Comparison Hub

Select up to 3 tools to compare side-by-side

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Talefin

Talefin

TaleFin is redefining credit reporting in Australia. As an unapologetic industry disruptor, bringing fairness and transparency to credit risk assessment. Credit providers gain more meaningful insights, while giving consumers clarity around the behaviours that shape credit outcomes. Unlike legacy credit reporting bureaus that rely on surface-level data, TaleFin considers a broader and more relevant picture — reducing bias and improving decision-making for everyone involved.

Score more customers with TaleFin

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Make.com

Make.com

Make.com is a no code and low code platform that allows for software and processes to be connected together

Visually build advanced workflows

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Mr Mentor

Mr Mentor

Mr Mentor - Brett Mansfield : One of Australia’s leading education and mentoring platforms for mortgage and finance professionals. Mr Mentor's live online programs are designed to help brokers build real-world skills, confidence, and sustainable businesses — no matter where they are based. Every course focuses on what actually moves the needle in a broking business, blending practical application with structured learning. Brokers don’t just consume content — they apply it through real scenarios, tools, and guided mentoring from professionals who’ve built successful broking careers themselves. Mr Mentor’s training supports multiple learning styles, whether you learn best by doing, listening, watching, or working through examples. Programs are continuously updated to reflect current industry expectations, compliance standards, and business best practices. With a strong focus on skill development, real-world execution, and long-term growth, Mr Mentor equips brokers with the knowledge, systems, and confidence needed to scale their businesses and build fulfilling careers in finance.

Shaping the Future of Mortgage Broking

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Creatomate

Creatomate

The Video and Image Creation API

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Kudosity (previously known as Burst SMS)

Kudosity (previously known as Burst SMS)

Kudosity (previously known as BurstSMS) is an Australian-based SMS and messaging platform used by businesses to send transactional, operational, and marketing messages at scale. It supports one-way and two-way SMS, automation workflows, API integrations, and contact management, making it a common choice for customer notifications, reminders, and time-sensitive communications.

Your platform for business messaging

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HtAG

HtAG

HTAG’s platform extends beyond advisory support into advanced property and portfolio analytics, designed for professionals requiring deeper insight into investment performance and location-based risk. The system supports portfolio modelling and investment goal matching using Australia-wide suburb and street-level data, drawing on decades of trend history and over 100 proprietary metrics. Brokers and advisers can compare suburbs, apply predefined investment strategies, and analyse locations using advanced heatmaps at both suburb and individual property level. Built for professional use cases, the platform includes AI-powered research assistance, comprehensive data exports, and white-label capabilities — allowing teams to generate branded suburb analysis reports and detailed Excel extracts for client use. Optional integrations, including Archistar, further extend planning and analysis capabilities for firms operating at scale.

Where Predictive Analytics Meets Financial Freedom.

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BrokerDesk

BrokerDesk

BrokerDesk is a mortgage-focused CRM platform built to support mortgage and finance businesses managing complex deal workflows, client documentation, and compliance obligations. The platform brings together lead capture, deal tracking, document management, and lender interactions into a single system — with a loan processor virtual assistant, if required. With a strong focus on training and development, BrokerDesk supports brokers from initial enquiry through to settlement and post-settlement management.

Work less. Win more.

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Commercial PowerHub

Commercial PowerHub

Commercial PowerHub is the platform to manage clients, run calculations, and close deals faster than ever for Commercial Finance Brokers. They are in beta testing and you can join their waiting list.

Everything You Need to Succeed

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ImprovMx

ImprovMx

Fast & Reliable Email Forwarding

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Basetrekker

Basetrekker

Basetrekker transforms your existing CRM with home loan, asset finance and commercial lending tools. It does lead capture & management, lender servicing & policy, data & document collection and workflow & automation.

