See where each and every deal is at in real time. Drag and drop a deal to the next stage to unleash time-saving automation.

Set up new loans with ease. Let powerful step-by-step workflows puts all the data where it needs to go and help ensure nothing is 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.

17 Deal Indicators take care of niggly loan details such as FHOG applications, lender rebates, guarantor loans and more, ensuring critical details aren’t missed.

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

We’ve broken down loan processing into 27 specific task types and used automation to load the right task at the right time.

Smart Queues prioritise the most critical items at all times. They also allow team members to identify and batch related tasks, such as calling the same bank about several loan applications.

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.).

Collecting supporting documents takes an extraordinary amount of time and can be frustrating for client and broker alike. BrokerEngine smooths and streamlines the process.

The Loan Reviews dashboard makes light work of periodic client reviews and makes sure your clients aren’t poached by competitors. Clients remain happy and you get to maintain and grow your trail!

Loan Maintenance such as progress payments, rate fixes or top ups are seldom lucrative for brokers, but are an important part of customer service. BrokerEngine dramatically streamlines maintenance.

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.

Did the bank do what you asked them to do? Was the right process followed? Dynamic Checklists are built on the fly for each deal to ensure your team gets it right, every time.