Mortgage Broker

Improve Retention & Gain More Referrals with Unmatched Service

Access real-time loan data, automated refinancing and repricing alerts and build stronger client relationships—ensuring long-term satisfaction and business growth. Stay ahead with live loan insights and help clients secure the best loan deals at all times.

Missed Opportunities = Lost Clients

Stay ahead or lose clients—along with current business, future referrals and long-term revenue.

A fixed rate expires and they refinance elsewhere.

Competitors offer better deals before you even know there's an opportunity.

Market rates drop and they switch lenders without telling you.

Manually tracking loan conditions, takes time, leading to missed deals.

"Every lost client means lost business. A $500,000 loan refinanced elsewhere costs you $3,000 in commission every 2 years—plus the referrals that never come."

What The Property Accountant Brings to Your Business

Real-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.

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How It Works

Set up client profiles and access real-time loan data in minutes.

Add client details

Name, email and mobile.

Update loan details

Property address, bank, BSB, account number.

Send client invite

Securely request account setup.

Instant loan access

View balances, interest rates and refinancing alerts.

Connect banks securely

Open Banking ensures safe, automated updates.

Clients set up login

Update passwords and enable multi-factor authentication.

Add client details

Name, email and mobile.

Update loan details

Property address, bank, BSB, account number.

Clients set up login

Update passwords and enable multi-factor authentication.

Send client invite

Securely request account setup.

Connect banks securely

Open Banking ensures safe, automated updates.

Instant loan access

View balances, interest rates and refinancing alerts.

Add client details

Name, email and mobile.

Update loan details

Property address, bank, BSB, account number.

Send client invite

Securely request account setup.

Clients set up login

Update passwords and enable multi-factor authentication.

Connect banks securely

Open Banking ensures safe, automated updates.

Instant loan access

View balances, interest rates and refinancing alerts.

Making Property Finances Effortless for Everyone

See how investors, accountants, brokers and buyers advocates benefit. Join thousands simplifying property finances.

Sid is more than helpful and extremely professional in his field. We are most impressed with the service he offers and he makes himself available by phone or in person 24/7. We highly recommend his services to everyone.

Mounir Kadmiri

Really good product; easy-to-use interface. Self-explanatory design and layout to help with various additions, etc. Feeds directly from lenders. The best part is the after-sales service - follow up phone calls initiated by the support team to ensure full understanding and functionality of the system. I feel it is a must for all investors, etc.

Naz Wadia

Amazing tool to manage investment properties. I was able to swiftly finalise my tax return while maximising my refund. Love the interface and property view. Great tool to optimise current investments and for future decisions.

Abhi Grover

Sid is the Man, with help and advice. Great communication. Thanks very much.

Gary Mackie

Had a great experience using this app for my tax return this year. Despite the complexity of having sold two properties, the process was incredibly smooth and straightforward. Thanks to this app, I was able to receive my tax return in July, which was a huge relief. It truly makes handling tax returns easy and efficient. Highly recommended for anyone looking to simplify their tax filing process!

Kamal Dhariwal

This app is so amazing and helpful to manage all my properties. It records all my monthly rental statements automatically into respective property and accordingly manages all other expenses, which makes my life easy to get correct P&L and understand my Net Values for each property. No hassle of keeping invoices, bills, monthly rental statement, etc., manually. It gets uploaded automatically. It is very easy to get cost analysis and keep all records since the beginning of purchasing. Great app.

Utpal Parikh

Great and very user friendly app. I enjoyed early tax refund this year as I was able to do my taxes so quickly. It took me less than 10 minutes as the reports generated all the information I needed for tax returns. Also the app is very handy to get real-time insight of your financial position from your properties. I would highly recommend this app to property investors or to your accountants.

Claire Jobling

Must have app for the one who is juggling property investments. It makes your financial tracking a breeze. Simple and efficient. 😎😎

Bailey Williams

"The Property Accountant" app has transformed how I manage my property investments. It eliminates the chaos of scattered information and provides peace of mind with its comprehensive and user-friendly approach to property financial management. I would also like to thank Sid for his outstanding customer service and suggestions in the best interest of client and would highly recommend it to fellow investors seeking an efficient solution for their property accounting needs.

Gibson Brown

Connect with 100+ Banks & Lenders – Secure & Automated

Securely connect live feeds from 100+ banks and lenders via Open Banking (Consumer Data Rights), ensuring privacy, security and real-time financial insights.