Give your CRM the boost it needs

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Evolved Podcast Academy

Evolved Podcast Academy

Evolved Podcast Academy is a comprehensive training and growth platform for podcasters, creators and business owners looking to launch and scale a podcast that builds authority, expands reach and fuels business growth. With a curriculum focused on practical systems, content workflows, automation strategies and community support, the Academy helps members create professional podcasts that resonate with listeners and drive results

Launch & Grow Your Podcast

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Connex AI

Connex AI

ConnexAI delivers world-class conversational AI solutions designed to transform customer experience, automate support, and unlock actionable insights. Its enterprise-grade AI Agents, analytics, voice, and knowledge tools power smarter interactions that scale across channels and industries.

Shaping the future of customer engagement

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CreditorWatch

CreditorWatch

CreditWatch is an Australian credit reporting service that provides consumers and businesses with access to credit information, identity monitoring, and fraud alerts. The platform helps individuals track changes to their credit file, understand credit health, and respond quickly to potential identity theft, while supporting lenders and brokers with reliable credit data for informed decision-making.

Empower your decision making with credit-risk insights

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zapiio

zapiio

Zapiio is the strategic partner platform that empowers buyer's agents, mortgage brokers, and serious investors to navigate the property market with unparalleled clarity, data driven insights, and complete confidence.

Smart tools for smart investing.

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Testimonial Donut

Testimonial Donut

Testimonial Donut is a review and testimonial management platform that helps businesses collect, manage, and display customer feedback in one place. It supports automated review requests via email and SMS, Google review collection, and the capture of both text and video testimonials. Reviews can be embedded on websites using customisable widgets, making it easier for businesses to showcase social proof and build trust with prospective clients.

Automate More Reviews. Showcase Real Stories. Grow with Confidence

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Thryv (previously Sensis)

Thryv (previously Sensis)

Thryv (previously known as Sensis) is an all-in-one small business management platform combining CRM, online scheduling, payments, invoicing, marketing, and customer communications. It is designed to help service-based businesses manage day-to-day operations, maintain client relationships, and streamline marketing activities from a single system.

Small Business Growth Starts Here

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CitoPlus

CitoPlus

CitoPlus is a digital platform that transforms commercial lending for brokers and their customers by automating data collection, deal structuring, and lender submissions — helping close loans faster with fewer manual tasks.

Your digital platform for Commercial Brokers

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Property Dollar

Property Dollar

Made for the Residential Broker who wants to offer their clients a way to track equity, loans and cashflow on their property portfolio.

Know Exactly What Your Properties Are Doing, In One App

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1Password

1Password

Secure password manager for individuals, families and teams.

Protect your digital life

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ActiveCampaign

ActiveCampaign

Email + CRM platform combining automations, pipelines and messaging.

Customer experience automation

Auctus Coaching Recommends
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ActivePipe

ActivePipe

Originally built for Real Estate agents ActivePipe is an specialist email marketing service designed to meet the needs of Mortgage Broker, provide ASIC-compliant marketing templates to get any Broker started.

Email marketing for property & finance

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Acuity Scheduling

Acuity Scheduling

Feature-rich scheduler for service businesses and solo pros.

Client-facing booking for businesses

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Acrobat Sign

Acrobat Sign

Adobe Acrobat Sign enables secure e-signing, templates, and automated workflows for offers, disclosures, and client approvals.

eSignatures built for PDF-first workflows.

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AgileCRM

AgileCRM

CRM platform that includes contact management, marketing automation and a built-in project/task management module so teams can manage deals and tasks in one place.

All-in-one CRM with project management

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Ahrefs

Ahrefs

SEO platform for backlink analysis, keyword research and content audits.

SEO toolset for growth

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AirCall

AirCall

VoIP phone system with call routing, analytics and CRM integrations.

Cloud phone system for sales & support

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A

Airtable

Airtable combines spreadsheet ease with database structure—great for content pipelines, vendor onboarding, and operational tracking.

Spreadsheets meet databases for workflows.

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AnswerThePublic

AnswerThePublic

Discover an untapped goldmine of content ideas. AnswerThePublic listens into autocomplete data from search engines like Google then quickly cranks out every useful phrase and question people are asking around your keyword. It's a goldmine of consumer insight you can use to create fresh, ultra-useful content, products and services. The kind your customers really want.

