Every Australian mortgage broker knows the value of efficiency and accuracy in their work. The right apps and tools can transform how you manage your clients and processes. This directory is your guide to the best tech solutions available in the industry.
From compliance tools to marketing automation, find everything you need in one place. These recommendations focus on the unique challenges brokers face in Australia. Enhance your business and improve client satisfaction with ease.
Track My Trail
Track My Trail is a customised software built for mortgage brokers, offering a simple way to analyse and manage your trail book effectively.
It helps you track monthly changes in your trail income, pinpointing areas where it’s increasing or declining. You can also keep tabs on client activity, whether you’ve gained new ones or lost some.
A standout feature is its ability to identify clients who’ve significantly reduced their loan balances. This provides brokers with a chance to reconnect and uncover potential new opportunities.
With its tailored tools and insights, Track My Trail is designed to help brokers optimise their trail book and run a successful business.
Website: https://trackmytrail.com.au/
BrokerEngine
BrokerEngine offers workflow and automation software created exclusively for mortgage brokers. It’s a solution built to optimise processes and elevate client service.
Unlike standard automation tools, BrokerEngine has been developed from the ground up with the broking profession in mind, ensuring it caters to your specific needs.
The software enables brokers to deliver seamless and scalable client experiences. Whether you’re a solo broker or part of a large team, it grows with your business.
By focusing solely on the mortgage broking industry, BrokerEngine delivers a tailored, effective solution for managing workflows with precision and ease.
Website: https://brokerengine.com.au/
Docusign
Docusign is a leader in electronic signature and Intelligent Agreement Management (IAM), providing a platform to streamline agreement processes. Their solutions enable businesses to generate, send, sign, and manage contracts efficiently while ensuring compliance with global security standards.
Trusted by millions worldwide, Docusign offers transformative tools that help organisations improve productivity and customer satisfaction. The company is renowned for its innovation in digitising workflows across various industries, making businesses faster and more cost-effective.
Docusign’s services include electronic signatures, contract lifecycle management, and document generation. The platform is adaptable for multiple use cases such as sales, human resources, procurement, and legal processes.
By integrating automation and analysis into agreements, Docusign enables organisations to make data-driven decisions and improve operational efficiency. Industries such as financial services, real estate, and government benefit significantly from Docusign’s tailored solutions.
Services Offered:
- Electronic Signatures: Secure and intuitive signing experience on any device.
- Contract Lifecycle Management: Comprehensive tools to manage the entire agreement process.
- Document Generation: Automates document creation for improved accuracy.
- Identity Verification: Ensures signatory authenticity.
- Agreement Analysis: Provides actionable insights from agreement data.
- Workflow Automation: Streamlines processes to reduce manual effort.
- Storage and Management: Centralised and secure storage for agreements.
Phone: 1800 841 231
Website: https://docusign.com.au/
FinanceVault
FinanceVault is a secure document-sharing platform designed to streamline the home loan application process. It allows mortgage borrowers to safely share required documents with brokers, ensuring privacy and efficiency.
The service emphasises data security with robust encryption standards, unique access links, and compatibility with mobile and desktop devices. The platform simplifies the home loan process through a structured five-step workflow, from document requests to final submission.
Services Offered:
- Secure Document Sharing: Allows borrowers to upload and share loan-related documents directly with brokers.
- Data Privacy Protection: Implements gold-standard encryption and access control for secure sharing.
- Simplified Loan Application: A step-by-step process to ease document submission and follow-up.
- User-Friendly Platform: Mobile and desktop compatibility with guided access via unique links.
- Broker Assistance: Additional features for mortgage brokers are integrated within BrokerEngine for document handling.
FinanceVault also provides support for both borrowers and brokers, including FAQs and step-by-step assistance for using the platform effectively. Borrowers can begin their journey with a personal access code provided by their broker.
Phone: 1300 998 791
Website: financevault.com.au
IDYou
The IDYou application is Australia’s pioneering digital solution designed to simplify the Verification of Identity (VOI) process for real estate and finance professionals. It enables remote identity verification through secure video calls, ensuring compliance with VOI regulations while mitigating identity fraud risks.
This innovative tool is suitable for desktop, mobile, and tablet use, making it an adaptable and efficient choice for professionals across the industry. By allowing seamless, remote identity checks, it eliminates the need for in-person meetings, saving time and effort.
Services Offered
- Remote Identity Verification: Conduct video interviews with customers and verify identification documents digitally.
- Secure Data Handling: Implements robust security measures to safeguard customer information.
- Compliance Assurance: Adheres to VOI standards and regulatory requirements across Australia.
- Free Usage for Approved Lenders: Free for loans originated through participating lenders; $10 for other uses.
- Trial Period: Offers a two-month free trial for new users and non-lending industries.
- Support and Resources: Includes guides, checklists, and customer support for an efficient user experience.
Email: idyou@msanational.com.au
Website: https://idyouapp.com.au/
Cal.com
Cal.com is an open-source scheduling platform designed for individuals, businesses, and developers. It offers a highly customisable experience that supports seamless scheduling, aiming to connect a billion people through its innovative tools by 2031. Trusted by leading companies worldwide, Cal.com focuses on privacy-first solutions, easy integration, and enhancing productivity through efficient scheduling capabilities.
Key Features:
- Calendar Integration: Syncs with Google Calendar and other platforms to prevent double bookings.
- Custom Booking Links: Allows personalised and memorable links for appointments.
- Automation: Sends reminders via SMS or email, ensuring reduced no-shows.
- Flexible Meeting Options: Includes in-house video conferencing and supports other meeting types like phone calls.
- Advanced Team Scheduling: Offers routing forms, round-robin scheduling, and group meeting tools.
- Payment Integration: Monetise bookings using Stripe integration.
- Multilingual Support: Supports over 65 languages.
- Customisation: Easily tailor booking pages to reflect personal or business branding.
Additional Services:
- Embedding booking pages into websites.
- Solutions tailored for industries such as telehealth, education, law, and HR.
- Open API for developers to build and scale their scheduling tools.
Website: https://cal.com/
Ezidox
Ezidox is a secure digital platform designed for the efficient exchange of information and documents. It helps businesses meet compliance and regulatory obligations while handling sensitive and confidential data.
The platform aims to improve customer relationships, increase operational efficiency, and enhance security by minimising reliance on email and other unsecured channels. Businesses using Ezidox report significant time and cost savings, with some seeing a 70% increase in profitability. Its bespoke solutions, including full customisation and seamless integrations, cater to diverse industries.
Services Offered
- Document and Information Management:
- Secure collection, validation, and storage of sensitive data.
- Customisable templates and automated workflows for streamlined operations.
- Redaction services and audit trails for compliance.
- Customisation and Integration:
- White-label branding options.
- API integration with CRM and other third-party systems like Salesforce and Zapier.
- Automated notifications for clients and teams.
- Industry-Specific Solutions:
- Tailored workflows for sectors including banking, healthcare, legal, government, academia, HR, and tourism.
- Features like health record management, visa document collection, and student enrolment facilitation.
Website: https://ezidox.com/
