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 solution built for mortgage brokers, offering an intuitive 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 clients or lost some. A standout feature is its ability to identify a client who’s significantly reduced their loan balance.
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/
Bulma
Bulma is an AI-driven policy research tool built specifically for Australian mortgage brokers – providing instant answers to lender policy questions with full source attribution and a curated database of known exceptions.
The traditional approach to policy research is unsustainable: hundreds of PDF documents scattered across lender portals, frequent updates that arrive without fanfare, and an expectation that brokers will somehow keep it all straight in their heads. Miss a policy change or misremember a threshold, and the consequences range from wasted time to lost deals.
Bulma offers a better way. Its AI retrieves answers from a continuously maintained database of current lender credit policies, responding to natural language questions like “What’s the difference between Macquarie and ING on non-resident borrowers?” with structured, cited responses that show exactly which policy document was used and when it was last verified.
Unlike ChatGPT and similar general AI tools – which may generate plausible-sounding but fabricated policy information – Bulma grounds every answer in actual policy text. Brokers can trust the response or click through to verify, eliminating the uncertainty that comes with AI-generated content. The platform’s community-sourced exception library adds another layer, documenting approval pathways and workarounds that exist outside published guidelines.
Bulma turns policy research from a time-consuming liability into a competitive advantage.
Website: https://bulma.com.au/
PropVA
PropVA revolutionises investment property tracking for mortgage brokers through AI that instantly converts documents into comprehensive portfolio intelligence and actionable insights.
The platform processes rent statements, council rates, and loan documents automatically, extracting every figure and calculating performance metrics like rental yields and equity growth. Its intuitive dashboards update in real-time, showing exactly how each property performs.
Particularly useful for Australian brokers, PropVA groups transactions by financial year, flags tax-deductible expenses, and enables quick toggling between year-to-date and annual projections for strategic planning discussions.
With its focus on eliminating manual data entry and delivering instant clarity, PropVA helps brokers provide data-driven investment advice that strengthens client relationships and drives business growth.
Website: https://propva.com.au/
Docusign
Docusign is a leader in electronic signatures and digital agreement management, offering 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: A secure and intuitive signing experience, accessible 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/
BrokerEngine
BrokerEngine provides workflow and automation software specifically designed 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 specialising in the mortgage broking industry, BrokerEngine offers a streamlined solution to manage workflows with precision and ease.
Website: https://brokerengine.com.au/
Cal.com
Cal.com is a flexible 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/
FinanceVault
FinanceVault is a secure document-sharing platform designed to simplify 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: https://financevault.com.au
IDYou
The IDYou application is Australia’s groundbreaking digital solution for simplifying 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/
