Expert insights, tools and strategies to help mortgage brokers automate their workflow and scale their business.
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In-depth reviews and side-by-side comparisons of the best tools for mortgage brokers.
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.
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.
In this episode of Broker Tools, we chat with Chris and Bailey from Middle Finance — a fact find and document collection platform built specifically for mortgage brokers who want a simple, clean, and compliant onboarding process without unnecessary complexity. Middle has been quietly building integrations with Finsure’s Infinity, AFG’s Broker Engine, and LMG’s MyCRM — and what they have created is one of the most complete, compliance-forward fact find tools available to Australian mortgage brokers today. This episode is a deep dive into how it works, what makes it different, and where it is heading.
In this episode of Broker Tools, we catch up with Derek, Business Development Manager at Odoo Australia — an all-in-one business platform that combines CRM, e-signature, client portals, project management, email marketing, e-learning, and more into a single subscription. If you have been running five different tools and paying five separate bills, Odoo is designed to collapse all of that into one place. Derek brings a career that spans fitness entrepreneurship, offshore staffing operations in the Philippines, US cybersecurity sales, and business networking — a background that gives him a rare lens on how businesses of every size actually function. This episode is a practical deep dive into what an all-in-one system means for a mortgage or finance broker, and why the hidden cost of fragmented tools goes well beyond the monthly bill.
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.
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.
In this episode of Broker Tools, we chat with Chris and Bailey from Middle Finance — a fact find and document collection platform built specifically for mortgage brokers who want a simple, clean, and compliant onboarding process without unnecessary complexity. Middle has been quietly building integrations with Finsure’s Infinity, AFG’s Broker Engine, and LMG’s MyCRM — and what they have created is one of the most complete, compliance-forward fact find tools available to Australian mortgage brokers today. This episode is a deep dive into how it works, what makes it different, and where it is heading.
In this episode of Broker Tools, we catch up with Derek, Business Development Manager at Odoo Australia — an all-in-one business platform that combines CRM, e-signature, client portals, project management, email marketing, e-learning, and more into a single subscription. If you have been running five different tools and paying five separate bills, Odoo is designed to collapse all of that into one place. Derek brings a career that spans fitness entrepreneurship, offshore staffing operations in the Philippines, US cybersecurity sales, and business networking — a background that gives him a rare lens on how businesses of every size actually function. This episode is a practical deep dive into what an all-in-one system means for a mortgage or finance broker, and why the hidden cost of fragmented tools goes well beyond the monthly bill.
In this episode of Broker Tools, we chat with James Rose, co-founder of Content Snare a document collection and client onboarding platform that has quietly become one of the most-loved tools in the mortgage broking, accounting, and legal industries. Content Snare replaces the endless back-and-forth of email attachments, PDF checklists, and manual follow-ups with a single, secure, client-friendly portal that keeps everyone on the same page.", including the AI-assisted form builder, conditional logic, identity verification, AML screening, and automated reminders and shares why the biggest thing Content Snare gets right is something most software gets wrong: making it genuinely easy for clients to complete.
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.
In this episode of Broker Tools, we catch up with Andy from Effi — a workflow management and lead management platform built specifically for mortgage brokers in Australia who want to stay on top of their enquiries, follow-ups, and follow-throughs without the manual effort that usually goes with it. Effi handles client enquiries, fact finds, document collection, digital signatures, voice AI follow-up calls, and integrates with the majority of aggregator CRMs in the Australian market. Andy walks through the full platform live — including a real-time voice AI call demo — and reveals what is coming next with the post-settlement retention tool.
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.
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.
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.
In this episode of Broker Tools, we catch up with Ruth, founder of Stryd — a trail book and loan health check platform built specifically for mortgage brokers in Australia who want to stay on top of their loan book and engage in clawback prevention strategies. Stryd monitors every loan in a broker’s portfolio daily against live market data, surfaces the customers who need attention, and gives brokers the insights to act as their clients’ trusted adviser rather than their bank’s. This episode is a deep dive into why proactive customer retention is not an admin function — it is a revenue growth strategy — and how Stryd is building the infrastructure to make that possible for every broker in Australia.
In this episode of Broker Tools, we chat with Matt Radd from the eBusiness Institute — a specialist in buying, selling, and building valuable online businesses who has spent over 30 years in mergers, acquisitions, and digital business development alongside his wife and business partner Liz. This conversation is not about how to run better Facebook ads or get more leads next month. It is about a fundamental shift in how brokers should be thinking about their online presence: not as a marketing cost, but as a long-term asset worth building, compounding, and one day selling.
Browse the directory and compare software or services made for the Mortgage, Asset or Commercial broker in Australia. Need help to uncover the ideal tech stack for your workflow and growth goals? Work with us.
