The best mortgage brokers don't just close deals, they build relationships that last. Our platform helps you stay connected with your clients long after settlement, so you're always their first call when life changes.
The brokers who retain clients are the ones who reach out first. We'll alert you when it's time to have important conversations:
Turn one-time transactions into lifelong relationships through timely touchpoints
Our platform is designed to help mortgage brokers improve client retention, streamline workflows, and grow referrals.
Simplify client management and reduce admin by accessing all loan data in one dashboard.
Manage multiple brokers and client portfolios with consolidated reporting and team access.
Build long-term trust by identifying refinancing opportunities early and delivering personalised loan solutions.
Whether you support a small client base or a growing brokerage, this software ensures your clients never feel the need to look elsewhere.
BOOK A DEMOReal-time loan insights, effortless data access and proactive client retention.
Instant loan data to view balances, interest rates and refinancing opportunities in real time.
One-click downloads for bank loan statements and rent statements.
Stronger client retention by offering better deals before they look elsewhere.
Automated alerts to stay ahead of refinancing and repricing changes.
Minimal client input required— just income details to complete the picture.
Minimal client input required— just income details to complete the picture.
Set up client profiles and access real-time loan data in minutes.
Name, email and mobile.
Property address, bank, BSB, account number.
Securely request account setup.
View balances, interest rates and refinancing alerts.
Open Banking ensures safe, automated updates.
Update passwords and enable multi-factor authentication.
Name, email and mobile.
Property address, bank, BSB, account number.
Update passwords and enable multi-factor authentication.
Securely request account setup.
Open Banking ensures safe, automated updates.
View balances, interest rates and refinancing alerts.
Name, email and mobile.
Property address, bank, BSB, account number.
Securely request account setup.
Update passwords and enable multi-factor authentication.
Open Banking ensures safe, automated updates.
View balances, interest rates and refinancing alerts.
No lock-ins. No surprises. Only pay for what you need.
Monthly subscription+ 10% GST
A "client" refers to one user account, which includes properties and loans across all ownership structures:
Cancel your subscription anytime without penalties or hidden fees
Pay only for active clients. Pricing scales with your business growth
Get dedicated support from our property finance experts
No setup fees • Cancel anytime
See how investors, accountants, brokers and buyers advocates benefit. Join thousands simplifying property finances.
Securely connect live feeds from 100+ banks and lenders via Open Banking (Consumer Data Rights), ensuring privacy, security and real-time financial insights.
Seamless Open Banking connectivity for automatic Loan Account feeds—no online banking passwords required.
ISO 27001 certified—we follow best practices to ensure top-tier security and privacy.
Ensuring top-tier security standards.
Ensuring top-tier security standards.
Ensuring top-tier security standards.
Protected by Cloudflare Pro Firewall
Protected by Cloudflare Pro Firewall
Protected by Cloudflare Pro Firewall
Adheres to ACCC regulations.
Adheres to ACCC regulations.
Adheres to ACCC regulations.
Mandatory at all levels for security.
Mandatory at all levels for security.
Mandatory at all levels for security.
Encrypted at rest by Amazon
Encrypted at rest by Amazon
Encrypted at rest by Amazon
Powered by Amazon Cognito
Powered by Amazon Cognito
Powered by Amazon Cognito
Take the first step towards streamlining your property accounting, finances and document management with our AI-powered tools.
Find answers to questions about accessing client data, loan insights, and streamlining your mortgage workflow.
The software provides real-time access to client loan data, including balances, repayments, and rates. With automated repricing alerts, you can approach clients with better loan options before they start looking elsewhere.
This proactive service builds trust and reduces the risk of losing clients to competitors. Stronger relationships naturally lead to higher retention and long-term business.
