AI That Works With You, Not Instead of You

Stop Drowning in Emails. Let AI Do the Heavy Lifting.

Lavetach reads your emails, PDFs, WhatsApp messages, and call recordings. It matches them to clients, extracts tasks, and runs your workflows. You just approve.

Your Day Now

  • 100+ emails - manually matching to clients
  • WhatsApp messages lost across devices
  • "Did they send their bank statement?" - searching everywhere
  • Missed follow-ups, forgotten tasks
  • Call notes scribbled on paper, never actioned

Your Day With Lavetach

  • Emails auto-matched to clients by AI
  • WhatsApp synced and linked to cases
  • AI reads PDFs: "Bank statement received - income $120k"
  • Tasks auto-created, reminders set
  • Call recordings transcribed, action items extracted

How It Works

From chaos to clarity in three simple steps

1

Connect Your Channels

Link Gmail, WhatsApp, and upload call recordings. Use your own API keys - your data stays yours.

2

AI Processes Everything

AI reads emails, PDFs, images, and transcribes calls. It matches to clients, classifies documents, extracts tasks.

3

You Approve & Act

Review AI suggestions with one click. Accept, reject, or modify. You stay in control.

AI That Actually Understands Your Documents

Not just text matching - real document intelligence

Email Intelligence

AI reads email content AND attachments. Extracts sender info, intent, urgency, and matches to the right client.

"New email from [email protected] with bank_statement.pdf"
→ Matched to: John Smith
→ Document: Bank statement, Income: $95,000

PDF & Image Reading

AI extracts text from PDFs, reads scanned documents, and understands photos of IDs, payslips, and statements.

Client sends photo of driver's license
→ Type: ID Document
→ Name: Jane Doe, DOB: 1985-03-15
→ Expiry: 2027-03-14

WhatsApp Sync

All messages synced automatically. Photos and documents analyzed. Linked to client profiles.

WhatsApp from +61 412 345 678
→ Matched to: Mike Johnson
→ Image received: Payslip
→ Gross income: $8,500/month

Call Transcription

Upload call recordings, get accurate transcriptions. AI extracts action items and follow-up tasks.

45-minute client call uploaded
→ Full transcript with timestamps
→ Tasks extracted: "Send pre-approval docs"
→ Follow-up: "Call back Tuesday"

Smart Entity Matching

AI matches communications to clients using email, phone, name variations, and context clues.

Email from "Johnny D" <[email protected]>
→ 92% match to "John Doe"
→ Reason: Same phone in signature
→ Action: Confirm or reject match

Proactive Deal Building

Documents arrive, AI extracts data and auto-files to the right deal. Checklists update automatically.

Client sends payslip via WhatsApp
→ AI extracts salary, employer, period
→ Auto-files to deal checklist (95% match)
→ Buyer profile auto-updated

Your Data. Your API Keys. Your Control.

Unlike other AI tools, Lavetach uses YOUR API keys for AI services. Your data never passes through our servers for AI processing.

  • Bring Your Own Keys

    Use your Anthropic, Gmail, WhatsApp, and Gemini API keys. We encrypt them, you control them.

  • Human-in-the-Loop

    AI suggests, you decide. Nothing happens without your approval (unless you configure high-confidence auto-actions).

  • Team Roles & Permissions

    Admins see everything. Members only see their assigned clients. Full RBAC for team security.

Live Dashboard Preview

What your day looks like

Active Clients
42
Open Tasks
15
AI Suggestions
8 pending
Unmatched Emails
3

Real-time updates via WebSocket

Ready to Reclaim Your Day?

Join mortgage brokers who spend less time on admin and more time closing deals.