Explore reviews and comparisons for the specific tools your brokerage needs.
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.
Michael from Cynario joins the podcast to demonstrate how his platform uses AI to help brokers navigate complex lender policies without the risk of data hallucinations. By introducing AI personas like Charli for policy and Alex for marketing, Cynario automates the heavy lifting of research and content creation. This episode is a walkthrough into how brokers can use Cynario to make faster, more accurate lending decisions knowing it's ranked strictly on the closest scenario policy match.
Heather from Salestrekker joins the podcast to discuss the evolution of the 2.0 platform, highlighting how automated compliance and integrated Policy AI are removing the "mental load" for brokers. Drawing on 20 years of experience at the aggregator level, she emphasizes the critical importance of training and software adoption to turn a CRM from a data entry tool into a business engine. This episode is a roadmap for brokers looking to streamline their document management and prepare for a future of AI-driven proactive auditing
In this episode of Broker Tools, Daniel from HubSpot explain how Hubspot CRM handles the "front-end" of the sales process that aggregator software often misses. They discuss how to build a structured data foundation that allows AI to summarise complex client histories and automate tedious tasks like sending credit guides and status updates. By moving away from manual "mental load" management and into automated pipelines, brokers can provide a more professional client experience while scaling their business efficiently.
In the Episode we catch up with Andrew from Lend. We discuss how Lend is solving the "middle bit" of a deal— data entry and processing. Andrew from Lend explains how their platform acts as a technological "gateway," consolidating everything from lead ingestion and bank statement analysis to e-signatures and AI-driven credit scoring. By shifting the "mental load" from the broker’s brain to a centralised system, Lend allows Commercial & Asset + soon Mortgage Brokers to focus on what matters: originating new business and nurturing client relationships.
ActivePipe provides pre-built content, automated campaigns, and engagement analytics so brokers can maintain relevance, generate repeat business, and grow their business with consistency. In this review, Xavier Jones explains that brokers don’t need to reinvent marketing — they need the right tools and systems to automate communication and focus on client relationships.
Kaddim helps Australian Mortgage Brokers automate document collection, client communication, and file management. With templates, client portals, automated reminders, and upcoming OCR-powered file renaming, Brokers can dramatically reduce admin, speed up deals, and scale their business more profitably. Testimonial Donut then turns those great client experiences into powerful marketing assets through automated Google reviews and testimonials.
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.
