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WATCH HOW SIMPLE IT IS TO WRITE MORE LOANS IN LESS TIME AND WITH LESS STRESS
The old way...
Relying on a disconnected mish-mash of aggregator software, spreadsheets, calendar reminders, task lists and more…
The average broker can write 20% more business (or more) when they start using BrokerEngine...
Deals In Progress Dashboard
See where each and every deal is at in real time. Drag and drop a deal to the next stage to unleash time-saving automation.
Set up new loans with ease. Let powerful step-by-step workflows puts all the data where it needs to go and help ensure nothing is missed.
Easily compare different lending scenarios such as different deposits, loan terms or servicing options. Then click a single checkbox to load a funding position into your deal.
17 Deal Indicators take care of niggly loan details such as FHOG applications, lender rebates, guarantor loans and more, ensuring critical details aren’t missed.
Ever want to know how many leads you got last month? Or how many you turned into loans? Or how your settlements are looking? It’s all one click away.
Comprehensive Knowledge Base
With great power comes great responsibility. Our Knowledge Base helps you get productive as quickly as possible.
27 Task Types
We’ve broken down loan processing into 27 specific task types and used automation to load the right task at the right time.
Smart Task Queues
Smart Task Queues prioritise the most critical items at all times. They also allow team members to identify and batch related tasks, such as calling the same bank about several loan applications.
Due Date Alerts
Every deal displays “traffic light” colour-coded due dates for Stage Due Dates, Finance Date and Settlement Date. Critical dates remain top of mind and your loans on track.
Dynamic Due Dates
Most systems use rigid due dates for every task – but with lending, when a stage advances, the original due date no longer applies. BrokerEngine automatically adjusts so you don’t have to constantly fiddle with irrelevant deadlines.
Automatically generate professional client-facing Reports and Advices at key moments in the loan lifecycle (e.g. Settlement, Unconditional Approval etc.).
Most brokers understand the value of keeping in touch with clients in order to drive more repeat and referral business, but few have the tools to do so, automatically and effectively. BrokerEngine solves this problem.
Online Fact Find
Our online fact find can be branded with your logo and colours, then plug client data directly into BrokerEngine. This solves a pain point for brokers and reduces double data entry.
Streamlined Document Collection
Collecting supporting documents takes an extraordinary amount of time and can be frustrating for client and broker alike. BrokerEngine smooths and streamlines the process.
Loan Reviews Dashboard
The Loan Reviews dashboard makes light work of periodic client reviews and makes sure your clients aren’t poached by competitors. Clients remain happy and you get to maintain and grow your trail!
Loan Maintenance Dashboard
Loan Maintenance such as progress payments, rate fixes or top ups are seldom lucrative for brokers, but are an important part of customer service. BrokerEngine dramatically streamlines maintenance.
The Leads Dashboard doesn’t just keep track of sales stages: it also helps you triage leads into “Act Now” and “Act Later” buckets, and allows you to present loan options according to a proven sales conversion methodology.
Customisable Email Templates
BrokerEngine comes pre-loaded with dozens of professional email templates for every stage of the loan settlement process. There’s no need to spend months creating your own systems and templates – it’s been done for you!
Deals automatically escalate when stage due dates are at risk of being missed. This helps your team focus on the most time-sensitive tasks when it matters.
Outlook and Gmail Integration
Easily connect your business email address so you can send and receive emails from within BrokerEngine.
Send SMS messages to clients or other stakeholders either on demand, or as part of a workflow.
Did the bank do what you asked them to do? Was the right process followed? Dynamic Checklists are built on the fly for each deal to ensure your team gets it right, every time.
Plus A Host Of Other Additional Features, Including...
90-Day Money Back Guarantee
Beautiful, Easy-To-Use Interface
Secured by Microsoft
Pre-populated Form Fields
Supports Multiple Brands
Cloud hosted - nothing to install
Supports Commission Sharing
Works In With All Aggregators
Get Started With BrokerEngine
All these features are waiting for you inside BrokerEngine.
Click below to request a customised live demo — we’ll show you exactly
how you can save time, money and stress and grow your loan book
faster than ever.