See what people are searching everywhere, from Google to ChatGPT

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AntiGravity

AntiGravity

Website Builder

Design and build with AI workflows

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AppSumo

AppSumo

Marketplace for early-stage SaaS tools offering discounted lifetime deals across marketing, automation, AI, analytics and operations

Lifetime software deals for entrepreneurs

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Auctus Coaching

Auctus Coaching

Auctus Coaching - Christian Paterson : works with founders and teams to unlock sustainable growth through leadership development, performance coaching, and high-trust organisational strategy

Growth, built from the inside out

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A

AWS

Amazon Web Services (AWS) provides compute, storage, databases, and security services for building scalable broker platforms, portals, and data pipelines.

Scalable cloud infrastructure for anything.

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B2B School

B2B School

B2B School is an education platform for consultants, agencies, and B2B service providers looking to systemise their business, sharpen their offers, and scale profitably with repeatable growth frameworks.

Build authority. Collect Leads. Close Faster

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B

Base44

Website Builder

Build apps and sites from prompts

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Beyond CFO

Beyond CFO

Beyond CFO delivers virtual CFO services for business owners who want real-time financial visibility, forecasting, cash-flow control, and strategic decision support—without hiring an internal finance team.

Financial clarity beyond the balance sheet.

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BitWarden

BitWarden

Open-source password manager with self-host option.

Open-source password manager

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BolderDigital

BolderDigital

Bolder Digital build automations that manages customer conversations and books appointments across multiple channels without human involvement, streamlining the entire customer interaction process.

Your client follow up 24x7

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BotPress

BotPress

Framework and cloud platform for building custom chatbots.

Open-source conversational AI studio

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Broker Coach

Broker Coach

Broker Coach - Sam Panetta : provides specialist coaching for mortgage brokers focused on business structure, time leverage, leadership, and predictable growth—without sacrificing lifestyle.

Build a mortgage business that actually scales

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Broker Engine

Broker Engine

Workflow, tasking and revenue management platform for mortgage brokerages.

Systemise your mortgage business

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Bula Outsourcing

Bula Outsourcing

Bula Outsourcing connects growing businesses with high-quality offshore staff across admin, operations, sales, and support while handling recruitment, onboarding, payroll, and compliance.

Your offshore team—done right

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Cal.com (cal)

Cal.com (cal)

Open-source scheduling platform for teams and products.

Open scheduling infrastructure

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Calendly

Calendly

Self-service meeting scheduling links with buffers and routing.

Easy scheduling ahead

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CapCut

CapCut

CapCut makes it easy to create short-form marketing videos with templates, captions, and effects—useful for broker content and vendor promos.

Fast video editing for social and promos.

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Carrd

Carrd

Super simple builder for single-page sites & link-in-bio.

Simple one-page sites

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Carsales API

Carsales API

Carsales APIs (where available) can support asset finance workflows by pulling vehicle listing details and pricing context into quoting and research processes.

Vehicle listing and pricing data for workflows.

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Chameleon Creator

Chameleon Creator

Chameleon helps SaaS teams create in-app tours, tooltips, and onboarding flows—useful for guiding brokers through complex portals and reducing support load.

Product adoption tours and in-app onboarding.

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ClickUp

ClickUp

Highly flexible work management tool covering tasks, docs, goals and dashboards.

One app to replace them all

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Content Snare

Content Snare

Structured request and reminder system for gathering documents and content from clients.

Stop chasing clients for content

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Kit (formerly known as ConvertKit)

Kit (formerly known as ConvertKit)

Email platform for creators, newsletters and simple funnels.

Email for creators & courses

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CoreLogic RP Data

CoreLogic RP Data

CoreLogic RP Data (now known as Cotality RP Data) provides property intelligence and valuation insights brokers use for research, scenario context, and evidence packs.

The power of data to move you forward.

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Crisp Communications & Marketing

Crisp Communications & Marketing

Crisp Communications & Marketing helps businesses sharpen their brand voice, build authority, and drive engagement through strategic marketing, PR, and communication frameworks designed for long-term brand equity.

