Join Hundreds Of Finsure Brokers Who
Supercharge Their Brokerage with BrokerEngine
BrokerEngine works alongside your existing software suite to
streamline deals, automate admin and amplify your team’s effectiveness,
so you can write bigger numbers and help more clients, with less effort.
Does BrokerEngine work for Finsure brokers? Absolutely!
In fact, hundreds of Finsure brokers depend on BrokerEngine every day. It’s not a replacement for Infynity, it’s rocket fuel for it.
You’ll still lodge as you currently do, but with the added power of our BrokerWizard, best-practice templates, dynamic checklists, automated workflows, deal tracking, smart delegation and a built-in CRM.
It’s everything you need to streamline your front end, without changing how you lodge.
The three key stages where
BrokerEngine makes life easier:
Lead Management & Qualification
Make the most of every lead you’ve worked hard to generate
You work hard to generate leads. You invest time, money, and energy to get people through the door. So it’s frustrating when things fall through the cracks. Leads come in from all directions: email, phone, website and referrals. Without a clear system, it’s easy to lose track or forget to follow up.
This stage sets the tone for everything that follows. When it runs smoothly, you book more appointments, keep your pipeline full, and stop wondering who you missed.
- New leads from your website or referrals go straight into BrokerEngine – no copy-pasting.
- Set up simple follow-up steps for colder leads, so they don’t get forgotten
- Send an email or text automatically if someone doesn’t book in right away.
- Track where every lead is up to, all in one place.
- Share the lead with your team without messy handovers or email chains.
- Know who’s working on what – no guessing or double-ups.
- Set reminders to call people back – or better yet, let BrokerEngine do it for you!
- Keep your top leads moving while BrokerEngine stays in touch with the rest.
- Stop relying on memory or inbox searches to follow up.
- Everything is logged, tracked and easy to hand off when needed.
Loan Recommendation, Processing & Compliance
Collection
Assessment
Recommendation
Approval
Signing
Keep every loan on track, from fact find to document collection to formal approval
Once a client is ready to move ahead, the lending process ramps up fast. There’s a lot to manage: collecting documents, comparing products, generating BID notes, meeting compliance requirements and keeping everyone in the loop. Without a reliable system, it’s easy to miss something or slow things down.
BrokerEngine keeps your loans moving with fewer handoffs, fewer mistakes, and fewer follow-ups. Everything’s tracked, nothing’s forgotten, and each team member knows exactly what to do next.
- BrokerEngine tells each team member exactly what to do next.
- Emails and texts can be sent out automatically (no more typing the same thing 100 times).
- BrokerEngine generates BID notes for you, making compliance a breeze.
- Keep track of every deal on one board, with clear next steps.
- Clients upload their docs to a secure link – no chasing, no messy emails.
- Files are turned into PDFs and sensitive information is automatically hidden for you.
- Everyone can see what stage a file is at, removing the need for manual check ins.
- New staff can get started quicker because tasks and checklists are already mapped out.
- You can slowly give more responsibility to junior staff with confidence.
- BrokerEngine helps you stay on top of more loans without getting overwhelmed.
Lodgement via Infynity™
Lodgement stays the same, but everything else gets easier
Right now, BrokerEngine doesn’t lodge directly through Infynity™, and that’s okay. You’ll continue lodging through your current aggregator software, just as you do now.
What’s different is everything leading up to that point. By the time you’re ready to lodge, you’ll already have the fact find complete, documents collected, BID notes prepared and lender comparisons done.
Lodgement is as simple as
one, two, three…
- From first enquiry to final lender selection, BrokerEngine guides your team through every step, including: fact find, documents, BID notes, lender comparisons. This is all done and ready by the time you’re set to lodge.
- Your loan processor or VA enters the deal into Infynity for submission. Or, if you prefer a fully hands-off approach, our certified partners can handle this for you.
- While the lender processes the deal in Infynity, BrokerEngine keeps the client experience running — from settlement updates to post-settlement, referral sequences, check-ins and retention workflows.
Post-Settlement Client Management & Retention
Stay in touch, stay top-of-mind, and keep clients coming back
After settlement, there’s still a lot of value to unlock. From referrals and reviews to repricing, refinancing and other lending needs. Staying on top of it all can feel like a full-time job.
