Stay ahead of the competition with software designed to help mortgage brokers build stronger client relationships. Access live loan data, identify refinancing opportunities early, and create long-term trust that drives referrals.
Sign up now for 1 month free - no credit card required
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.
See every client's complete loan picture in one place - loan balances, rates, property values, and available equity. Managing hundreds of clients finally feels manageable.
Turn transactions into lifelong relationships.
Help clients see their LVR improving or equity growing in real-time. Demonstrate the ongoing value you're bringing to strengthen loyalty.
Have answers ready when clients call with questions. Build confidence and loyalty through consistent responsiveness.
Get the data you need to serve clients better with bank-grade security. Maintain ISO 27001 compliance for complete peace of mind.
Onboard new clients in minutes. Organize properties and documents in one accessible place for your whole team.
Keeping clients costs less than finding new ones. Deliver proactive service year after year to turn clients into referral sources. Build the kind of reputation that makes your business grow organically.
Book a DemoOur 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.
Real-time loan insights, effortless data access and proactive client retention.
View balances, interest rates and refinancing opportunities in real time.
Bank loan statements and rent statements ready instantly.
Offering better deals before they look elsewhere.
Stay ahead of refinancing and repricing changes.
Just income details to complete the picture.
Keeping clients costs less than finding new ones.
Set up client profiles and access real-time loan data in minutes.
Open Banking Connected
Secure, automated live feeds via Open Banking (Consumer Data Rights). No banking passwords ever shared.
No lock-ins. No surprises. Only pay for what you need.
One-click downloads of loan overview reports, bank loan statements, rent statements, and property documents
Live visibility into loan balances, interest rates, product details, terms, repayments, redraws, loan-to-value ratio, and net equity
Minimal client input required -just income details to complete the picture
Automated insights to stay ahead of repricing and refinancing opportunities, so you can offer the best deals at all times
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
What Investors Say
Join thousands of Australians already simplifying their property finances.
"We are super happy with our experience using The Property Accountant app so far! Sid and the team have gone above and beyond, answering all of our questions and assisting us with anything we require. While myself and my partner are at the beginning of our property journey, this software / app will be a game changer moving forward, especially come tax time. Its been great having everything in one place from the beginning, and gives us peace of mind. We would highly recommend!"
Ben Mortensen
Property Investor
"I've been using The Property Accountant for a while now, and it's been incredibly user-friendly and efficient. Sid and his team are proactive and regularly check in to ensure everything is running smoothly. I highly recommend this platform for anyone managing property-related matters."
Dave Comfort
Property Owner
"Excellent program. Minimal work required for outstanding results with fantastic back up."
Andrew Clarke
Property Investor
"This is an excellent web based application that i was looking for a long time. An easy to use user interface, real time data feed from bank, automatic data capture from real state agent's income and expense reports frees me from keeping track of multiple properties. Built in accounting and mortgage broker functionality helps end of year tax return and refinance/ new loan easy. I wish success of this app."
Nabi Porag
Property Investor
"I am currently using PA to support my clients with the management of their life admin. This system was already in place when I commenced working for them but I have found the system very intuitive and easy to use when entering in their expense for their properties each month"
Nikki Cox
Multi-Property Investor
"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
Property Investor
"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
Property Investor
"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."
Jack Williams
Property Investor
"Sid is the Man, with help and advice. Great communication. Thanks very much."
Gary Mackie
Property Investor
"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
Property Investor
"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
Property Investor
"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
Property Investor
"Must have app for the one who is juggling property investments. It makes your financial tracking a breeze. Simple and efficient. 😎😎"
Bailey Williams
Property Owner
""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
Property Owner
"We are super happy with our experience using The Property Accountant app so far! Sid and the team have gone above and beyond, answering all of our questions and assisting us with anything we require. While myself and my partner are at the beginning of our property journey, this software / app will be a game changer moving forward, especially come tax time. Its been great having everything in one place from the beginning, and gives us peace of mind. We would highly recommend!"
Ben Mortensen
Property Investor
"I've been using The Property Accountant for a while now, and it's been incredibly user-friendly and efficient. Sid and his team are proactive and regularly check in to ensure everything is running smoothly. I highly recommend this platform for anyone managing property-related matters."
Dave Comfort
Property Owner
"Excellent program. Minimal work required for outstanding results with fantastic back up."
Andrew Clarke
Property Investor
"This is an excellent web based application that i was looking for a long time. An easy to use user interface, real time data feed from bank, automatic data capture from real state agent's income and expense reports frees me from keeping track of multiple properties. Built in accounting and mortgage broker functionality helps end of year tax return and refinance/ new loan easy. I wish success of this app."
Nabi Porag
Property Investor
"I am currently using PA to support my clients with the management of their life admin. This system was already in place when I commenced working for them but I have found the system very intuitive and easy to use when entering in their expense for their properties each month"
Nikki Cox
Multi-Property Investor
"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
Property Investor
"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
Property Investor
"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."
Jack Williams
Property Investor
"Sid is the Man, with help and advice. Great communication. Thanks very much."