Clear messaging. Stronger growth.

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Cursor

Cursor

Website Builder

AI-first code editor

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Databox

Databox

KPI dashboarding platform with templates and data integrations.

Business KPIs in one place

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DaVinci Resolve

DaVinci Resolve

DaVinci Resolve provides professional video editing, colour grading, and audio post with AI enable tools —ideal for polished podcast video and long-form content.

Pro-level editing and colour in one suite.

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Descript

Descript

Descript lets you edit audio/video by editing text, with transcription, filler-word removal, and screen recording—great for fast podcast production.

Edit audio/video like a document.

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DialPad

DialPad

Cloud calling with AI transcriptions and analytics.

AI-powered business communications

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DocuScan

DocuScan

AI-based document data extraction and fraud detection used by lenders & finance brokers

Turn documents into trusted data

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DocuSign

DocuSign

DocuSign supports e-signatures, templates, routing, and audit trails—ideal for broker offers, authorities, and client agreements at scale.

The most widely adopted eSignature platform.

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DoshApp

DoshApp

White-labelled app giving advisors and clients a single view of accounts, spending and documents via open banking. (doshapp.com.au)

Open-banking powered client finance app

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DoxAI

DoxAI

AI platform for document extraction, fraud detection, redaction & eSignature across finance and enterprise workflows

AI-powered document intelligence

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DragApp

DragApp

Shared inbox and Kanban boards inside Gmail for support and simple sales.

Collaborative Gmail workspace

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Dropbox

Dropbox

Dropbox provides cloud storage and syncing for broker files with easy sharing, version history, and team folders—useful for document collection and internal workflows.

Secure file storage, sharing, and backup.

Auctus Coaching Recommends
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Effi

Effi

Lead gen, CRM and workflow platform purpose-built for brokers to manage clients and settlements more efficiently. Include AI enabled chat bots for appointment scheduling

AI-powered broker CRM & client portal

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Elasticsearch

Elasticsearch

Elasticsearch enables fast search, indexing, and analytics across logs and documents—useful for platform search features and operational monitoring.

Search and analytics engine for large datasets.

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E

Emily Diamond Coaching

Emily Diamond Coaching supports founders and business owners to scale sustainably through mindset, leadership development, and strategic alignment—bridging performance with personal evolution.

Build the business. Become the leader.

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Equifax

Equifax

Equifax provides credit reporting and verification services used in lending and risk workflows, supporting broker compliance and assessment steps.

Credit reporting and verification services.

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Eventbrite

Eventbrite

Self-serve ticketing and registration platform.

Create, promote and host events

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Illion

Illion

Illion is part of the Experian company that offers identity verification and fraud prevention solutions that help validate customers and reduce onboarding risk.

Identity verification and fraud prevention tools.

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FastComet

FastComet

Web hosting provider with shared, VPS and cloud plans.

Fast cloud hosting worldwide

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Fathom

Fathom

Records Zoom/Meet/Teams calls and generates searchable summaries.

Free AI meeting assistant

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Feathery

Feathery

Flexible, embedded form builder with advanced logic and styling.

Developer-grade forms without heavy code

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Financeable

Financeable

Broker platform to quote, complete and lodge finance applications across consumer and commercial products. (financeable.com.au)

Quote, complete & lodge in one place

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F

Firebase

Firebase provides auth, realtime/NoSQL databases, hosting, storage, and serverless functions—great for MVP portals and lightweight automation.

Build apps fast with Google’s backend tools.

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Fireflies

Fireflies

Records calls and generates transcripts, summaries and action items.

AI notetaker for meetings

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Fiverr

Fiverr

Global freelance marketplace for digital services including design, development, marketing, automation, AI setup and operations support

Freelance services for the lean entrepreneur

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Flourish

Flourish

Online data visualisation platform with interactive templates and stories. (Flourish)

Tell stories with data

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Fortiro

Fortiro

AI-powered AML, fraud monitoring & compliance reporting for financial institutions

Financial crime intelligence

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FuseMate

FuseMate

Fusemate provides businesses with a certified white label marketing team that increases capacity, skill sets and profit without the headache of finding expensive full-time staff. Flat-rate, Go High Level Support for creative & development tasks. Specialized full time Go High Level Virtual Assistants

Reliable. Profitable. Scalable Go High Level & website Support.

