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The Mortgage Broker Software

For Growing Firms

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.

See Features Request a Demo

Powering 3000+ mortgage professionals across all major aggregators.

The problem

You’re frustrated by clunky software
that holds you back from
writing more business.

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.

The Solution

Supercharge your brokerage
with automated tasks, emails
and SMS messages that free you
up to focus on high-value work.

+
Hours
Saved Per Deal
%
Faster
Settlement Times
%
Lower
Error Rate

What Makes BrokerEngine
So Powerful

Customisable Workflows

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.

Visibility and Control

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.

FinanceVault Client Portal

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.

Client Retention

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.

Seamless Deal LodgementNEW

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.

Customisable Workflows

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.

FinanceVault Client Portal

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.

Client Retention

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.

Click here to see all BrokerEngine's features

What Mortgage Brokers Are Saying
About BrokerEngine

Leigh Deledio
UFinancial, MPA Top 100 Broker

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.

Karli Martin
Frankli, Young Gun of The Year

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.

Cameron Morgan
UFinancial, MPA Top 100 Broker

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.

Agnes Caballero
Loan Processor

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.

Jim Henwood-White
eSelect Finance, MPA Top 100 Broker

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.

Patrick O'Brien
Mortgage World Australia

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!

Ready To Grow & Scale Your Practice?

Sign Up For A Free Demo of BrokerEngine Software.

Request a Demo
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How To Convert +95% Of Prospects Into New Clients, Like Clockwork

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If you choose to provide your information, it will be used to offer or provide you with our services and/or the services of our associates. We may also ask you for feedback. We may not be able to assist you if you do not provide your information. We may need to disclose your information to other organisations providing services to us, that may be overseas. If you would prefer not to receive marketing material you can always unsubscribe. We include a simple unsubscribe feature on all electronic marketing materials that we send. Our Privacy Policy (which is available on this website) contains information about how you can access your personal information and request corrections or lodge a complaint. Information about who we are and how to contact us is available on this website.
If you choose to provide your information, it will be used to offer or provide you with our services and/or the services of our associates. We may also ask you for feedback. We may not be able to assist you if you do not provide your information. We may need to disclose your information to other organisations providing services to us, that may be overseas. If you would prefer not to receive marketing material you can always unsubscribe. We include a simple unsubscribe feature on all electronic marketing materials that we send. Our Privacy Policy (which is available on this website) contains information about how you can access your personal information and request corrections or lodge a complaint. Information about who we are and how to contact us is available on this website.

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