The Australian mortgage industry is fast-paced, and brokers need cutting-edge technology to stay ahead. Choosing the right apps and software can be the key to building lasting client relationships. This directory highlights the best tools available for brokers across the country.
From simplifying compliance to managing client communications, these solutions are tailored to your unique challenges. Explore a variety of apps and software designed to fit Australian regulations. Stay efficient, informed, and one step ahead with these essential tools.
Track My Trail
Track My Trail is an innovative software designed specifically for mortgage brokers, offering an intuitive way to monitor your trail book.
The system lets you see monthly changes in your trail income, pinpointing trends in both gains and losses. It also provides a detailed overview of client activity, from new acquisitions to those who’ve left.
Its ability to identify clients who’ve significantly paid down their loans is especially useful, giving brokers a chance to reconnect and build relationships.
With its focus on providing practical tools and insights, Track My Trail equips brokers with everything they need to maximise their trail book and keep their business thriving.
Website: https://trackmytrail.com.au/
BrokerEngine
BrokerEngine is a workflow and automation platform created for mortgage brokers, offering tools that simplify managing clients and streamlining daily tasks.
The software isn’t just adapted for brokers—it was built from scratch to serve the unique requirements of the mortgage broking industry.
It’s designed to scale with your workload, ensuring every client receives the same high-quality service as your business grows.
This focus on mortgage broking makes BrokerEngine a specialised solution that perfectly aligns with the demands of your profession.
Website: https://brokerengine.com.au/
LendFoundry
LendFoundry is a leading provider of cloud-based, end-to-end loan management and digital lending solutions. Built for alternative lenders, their innovative SaaS platform supports the entire lending lifecycle, integrating modern technologies like AI-powered credit scoring and compliance tools.
This platform streamlines loan origination and servicing, improves efficiency, and reduces operational costs, offering lenders a robust yet flexible solution. LendFoundry’s API-driven architecture allows seamless integration with over 80 third-party platforms, providing scalability and adaptability.
Services Offered:
- Loan Origination System: Automates underwriting and supports back-office workflows.
- Loan Servicing System: Intuitive interface for managing customer interactions.
- Business Analytics: Enables data-driven decisions with advanced insights.
- Credit Bureau Reporting: Pre-built tools for comprehensive credit reporting.
- Third-party Integration: Over 80 ready APIs for enhanced functionality.
- Asset Classes Supported: Includes personal loans, working capital, merchant cash advances, supply chain financing, salary advances, and more.
Website: https://lendfoundry.com/
Quickli
Quickli is a digital platform designed to simplify lender serviceability calculations, enabling brokers and lenders to manage complex financial assessments with ease. It combines over 40 lender calculators into a single, user-friendly interface. The service ensures fast, accurate, and insightful results tailored to specific scenarios, saving significant time and effort for users.
Services Offered:
- Consolidated Calculations: Integrates over 40 lender servicing calculators into one platform.
- Scenario-based Policy Insights: Provides detailed, lender-specific policy information such as debt-to-income (DTI), loan-to-income (LTI) ratios, and other allowances.
- Traffic Light System: Offers a visual representation of lenders’ serviceability status—pass, fail, or requires further review.
- Automated Calculations: Handles various financial aspects like HECS, notional rent, self-employment income, and product rates automatically.
- Rapid Setup: Quick and easy onboarding process for immediate serviceability checks.
Additional Features:
- Provides brokers with the tools to efficiently compare and evaluate multiple lenders without manual spreadsheet calculations.
- Displays word-for-word lender policies relevant to entered scenarios, reducing errors and misinterpretations.
- Offers customer testimonials emphasising ease of use and time-saving benefits.
Website: https://quickli.com.au/
FinanceVault
FinanceVault is a secure file-sharing platform designed to facilitate the exchange of documents between mortgage borrowers and brokers. By providing a streamlined process for uploading and managing necessary paperwork, it enhances the efficiency of home loan applications. The platform ensures that sensitive information is protected through robust security measures, offering users peace of mind during the lending process.
The services offered by FinanceVault include:
- Secure document upload: Borrowers can safely upload required documents through personalised, secure links provided by their mortgage brokers.
- Application tracking: Users can monitor the progress of their loan applications, ensuring transparency and timely updates.
- Data protection: The platform employs gold-standard encryption and secure access protocols to safeguard users’ personal information.
- User-friendly interface: Compatible with both mobile and desktop devices, FinanceVault offers an intuitive experience for all users.
By utilising FinanceVault, borrowers can efficiently share necessary documentation, while brokers benefit from a more organised and expedited application process. This collaborative approach not only simplifies the journey towards loan approval but also reinforces the security and confidentiality of personal data.
Website: https://financevault.com.au/
MaxID
MaxID provides fast, secure, and legally compliant identity verification services across Australia. Designed to meet the highest regulatory standards, their digital and face-to-face solutions cater to both individual and business needs, available 24/7, 365 days a year. The platform eliminates the hassle of traditional methods by offering mobile-based ID checks without requiring app downloads.
Services Offered:
- For Individuals:
- 100-point ID checks and certified copies completed in minutes.