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Geckoboard

Geckoboard

Live, TV-ready dashboards for support, sales and ops metrics.

Live TV dashboards

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Glass’s Guide

Glass’s Guide

Glass’s Guide provides vehicle valuation and specification data often used for asset finance assessment, quoting, and lender documentation.

Trusted vehicle valuation reference data.

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Gmail

Gmail

Gmail is a cloud-based email service offering powerful spam filtering, search, and integrations with Google services. It is commonly used by individuals and businesses, either as a standalone email client or as part of Google Workspace.

Email by Google

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Gmass

Gmass

Gmail extension for sending mail-merge campaigns from your Gmail account.

Mail merge for Gmail

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GoDaddy

GoDaddy

Registrar and hosting with website builder tools.

Domains, websites & more

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GoHighLevel

GoHighLevel

White-label CRM, funnels and automation platform used by agencies and consultants.

Agency-focused CRM & funnels

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Google Ads

Google Ads

Google’s advertising platform lets you run Search, Display, YouTube, and Performance Max campaigns to generate broker leads, promote niche services, and track conversions end-to-end.

Reach high-intent borrowers with search-driven ads.

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Google AI Studio

Google AI Studio

Website Builder

Prototype with Google’s generative AI models

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Google Analytics

Google Analytics

Website analytics platform (GA4) for traffic and behaviour.

Web analytics for everyone

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Google Calendar (google schedule)

Google Calendar (google schedule)

Core scheduling app in Google Workspace.

Calendar for work and life

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Google Drive

Google Drive

Google Drive stores and shares files with real-time collaboration through Docs/Sheets/Slides, making it ideal for broker teams working across proposals, checklists, and client packs.

Cloud storage built for collaboration.

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Google Forms

Google Forms

Simple survey and quiz forms tied to Google Drive.

Free forms in your Google account

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Google Meet (G-Meets)

Google Meet (G-Meets)

Video meeting tool integrated with Google Workspace.

Secure video meetings for teams

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Google My Business

Google My Business

Google Business Profile helps brokers show up in local search, manage reviews, post updates, and improve credibility with prospects.

Get found locally and build trust with reviews.

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Google Workspace

Google Workspace

Google Workspace bundles Gmail, Calendar, Drive, and Docs to help broker teams collaborate, share files, and run operations efficiently with admin controls.

Email, docs, and collaboration for teams.

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GreenID

GreenID

greenID (GBG) is the Illion service that verifies identity and Anti-Money Laundry (AML)

Multi-source identity verification (AU-focused).

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Hemmingway App

Hemmingway App

Hemingway App is a clarity and readability improvement tool that highlights sentence complexity, passive voice, and filler phrases. It helps creators, marketers, and teams write more direct, impactful, grade-level-friendly content for blogs, emails, websites, and product messaging.

Make your writing bold and clear

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HubSpot

HubSpot

Popular CRM with marketing, sales and service hubs for SMEs and enterprises.

All-in-one CRM, marketing & sales

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Humanitix

Humanitix

Event ticketing where booking fees fund education projects.

Tickets for good causes

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Hunter.io

Hunter.io

Email finder & verifier for B2B prospecting.

Find and verify professional emails

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H

Huon IT

Huon IT is an IT support, cybersecurity, cloud, and digital transformation solutions provider based in Australia backed by a globally recognised company. They work with mid-market and enterprise organisations to modernise infrastructure, protect data, and improve operational performance. With a strong focus on security, compliance, and strategic IT advisory, Huon IT partners with businesses to build resilient, scalable technology environments that support long-term growth.

Secure. Scalable. Strategic.

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Impactful Presenters

Impactful Presenters

Impactful Presenters trains leaders, founders, and professionals to communicate with clarity, confidence, and influence—whether on stage, on camera, in meetings, or online.

