Mortgage brokers in Australia are at the forefront of helping clients secure their dream homes. To meet the demands of the job, having the right technology is vital. This directory showcases the best apps, tools, and software for Australian brokers.
Whether you're improving productivity or ensuring compliance, these tools are built to support you. Find solutions that streamline your workflow and elevate your client experience. Let technology give you the competitive edge you need to succeed.
Track My Trail
Track My Trail is purpose-built software for mortgage brokers, offering an efficient way to review your trail book and gain actionable insights.
The platform allows you to monitor fluctuations in your trail income, showing where gains or losses occur each month. It also tracks client changes, giving you a clear view of those coming on board or leaving.
One key feature is its ability to flag clients who have paid down large portions of their loans, giving you a chance to engage them for new opportunities.
By delivering the tools and data you need, Track My Trail helps brokers get the most from their trail book and maintain a competitive edge.
Website: https://trackmytrail.com.au/
BrokerEngine
BrokerEngine is a bespoke software solution built for mortgage brokers, offering powerful workflow and automation tools to enhance how brokers manage their business.
Its design is centred entirely on mortgage broking, ensuring every feature is customised to the specific demands of the industry rather than being a one-size-fits-all tool.
With BrokerEngine, brokers can efficiently handle a large volume of clients while maintaining a smooth, consistent experience for every individual.
This dedicated approach makes BrokerEngine a standout choice, addressing the day-to-day needs of brokers with precision and care.
Website: https://brokerengine.com.au/
MaxID
MaxID provides innovative, legally compliant identity verification services across Australia. The platform is designed for both individual and business use, ensuring secure, efficient, and seamless ID checks for various industries, such as legal, financial, and online gaming sectors. It adheres to the "Safe Harbour" requirements under Australian regulations, offering a cost-effective and user-friendly alternative to traditional ID verification methods.
Services Offered
- Individuals:
- 100-point ID checks and certified copies of identity documents.
- Face-to-face and digital ID verification options.
- Convenient and fast processes completed in minutes via mobile or tablet.
- Businesses:
- Comprehensive KYC (Know Your Customer) and compliance services.
- ID verification is tailored for financial institutions, lawyers, conveyancers, and brokers.
- Digital ID verification with no setup costs, no licensing fees, and no minimum usage requirements.
- "Safe Harbour" identity certification issued by an Australian law practice.
- Specialised Solutions:
- ID services for mortgage and property transactions.
- Certified ID copies for gaming and sports betting providers.
- Customisable verification processes for cryptocurrency exchanges, stockbrokers, and insurance providers.
Features
- Fully digital with no app download required.
- Services are available 24/7, 365 days nationwide.
- Instant results with secure and encrypted systems.
- Options to brand the service for enterprises and customise the process.
- Affordable pricing starts from $0.40 per ID verification.
Website: https://maxid.com.au/
BankStatements
BankStatements offers an efficient and secure online service for retrieving bank statement data, primarily aimed at lenders and brokers in Australia and New Zealand. This award-winning platform streamlines the process of verifying financial data for responsible lending, providing advanced categorisation, analytics, and detailed living expense breakdowns.
Trusted by thousands of users, it ensures compliance with Responsible Lending obligations while improving conversion rates for financial services providers.
Services Offered:
- Bank Statement Retrieval: Provides instant access to customer bank statements via secure links.
- Income and Expense Verification: Assists in meeting Responsible Lending obligations by verifying key financial information.
- Living Expense Analysis: Delivers a detailed monthly expense breakdown as part of the Responsible Lending Plus Plan.
- Advanced Data Analytics: Offers categorisation and decision metrics to support smarter financial decision-making.
- Customised Referral Links: Simplifies document sharing through unique customer links.
- Secure Operations: Ensures top-level security with 256-bit encryption and external auditing.
Additional Features:
- Instant delivery of statements in preferred formats.
- Service tailored for brokers, lenders, and various financial sectors.
- A streamlined process for borrowers and lenders, eliminating delays caused by manual document submission.
Website: https://bankstatements.com.au/
IDYou
IDYou is Australia’s premier digital tool designed to simplify the Verification of Identity (VOI) process for professionals in the finance and real estate sectors. The platform enables remote identity verification through video calls, making it an effective solution for mortgage and real estate transactions while maintaining compliance with VOI regulations. Its features are tailored to reduce fraud, save time, and enhance user convenience.
Key Features and Services:
- Compliance: Adheres to Australian legislative standards for VOI, ensuring robust legal compliance.
- Remote Verification: Supports remote identity checks via video calls using desktops, mobiles, or tablets.
- Document Handling: Facilitates viewing and storing of original identification documents.
- Identity Matching: Confirms that customers resemble their identification photos, reducing fraud risks.
- Cost Options:
- Free for loans originating with participating lenders.
- $10 for non-approved lenders or businesses outside finance, such as accountants or lawyers.
- A two-month free trial is available for new lenders or businesses.
Additional Benefits:
- Designed and supported by MSA National, a leader with over 30 years in the legal and conveyancing industry.
- Offers exceptional security measures to protect sensitive customer data.
- Enhances client experience with a user-friendly interface and seamless integration for professionals.
Email: idyou@msanational.com.au
Website: https://idyouapp.com.au/