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Lexi · Mortgage Intelligence · Australia

Source of funds verified.
Every application.
Flat monthly fee.

ASIC expects brokers to make reasonable inquiry. Lenders are requiring documented source of funds verification. Lexi reads your client's bank statements and returns a professional report — ready to submit, every time.

80+
Detection Libraries
Flat
Monthly Subscription
35yr
Forensic Experience
Zero
Data Retained
Regulatory Context

ASIC expects brokers to look.

Source of funds verification isn't optional — it's a professional obligation. Lexi documents that you checked, every time.

Australia · ASIC

Why Australian brokers need source of funds verification

Under the NCCP Act and ASIC's responsible lending obligations, mortgage brokers must take reasonable steps to verify the information provided by their clients — including the source of funds for deposits and contributions. A broker who signs off without checking exposes themselves to serious professional and regulatory risk if an issue is later discovered.

  • ASIC best interests duty requires documented reasonable inquiry
  • Lenders increasingly require source of funds documentation at submission
  • Anti-money laundering obligations apply to mortgage brokers under AUSTRAC
  • Undisclosed crypto assets are a growing issue in residential lending
  • Lexi provides a signed, submittable minimum-inquiry report
What Lexi Finds

The signals that matter in a mortgage application

Most source of funds issues don't look obvious. They're patterns — irregular deposits, undisclosed crypto conversions, gifted funds routed through multiple accounts, or income that doesn't match the declared figure. Lexi reads every transaction line and surfaces what needs explaining before it becomes a lender query.

  • Undisclosed cryptocurrency activity and exchange transactions
  • Irregular or unexplained large deposits inconsistent with income
  • Gambling platform activity and BNPL exposure
  • Round-number structuring patterns and velocity anomalies
  • Income inconsistency and lifestyle divergence signals
  • Second household indicators and undisclosed liabilities
Process

Four steps. One report.

No new software to learn, no client portal to manage. Upload the statements and Lexi returns a report ready for the lender file.

01
Collect Statements
Request 3–6 months of bank statements from your client in PDF format — the same documents you already collect for serviceability assessment.
02
Upload to Lexi
Upload the PDFs through your secure subscriber portal. Lexi processes every transaction line across 80+ detection libraries simultaneously.
03
Lexi Analyses
Lexi reads every transaction against its signal libraries — crypto, behavioural, income consistency, liability exposure and source of funds patterns.
04
Submit the Report
Download the Source of Funds Intelligence Report — professionally formatted, methodology disclosed, ready to attach to the lender submission or retain on file.
Signal Intelligence

What Lexi reads in every statement.

80+ detection libraries covering the signals that matter for mortgage source of funds verification.

Crypto Signals
  • Exchange deposits and withdrawals
  • Fiat on-ramp and off-ramp transactions
  • Crypto ATM activity
  • DeFi platform interactions
  • NFT marketplace payments
  • Wallet service providers
Behavioural Signals
  • Irregular large deposit patterns
  • Round-number structuring
  • Transaction velocity anomalies
  • Income inconsistency indicators
  • Lifestyle vs declared income divergence
  • Second household patterns
Liability Signals
  • BNPL platform activity
  • Gambling platform transactions
  • Payday lending indicators
  • Undisclosed recurring commitments
  • Cash withdrawal clustering
  • Third party fund routing patterns

"Bank statements never lie. The broker who checks is the broker who never gets the call asking why they didn't." — Built from 35 years of bankruptcy forensics experience · LexCrypta Global

Subscription Plans

One flat fee. Run it on everything.

No per-scan anxiety. Subscribe and run source of funds verification on every application as standard practice. Bill it across your files as a monthly disbursement.

Lite
Sole Trader
For individual brokers getting started with source of funds verification as standard practice.
$145
per month · billed monthly
10 scans per month
  • Lexi Source of Funds Intelligence Report
  • 80+ detection libraries
  • Crypto, behavioural and liability signals
  • ASIC-ready documentation
  • Zero data retention
  • Email support
Subscribe — $145/mo
Enterprise
Brokerage Firm
For multi-broker firms and aggregator groups requiring unlimited verification across the entire business.
$499
per month · billed monthly
Unlimited scans
  • Everything in Professional
  • Unlimited scans across the firm
  • Dedicated account manager
  • Custom report branding
  • API access on request
  • Aggregator group pricing available
Subscribe — $499/mo
The monthly fee is readily billable across your client files as a disbursement — making source of funds verification cost-neutral for your practice. Aggregator group pricing available for firms with multiple brokers — contact us directly.
Questions

What brokers need to know.

What exactly does the Source of Funds Intelligence Report contain?
The report provides a structured analysis of your client's bank statements across 80+ detection libraries. It returns an overall source of funds rating, flagged signals with transaction-level evidence, a summary of unexplained or irregular deposit patterns, crypto activity indicators, and liability exposure signals. The report is professionally formatted with full methodology disclosure — ready to attach to a lender submission or retain on the client file.
How does this help with ASIC's best interests duty?
ASIC's best interests duty requires brokers to act in the best interests of their clients and to take reasonable steps to verify information material to the loan. Source of funds is increasingly material — particularly where crypto assets, irregular deposits, or undisclosed liabilities are present. Lexi provides a documented minimum inquiry that demonstrates you checked, creating an auditable record that due diligence was conducted on every application.
What bank statement formats does Lexi support?
Lexi supports PDF bank statements from all major Australian banks including CBA, ANZ, Westpac, NAB, Macquarie, Bendigo, St George, Bank of Queensland, and ING. Both text-based and scanned PDFs are supported — scanned statements are processed via OCR. You can upload multiple statements per analysis.
How is my client's data handled?
Bank statements are uploaded via an encrypted connection and processed entirely in memory. No statement data is written to any database or disk. All uploaded data is permanently deleted on report generation. We do not retain, store, or use uploaded documents for any purpose beyond producing the requested report. This is an architectural commitment — the system is built so that retention is not possible.
Can I bill the cost to my client?
Yes — the monthly subscription fee is readily disbursable across your client files. Most brokers allocate a per-application portion of the monthly fee as a standard disbursement line item, making source of funds verification cost-neutral for the practice. The report itself can be provided to the lender directly or retained as a work paper.
What happens if I need more scans than my plan includes?
Contact us and we'll move you to the appropriate plan. We don't cut off access mid-month — if you're running above your tier consistently, we'll have a conversation about upgrading. Enterprise plans include unlimited scans and are the right fit for any firm running more than 30 applications per month.
Get in Touch

Talk to our team.

For aggregator group pricing, enterprise enquiries, or to discuss how Lexi fits your practice — reach out directly.

Location Michigan, USA · Australia · Global practice
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