Software & Services
for MortgageAsset FinanceCommercialCommercial
Brokers

PipeDrive

Deal-centric CRM with visual pipelines and sales automation.

Simple, pipeline-focused CRM

Quickli

Quickli consolidates lender calculators and policies into one interface to speed up servicing and scenario assessment—built for complex broker scenarios.

Lender servicing calculators, simplified.

Stryd

Stryd is a Mortgage broker-focused retention analytics platform analysing trail books for churn risk and refinance timing. It assess the loan book health and the opportunities to improve your client's experience in their lending journey.

Serve every client better, automatically

Connect360

Connect360 is a revenue radar built for mortgage brokers — not a CRM, but a tool that works alongside your existing CRM to surface the opportunities already sitting in your loan book. It identifies refinance-ready clients based on rate changes, flags cross-sell opportunities like investment loans and guarantor deals, and automates value-driven follow-ups so brokers stay front of mind without manual effort. Powered by the Property Dollar ecosystem.

The Growth Engine Built For Mortgage Brokers

Financeable

Financeable is a loan origination platform built exclusively for asset and commercial finance brokers. It sits between the broker's CRM and the lender — aggregating data from the ABR, Equifax, Illion, and vehicle databases to build applications, then checking them against each lender's criteria before lodging automatically. Lodge AI, Financeable's agentic AI feature, navigates lender portals and populates fields autonomously, handling lenders that don't have APIs. The broker remains in the loop for declarations and compliance sign-offs.

Quote, complete & lodge in one place

Property Dollar

Property Dollar is an Australian property portfolio tracker app for homeowners, investors, and first home buyers — available on iOS and Android. It gives users a live dashboard of property values, equity, loans, cash flow, and rental income in one place. Mortgage brokers use it as a client value-add tool: the broker-facing dashboard lets them analyse clients' properties and offer personalised refinance or equity recommendations.

Know Exactly What Your Properties Are Doing

Middle

Middle is the Fact Find and Document Collection tool made for Mortgage Brokers who want to upgrade from paper to a digital experience. With Cotality, Equifax and Open Banking integrations makes it easy for Brokers to process their clients documentation requirements.

Mortgage Broker-focussed Fact Find & Doc Collection

Content Snare

Structured request and reminder system for gathering documents and content from clients.

Stop chasing clients for content

Marketing Agency Pro (MAP)

MAP (Marketing Agency Pro) is a Melbourne-based marketing agency specialising exclusively in Australian mortgage brokers and finance professionals. Founded by Cyril Sansano, the agency offers a fully done-for-you growth system called the Niche Domination Framework™, covering SEO, AEO (Answer Engine Optimisation), Google Ads, Meta Ads, website design, content marketing, and conversion rate optimisation — all built within ASIC compliance requirements.

Done-for-you SEO for Australian Mortgage Brokers

Effi

Effi is an AI-powered lead management and CRM platform built exclusively for Australian mortgage and finance brokers. It combines lead generation through partnerships with major comparison sites (Canstar, RateCity, RateMarket, ClearScore), workflow automation, document collection, e-signatures, branded client portal, email and SMS marketing, and referral management into a single platform.

AI-powered broker CRM & client portal

Credit Fix Solutions

Credit Fix Solutions is an Australian credit repair and financial wellness company helping mortgage brokers, asset finance brokers, and commercial finance professionals support clients with poor credit history, defaults, judgments, late payments, and credit file issues. Led by CEO Victoria Coster, the team works closely with brokers and clients to improve credit profiles, resolve reporting disputes, and increase the likelihood of finance approval outcomes.

Fix Your Credit Score And Get Finance Approved

Stephen Soo Coaching

Stephen Soo Coaching helps brokers and executives simplify strategy, strengthen leadership, and implement systems that drive consistent growth without burnout.

Lead with clarity. Execute with confidence