The right apps and tools can turn challenges into opportunities for Australian mortgage brokers. As the industry becomes more digitised, technology is now a broker’s best ally. This directory brings together the best software to enhance your business operations.
Explore tools that make loan processing, communication, and compliance a breeze. Designed specifically for the Australian market, these solutions are here to help. Simplify your workflow and focus on building client trust with confidence.
Track My Trail
Track My Trail is a tailored software solution crafted for mortgage brokers, simplifying the way you review and manage your trail book.
The software offers a straightforward way to track changes in your trail income, showing you where it’s growing or shrinking each month. It also keeps a record of your client movements—both those you’ve gained and those you’ve lost.
One of its key features is the ability to highlight clients who have made significant reductions to their loan balances. This insight opens up opportunities for brokers to reconnect and explore potential new business.
Designed with mortgage brokers in mind, Track My Trail provides the tools you need to get the most out of your trail book and keep your business running smoothly.
Website: https://trackmytrail.com.au/
BrokerEngine
BrokerEngine is a specialised workflow and automation platform crafted specifically for mortgage brokers. It’s designed to help streamline operations and simplify client management.
What sets BrokerEngine apart is its dedicated focus on the mortgage broking industry. It’s not a generic tool but a solution created to meet the specific needs of brokers.
The platform is designed to scale with your business, ensuring a consistent and efficient client experience, no matter how many clients you manage.
BrokerEngine’s unique approach means it’s tailored to handle the everyday challenges brokers face, providing a solution that truly aligns with your work.
Website: https://brokerengine.com.au/
MaxID
MaxID is a premier identity verification service in Australia, offering secure, legally compliant solutions for individuals, businesses, and organisations. Their services are tailored to meet stringent regulatory standards such as “Safe Harbour” requirements under the AML/CTF Act, ensuring reliability and convenience.
With 24/7 nationwide availability, MaxID allows users to verify their identity through a seamless digital process using a phone or tablet without the need for physical visits or downloading apps.
MaxID serves a wide range of clients, including lawyers, conveyancers, financial institutions, and online service providers. Their offerings include 100-point ID checks, legally certified copies of identity documents, and digital verification for various industries like real estate, gaming, and cryptocurrency.
The service is distinguished by its ease of use, cost-effectiveness (starting from $0.40 per verification), and real-time results. By collaborating with an Australian law practice, MaxID provides certified identity verifications that are recognised across all Australian states and territories.
MaxID’s services are fully digital, eliminating the need for paper forms and manual processes. They prioritise data security and compliance with Australian privacy laws, utilising encrypted systems and facial biometric recognition.
Whether for individual or corporate needs, MaxID ensures a fast, convenient, and comprehensive identity verification solution. They also offer tailored services for enterprise branding and integration.
Services Offered
- For Individuals:
- 100-point ID checks completed in minutes
- Certified copies of identity documents
- Verification via mobile or tablet 24/7, 365 days
- For Businesses and Organisations:
- Customer ID services with digital, face-to-face, and paperless options
- AML/CTF-compliant ID verification for legal, financial, and online sectors
- Customisable branding and workflows for enterprises
- Specific Industry Solutions:
- Real estate and mortgage transactions
- Online gaming and sports betting providers
- Cryptocurrency exchanges
- Motor vehicle and equipment hire providers
Website: https://maxid.com.au/
DocuSign
DocuSign Australia offers a leading platform for electronic signatures and intelligent agreement management. Designed to simplify and digitise the agreement process, DocuSign enables businesses to create, sign, and manage contracts seamlessly, reducing time and increasing efficiency.
With a focus on security and compliance, the platform ensures robust standards, making it trusted by millions globally. Their solutions cater to various industries, including finance, government, and real estate, and support small businesses, enterprises, and individuals alike.
Services Offered
- Electronic Signature (eSignature): The flagship product for digital signatures, providing a secure, intuitive experience across devices.
- Contract Lifecycle Management: Streamlines the drafting, review, and approval of contracts.
- Document Generation: Automates document creation with pre-built templates.
- Workflow Automation: Simplifies complex agreement workflows for better productivity.
- Identity Verification: Ensures signer authentication to reduce fraud.
