Pricing Plans To Fit Any Sized Practice
All With Our 90-Day R.O.I. Guarantee
Mortgage Broker
Powerful delegation and automation
tools to help brokers slash time spent per
deal from 14 hours to 4 hours, including:
- 4 Dashboards (Leads, Deals, Maintenance, Reviews)
- Loan Strategy Report Wizard (Generate High-Converting Loan Presentation Documents With Ease)
- Broker Wizard (Delegate deals quickly and accurately)
- Pre-built workflows, templates and reports for automating Client Experience
- Plus 26+ more features
(See full feature list)
Loan Processor
Task management, tracking and collaboration tools that increase accuracy and efficiency, while reducing stress, including:
- 4 Dashboards (Leads, Deals, Maintenance, Reviews)
- Smart Task Queues (A To-Do List On Steroids, That Lets You Easily Batch And Prioritise Tasks)
- Dynamic Checklists (Checklists That Change Based On The Specifics Of Each Deal)
- Pre-Populated Task and Email Templates and Workflows
- Plus 26+ more features
(See full feature list)
Kickstart Program
BrokerEngine is an investment in your business. And since your success is our success, we created an onboarding program called Kickstart to make sure you make the most of that investment. This includes:
- Setup and configuration of your users to match your team structure
- Uploading all your current deals
- Uploading your broker codes
- Uploading all your clients / settled deals to enable Proactive Trail Optimisation
- Unlimited web-based training sessions to help your team master the software
Your investment for Kickstart is a one-time fee of only $1,000 + GST per Broker Group.
Premium Professional Services
We make it easy for users to get the most out of BrokerEngine. From optimising your client experience, to helping you scale your practice. Professional services include:
- Setting up custom email templates (based on your content)
- Setting up custom email templates (our writers create the content)
- Uploading special data (e.g. client birthdays)
- Onsite training (half day / full day)
- Practice Accelerator – marketing, sales and business growth coaching
Frequently Asked Questions
Here are a few FAQs we get a lot. If you have any other questions, please contact us or leave a message via LiveChat.
Q: Is BrokerEngine worth the money?
We know that the value of the tools you use comes down to one thing: Return On Investment. Brokers consistently find that BrokerEngine conservatively increases deal throughput by at least 20%+. It typically makes Loan Processors 25% to 30% more productive. And it creates a seamless client experience that drives more repeat and referral business. All for an investment equivalent to around one extra loan per year per broker.
Q: Do you offer a free trial?
No, we don’t offer a free trial, but we do offer a Free Personal Demo. And we also offer a 90-day Money Back Guarantee to practically eliminate any risk.
Q: Who owns the data?
You own all your data, we own the software. You can export your data at any time in CSV format.
Q: How long are your contracts?
We don’t have any fixed-term lock-in contracts. Users either pay on a month-by-month basis, or you can get one month free if you prefer an Annual plan.
Q: Are their any guarantees?
Yes! One of the most generous in the industry. Use the software for 90 days. If you don’t experienced an improved ROI in your business (or are unhappy for any other reason), simply let us know and we’ll export all your data for you, and issue you with a 100% refund of all software subscription fees paid within the first 90 days.
Q: What onboarding help do you offer?
Great onboarding and training is important to help you get the most out of the software. We offer a program for new users called Kickstart that includes: App Setup and Configuration, Uploading Your Deals, Unlimited Web-Based Training Sessions and more. Your investment for Kickstart is a one-time fee of $1,000 + GST. Only one fee applies to all users in a practice.
We also offer a very comprehensive Knowledge Base and online support for queries you may have as you’re using the software.
Q: Is my data secure?
We take security very seriously. BrokerEngine is built on Microsoft’s hosting infrastructure. Microsoft follows best practice in terms of security protocols.
Q: How do I cancel?
Just send an email to support@brokerengine.com.au or give us a call. Your subscription will be cancelled at the end of your billing period.
We're So Confident Of Your Success,
We're Willing To Guarantee It
90-Day Money-Back Results Guarantee
Most mortgage broker software providers offer no guarantee whatsoever (we checked). You have to try them at your risk and if it doesn’t work out, you wear the cost.
Or at best, they say, “use our system on a month-by-month basis and if you ever want to stop, just let us know and we’ll shut off your account and you won’t be liable for any other fees etc etc…“.
We wanted to do something much stronger. Something that really held our feet to the fire to deliver results for you. And something that would ultimately guarantee improved business results.
So here’s what we’ve come up with:
Take a full 90 days to use and evaluate the BrokerEngine platform. If, within 90 days, you don’t experience:
- higher loan settlement volume…
- increased efficiencies (i.e. time spent per settled loan)…
- decreased busywork (i.e. low-value tasks that chew up time reduced stress levels…)
…OR… you’re unsatisfied for any other reason at all (even if you don’t like the colour of the logo)… then we will provide you with a CSV export of all your data from the system AND provide you with a prompt and courteous refund of 100% of all fees paid to date.
You either succeed with BrokerEngine, or we wear the cost.
Mortgage Brokerages Run Better
On BrokerEngine
Makes brokers more productive
As we have grown, we’ve found it more and more important to ensure we don’t sacrifice quality as we grow volume. BrokerEngine handles all the details so brokers can be more productive and clients can experience a better service.
Freed up our firm to grow
We needed a system that was going to be able to assist us in streamlining our processes while maintaining high quality. BrokerEngine freed up our growth bottleneck so we could continue serving new clients.
Built by a broker, for brokers
This is a system that has been built by a high-producing broker, not by someone at the administration level, and not at the aggregator level (non end-user). It keeps our brokers focused on the task at hand.
Errors reduced, deals settling on time
The “failsafe task” feature reminds you to follow up on certain deals if you haven’t heard back from the lender assessor. And the checklists ensure you never overlook important data that may have an impact on settlement.
BrokerEngine is a must-have
Being able to work more efficiently allows us more time to concentrate on growing our business and ensuring all our current clients are well looked after. Whether you are a part of a large broker group or work independently, BrokerEngine is a must-have.
A strong platform to scale
In short, BrokerEngine has given me a strong platform to scale my business and achieve the targets I’ve set myself.
I expect to see large growth in my settlement volumes in the coming months and years!
Request A Customised Demo
Book a customised demo do discover how BrokerEngine can make
your day more easy, lucrative and fun.
