BrokerEngine is mortgage broker specific workflow software that combines seamless teamwork with powerful automation so you can focus on high-value activities and help more clients.
Powering 3000+ mortgage professionals across all major aggregators.
Your tech stack was never built to cope with detailed and time-sensitive loans.
You waste hours managing tasks, prioritising work and staying aligned.
It’s fiddly and time-consuming to deliver a superior Client Experience.
BrokerEngine was built to help you automate even your most complex mortgage broker workflows.
Start with our pre-installed workflows, then customise a little or a lot, to deliver a consistent 5-Star Customer Experience, the way you want.
Benefit from auto-prioritised tasks, dynamic checklists, effortless emails and timely SMS messages to keep your team on track and your clients informed.
Most brokers burn hours every week simply checking deal progress, escalating tasks and putting out fires.
And as your firm grows, it gets even harder to maintain visibility and control over a bigger team and more clients.
BrokerEngine uses colour-coded deal stages to immediately flag “at risk” deals. Auto-prioritised tasks let you understand your whole team’s workload at a glance, without sending a single email, Teams or Slack message.
Collecting client information and documents by email (or multiple disconnected links) results in a poor customer experience and elevated cyber risk.
Enter FinanceVault, the integrated client portal that comes included with BrokerEngine at no extra cost.
FinanceVault allows you to collect all requirements with one link, including credit guides, fact finds, documents, bank statements and more.
Writing new business is rewarding, but servicing and retaining existing clients is the key to growing your cashflow and business valuation.
BrokerEngine’s Reviews dashboard automatically triggers client reviews at pivotal moments, such as IO expiry, fixed rate expiry and periodic milestones.
Then it prompts you to run a workflow to review the client’s position and reach out with proactive advice. The result is lower trail run-off and more satisfied clients.
Deal submission is the cornerstone of how you add value to clients.
BrokerEngine now supports direct lodgement to ApplyOnline to make the lodgement process easier than ever.
BrokerEngine is “compliant by design” for AFG brokers — with integrated Credit Guide, Privacy Consent and Credit Proposal features that make the advice process simple and elegant. ApplyOnline lodgement is being incrementally rolled out to AFG brokers between now and Nov 24.
BrokerEngine was built to help you automate even your most complex mortgage broker workflows.
Start with our pre-installed workflows, then customise a little or a lot, to deliver a consistent 5-Star Customer Experience, the way you want.
Benefit from auto-prioritised tasks, dynamic checklists, effortless emails and timely SMS messages to keep your team on track and your clients informed.
Collecting client information and documents via email (or multiple disconnected links) results in a poor customer experience and elevated cyber risk.
Enter FinanceVault, the integrated client portal that comes included with BrokerEngine at no extra cost.
FinanceVault allows you to collect all requirements with one link, including credit guides, fact finds, documents, bank statements and more.
Writing new business is rewarding, but servicing and retaining existing clients is the real key to growing your cashflow and business valuation.
BrokerEngine‘s Reviews dashboard automatically triggers client reviews at pivotal moments, such as IO expiry, fixed rate expiry and periodic milestones.
Then it prompts you to run a workflow to review the client’s position and reach out with proactive advice. The result is lower trail run-off and more satisfied clients.
As we have grown, we’ve found it more and more important to ensure we don’t sacrifice quality as we grow volume. BrokerEngine handles all the details so brokers can be more productive and clients can experience a better service.
We needed a system that was going to be able to assist us in streamlining our processes while maintaining high quality. BrokerEngine freed up our growth bottleneck so we could continue serving new clients.
This is mortgage broker software that has been built by a high-producing broker, not by someone at the administration level, and not at the aggregator level (non end-user). It keeps our brokers focused on the task at hand.
Auto-prioritised tasks remind you to follow up on certain deals if you haven’t heard back from the assessor. And the checklists ensure you never overlook important steps that may have an impact on settlement.
Being able to work more efficiently allows us more time to concentrate on growing our business and ensuring all our current clients are well looked after. Whether you are a part of a large broker group or work independently, BrokerEngine is a must-have.
In short, BrokerEngine has given me a strong platform to scale my business and achieve the targets I’ve set myself.
I expect to see large growth in my settlement volumes in the coming months and years!
Sign Up For A Free Demo of BrokerEngine Software.
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