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- 01Software SelectionChoose or switch a tool with confidence.
- 02TroubleshootSelf-serve help for CRM, fact find and doc collection, AI and automations.
- 03Get a RecommendationCoaches, mentors and our go-to partners for marketing and growth.
- 04Work With UsLet's do a workflow audit and see how we can work together.
01 · Software Selection
Which software should I use?
Independent reviews, assess what software is right for you.
Review
Pipedrive CRM Review for Asset Finance Brokers (with Motii)
In this episode of How to Use Software we catch up with Ben Fuller from Motii to walkthrough how Pipedrive CRM is the best option for your Asset Broker business. As a partner of Monday.com and PipeDrive, Motii understands how each platform works best for Brokers.
Review · 9 min read
How to Use Quickli Pro's AI Features: Jiffi AI, Doc Handler & Loan Submission Notes
In this episode, we catch up with Brenton from Quickli, who walks us through what Quickli Pro now offers — starting with what Jiffi AI does, then how Doc Handler works, and what the new AI-generated Loan Submission Notes look like in practice. Quickli started as a servicing calculator across 50+ lenders, saving brokers the job of rate-checking against individual lender criteria one by one. Under Pro, it's expanded into AI and specialist serviceability tools covering the pre-assessment process end to end — research loan policy, doc scanning and renaming, and loan notes — with Fact Find and Doc Collection coming soon.
Review
How to AI Agent Submit Asset Finance Applications with Financeable
In this episode of Broker Tools, we catch up with Phillip, co-founder of Financeable — the loan origination platform built specifically for asset and commercial finance brokers who want to stop copying data between systems and start spending that time on deals. Financeable sits between the broker's CRM and the lender. It pulls together data from the Australian Business Registry, credit bureaus, vehicle databases, and identity verification services, builds the application, checks it against each lender's policy and criteria, and then lodges it — automatically. Their flagship feature, Lodge AI, is a genuinely agentic AI: it opens the lender's portal, navigates every field, interprets data formats, corrects errors, and pauses only when a human decision is legally required. This episode is a practical look at what that actually means for how a broker's week works — and where the industry is heading.
Review
Property and Loan Tracking with Property Dollar & Connect 360
In this episode of Broker Tools, we catch up with Vishal, founder of Property Dollar — a platform built for mortgage brokers, first home buyers, and property investors who want a single, clear view of their property portfolio, equity, and market trends. With over $24 billion worth of properties and $10.5 billion in home loans already tracked on the platform, Property Dollar has proven there is real appetite for a tool that puts property owners in control of their financial picture. This episode explores how brokers can use the platform to add tangible value to their clients — and build relationships that last well beyond settlement.
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02 · Troubleshoot
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Our focus is CRM, Fact Find and Doc Collection Integrations, AI and Workflow Automations. If you need help with Cyber or IT hardware, see our recommendations.
03 · Get a Recommendation
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04 · Work With Us
Work With Us
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05 · Listen to a Podcast
Listen to a Podcast
Conversations with brokers, coaches and the people helping them grow.
Podcast
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.
Podcast
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.
Podcast
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.
Podcast
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.