Cloud
In 2019, Loans Unlimited was a small Perth-based brokerage with a team of six, relying solely on referral partners. With a passion for helping customers feel supported through every financial decision, Directors Neil Bennett and Caillan Timbrell had a clear vision: grow the business while maintaining the personal, approachable service that set them apart. But with their existing aggregator offering clunky systems and manual workflows, scaling felt out of reach.
Everything changed when they partnered with Fintelligence.
“The timing could not have been better,” said Caillan.
“We came on board with Fintelligence when COVID hit, and having Ambition Cloud in place meant we could keep working without missing a beat. It gave us a one-stop system where we could see exactly what was happening with every deal, no matter where our team was.”
That early decision to digitise laid the foundation for scalable growth. Within a short time, they launched an entirely new online channel – something they say wouldn’t have happened as quickly without Fintelligence’s tools and structure.
“We added six people in a brand-new department almost immediately,” said Neil. “The system helped us train them, support them, and get them delivering outcomes fast.”
At the heart of their growth was a consistent, repeatable framework for onboarding and training. Ambition Cloud became the blueprint for how new brokers learned the ropes – covering everything from objection handling to step-by-step deal management and compliance.
“You just follow the steps in the system,” said Caillan. “It’s like a McDonald’s effect. Same process every time. Emails get sent, documents are requested, and the job gets done. That’s huge when you’re trying to grow a team.”
Efficiency improvements went far beyond training. What once required spreadsheets, manual reconciliation, and hours of admin was now handled automatically. “Dealer payments, admin processes – they used to be completely manual,” Neil explained. “Now we do it all inside Ambition. It’s faster, cleaner, and scalable.”
Integrated APIs with lenders helped too. Previously, brokers would take applications by hand and re-enter them into individual lender portals. “Ambition cut that out entirely,” said Caillan. “We’re easily 25% faster now – and that’s a conservative estimate.”
Today, Loans Unlimited has a team of 25. They’ve diversified their revenue streams, built out new lead generation capabilities, and fully integrated Ambition Cloud into every part of the business. “It’s the first thing we open in the morning and the last thing we close,” said Neil. “It’s not just a platform, it IS our business.”
Despite their growth, the team is adamant about keeping things personal. Their advice for other brokers? Embrace the full capability of the system and stay true to your values. “Ambition gives you the structure to scale, but you’ve got to use all of it. And never lose the human touch, that’s what clients remember.”
