Example Mutual BankAccount summary
Page 2 of 6- Account holder
- Jordan Sample
- Account number
- •••• 0000
Account identifiers
BSB000-000
- Statement period
- 1 Apr 2026 to 30 Apr 2026
- Closing balance
- $8,320.00
Evidence-backed document operations
Every fact, bound to its page.
Mortgage brokers often pass client document packs to in-house or offshore operations teams, who manually re-key the same facts into forms and CRMs. Packbind extracts proposed values with exact page-and-region evidence, so a human reviewer can verify each one before handoff.
A product by Keen Shift Pty Ltd.- Access
- Named workspace users
- Evidence
- Exact page and region
- Decision
- A person reviews every field
- Handoff
- Manual path always available
From documents to review-ready facts.
- 1
Bring in the client pack
The broker or operations team adds the documents once, without starting a re-keying spreadsheet.
- 2
Extract with provenance
Packbind proposes structured facts and keeps each one attached to its page and exact source region.
- 3
Human review, then handoff
An operations reviewer accepts, corrects, rejects or marks every value as needing evidence before a form or CRM handoff.
Base salary
$7,000.00Car allowance
$450.00Gross pay
$8,450.00Total deductions
$2,520.00Net pay
$5,930.00The source stays attached to the decision.
A confidence score never accepts a field. A broker or operations reviewer sees the exact source first, then accepts, corrects, rejects or marks the proposed value as needing evidence.
- Retained page
- Page 1
- Exact region
- Gross pay
- Human decision
- Pending
- Audit event
- Recorded on decision
Your evidence record is useful before any CRM is connected.
Manual handoff is always available. MyCRM is one optional integration, and nothing is written to it without a person’s recorded decision.
- Manual handoff
- Available
- MyCRM
- Optional
- More CRM adapters
- Planned, not promised
Built for sensitive lending documents.
- Named workspace users
- Tenant-scoped access
- Encrypted document storage
- Page-and-region provenance
- Human decision audit
- No CRM write without a human decision
Secure evidence workflow from intake, through transcription and human review, to an optional CRM handoff.
Secure intake
TranscriptionPage & region evidenceHuman reviewAudit record
Optional CRM
Packbind transcribes and organises evidence. It does not make credit or eligibility decisions.
Pricing for broker practices.
Workspace plans are billed in AUD and include GST where applicable. Annual options include two months at no additional cost.
Starter
- Included
- 100 source documents / month · 1,200 / year
- Overage
- None charged automatically
Practice
- Included
- 500 source documents / month · 6,000 / year
- Overage
- None charged automatically
At the allowance, existing cases stay available but Packbind blocks admission of new source documents until the next billing period or a plan change. Create a workspace, then choose a plan before processing client documents.