Gary Mackie
Property Investor
"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
Property Investor
"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
Property Investor
"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
Property Investor
"Must have app for the one who is juggling property investments. It makes your financial tracking a breeze. Simple and efficient. 😎😎"
Bailey Williams
Property Owner
""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
Property Owner
"We are super happy with our experience using The Property Accountant app so far! Sid and the team have gone above and beyond, answering all of our questions and assisting us with anything we require. While myself and my partner are at the beginning of our property journey, this software / app will be a game changer moving forward, especially come tax time. Its been great having everything in one place from the beginning, and gives us peace of mind. We would highly recommend!"
Ben Mortensen
Property Investor
"I've been using The Property Accountant for a while now, and it's been incredibly user-friendly and efficient. Sid and his team are proactive and regularly check in to ensure everything is running smoothly. I highly recommend this platform for anyone managing property-related matters."
Dave Comfort
Property Owner
"Excellent program. Minimal work required for outstanding results with fantastic back up."
Andrew Clarke
Property Investor
"This is an excellent web based application that i was looking for a long time. An easy to use user interface, real time data feed from bank, automatic data capture from real state agent's income and expense reports frees me from keeping track of multiple properties. Built in accounting and mortgage broker functionality helps end of year tax return and refinance/ new loan easy. I wish success of this app."
Nabi Porag
Property Investor
"I am currently using PA to support my clients with the management of their life admin. This system was already in place when I commenced working for them but I have found the system very intuitive and easy to use when entering in their expense for their properties each month"
Nikki Cox
Multi-Property Investor
"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
Property Investor
"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
Property Investor
"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."
Jack Williams
Property Investor
"Sid is the Man, with help and advice. Great communication. Thanks very much."
Gary Mackie
Property Investor
"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
Property Investor
"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
Property Investor
"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
Property Investor
"Must have app for the one who is juggling property investments. It makes your financial tracking a breeze. Simple and efficient. 😎😎"
Bailey Williams
Property Owner
""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
Property Owner
"We are super happy with our experience using The Property Accountant app so far! Sid and the team have gone above and beyond, answering all of our questions and assisting us with anything we require. While myself and my partner are at the beginning of our property journey, this software / app will be a game changer moving forward, especially come tax time. Its been great having everything in one place from the beginning, and gives us peace of mind. We would highly recommend!"
Ben Mortensen
Property Investor
"I've been using The Property Accountant for a while now, and it's been incredibly user-friendly and efficient. Sid and his team are proactive and regularly check in to ensure everything is running smoothly. I highly recommend this platform for anyone managing property-related matters."
Dave Comfort
Property Owner
"Excellent program. Minimal work required for outstanding results with fantastic back up."
Andrew Clarke
Property Investor
"This is an excellent web based application that i was looking for a long time. An easy to use user interface, real time data feed from bank, automatic data capture from real state agent's income and expense reports frees me from keeping track of multiple properties. Built in accounting and mortgage broker functionality helps end of year tax return and refinance/ new loan easy. I wish success of this app."
Nabi Porag
Property Investor
"I am currently using PA to support my clients with the management of their life admin. This system was already in place when I commenced working for them but I have found the system very intuitive and easy to use when entering in their expense for their properties each month"
Nikki Cox
Multi-Property Investor
"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
Property Investor
"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
Property Investor
"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."
Jack Williams
Property Investor
"Sid is the Man, with help and advice. Great communication. Thanks very much."
Gary Mackie
Property Investor
"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
Property Investor
"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
Property Investor
"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
Property Investor
"Must have app for the one who is juggling property investments. It makes your financial tracking a breeze. Simple and efficient. 😎😎"
Bailey Williams
Property Owner
""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
Property Owner
Built on Trust
ISO 27001 certified - we follow the world's best practices to ensure top-tier security and privacy for every user.
Certified information security management - the gold standard for data protection.
Enterprise-grade DDoS protection and secure data transfer on every request.
Open Banking integration adheres fully to ACCC Consumer Data Right regulations.
MFA is mandatory at every level - investor, accountant and broker portals.
All data encrypted at rest using AWS S3 with AES-256 encryption standards.
Robust, scalable password management powered by AWS Cognito infrastructure.
Common Questions
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.
Yes. The platform automatically monitors loan performance and market conditions. If a client's loan is no longer competitive, you'll receive an alert, allowing you to suggest refinancing or repricing.
By addressing these opportunities quickly, you can position yourself as a proactive broker who always works in the client's best interest.
Onboarding is designed to be simple. You add client details, connect their loan accounts through secure banking integrations, and assign loan profiles. From there, the system automatically updates loan data in real time. Clients can also be invited to view reports, ensuring transparency and trust.
Yes. The system supports both residential and commercial loan data, making it suitable for a wide range of client portfolios. Whether you are managing home loans, investment loans, or commercial finance, all details are consolidated in one platform.
This flexibility helps brokers service more clients efficiently without switching between multiple tools.
Security is a top priority. The platform uses bank-level encryption, ISO/IEC 27001 certified protocols, and multi-factor authentication to protect client data. Loan connections are read-only, meaning no transactions can ever be initiated from the software. Data is hosted on secure Australian servers, ensuring compliance with local regulations.
Start Today
Streamline your mortgage broking process and enhance client relationships with our intuitive property accounting solution.
Have questions? We're here to help you get started.