- Agreement Analytics: Offers insights into contract data for better decision-making.
- Storage and Management: Safely stores agreements on a trusted platform with easy access.
Phone: 1800 841 231
Website: https://docusign.com.au/
BankStatements
BankStatements.com.au provides a secure and streamlined solution for retrieving bank statements for lenders and brokers in Australia and New Zealand. The service simplifies the statement collection process, reducing delays and ensuring accurate document submissions. It integrates robust security measures, such as 256-bit encryption and independent audits, to protect users’ data and ensure compliance with financial regulations.
The platform assists credit providers with responsible lending obligations by offering advanced income and expense verification, categorisation analytics, and detailed living expense reports. These tools enhance decision-making capabilities for lenders and brokers, allowing them to process applications more efficiently.
BankStatements.com.au has garnered accolades for its innovative contributions to data, AI solutions, and RegTech, establishing itself as a trusted partner in financial services.
Services Offered
- Bank Statement Retrieval: Provides instant access to customers’ bank statements through a unique referral link system.
- Income and Expense Verification: Ensures compliance with responsible lending obligations by verifying key financial details.
- Living Expense Analysis: Generates comprehensive monthly expense breakdowns for detailed financial insights.
- Categorisation and Analytics: Delivers actionable data for faster and smarter lending decisions.
- Security: Features advanced encryption and independent testing to protect sensitive information.
- Customised Solutions: Offers integration options tailored to brokers and lenders.
Website: https://bankstatements.com.au/
LendFoundry
LendFoundry offers an innovative, cloud-based platform designed to streamline the entire loan origination and servicing process. It provides alternative lenders with cutting-edge digital lending solutions, including a Loan Origination System (LOS) and a Loan Servicing System (LSS).
These systems are powered by AI and advanced analytics to help businesses optimise their margins, improve risk management, and increase customer engagement.
By integrating with over 80 third-party providers, LendFoundry helps reduce costs, improve portfolio quality, and accelerate the lending process for businesses of all sizes.
The platform is built on a microservices architecture, offering scalability and flexibility to lenders. It supports a range of services, from automated loan underwriting to customisable back-office workflows.
LendFoundry also boasts features like credit bureau reporting, business analytics, and customer self-service portals, allowing businesses to offer personalised and seamless experiences for their customers.
The company is recognised for its innovation, having won numerous industry awards, and is backed by certifications such as ISO 9001:2015 and ISO 27001:2013.
Services Offered
- Loan Origination System (LOS): Fully automated or semi-automated loan origination, customisable to different types of loan products.
- Loan Servicing System (LSS): Simple, user-friendly interface for managing loan servicing tasks.
- Business Analytics: Tools for identifying patterns and driving informed business decisions.
- Credit Bureau Reporting: Out-of-the-box reporting for seamless credit bureau integration.
- Third-Party Integration: Over 80 ready APIs for integrating with external platforms and data providers.
Phone: +1 888-861-7360
Website: https://lendfoundry.com/
Onyx IQ
Onyx IQ is an advanced AI-powered platform designed to streamline and automate the loan management process for funding companies. Their software simplifies every aspect of the lending business, offering tools to help with origination, underwriting, and closing deals more efficiently.
The platform enables businesses to fully automate their operations, reducing manual labour and enhancing decision-making with data-driven insights.
Onyx IQ supports a variety of loan management tasks, including loan portfolio management, underwriting, soft collections, and syndication, offering a 360-degree view of your business in real time.
The platform is customisable, allowing businesses to create unique scorecards and offers based on their specific customer base.
Key Services Offered:
- Underwriting Portfolio Management: Streamlines the underwriting process with intelligent, data-driven tools.
- Loan Portfolio Management: Real-time tracking and reporting for a complete overview of lending operations.
- Soft Collections Workflows: Automated templates and workflows for managing collections efficiently.
- Syndication Management: Control and visibility over syndicated deals, payments, and reports.
- Broker Portal: Centralizes processes for brokers with an easy-to-use, single login platform.
- Customisable Decision Engine: Tailor scoring rules to fit your business needs and customer base.
- API Integrations: Seamless integration with existing business tools and platforms.