Without a system, it’s easy to miss key moments like fixed-rate expiries, client birthdays, or refinance triggers. Gifts, follow-ups, and post-settlement reviews get pushed aside when new deals take over.
BrokerEngine keeps your post-settlement client management running in the background. Reviews and referral prompts go out automatically. Settlement gifts, repricing and cross-sell opportunities are built into your workflow.
You stay top-of-mind without adding admin, and clients feel looked after long after the loan settles.
- After settlement, BrokerEngine can automatically ask for a Google review.
- Set it up once, and it reminds clients when their fixed rate is ending.
- Automatically kick off a refinance check when the time’s right.
- Clients get a birthday email or letter from you, without you lifting a finger.
- Automate client settlement gifts.
- Follow-up texts and emails go out at the right time, no manual work.
- Know who’s due for a review, without trawling through old spreadsheets.
- Stay top-of-mind so clients refer friends and come back next time.
- Your deals board can be set up to match the way you work.
- Grow your business without adding hours to your week.
How MakeCents.com.au Scaled to $100M per Broker, By Making Their Existing Tools Work Smarter
Jamie Stokes and the team at MakeCents.com.au weren’t looking to replace their CRM or aggregator platform. But as their volume grew, it became clear that their existing setup couldn’t handle everything.
“We were manually calculating key numbers, managing contacts in spreadsheets, and drafting one-off emails every day,” Jamie recalls. “It was 90% of the value for 10% of the work.”
What they needed wasn’t a new CRM. It was a layer of structure and automation that could sit across their existing tools, and that’s what they found with BrokerEngine.
A System That Fills the Gaps
MakeCents uses BrokerEngine to handle the day-to-day processes that CRMs and aggregator systems don’t cover, like task assignment, document collection, BID note generation and automated follow-ups.
“We tailored everything to match our team’s seniority, client base, and lender requirements,” Jamie says. “BrokerEngine remembers the 1% jobs – the things that make you a great broker.”
Their lead data still flows through HubSpot into BrokerEngine. Lodgements still happen through the aggregator. Everything in between (i.e. fact find, loan structuring, compliance, client updates) is done inside BrokerEngine.
Built Around Their Process
What stood out most?
“The level of control. I built a workflow exactly how I wanted – and we’re A/B testing it against the default one. That kind of flexibility doesn’t exist anywhere else.”
With BrokerEngine running behind the scenes, the team has reduced admin, increased accuracy, and created a scalable process that still feels personal to clients.
What They’ve Achieved
- Dramatically reduced manual admin
- Nearly zero processing errors
- A fully scalable workflow across the team
- Consistently positive client reviews
- End-to-end visibility from lead to post-settlement
“I couldn’t manage this volume of work without BrokerEngine. It does the remembering, the prioritising, and the follow-up, so I can focus on being a great broker.”
– Jamie Stokes, MakeCents
Easy to get started.
Support from people who know broking.
We’ve onboarded hundreds of Finsure brokers just like you, and we know the systems, the workflows, and the common challenges. Whether it’s setting up your tasks, migrating data, or mapping out how your team works, we’ll guide you through every step.
When you hire new staff, we’ll help train them for you.
You’ll have a real person to guide you from day one.
You don’t need to figure it out on your own, we’re in it with you.
Need help? Book a call with your BrokerEngine contact anytime.
Start with proven, out-of-the-box templates, or tailor messages to suit your style.
We’ve helped hundreds of brokers set up better systems, we’ll show you what works.
Customise your workflow to match the way you do things.
You and your team can jump into as many training sessions as you like.
You’ll always know who to ask if you get stuck.
We’ll help you get set up through our guided Kickstart Program.
Works with the tools you already use
BrokerEngine connects with thousands of apps through Zapier, so your existing software can work better together.
Whether it’s lead capture, marketing, or admin, automating the handover between tools makes your workflow faster, smoother, and easier to scale.
Ready To Grow &
Streamline Your Practice?
BrokerEngine is designed to work alongside your existing mortgage broker software, making it easier to grow, scale, and deliver an outstanding client experience.
No need to start over. No need to rebuild your business. Just smarter workflows, better automation and more deals settled.
If you’re ready to deliver a 5-star client experience, grow your settlements, and free up more time for high-value work, we’re ready to help.
Getting started is simple. Our team is here to make your onboarding and setup easy.
