Extract details and fill forms for your clients automatically
Clients connect their bank accounts and send their documents through one portal. Redbark reads the details from those sources and uses them to fill forms and reports for you.
Join the waitlistFor mortgage brokers and their support staff
Form Assistant. A Westpac home loan application filled from what you hold on Marcus and Elle. Ticks mark the boxes it filled, and yellow rows still need you.
Trusted by Australian businesses
Features
Living expenses
Built from real transactions. Expenses are sorted from live bank data, so you start from what the client actually spends.
Lender forms
Filled from the record. Form Assistant fills PDF forms from details the client has already given you.
From first call to a ready application
Collect everything once, then reuse it across the application.
01. Invite
Send the portal. Your client connects their banks and sees what you need.
02. Collect
Documents read in. Payslips, tax returns and statements land on the client record.
03. Prepare
Forms and reports ready. Fill lender forms and build an expenses report from the record.
Less chasing, cleaner files
A bank statement is out of date the day after it is issued. A connected account keeps itself current.
How the client portal worksTransaction history from connected accounts, without asking for statements.
Payslip details read straight into the client record.
See what each client still needs to send before you start.
Everything for the application, on one record
Requests, documents, accounts and notes stay together for each client.
Requests and checklists
Send each client a checklist of what you need and watch it fill in.
- Your own request templates
- Uploads land on the record
- See what is outstanding
Client structure
Borrowers, trusts and companies on one record.
Meeting notes
Fact-find calls become file notes you review.
Team roles
Give support staff the access they need.
Ask about a client
Answers from live accounts and documents.
And many more Australian businesses
Spend less time chasing statements
Give every borrower a portal with live bank data.
Join the waitlist