Website: https://onyxiq.com/
BankStatements
BankStatements.com.au offers a fast, secure, and simple solution for retrieving bank statements tailored for lenders and brokers in Australia and New Zealand.
Powered by illion’s award-winning technology, the service allows financial services providers to securely collect income and expense data from customers. The platform streamlines the process, eliminating the delays and errors often associated with manual submissions.
By automating the collection of bank statements, BankStatements.com.au helps businesses meet Responsible Lending obligations while improving conversion rates and decision-making speed.
The platform is widely used across the financial sector for its efficiency and security. With state-of-the-art encryption (256-bit bank-level security) and no storage of online banking credentials, it ensures a high standard of privacy and data protection. Users can send a unique referral link to their customers, who can then submit their bank statements instantly.
The service also includes detailed living expense reports, which are available with the Responsible Lending Plus plan. Thousands of lenders and brokers trust BankStatements to handle their statement retrieval, saving both time and resources.
Services Offered:
- Instant retrieval of bank statements via secure online links.
- Categorisation and analytics of income and expense data for better decision-making.
- Responsible Lending reports, including detailed living expense analysis.
- Fast and secure document delivery in preferred formats.
- Customisable solutions for lenders, brokers, and other financial service providers.
Phone: 13 23 33 / +61 3 9828 3443
Website: https://bankstatements.com.au/
FileInvite
FileInvite is a secure, automated platform designed to streamline and accelerate document collection processes, eliminating the inefficiencies of using email.
The service is particularly beneficial for industries like community banks, credit unions, hard money lenders, and other financial institutions that need to collect documents from clients quickly and securely.
By automating document workflows, FileInvite helps businesses save time, improve operational efficiency, and reduce bottlenecks, which ultimately speeds up the time to funding.
It is trusted by thousands of companies worldwide, offering faster document turnaround times, improved customer experiences, and better visibility into the status of collected documents.
The platform integrates seamlessly into existing workflows and software systems, offering native integrations and API support for businesses looking to enhance their document collection process without overhauling their entire tech stack.
FileInvite’s services are designed to improve both customer and staff experiences by offering secure document handling, faster collection times, and transparent processes.
With a focus on security, FileInvite is SOC 2 Type 2 certified and complies with GDPR, ensuring that personal data is handled with the utmost care.
Services Offered:
- Automated document collection and workflow management
- Seamless integration with existing software and systems via API
- Improved operational efficiency for faster document processing
- Secure handling of documents with SOC 2 Type 2 and GDPR compliance
- Enhanced customer experience through streamlined, transparent processes
Website: https://www.fileinvite.com/
Ezidox
Ezidox is a secure information and document exchange platform designed to help businesses meet compliance and regulatory obligations while handling sensitive data. It aims to improve customer relationships, productivity, and scalability by reducing the time spent chasing information by up to 80%.
The platform enables secure interactions, increasing efficiency through automated workflows and reducing costs associated with document collection.
Ezidox’s solutions are trusted by over 150,000 users and are supported by a scalable cloud infrastructure that ensures data security. They offer integrations with leading tools such as Salesforce and Zapier to enhance the user experience.
Ezidox’s services are fully customisable to meet the specific needs of each business, providing features like custom templates, automatic file naming, audit trails, and on-demand dashboards.
The platform also includes a redaction service for sensitive data and offers a seamless experience for customers on both desktop and mobile. Industries that benefit from Ezidox’s services include agribusiness, health care, legal services, government, finance, and education.
Their focus on data security is backed by certifications like SOC2 Type 2, CDR accreditation, and PCI-DSS compliance, ensuring the highest levels of protection for both clients and their customers.
Services Offered:
- Customisable Solutions: Tailored platform with custom templates, redaction services, and full white-label experience.
- Automated Workflows: Reduces time and effort in document collection by up to 80%.
- Secure Data Handling: SOC2 Type 2 certified, CDR accredited, and PCI-DSS compliant.
- Seamless Integrations: Connect with third-party systems like Salesforce, Zapier, and Credit Sense.
- Mobile and Desktop Support: Easy document submission and collection for customers.
- Audit Trail: Compliance and security with full documentation tracking.
- On-Demand Notifications: Customizable alerts via SMS and email for both customers and teams.
Website: https://ezidox.com/
