Hundreds of Connective Brokers Use BrokerEngine
to Scale Beyond Mercury’s Comfort Zone
BrokerEngine works alongside Mercury Nexus to streamline deals, automate admin and free up your team for the work that actually matters, so you can scale without sacrificing your sanity or your weekends.
Does BrokerEngine work for Connective brokers? Absolutely!
Many brokers hit a point where they wish Mercury could do more. They want automated document collection, workflows that adapt to different deal types, proper pipeline visibility, post-settlement sequences that don’t need babysitting.
That’s what we built BrokerEngine for. It works alongside Mercury, adding the features that make growing a brokerage feel less like a grind. You keep lodging exactly as you do now. Everything around it gets easier.
Sound familiar?
- Are you finding it harder to prioritise as leads, active deals, construction drawdowns and refinance opportunities pile up on one board?
- Are handovers taking longer because the next person has to dig through emails and messages to pick up context?
- Is your team spending hours each week on manual document requests and follow-ups?
- Is compliance documentation scattered across Mercury, Connective’s portal and shared drives?
- Are refinance opportunities sitting in your back-book because there’s never enough time to work them properly?
That’s the gap BrokerEngine fills.
The three key stages where
BrokerEngine makes life easier:
Lead Management & Qualification
Leads deserve their own board.
In BrokerEngine, leads live separately from active deals. Your team sees a clean list of prospects to follow up, not a mixed queue of everything at once.
New enquiries flow in from your website, referral partners or aggregator. Automated follow-up sequences keep them warm until they’re ready to move forward. When they convert, the lead moves to deals with full history attached.
No more wondering who called who, or whether that enquiry from last Tuesday ever got a response.
- New leads from your website or referrals go straight into BrokerEngine. No copy-pasting.
- Send an email or text automatically if someone doesn’t book in right away.
- Set up follow-up steps for colder leads so they don’t get forgotten.
- Track where every lead is at, all in one place.
- Share leads with your team without messy handovers or email chains.
- Know who’s working on what. No guessing or double-ups.
- Keep your top leads moving while BrokerEngine stays in touch with the rest.
- When a lead converts, it moves to the deals board with all notes and history intact.
Loan Recommendation, Processing & Compliance
Collection
Assessment
Recommendation
Approval
Signing
Document collection on autopilot – requests, reminders, follow-ups.
Once a client’s ready to proceed, the admin ramps up fast. Documents to collect, compliance to track, team members to coordinate. Without a system, things get missed.
BrokerEngine’s FinanceVault sends document requests based on deal type, and clients upload to a secure portal instead of emailing attachments back and forth. Checklists adapt to each deal automatically, so your team sees what’s outstanding at a glance and new staff can pick up deals without lengthy handover meetings.
Everything’s tracked, nothing’s forgotten, and each team member knows exactly what to do next.
- Clients upload docs to a secure link. No chasing, no messy emails.
- Files convert to PDF and sensitive information like TFNs is automatically redacted.
- BrokerEngine generates BID notes from data you’ve already captured.
- Each team member sees exactly what they need to do next.
- Emails and texts go out automatically. No more typing the same thing a hundred times.
- Everyone can see what stage a file is at. No manual check-ins.
- New staff can pick up deals without lengthy handover meetings.
Lodgement via Mercury Nexus
Lodgement stays the same, but everything else gets easier
BrokerEngine doesn’t lodge directly to Mercury, so when it’s time to submit, your team enters the deal into Mercury for lodgement just like they do now. We even have partners who can do this for you.
By that point, everything’s ready. The fact find is complete, documents have been collected through FinanceVault, BID notes are done and the lender comparison is sorted. Your team isn’t scrambling to pull things together at submission time, which means fewer errors, faster turnaround and less stress on lodgement day.
After lodgement, BrokerEngine sends settlement updates without you sending them manually, so they’re not chasing you for progress. Post-settlement comms go out automatically, keeping you top of mind. Review requests land at the right moment, building your Google presence while the experience is still fresh. And refinance triggers surface opportunities before clients start shopping around, so you’re protecting your trail book.
Lodgement is as simple as
one, two, three…
- BrokerEngine guides your team from enquiry through to submission-ready. Fact find, documents, compliance, lender comparison.
- Your team enters the deal into Mercury for lodgement. Or, if you prefer a fully hands-off approach, our certified partners can handle this for you.
- BrokerEngine handles post-lodgement communication and post-settlement automation.
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. Referrals, reviews, repricing, refinancing, 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 are built into your workflow, and repricing and cross-sell opportunities surface without you having to remember. 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 while the experience is still fresh.
- Fixed rate expiry reminders go to clients and create tasks for your team, so nothing slips through.
- Refinance checks kick off automatically based on loan age and rate movements, surfacing opportunities before clients start looking elsewhere.
- Clients get birthday emails or letters without you lifting a finger, keeping you front of mind for referrals.
- Settlement gifts trigger automatically if you use them, so every client gets the same experience regardless of how busy you are.
- You can see who’s due for a review without trawling through spreadsheets or relying on memory.
- Your back-book gets worked systematically, so you’re growing your business without adding hours to your week.
How a Connective broker went from 70-hour weeks to selling her firm for 4x valuation
Amy Small was a Connective broker settling $10-15M per month with a five-person team. On paper, everything was working. In reality, she was drowning.
“I was working 60 to 70 hour weeks. Constantly chasing documents, trying to communicate with my team, keeping track of who was doing what. The systems I had just weren’t built for the volume I was running.”
Lodgement wasn’t the problem – Mercury handled that fine. Everything before and after was the issue: document collection, task assignment, compliance notes, client communications, team coordination. And for investment deals with multiple products and complex funding positions, she needed more flexibility than her existing setup could offer.
Small Local Brokers
“To settle more, we needed customisable, automated and centralised software that evolves with your business.”
Five years of refinement
Amy implemented BrokerEngine alongside Mercury and built out her setup over five years. She created workflows customised per lender, tasks that routed to the right team member automatically, and automations that prevented issues before they happened. BrokerEngine became her source of truth for everything except the lodgement itself.
“I got to a stage where I’d stepped away from everything except the sales call, the client meeting and a couple of phone calls to say ‘hey, you’re approved’ and ‘hey, you’re settled’. Everything else was handled by the team. I’d get my morning update and know exactly where everything stood.”
The transformation was significant. Her 70-hour weeks dropped to something sustainable. She could attend family events again. Her team started to excel because communication improved and everyone knew exactly what they were responsible for.
When she needed help with the platform, she’d ask a question in the chat and get a customised Loom video walking her through the solution.
“The customer success team actually knows the product. That matters.”
The exit
When Amy sold her firm, most brokers in her position would expect around 3x annual recurring revenue for their trail book. Amy got just over 4x.
The difference? She wasn’t selling a client list. She was selling a firm that could run without her. The workflows, the automations, the task assignments, the client communication sequences – it all transferred to the new owner.
On a meaningful trail book, the difference between 3x and 4x is potentially hundreds of thousands of dollars. That’s the return on five years of building proper systems.
Today Amy specialises in helping Connective clients build high-performance BrokerEngine configurations so they can do the same. (If you would like more information, you can contact Amy here.)
“BrokerEngine has given me my life back.”
— Amy Small, Formerly Small Local Brokers
Onboarding built around how you actually work
Our Kickstart Program is eight weeks of structured implementation. We configure your workflows, migrate your data, train your team and make sure the system’s actually working for you.
Average support response time: under ten minutes.
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.
