BrokerEngine

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The Mortgage Broker Software For Growing Firms

BrokerEngine is the first and only mortgage broker software guaranteed to grow your revenue while working fewer hours, with push-button automation and workflows that free you up to focus on your highest-value activities.

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Used by brokers with most major aggregators, including:

Regular Mortgage Broker Software Is OK, But It Won't Help You Grow Your Practice

Does it ever feel like that when it comes to software, the mortgage broking industry is behind the times?

Or that your aggregator software is more focused on compliance and box-ticking, than actually delighting your clients, growing your loan book and saving you stress?

After working in the industry for over 10 years and interviewing hundreds of brokers, we discovered that most brokers describe legacy software packages in one of 3 ways:

  • an aggregator platform you’re forced to use, despite key functionality gaps
  • a generic software package that has been “shoe-horned” into the mortgage broking industry
  •  a third party solution that solves only part of the puzzle, but leaves you with giant holes to fill

As a result, brokers have been forced to pursue client satisfaction, growth and success despite their existing software, not because of it.

Until now…

Broker Wizard

Introducing A Completely New Approach To Mortgage Broker Software

BrokerEngine is a new kind of software called a Brokerage Management Platform (BMP) that has been designed with one goal in mind: powering your growth.

BrokerEngine uses advanced automation and workflows to automatically trigger tasks, communication and teamwork from first contact to after settlement.

Powerful Broker Wizards capture all key data in one place, then distribute it to wherever it is needed throughout the deal (reducing the need to shuttle back and forth between screens!)

Fiddly and laborious tasks such as compliance, document collection and deal submission are dramatically streamlined.

As a result, brokers can focus on their highest value tasks such as generating more business, finding solutions for clients or simply enjoying more time off.

Click here to see a complete list of BrokerEngine’s features.

Gain Visibility And Control Over Each And Every Deal With The Deals Dashboard

How many times have you woken up at night in a cold sweat and thought, “$*#&! Did I remember to do XYZ on that file?”

Do you ever feel like you don’t have an accurate way of knowing where each and every file is up to — so you end up over-checking or worrying about every file? And even then, some files slip to the cracks and become a “fire” that needs to be put out.

With the BrokerEngine Deals Dashboard you’ll instantly see where every file is at and which deals require attention.

Click on any Deal Card to see all facets of the transaction and take advantage of smart alerts to tell if anything requires attention.

Harness High-Performance Teamwork To Relieve Stress And Avoid Becoming The Bottleneck

Many of the highest-performing brokers do great financial numbers, but their stress, health and family lives suffer greatly in the process.

Ultimately, if you want to grow a great mortgage broking practice and make exceptional money while enjoying a balanced lifestyle — then you must harness effective teamwork.

But as you may already know, good team members take time to find, train and manage, and will still make occasional mistakes unless they’re supported by strong systems and software.

BrokerEngine is like a set of train tracks that keeps deals moving forward, no matter how complex. It supports every type of team configuration. In-house, outsourced, one office or multiple, in-person or remote. You call the shots and we’ll help make it happen.

Even More Features To Grow And Automate Your Firm

Deals Dashboard

See where each and every deal is at in real time. Drag and drop a deal to the next stage to unleash time-saving automation.

Funding Positions

Easily compare different lending scenarios such as different deposits, loan terms or servicing options. Then click a single checkbox to load a funding position into your deal.

Deal Indicators

Deal Indicators are one-click checkboxes that set up workflow for details such as FHOG applications, lender rebates, guarantor loans and more, ensuring critical items aren't missed.

Dynamic Due Dates

Most systems use rigid due dates for every task - but with lending, when a stage advances, the original due date no longer applies. BrokerEngine automatically adjusts so you don't have to constantly fiddle with irrelevant deadlines.

Task Templates

We've broken down loan processing into 27 specific task types and used automation to load the right task at the right time.

Smart Queues

Smart Queues prioritise the most critical tasks at all times. They also allow team members to identify and batch similar tasks, such as calling the same bank about multiple loan applications.

Loan Maintenance

Loan Maintenance activity such as progress payment requests, rate fixes or top ups are seldom lucrative, but are an important aspect of customer service. BrokerEngine dramatically streamlines maintenance.

Metrics Dashboard

Ever want to know how many leads you got last month? Or how many you turned into loans? Or how your settlements are looking? It's all one click away.

Broker Wizards

Set up and delegate loans, quickly and accurately. Let powerful step-by-step workflows puts all the data where it needs to go and help ensure nothing is missed.

