Hundreds of LMG Brokers Use BrokerEngine
To Scale Beyond MyCRM’s Comfort Zone
BrokerEngine works alongside MyCRM to streamline deals, automate admin and free up your team for the work that actually matters, so you can scale without the workflow becoming the bottleneck.
Does BrokerEngine work for LMG brokers? Absolutely!
MyCRM is built for compliance, deal management and lodgement, and it handles all three well. Plenty of LMG brokers reach a point where they want to layer more workflow on top.
They want automated document collection that triggers based on deal type. They want a clean pipeline that separates leads from active deals. They want conditional workflows that route the right tasks to the right person without someone needing to manage it manually. They want post-settlement sequences that run in the background while the team focuses on the next application.
BrokerEngine adds all of that, without changing a single step of your lodgement process.
Sound familiar?
- Are leads, active deals, construction drawdowns and refinance opportunities piling up on one board, making it harder to prioritise as volume grows?
- Are handovers taking longer because the next person has to piece together context from emails, notes and over-the-shoulder messages?
- Is your team manually chasing documents and typing the same follow-up messages, deal after deal?
- Would you like more flexibility over workflow, role delegation and pipeline visibility, on top of what MyCRM already handles for compliance?
- Are compliance checklists living outside your CRM (in shared drives or third-party tools) with no guarantee everyone is using the right version?
- Are you relying on manual exports to keep tabs on your back-book, because the visibility just isn’t there in the system?
- Are refinance opportunities sitting untouched because working them manually never quite makes it to the top of the list?
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. New enquiries flow in from referrals, professionals, social media or your website, and automated sequences keep them warm until they’re ready to move forward. When they convert, the lead moves to your deals board with all notes and history intact. No copy-pasting, no context lost in the handover.
- New leads from your website, referral partners or campaigns go straight into BrokerEngine. No manual entry.
- Send an automated email or text if a new enquiry doesn’t book in straight away.
- Set up follow-up steps for colder leads so they don’t disappear into the void.
- Track where every lead is at, all in one place, across the whole team.
- Share leads without messy handovers or email chains.
- Know who’s working on what. No guessing or double-ups.
- Keep your hottest leads moving while BrokerEngine stays in touch with the rest automatically.
- 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 is ready to proceed, the process should run itself. BrokerEngine’s FinanceVault sends document requests based on deal type. Clients upload to a secure portal. No chasing emails, no incorrect document packs.
Checklists adapt automatically based on the scenario. Everyone on the team can see exactly what’s outstanding and what needs to happen next.
- Clients upload documents to a secure link. No chasing 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. No over-the-shoulder directions required.
- Automated emails and texts go out at the right moment. No typing the same thing thirty times a week.
- Conditional workflows trigger the right steps for the right deal type: purchase, refinance, construction, self-employed, without anyone having to manually decide.
- New staff can pick up files without lengthy handover meetings.
- Everyone can see what stage a deal is at. No manual check-ins or ‘where is this up to?’ messages.
Lodgement via MyCRM
Lodgement stays the same… Everything else gets easier.
BrokerEngine doesn’t lodge directly through MyCRM. When it’s time to submit, your team enters the deal into MyCRM as they always have, and LMG’s compliance requirements are met exactly as usual.
By that point, everything is already sorted: fact find complete, documents collected and redacted, BID notes generated, lender comparison done. After lodgement, BrokerEngine handles post-settlement communications, review requests at exactly the right moment, and refinance triggers that surface opportunities before clients start looking elsewhere.
Lodgement is as simple as
one, two, three…
- BrokerEngine guides your team from enquiry through to submission-ready. Fact find, documents, compliance, lender comparison, all handled before you touch MyCRM.
- Your team enters the deal into MyCRM for lodgement, exactly as always. Or, if you prefer a fully hands-off approach, our certified partners can handle lodgement for you.
- BrokerEngine handles all 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, most of the value is still waiting to be unlocked: referrals, reviews, repricing, refinancing, other lending needs. Without a system, the key moments get missed: fixed rate expiries, IO rollovers, client birthdays. For many LMG brokers, working the back-book means exporting to a spreadsheet and sorting it manually.
BrokerEngine runs through your back-book automatically, surfacing every opportunity at the right moment.
- After settlement, BrokerEngine lets you automatically request a Google review while the experience is still fresh.
- Fixed rate expiry reminders go to clients and create tasks for your team. Nothing slips through.
- IO expiry triggers are surfaced automatically. Clients hear from you before they consider refinancing elsewhere.
- Refinance checks kick off based on loan age and rate movements, surfacing opportunities before the client starts shopping around.
- Birthday emails go out without anyone lifting a finger, keeping you front of mind for referrals.
- Settlement gifts trigger automatically, so every client gets the same experience regardless of how busy the team is.
- Your back-book gets worked systematically, so you’re growing the business without adding hours to the week.
How Direct Financial went from solo broker to a team of six, and keeps growing at 20-30% a year
Darryl had been broking for 19 years when he reached a turning point. For a decade, he’d operated as a sole broker with a PA, and when that PA left the business, it became clear the existing setup wasn’t going to scale. The volume was there. The demand was there. The system wasn’t.
“Nobody had a good system, so we identified what we needed from a system and where we were heading.”
“MyCRM for compliance and lodgement, though it was underwhelming.”
He used it as an opportunity to review the whole process, leverage peers, and work out exactly what he needed from a system.
Finding the gaps
The problems were familiar to anyone running a growing team. Document requests were manual and inconsistent: clients weren’t sending the right things, follow-ups were getting lost, and the admin team was spending too much time chasing rather than progressing files. With 20-30 loans per month and a mix of onshore and offshore VAs, the margin for error was shrinking fast.
BrokerEngine’s FinanceVault changed that immediately. Document requests are now triggered by deal type, clients upload to a secure portal, and the team can see exactly what’s outstanding at any point, without anyone having to manually track it.
“Issues with customers not sending the right documents, solved with Finance Vault.”
With BrokerEngine as the central hub and MyCRM handling compliance and lodgement, Direct Financial built a system the whole team could follow. Two onshore VAs and four offshore team members all work from the same platform. Tasks are assigned, stages move, and the workflow carries the process forward without anyone needing to manage it by hand.
Scaling without chaos
“As long as everyone follows the tasks, everything gets done.”
The results have been clear. Direct Financial has achieved 20-30% year-on-year growth. They’re handling 20-30 loans a month without scaling up headcount to match. And when it came to reviews, a key driver of referrals and organic enquiries. BrokerEngine’s automated SMS and email sequences after settlement generated over 200 reviews with no manual effort.
“We wouldn’t be able to scale without BrokerEngine.”
“Access to 1:1 support with the team was crucial.”
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 is actually working for you, before we hand it over.
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 guiding 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 brand and 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 actually operate.
You and your team can attend as many training sessions as you need.
You’ll always know who to ask if something comes up.
We’ll get you set up properly through our guided Kickstart Program.
Works with the tools you already use
BrokerEngine connects with thousands of apps through Zapier, so your existing tools can work better together.
Whether it’s your SMS platform, your calendar, your lead capture forms or your referral partner systems, automating the handover between tools makes the whole workflow faster, smoother and easier to scale.
Ready To Grow &
Streamline Your Practice?
BrokerEngine is designed to work alongside MyCRM, not replace it. Your LMG compliance and lodgement process stays exactly as it is.
What changes is everything around it: lead management, document collection, task assignment, client communication and back-book management, all running on a system that keeps the whole team aligned and the pipeline moving.
Getting started is straightforward.
Our team is ready to make onboarding and setup easy.
