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The Mortgage Broker Software

For Growing Firms

BrokerEngine is mortgage broker specific workflow software, guaranteed to grow your revenue while working fewer hours.

See Features Request a Demo

Powering 2,500+ mortgage professionals across all major aggregators.

Aggregator Software Has Its Place, But It Won't Help You Grow Your Practice

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

Or that aggregator software is more focused on busywork and compliance, than actually streamlining your workflow, delighting your clients and saving you stress?

After working in the industry for 15+ years and interviewing hundreds of brokers, we discovered that most brokers describe legacy software in one of 3 ways:

  1. an aggregator software platform you’re forced to use, despite frustrating functionality gaps
  2. generic software that’s been “shoe-horned” into the mortgage broking industry
  3. a mash-up of spreadsheets and apps that may address part of the puzzle, but still leaves you with gaping holes to fill

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

That’s why we created BrokerEngine…

Introducing A Completely New Approach To Mortgage Broker Software

Unlike aggregator software, BrokerEngine is mortgage broking software designed by a top-performing mortgage broker, for mortgage brokers who want to grow their volumes and still get home in time for dinner.

BrokerEngine arrives pre-installed with loan process workflows that you can fully customise to deliver a 5-Star customer experience at scale.

Smart features like our client portal, loan Scenario Builder and Workflow Engine typically save broking teams an average of 5 to 10 hours per loan. Time-consuming tasks like compliance, document collection and loan submission are dramatically streamlined.

As a result, brokers can focus on their highest value activities like sales, strategy and service — or just simply enjoy more time off.

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

Gain Visibility And Control Over Every Deal & Every Client

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

Do you ever feel uncertain about the status of your deal flow — so you end up over-checking, micro-managing or fussing over every detail? Even then, it’s all too easy for a file to slip through the cracks and turn into a 🔥🔥🔥 that needs to be put out.

With BrokerEngine, that low-grade anxiety is a thing of the past.  Instead, you can instantly see the status of every Deal by scanning your dashboard.  Just like in your car, a “warning light” alerts you to the specific deals needing attention.

Harness Teamwork To Relieve Stress And Avoid Becoming The Bottleneck

Many of the highest-performing brokers produce great financial results, but their stress levels, health and family lives suffer in the process.

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

But 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 mortgage broking software that keeps your deals moving forward, no matter how complex. It supports every type of team configuration: in-house or outsourced; single office or multiple; in-person or remote; single brand or multi-brand. You call the shots and we’ll make it happen.

Even More Features To Grow And Automate Your Firm

Custom Dashboards

See Deal Status at a glance so you can zero in on highlighted issues and alerts. Customise stages, workflows, checklists and more!

Workflow Engine

Start with powerful standard workflows already built for you. Then easily customise to suit your clients, team and deal types.

Document Collector

Easily collect fact find information and documents from clients with our FinanceVault™ portal, saving hours on every deal.

Broker Wizard

"Brain dump" a deal in minutes, automagically creating deal-specific workflows and checklists to manage the transaction with ease.

1-Click Workflows

Just one click adds detailed sub-workflows for loan features such as rate locks, lender rebates, guarantor loans and 40+ more!

Deal-Specific Checklists

Every deal is automatically matched with a dynamic checklist for that specific deal, reducing errors and shortening processing times, even when things get hectic.

Loan Strategy Report

Generate fully-customised loan proposal documents that allow you to communicate your recommendations with ease and close more deals in less time.

Auto-Prioritised Tasks

What needs to get done next? Our smart task list helps each tackle the right task at the right time to maximise productive output.

Predictive Metrics

Other mortgage software will tell you how you did in the past. Our metrics predict *future* settlements, so you can take the right actions today to move the needle tomorrow.

Email & Task Templates

BrokerEngine comes pre-loaded with hundreds of professional email and task templates that you can customise as you like.

Client-Facing Advices

Generate professional client-facing Advice Documents at key moments in the lending lifecycle (e.g. Approval, Settlement, Reviews and more).

BID Compliance

Best Interests Duty (BID) places additional responsibilities on brokers. Our tools help you comply and still save time.

Proactive Loan Reviews

Proactive Loan Reviews put an iron fence around your client base and surface new revenue and referral opportunities.

Integrations

BrokerEngine integrates with a large and growing number of software applications including AFG FLEX, Connective Mercury, illion, CashDeck, Docusign, Zapier and more.

Marketing Automation

Slice-and-dice your client data based on lender, interest rate, loan type, payment type, settlement date and more to ensure you’re always on the front foot.

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

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

Hi, my name’s Craig Vaughan. I run multiple mortgage broking brands and have been nominated several times for Broker of the Year Awards. All while working 20-25 hours per week and enjoying 2-3 months’ holiday a year.

But it wasn’t always this way…

Back in 2010 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 and there were still a lot of gaps.

So I ended up creating a mortgage broker 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.

Today we call that system BrokerEngine – a platform now used by 2,000+ mortgage professionals including many MPA Top 100 brokers and up and coming firms throughout Australia.

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

Craig Vaughan signature Craig Vaughan, award-wining mortgage broker and founder of BrokerEngine.
Mortgage broker awards

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 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.

Cameron Morgan
UFinancial, MPA Top 100 Broker

Errors reduced, deals settling on time

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.

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 more fees…”.

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.

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 efficiencies (i.e. time spent per settled loan)…
  • decreased busywork (i.e. low value tasks that chew up time redused 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 full 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 A Free Demo of BrokerEngine Software.

Request a Demo
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