See Deal Status at a glance and zero in on highlighted issues and alerts. Customise almost anything: stages, workflows, checklists and more!

Quickly and accurately “brain dump” deals into the system and auto-generate the specific workflows and checklists you’ll need to ensure nothing gets missed.

Easily compare different lending scenarios such as different deposits, loan terms or servicing options. Then click a single checkbox to load a funding position into your deal.

Just one click triggers detailed sub-workflows for loan features such as FHOG applications, lender rebates, guarantor loans and over 30 more!

With great power comes great responsibility. Our Knowledge Base helps you get productive as quickly as possible.

BrokerEngine comes pre-loaded with over 100 professional email and task templates for you to customise as you like.

What should you do next? Our Smart Task Queue helps team members tackle the right task at the right time, so you can maximise throughput.

Every deal displays “traffic light” colour-coded due dates for Stage Due Dates, Finance Date and Settlement Date.  Critical dates remain top of mind and your loans on track.

Most systems use rigid due dates for every task – but with lending, when a stage advances, the original due date no longer applies. BrokerEngine automatically adjusts so you don’t have to constantly fiddle with irrelevant deadlines.

Automatically generate professional client-facing Reports and Advices at key moments in the loan lifecycle (e.g. Settlement, Unconditional Approval etc.).

Easily collect supporting documents from clients with the included FinanceVault, saving you hours on every deal.

Proactive Loan Reviews put an iron fence around your client base and surface new revenue and referral opportunities.

Loan Maintenance issues such as progress payments, rate fixes or top ups are seldom lucrative for brokers, but are an important part of customer service BrokerEngine makes them easy.

The Leads Dashboard doesn’t just keep track of sales stages: it also helps you triage leads into “Act Now” and “Act Later” buckets, and allows you to present loan options according to a proven sales conversion methodology.

BrokerEngine comes pre-loaded with dozens of professional email templates for every stage of the loan settlement process. There’s no need to spend months creating your own systems and templates – it’s been done for you!

Deals automatically escalate when stage due dates are at risk of being missed. This helps your team focus on the most time-sensitive tasks when it matters.

Every deal is automatically matched with a flexible checklist for that specific deal, reducing errors and shortening processing times, even when things get hectic.