A Monnii HX house of The Monnii Collective
AI that works the way finance works.
Practical AI training, agentic team builds and done-for-you platforms for mortgage, car and asset finance businesses. Built by a broker with 25 years in the industry, so the tools fit your workflow, your compliance and your clients.
Eight arms. One heart.
Why The Agentic Agency
Industry first. Technology second.
Generic AI courses teach tools. We teach finance professionals how to use them on real files, real clients and real compliance obligations.
Writing loans and running brokerages since 2002, from Sienna Home Loans to banking roles at HSBC, Bank of Queensland and Westpac.
A pilot user of BrokerEngine from invention to launch, and a long-time specialist in CRM implementation, data hygiene and team training.
Building and leading offshore support teams in Manila, and training finance students in Melbourne, Sydney and Brisbane.
Services
Eight arms, working for your business.
Pick one service or bring us in across the whole business. Every engagement starts with understanding how your people work today.
I · Flagship
Learn and grow with AI
Live, hands-on AI training for brokers, finance writers, processors and support teams, delivered with Mon Académie. Your people leave using AI on their own work, safely and confidently.
See the coursesHalf-day masterclasses, in-house workshops, staff inductions, policy packs and a monthly clinic. Built around broker workflows, from fact find to settlement.
II
Strategic consulting
Where AI fits in your business, what to automate first, and how to bring your team with you.
III
Agentic team builds
AI agents set up to handle the repeat work: follow-ups, file notes, document chasing and reporting.
IV
Done-for-you platforms
CRM and tech platforms built and configured with AI, with your team trained to keep the data clean.
V
Offshore admin support
Processing and admin support from a trained Manila team, working alongside your AI tools.
VI
Education partnerships
AI programs for schools, universities and training providers, plus in-house academies for your business.
The AI Academy · with Mon Académie
AI training built for finance professionals.
Taught live by someone who has sat in your seat. Every course uses real broker scenarios and covers safe, compliant use of AI with client information.
AI for Brokers & Finance Teams
Our flagship. Use AI for client emails, file notes, scenario summaries, research and your marketing, with a clear line on what never goes into an AI tool.
AI Ops for Small Brokerages
We train your team and set up the AI workflows that run your back office, so the learning sticks on day one.
AI-Ready Processor
Step-by-step AI for loan processors and offshore support staff: document checks, file notes and status updates.
Broker AI Prompt & Template Kit
Ready-to-use prompts and templates for the jobs brokers do every day, tested on real scenarios.
AI Safe-Use Policy Pack
A plain-English AI use policy for your business, plus a short session to walk your team through it.
AI CPD Module
A professional development module on AI for brokers, designed to count towards your annual CPD hours.
AI Clinic
Bring your real scenarios and questions each month, and see what other brokers are doing with AI.
Pricing on request. Corporate packages are available for teams. Practical, non-accredited training.
Who it's for
For finance businesses ready to work smarter.
- IMortgage brokers and car and asset finance writers who want to save admin time and write better client communications.
- IIBrokerage and dealership owners who want their whole team trained and their workflows set up properly.
- IIIProcessors, credit analysts and offshore support teams who need clear, step-by-step AI skills.
- IVReferral partners, including accountants, planners and real estate agents, who want AI for client follow-up.
- ·Live masterclasses in Toorak and Caroline Springs, sold per seat.
- ·In-house training at your office or on Microsoft Teams.
- ·Done-for-you builds, where we set it up and train your team to run it.
- ·Digital kits and memberships to keep learning between sessions.
"There has been no better time in history to start a global business with no money."Monnii
The Hive
A think tank where EQ meets AI.
The Hive brings finance business owners together to share what is working with AI, solve problems as a group and grow together. Our assistant, Dash, keeps the conversation buzzing between sessions.
Membership quoted to your business.
With heart, Monnii
About Monnii
Helping people embrace the new world.
Monika (Monnii) Tran has been a mortgage broker since 2002. She ran Sienna Home Loans as a brokerage and mortgage manager, then held banking roles at HSBC, Bank of Queensland and Westpac before returning to broking.
She has built offshore teams in Manila since 2010, trained finance students for FARSTA from 2016 to 2023 in Melbourne, Sydney and Brisbane, and taught at RMIT. She was a pilot user of BrokerEngine from invention to launch.
Today she leads Monnii HX, a consulting practice for leaders in finance and property. The Agentic Agency is where she brings that experience to AI, helping businesses and people who feel stuck move forward with confidence.
Enquire
Let's talk about your team.
Tell us a little about your business and what you would like AI to help with. We'll reply within one business day.
Email hello@theagenticagency.com.au
Phone 0422 945 818
Meet Toorak · Caroline Springs · Microsoft Teams
Thank you.
Your enquiry is in. We'll be in touch within one business day.