- Property and financial transaction ID verifications.
- Convenient and secure digital service accessible from home.
- For Businesses:
- Real-time identity verification for financial institutions, lawyers, and gaming providers.
- Tailored solutions to comply with AML/CTF and “Safe Harbour” requirements.
- Integration of biometric recognition and digital systems without setup costs.
- Custom branding for enterprises.
- Specialised ID Services:
- Verification for online gaming and cryptocurrency exchanges.
- Identity checks for stockbrokers, insurance providers, and vehicle hire services.
Key Features:
- Fully compliant with Australian legal standards.
- Results are delivered instantly via email.
- Pricing starts at $0.40 per verification, with options for enhanced services.
- No need for queues, paperwork, or unfamiliar third-party handling.
Website: https://maxid.com.au/
Cal.com
Cal.com is a versatile, open-source scheduling platform designed for individuals, businesses, and developers. It offers a highly customisable interface for scheduling meetings and managing availability with a user-friendly experience. Trusted by numerous fast-growing companies, Cal.com emphasises privacy, flexibility, and seamless integrations with other applications.
Services Offered:
- Individual Scheduling:
- Set availability and manage bookings with daily, weekly, or monthly limits.
- Personalise booking links for simplicity and branding.
- Send automated reminders to reduce no-shows.
- Business Solutions:
- Simplify team collaboration through group scheduling and round-robin meetings.
- Tailor routing forms for better organisation.
- Enhance productivity with features like buffers around events and integration with apps.
- Developer Features:
- Self-hosted and SaaS hosting options.
- API access for custom calendar integrations.
- Advanced tools such as workflows and routing forms.
- Global Compatibility:
- Support for over 65 languages.
- Easy embed options for booking pages.
- Integrated payment systems through Stripe.
- Built-in Video Conferencing:
- Cal Video offers in-platform video calling, eliminating the need for external tools.
Website: https://cal.com/
Ezidox
Ezidox is a secure information and document exchange platform designed to streamline workflows, enhance efficiency, and build trust. The platform helps businesses meet compliance and regulatory requirements while securely handling sensitive information.
Ezidox’s cloud-based infrastructure supports over 150,000 transactions and ensures data security through SOC2 Type 2 certification, CDR accreditation, and PCI-DSS compliance. It is ideal for businesses seeking to reduce document processing time by up to 80% and increase profitability by as much as 70%.
Ezidox offers a fully customisable platform with features such as custom templates, redaction services, white-label branding, automated notifications, and an on-demand dashboard. The solution integrates seamlessly with popular tools like Salesforce and Zapier, enabling smooth operations across various industries.
The platform ensures an intuitive customer experience through instant digital interactions, mobile and desktop support, and automation that simplifies document collection and verification.
The platform caters to diverse industries, including agribusiness, tourism and migration, legal and estate planning, health and aged care, banking and finance, and education.
Ezidox helps businesses securely collect, validate, and manage documentation for workforce onboarding, visa applications, client data collection, and more. By minimising reliance on insecure communication channels such as email, Ezidox empowers organisations to operate with greater confidence and efficiency.
Services Offered
- Secure Document Management: Custom templates, redaction services, automated notifications, and compliance tracking.
- Workflow Automation: Streamlines the document collection process, reducing operational costs and time spent on manual tasks.
- Customisable Solutions: Bespoke platform configurations, white-labelling, and API integrations with CRM systems.
- Industry-Specific Solutions: Tailored services for legal, financial, educational, governmental, and other sectors.
- Scalable Infrastructure: Cloud-based solutions capable of supporting extensive document transactions securely.
- Third-Party Integrations: Compatibility with tools like Salesforce, Zapier, and others to enhance functionality.
Website: https://ezidox.com/
DocuSign
DocuSign is a leading platform for electronic signatures and Intelligent Agreement Management (IAM). It enables businesses to streamline their agreement processes, enhance productivity, and manage contracts digitally. With its user-friendly interface, organisations can effortlessly send, sign, and track documents securely across devices.
DocuSign supports compliance with stringent global standards and ensures data protection, making it trusted by companies worldwide.
Services Offered: DocuSign provides a comprehensive suite of services to simplify agreement processes:
- eSignature: Industry-leading electronic signature tool for secure, quick, and efficient document signing.
- Contract Lifecycle Management: Automates and simplifies contract creation, review, and management.
- Document Generation: Create accurate, professional documents using predefined templates.
- Identity Verification: Verifies signer identities for secure transactions.
- Agreement Workflow Automation: Streamlines processes by automating repetitive agreement-related tasks.
- Data Analytics: Provides insights into agreement data to support informed decision-making.
- Storage and Management: Centralised digital repository for agreements, ensuring easy access and compliance.
Customer Benefits and Achievements: DocuSign demonstrates measurable results for its customers, such as reducing agreement turnaround times, improving operational efficiency, and enhancing user experience. For instance:
- The Commonwealth Bank of Australia reported a two-day average turnaround for agreements.
- Australian Unity saved three hours per client interaction, boosting productivity.
- Adecco Group digitised workflows to enhance client services.
Website: https://docusign.com.au/