Document Portal

Collecting supporting documents takes an extraordinary amount of time and can be frustrating for client and broker alike. BrokerEngine smooths and streamlines the process.

Dynamic Checklists

Deal-Specific checklists ensure that every task and every Deal is done right, giving every team member peace of mind, even when things get hectic.

Due Date Alerts

Every deal displays "traffic light" colour-coded due dates for Stage Due Dates, Finance Date and Settlement Date. Critical dates remain top of mind and your loans on track.

Email Templates

BrokerEngine comes pre-loaded with dozens of professional email templates for every stage of the loan settlement process.

Client-Facing Advices

Automatically generate professional client-facing Advice Documents at key moments in the loan lifecycle (e.g. Settlement, Unconditional Approval etc.).

Loan Reviews

The Reviews module makes light work of periodic client reviews and makes sure your clients aren't poached by competitors. Clients remain happy and your trail grows faster.

Click here to explore the complete list of features

Created By A Top Mortgage Broker, For Mortgage Brokers Who Want To Escape From The Day-To-Day Grind

Hi, my name’s Craig Vaughan. I run multiple mortgage broking brands and was nominated in the 2014-15 Broker of the Year Awards (Top 5) and in 2015-16 (Top 10). All while working 20-25 hours per week and enjoying 2-3 months’ holiday a year.

But it wasn’t always this way…

7 years ago I was a one-man mortgage broker settling a reasonable $20-$25 million a year, but I was following no system.

Initially, I tried to build my practice by generating more leads and speaking with more prospects. While this did work, I ended up having to put in massive 80+ hour weeks. I was also constantly stressed.

I needed to make things a lot more streamlined, so I tried a number of CRM applications and aggregator software. But none of them did everything I needed as a broker.

So I ended up building a software solution that relies on automation and teamwork to deliver a better outcome for clients, with far less time, effort and stress for the broker.

The result is BrokerEngine — a system now used by a growing number brokers who want to write more business in less time.

Click here to read the full BrokerEngine story and how the software has transformed my life for the better.

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Craig Vaughan, award-wining mortgage broker and founder of BrokerEngine.
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Mortgage Brokerages Run Better
On BrokerEngine

We asked users what’s changed for the better since our customers started using BrokerEngine. Here’s what some of them said…

Makes brokers more productive

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.

Leigh Deledio
UFinancial, MPA Top 100 Broker

Freed up our firm to grow

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.

Karli Martin
Frankli, Young Gun of The Year

Built by a broker, for brokers

This is a system 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.

Cameron Morgan
UFinancial, MPA Top 100 Broker

Errors reduced, deals settling on time

The “failsafe task” feature reminds you to follow up on certain deals if you haven’t heard back from the lender assessor.  And the checklists ensure you never overlook important data that may have an impact on settlement.

Agnes Caballero
Loan Processor

BrokerEngine is a must-have

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.

Jim Henwood-White
eSelect Finance, MPA Top 100 Broker

A strong platform to scale

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!

Patrick O'Brien
Mortgage World Australia

We're So Confident Of Your Success,
We're Willing To Guarantee It

90-Day Money-Back Results Guarantee

Most mortgage broker software providers offer no guarantee whatsoever (we checked). You have to try them at your risk and if it doesn’t work out, you wear the cost.

Or at best, they say, “use our system on a month-by-month basis and if you ever want to stop, just let us know and we’ll shut off your account and you won’t be liable for any other fees etc etc…“.

We wanted to do something much stronger. Something that really held our feet to the fire to deliver results. And something that would ultimately guarantee improved business results for you.

So here’s what we’ve come up with:

Take a full 90 days to use and evaluate the BrokerEngine platform. If, within 90 days, you don’t experience:

  • higher loan settlement volume…
  • increased effieciencies (i.e. time spent per settled loan)…
  • decreased busywork (i.e. low value tasks that chew up time reduced stress levels…)

…OR… you’re unsatisfied for any other reason at all (even if you don’t like the colour of the logo)… then we will provide you with a CSV export of all your data from the system AND provide you with a prompt and courteous refund of 100% of all fees paid to date.

You either succeed with BrokerEngine, or we wear the cost.

Ready To Grow & Scale Your Practice?

Sign Up For Our Free Webclass: “How To Add $1M to $3M Per Month To Your Settlements In The Next 90 Days” or Register For A Free Demo of BrokerEngine Software.

FREE "GROWTH" WEBCLASSFREE SOFTWARE DEMO
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