Lead Management
for Commercial Brokers
Gain visibility across your pipeline, reduce document follow-ups, and keep opportunities moving from enquiry to settlement with smarter workflows and automation.
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Choose your CRM, automate your doc collection + fact find follow up processes and add in AI assistants to create an ecosystem tailored to your brokering style.
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How to Get Recommended by Google and AI Search: SEO for Mortgage Brokers
In this episode of Broker Tools, we chat with Cyril from Marketing Agency Pro — an SEO specialist who works specifically with mortgage brokers and professional firms to help them get found by the right clients online, without relying on paid ads. This conversation breaks down how SEO actually works for brokers, how keyword optimisation connects real people to your business, and how the right search strategy can turn your website into a consistent, compounding lead generation engine — one that keeps working long after you stop putting effort in.
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Never Lose a Lead Again: Check Out How Effi Helps Brokers Keep On Top Of Their Lead Flow
In this episode of Broker Tools, we catch up with Andy from Effi — a workflow management and lead management platform built specifically for mortgage brokers in Australia who want to stay on top of their enquiries, follow-ups, and follow-throughs without the manual effort that usually goes with it. Effi handles client enquiries, fact finds, document collection, digital signatures, voice AI follow-up calls, and integrates with the majority of aggregator CRMs in the Australian market. Andy walks through the full platform live — including a real-time voice AI call demo — and reveals what is coming next with the post-settlement retention tool.
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What to Do When Your Client Has a Bad Credit Score - Credit Fix Solutions
In this episode of Broker Tools, we catch up with Victoria Costa, CEO and founder of Credit Fix Solutions — Australia’s first no-fix, no-fee credit repair firm. With 12 years in the industry, a partner law firm (Credit Fix Lawyers, established 2019), and thousands of cases under her belt, Victoria has built her business on one principle: help people who have nowhere else to turn. This episode is essential listening for any broker who has ever had a client fall at the credit hurdle — or who wants to proactively protect their client relationships long into the future.
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Risk Management for Brokers | How to Scale Your Business Without Losing Your Highest Priorities
In this episode of Broker Tools, we chat with Stephen Soo — ex-Accountant: Now an international award-winning business coach, NLP master coach, and DISC consultant who works specifically with mortgage brokers to transform their challenges, worries, and stalled growth into sustained commissions and increased business value. This conversation goes well beyond systems and processes. It is about the human layer underneath all of it — the mindset that either enables or undermines everything a broker is trying to build.
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How AI Is Stopping Lending Fraud: DoxAI's End-to-End Document Verification & Governance
In this episode of Broker Tools, we chat with Alfonso, founder of DoxAI — an enterprise-level business automation partner helping banks, non-bank lenders, and aggregators streamline their lending process using AI. DoxAI's suite of solutions spans fraud detection, AI governance, document processing, and identity verification. This episode is a deep dive into how brokers and lenders can protect themselves from document fraud, build safer lending workflows, and deploy AI responsibly — without compromising client data or compliance obligations.
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Trail Blazing Growth: How Stryd Turns Settled Property Loans into a Revenue Ops
In this episode of Broker Tools, we catch up with Ruth, founder of Stryd — a trail book and loan health check platform built specifically for mortgage brokers in Australia who want to stay on top of their loan book and engage in clawback prevention strategies. Stryd monitors every loan in a broker’s portfolio daily against live market data, surfaces the customers who need attention, and gives brokers the insights to act as their clients’ trusted adviser rather than their bank’s. This episode is a deep dive into why proactive customer retention is not an admin function — it is a revenue growth strategy — and how Stryd is building the infrastructure to make that possible for every broker in Australia.
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Think of your website as Commercial Real Estate asset not just a lead magnet
In this episode of Broker Tools, we chat with Matt Radd from the eBusiness Institute — a specialist in buying, selling, and building valuable online businesses who has spent over 30 years in mergers, acquisitions, and digital business development alongside his wife and business partner Liz. This conversation is not about how to run better Facebook ads or get more leads next month. It is about a fundamental shift in how brokers should be thinking about their online presence: not as a marketing cost, but as a long-term asset worth building, compounding, and one day selling.
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Client Retention through Strategic Gift Giving
In this episode of Broker Tools, we chat with Ekta from Great Creates — a gifting studio that helps businesses create memorable, meaningful client touch points through strategic gifting. This is not a conversation about branded pens and Christmas hampers. It is a conversation about how to use thoughtfulness as a genuine client retention strategy. For brokers who want to stay memorable long after settlement, build the kind of relationships that generate referrals without asking for them, and turn clients into advocates — this episode is essential listening.
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An Award-Winning Brokerage in 3 Years - How Jack went from a Milkman to a $500M Loan Book
In this podChat, Jack shares the real decisions, mistakes, and systems that got Fouracre Financial to being an Award Winning Brokerage in just 3 years — from a former milkman who asked a colleague how to use a loan calculator on his first day in finance to building $500M Loan Book
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From Solo to a Broker with Edge: The Financial Roadmap for Brokers Ready to Scale
This conversation is for any broker who has outgrown the “money in, money out” approach and knows it is time to build something more intentional — but is not sure where to start. In this episode, we chat with Natalie from Beyond CFO strategic financial systems specialist about how to move from Solo to a Broker with Edge
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Cynario.AI | Lender Policy Research & Marketing - a Software Walkthrough
Michael from Cynario joins the podcast to demonstrate how his platform uses AI to help brokers navigate complex lender policies without the risk of data hallucinations. By introducing AI personas like Charli for policy and Alex for marketing, Cynario automates the heavy lifting of research and content creation. This episode is a walkthrough into how brokers can use Cynario to make faster, more accurate lending decisions knowing it's ranked strictly on the closest scenario policy match.
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How to use Google My Business & Chat Bot Automations to Drive Leads
Jarryd from Bolder Digital joins the podcast to explain why brokers must shift from traditional SEO to Answer Engine Optimisation (AEO) to stay relevant in an AI-driven search world. He breaks down the high-leverage power of Google Business Profiles and the importance of having a robust "after-the-ad" system to capture and qualify leads. This episode is a roadmap for moving from a "scrappy" startup mindset to a systematised business that provides the owner with true time freedom.
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