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BrokerEngine

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Want To See BrokerEngine In Action?

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Watch how simple it is to write more loans in less time and with less stress

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The old way...

Relying on a disconnected mish-mash of aggregator software, spreadsheets, calendar reminders, manual checklists and more…

Labour-Intensive Processes
Error-Prone Systems
Built By IT & Compliance
Lack Of Visibility & Control
Elevated Stress Levels
Time-Consuming Compliance
Hard To Hire And Train Your Team
Working Harder and Harder For Every Dollar

The new way...

Brokers can boost volumes by 20% (or more) when they run their practice on BrokerEngine…

Workflows & Automation
Error-Proof Systems
Built For Brokers, By A Broker
Real-Time Visibility
Peace & Calm
Streamlined BID Compliance
Easier To Hire, Train & Retain
Higher Productivity and Profitability

Tracking Dashboards

See Deal Status at a glance so you can home in on highlighted issues and alerts. Add extra dashboards for Home Loans, Commercial, Asset and more.

Custom Anything

(Well, almost anything!) Add Custom Dashboards, Stages, Emails, Tasks, Checklists & Business Rules to suit your team and your workflow.

Workflow Engine

The most powerful workflow engine in the Brokerverse! Start with our default workflows ready to go, out-of-the-box. Then customise a little or a lot.

FinanceVault™ Client Portal

Easily collect supporting documents with our integrated FinanceVault feature, saving you hours on every deal.

Products & Scenarios

The next generation in loan comparison tools: build loan scenarios in minutes, including an accurate comparison of net costs over any two time frames.

Email Outbox

Draft, edit and send workflow emails directly from BrokerEngine from your own email domain (works with Office365 and Google Workspace).

Broker Wizard

Quickly AND accurately package up every deal for submission, automagically creating specific workflows and checklists to ensure nothing gets missed.

1-Click Workflows

Trigger detailed sub-workflows for loan features such as FHOG applications, lender rebates, guarantor loans and over 30 more with just one click.

Deal-Specific Checklists

Every Deal is automatically matched with a customisable checklist, reducing errors and shortening processing times, even when things get hectic.

Loan Strategy Report

Generate customised loan presentation documents that communicate your strategy with ease and close more deals in less time.

Client Snapshot

See your entire client relationship on one screen, including past, current and proposed loans, so you can provide great advice without hunting for data.

Lead & Sales Management

Ensure precious leads and sales opportunities never slip through the cracks again: divide leads into “Act Now” and “Act Later” buckets and close more business.

Auto-Prioritised Tasks

What should every team member do next? The smart task queue provides a real-time “to do list” that manages priorities and maximises throughput.

Predictive Metrics

Other mortgage software will tell you how you did in the past. Our metrics tell you how your future settlements are tracking, so you can take action now to move the needle.

Email & Task Templates

BrokerEngine comes pre-loaded with over 100 professional email and task templates for you to customise, saving you dozens and dozens of hours.

Advice Documents

Generate professional client-facing Advice Documents at key moments in the lending lifecycle (e.g. Approval, Settlement, Review etc.).

BID Compliance

The Best Interests Duty (BID) compliance regime will place additional responsibilities on brokers. Our tools help you comply and still save time.

Proactive Loan Reviews

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

Permissions Management

Gain granular control over which team members can see which data, and who has permission to create, edit and download data.

Custom Team Roles

Specify team roles (e.g. Credit Analyst, CSM, Loan Processor, Settlement Officer etc.) to automatically allocate tasks in your workflows.

Maintenance Workflows

Streamline loan maintenance such as construction progress payments, variations and switches to provide fast and efficient service to every client.

Client Segmentation

Slice-and-dice your client data based on lender, interest rate, loan type, payment type, settlement date and more to ensure you’re always on the front foot.

Integrations

BrokerEngine integrates with a large and growing number of other software applications including AFG FLEX, Connective Mercury, illion BankStatements, CashDeck, DocuSign, Quickli, Zapier and more.

SMS Workflows

SMS messages have a 98% open rate. Now you can send automated SMS messages via workflow for just 5c per message.

Plus A Host Of Other Additional Features, Including...

Multi-Brand Support

Multi-Brand Support

Australia based hosting

Australia-Based Hosting

Multi factor authentication

Bulletproof Security

Cloud software

Cloud Hosted

Team structure

Works With Any Team Structure

Aggregator compatibility

Works With Any Aggregator

Software support

Extensive Support & Training

Knowledge base

Detailed Knowledge Base

Customisation

Customisation Help

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Trusted By 3,000+ Users

Get Started With BrokerEngine

All these features are waiting for you inside BrokerEngine.
Click below to request a demo — we’ll show you exactly how you can save time, money and stress and grow your loan book faster than ever before.

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The ULTIMATE Mortgage Broker Marketing Plan

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The Broker Blueprint: How To Attract, Sell and Deliver Like A 9-Figure Broker
(i.e. Settling More Than $100M Per Year)

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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.

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Ultimate List of Mortgage Broker Lead Generation Ideas

31 Practical Ways To Start Conversations With Highly-Qualified Mortgage Prospects

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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.

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The Ideal Mortgage Broker Sales Process
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.
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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“The Ultimate List Of Mortgage Broker Lead Generation Ideas”

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