The Mortgage Broker Software For Growing Firms

BrokerEngine is mortgage broker specific CRM 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 mortgage aggregators, including:

Aggregator 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 streamlining your workflow, delighting your clients and saving you stress?

After working in the industry for 12+ years and interviewing hundreds of brokers, we discovered that most brokers describe legacy software packages in one of 3 ways:

an aggregator software platform you’re forced to use, despite frustrating functionality gaps
generic software that has been “shoe-horned” into the mortgage broking industry
a mash-up of third party solutions that may address part of the puzzle, but still leave 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.

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 detailed Workflows so you can streamline your entire client journey, from first contact to post-settlement.

Powerful Broker Wizards capture all key data in one place, then distribute it to wherever it’s needed in a Deal, saving broking teams an average of 5 to 10 hours per loan. Time-consuming tasks like compliance, document collection and loan submission are dramatically streamlined.

And 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 like you don’t feel confident about the status of a deal — so you end up over-checking, micro-managing or fussing over every detail? Even then, a few files will slip through the crack and turn into a 🔥🔥🔥 that needs to be put out.

With BrokerEngine, that persistent anxiety is a thing of the past. 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 that require attention.

Harness Teamwork To Relieve Stress And Avoid Becoming The Bottleneck

Many of the highest-performing brokers do great financial numbers, 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 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 mortgage broking software that keeps 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. You call the shots and we’ll help make it happen.

Even More Features To Grow And Automate Your Firm

Deal Dashboards

Workflow Engine

Client Portal

Broker Wizard™

1-Click Workflows™

Deal-Specific Checklists

Loan Strategy Report™

Auto-Prioritised Tasks

Predictive Metrics

Email & Task Templates

Client-Facing Advices

BID Compliance

Proactive Loan Reviews

Integrations

Marketing Automation

Click here to explore the complete list of 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 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…

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 al lot of gaps.

So I ended up building 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.

The result is BrokerEngine – a system now used by a growing number of MPA Top 100 brokers and many other aspiring mortgage brokers and broker groups around Australia.

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

Craig Vaughan, award-winning mortgage broker and founder of BrokerEngine

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 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 for you. And something that would ultimately guarantee improved business results.

So here’s what we’ve come up with:

Higher settlements

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.r. 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?

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