In Australia’s competitive mortgage market, having the right technology is no longer optional. Brokers need tools that are reliable, efficient, and tailored to their needs. This directory highlights the best apps and software for mortgage professionals.
Find solutions that cover everything from client tracking to detailed reporting. These tools are built to handle the complexities of the Australian mortgage landscape. Make informed choices to give your clients the service they deserve.
Track My Trail
Track My Trail is a powerful tool designed specifically for mortgage brokers, offering a simple yet effective way to monitor and manage your trail book. With this software, brokers can easily track changes in their trail income on a monthly basis, helping them stay on top of their business.
The platform provides clear insights into where your trail income is growing or shrinking. You can quickly identify clients who have paid off large portions of their loans or made significant changes that impact your income. This level of transparency allows brokers to make informed decisions and take proactive steps.
Track My Trail also keeps a detailed record of client movements—whether you’re gaining or losing clients—so you always know where you stand. It’s an essential tool for managing client relationships and ensuring that no opportunity is missed.
Beyond simply tracking your trail, the software offers a range of valuable insights that can help optimise your business strategy. Whether it’s recognising trends in client behaviour or identifying areas of growth, Track My Trail equips you with the data you need to maximise your success as a mortgage broker.
Website: https://trackmytrail.com.au/
BrokerEngine
BrokerEngine is a custom-built workflow and automation platform designed specifically for mortgage broking teams. It focuses on improving the client experience while streamlining processes at scale. Unlike many other automation tools, BrokerEngine was developed with the unique needs of mortgage brokers in mind, making it highly specialised for this industry.
One of the key features of BrokerEngine is its ability to automate routine tasks and workflows, which can significantly save time for brokers. By reducing manual work, teams can focus on more valuable client interactions and strategic tasks. This not only boosts efficiency but also enhances the overall quality of service provided to clients.
What sets BrokerEngine apart is its tailored approach. Unlike generic solutions, this platform understands the intricacies of the mortgage process and the specific challenges brokers face. Every feature has been crafted to ensure that it aligns with industry best practices, giving mortgage teams the tools they need to operate seamlessly.
Additionally, BrokerEngine’s scalability ensures it can grow alongside a brokerage business. Whether you’re a small team or a large operation, the platform adapts to meet evolving needs without compromising on performance. This makes it a reliable long-term solution for mortgage brokers looking to optimise their workflows and deliver exceptional service to clients.
Website: https://brokerengine.com.au/
FinanceVault
FinanceVault is a secure online platform designed to streamline the document-sharing process between mortgage borrowers and brokers. It allows users to easily and safely upload the required documents for home loan applications.
This portal ensures that all sensitive information remains secure through top-tier encryption and unique access links, giving borrowers peace of mind while working with their brokers. The platform simplifies the mortgage process by ensuring timely document sharing and reducing the risk of errors or delays.
Services Offered:
- Secure document upload for home loan applications.
- Real-time tracking of the mortgage application process.
- Gold standard encryption to protect user data.
- Access via unique links for authorised persons only.
- Mobile and desktop compatibility for ease of access.
- Personalised support for users who need help with document submissions.
Phone: 1300 998 791
Website: www.financevault.com.au
Sherlok
Sherlok is an automated client retention platform designed specifically for mortgage brokers. It helps brokers retain existing clients by automating the repricing and refinancing process.
By using algorithms, Sherlok identifies when clients are paying higher interest rates than necessary, and it automatically re-prices loans to offer them lower rates, which reduces the risk of losing clients.
This system allows brokers to grow their loan book without needing to acquire new clients, as keeping existing clients is much more cost-effective. Sherlok is built to help mortgage brokers retain clients by being proactive in monitoring and optimising the rates offered to them.
Services Offered:
- Automated rate tracking and repricing for mortgage brokers
- Predictive analytics to assess client retention (Sherlok Retention Score)
- Automated refinancing and repricing to keep clients in the loan book
- Home Loan Spotlight Report to gain insights on pricing and refinancing trends
- Customisable tools to track client interest rates and identify refinancing opportunities
- Resources for brokers, including FAQs, demo videos, and more
Phone: 1300 664 886
Email: hello@sherlok.com.au
Website: https://www.sherlok.com.au/
Quickli
Quickli is a platform designed to streamline the process of servicing calculations for mortgage brokers. It offers an easy-to-use interface that consolidates over 30 lender servicing calculators into one, allowing brokers to save significant time while obtaining accurate results.
By integrating lender-specific policies directly into the results, Quickli removes the complexity of managing multiple calculators, making it ideal for complex scenarios.
The platform features a traffic light system to help brokers quickly identify which lenders are a match, which need further consideration, and which do not meet serviceability requirements.
The service automatically handles key calculations like HECS, notional rent, self-employed income, and product rates, ensuring a seamless experience for users.
Services Offered:
- Integration of 30+ lender servicing calculators into one interface.
- Detailed lender policy insights, including DTI, LTI, surplus allowance, and more.
- A traffic light system is used to assess lender suitability quickly.
- Automatic handling of HECS, rent, self-employed income, and additional living expenses.
- Simplified servicing checks to save time and reduce manual work.
Website: https://quickli.com.au/
