About BrokerEngine

BrokerEngine was developed in partnership with a real mortgage brokerage, not in a software lab. It began with a vision: to help brokers write more business, deliver seamless client experiences, enjoy work life balance.

Since launching in 2015, BrokerEngine has supported over 3,000 mortgage professionals across Australia in streamlining their firms.

Launched In 2015 Year

Trusted By 3000 Mortgage Professionals

These efficiencies empower brokers to deliver exceptional client experiences with greater accuracy and effectiveness. The result? Happier clients, smoother operations, and a stronger foundation for growth.

But it wasn’t always this way…

Does This Sound Familiar?

The story starts in a mortgage practice like any other.

In 2007, the practice was writing a respectable $20-$25 million in loans annually and earning industry awards. Yet, rudimentary systems and generic software made scaling the business a constant challenge.

The firm faced ongoing issues, including:

Losing leads through inconsistent follow-up, struggling to secure repeat or referral business.
Worrying about missed critical details that could jeopardise deals, harm clients, or damage the firm’s reputation.
Growing stress levels and reduced time for family as the business expanded.

The Solution That Made Things Worse

In an effort to grow, the practice:

Invested heavily in digital marketing, resulting in an influx of leads.
Refined sales processes with scripts and checklists.
Attempted to manage operations by stringing together dozens of different tools and spreadsheets, creating inefficiencies and gaps in the workflow.
Took on longer hours, which only increased stress levels.

The business grew, but the workload became unsustainable….

The Quest for a Better Way

Determined to overcome these challenges, the practice explored tools to leverage time and automate operations. This included:

Trying major CRM applications that proved generic, difficult to customise, and largely ineffective.
Fully implementing a leading software solution, only to find its functionality limited and not suited to the industry’s needs.

Creating BrokerEngine

Faced with no ideal solution, we took matters into our own hands, designing software that addressed all the gaps and challenges encountered.

As the software started to take shape, the potential to help other brokers became clear. The dream? To develop a software application “by a broker, for brokers” and create an entire Broker Operation System (Broker OS™) that would enable brokers to:

Automate: Not mere reminders that prompt you to complete tasks. Complete workflows (including emails, SMS, direct mail, and more) that are auto-generated, ready for you to review and simply click ‘send’.

Delegate: Free up time for high-value tasks (and holidays), confident your team can execute precisely like you.

Templatise: Access a vault of best-practice emails, scripts, and checklists designed to communicate clearly, reduce mental load, and leave a lasting impression on clients.

Streamline: Get more done with a smaller team, improving accuracy, decreasing errors, and increasing profits.

That’s When Brokers Started To Take Notice

Before long, more brokers started joining us, including multiple MPA Top 100 Brokers, Young Guns, State Finalists and growing independent brokers and firms. We also received awards and recognition from within the industry.

Why Top Brokers Use BrokerEngine

Since launching in 2015, BrokerEngine has:

Continued to add powerful features based on user feedback and market changes.

Grown an extensive Broker Success Team to support you in growing your business and improving your service.

Added a comprehensive knowledge base with hundreds of practical articles and videos.

Built a thriving user base of more than 3,000 mortgage professionals across all major aggregators.

Established a market-leading reputation with numerous awards and industry recognition.

As you can see, what began as a solution to meet the needs of a single mortgage practice has evolved into a robust, industry-specific software that now empowers over 3,000 mortgage professionals.

BrokerEngine has become the go-to software for growing mortgage firms.

…and we’re just getting started!

What Mortgage Brokers Are Saying
About BrokerEngine

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.