Kaddim & Testimonial Donut | Review
Kaddim helps Australian Mortgage Brokers automate document collection, client communication, and file management. With templates, client portals, automated reminders, and upcoming OCR-powered file renaming, Brokers can dramatically reduce admin, speed up deals, and scale their business more profitably. Testimonial Donut then turns those great client experiences into powerful marketing assets through automated Google reviews and testimonials.
Podcast Transcript
Product Review With Farzan & Guy from Kaddim & Testimonial Donut
Discover how Kaddim & Testimonial Donut helps Australian Mortgage Brokers automate document collection, fact finds, reminders, and file renaming. Followed by gaining a Google Review. Learn how Brokers can save time, reduce admin, and scale faster with smart document workflows.
Episode Links
▶️ WATCH TO THE FULL REVIEW HERE: https://youtu.be/y9KqaXEEoGU
🎧 LISTEN ON SPOTIFY: https://open.spotify.com/episode/7t8lCLp0Cmwl30rK1c1lkU?si=E-3Xky5_TnOemeX4slc_8g
🌐 VISIT KADDIM WEBSITE HERE: https://www.kaddim.com
🌐 VISIT TESTIMONIAL DONUT WEBSITE HERE: https://www.testimonialdonut.com
The Core Problem Brokers Are Facing With Document Collection
Document collection is one of the most painful and time-consuming parts of a broker’s workflow. Brokers spend hours chasing clients, renaming files, dealing with missing documents, and fixing uploads that don’t meet lender requirements.
Clients get confused about what’s required. Brokers get stuck in endless follow-ups. Support staff spend valuable time renaming files instead of working on higher-value tasks. As volumes increase, this bottleneck becomes one of the biggest blockers to scale.
The Big Shift: From Chasing Documents to Automated Client Portals
Kaddim flips this process around by giving brokers a structured, automated client portal for document collection, forms, and communication.
Instead of sending messy email requests, brokers send smart, branded requests built from templates. Clients receive a link via email and SMS and upload everything through a simple mobile-friendly portal. Automated reminders chase outstanding documents, not your team.
Everything is tracked. Every upload, every message, and every interaction is logged so brokers always know where a file is at.
Key Document Automation Takeaways for Brokers
- Template-based requests let brokers create repeatable onboarding and document flows
- Drag-and-drop request builder allows you to customise every client’s request before sending
- Client portal gives borrowers one place to upload documents and ask questions
- Automated reminders reduce chasing and speed up turnaround times
- Activity tracking shows when emails are opened, files uploaded, and requests viewed
- Bank statement integration connects directly to bankstatements.com.au
- Zapier integration allows data to flow into CRMs and other systems
How Kaddim Connects to Broker Growth
Faster document collection means faster deal turnaround.
Cleaner files mean fewer lender issues.
Less admin work means more deals closed.
By automating document collection and communication, brokers free up their time, reduce staff workload, and create a smoother client experience — which directly improves conversion rates and capacity to scale.
The Next Big Upgrade: OCR-Powered Smart File Renaming
One of Kaddim’s biggest upcoming features is AI-powered OCR document recognition.
When clients upload documents, Kaddim will:
- Identify the document type (pay slip, bank statement, lease, etc.)
- Extract key data (name, employer, dates, amounts)
- Rename files automatically using the broker’s own naming convention
This eliminates one of the biggest time sinks in every brokerage: manual file renaming and sorting.
Future versions will even be able to detect invalid documents (wrong type, too old, missing info) and notify the client automatically.
Testimonial Donut: Turning Great Clients into Google Reviews
Farzan and Guy also run Testimonial Donut, a system that automates the collection and display of Google reviews.
Brokers can:
- Send automated review requests via SMS and email
- Schedule reminders
- Track who has left a review
- Embed live Google reviews onto their website with custom widgets
- Collect video testimonials for even stronger social proof
This turns great client experiences into powerful marketing assets — without chasing people manually.
Practical Next Steps for Brokers
- Map out your current document collection process
- Identify where clients get stuck or confused
- Replace email chasing with a structured client portal
- Automate reminders instead of relying on staff
- Prepare for OCR-powered file renaming to eliminate admin
Listen To The Full Episode
In this episode, Farzan and Guy walk through exactly how Kaddim works, how Mortgage Brokers in Australia can simplify their workflows, with automations, client portals, and smart document handling are transforming broker operations.
They also reveal how Testimonial Donut helps brokers build trust, visibility, and authority through Google reviews and testimonials.
⚠️ Disclaimer: This content is for educational and research purposes only and does not constitute financial, legal, or business advice. Always conduct your own due diligence before implementing systems, tools, or operational changes in your business. Some links or recommendations mentioned may be affiliate partnerships, meaning we may earn a commission at no additional cost to you if you choose to engage with a product or service. This helps support the ongoing creation of educational content. All opinions remain independent and based on research and experience.
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