Speak with confidence. Lead with impact.

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Instantly

Instantly

Cold email sending, inbox rotation and warm-up for outbound campaigns.

Scale cold email safely

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IT Zen

IT Zen

IT Zen is an IT and cybersecurity provider focused on creating calm, secure, and high-performing technology environments for modern businesses. Based in Launceston, they deliver tailored IT support, cloud solutions, cybersecurity, and proactive monitoring to reduce noise, prevent downtime, and improve productivity around Australia. With a people-first approach and a focus on simplicity, IT Zen helps organisations stay balanced, protected, and confidently supported as they grow.

Calm, secure technology for modern business

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JotForm

JotForm

Versatile form builder with many templates and widgets.

Powerful online forms made easy

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Jumio

Jumio

Global leader in biometric identity verification, KYC & AML compliance

Online identity verification

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JustCall

JustCall

Call center and SMS platform for sales/support teams.

Call & SMS for modern teams

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Kaddim

Kaddim

Secure client document and information collection platform with reminders and collaboration, used heavily by brokers. (kaddim.com)

Document & info collection made easy

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Keywords everywhere

Keywords everywhere

Browser extension showing keyword volume, CPC and competition in SERPs.

SEO keyword data in your browser

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Krisp.AI

Krisp.AI

AI-based background noise removal and echo cancellation.

Noise cancelling for calls

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Learn Awesome

Learn Awesome

Learn Awesome helps companies and experts create interactive, engaging, and memorable learning experiences that drive long-term customer retention and activate thriving local communities.

Help you become a local community hero

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Lend.com.au

Lend.com.au

Platform for commercial finance brokers to originate, assess and submit deals with data-driven analysis and decisioning tools. (Lend Partners)

Commercial finance platform for brokers

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LoanOptions.AI

LoanOptions.AI

LoanOption.AI is an intelligent loan comparison engine designed to help brokers assess borrower profiles, generate suitable product matches, and automate portions of the credit analysis process. It streamlines the early-stage fact-find, identifies lender fit, and enhances recommendation accuracy with machine learning

AI-powered loan analysis and product matching for Asset Finance

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L

Lovable

Website Builder

Build interfaces by describing them

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Mail Reef

Mail Reef

Infrastructure & warm-up platform to create domains/mailboxes and maintain high deliverability. (mailreef.com)

Cold email mailbox infrastructure

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MailChimp

MailChimp

Longstanding email marketing & journey builder for small businesses.

All-in-one marketing platform

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MailerLite

MailerLite

Lightweight email and landing page platform for small businesses.

Simple email marketing done right

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Mailparser

Mailparser

Extracts structured data from email bodies and attachments into spreadsheets or apps.

Parse data from incoming emails

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Marketing Results

Marketing Results

Marketing Results delivers accountability-first digital marketing for Australian businesses, combining SEO, Google Ads, conversion optimisation, and strategy to drive sustainable, long-term growth with transparent ROI.

Marketing that pays for itself.

Broker Tools Recommends
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MBJ Tech

MBJ Tech

MBJ Technologies is an Australian-based technology services company specialising in managed IT, cybersecurity, cloud solutions, and business systems support. They help growing businesses stay secure, connected, and productive with tailored IT strategies, proactive monitoring, and responsive support. From networking and data protection to Microsoft 365 and cloud infrastructure, MBJ Technologies partners with organisations to streamline technology, reduce risk, and support scalable growth with reliable, people-first service.

IT support you can count on

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Mercury Nexus

Mercury Nexus

Mercury Nexus is the CRM and operational system for Connective brokers - enabling configurable workflows, automated administration, creating a consistent client experience in one connected system. Work along side your Partnership Manager to get the most out of this system.

The Client Portal - for Connective Brokers

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MessageMedia

MessageMedia

MessageMedia enables brokers to send reminders, status updates, and two-way SMS at scale—useful for reducing no-shows and speeding up document collection.

Business SMS that clients actually read.

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M

Meta Ads

Meta Ads Manager helps brokers run targeted campaigns using audience segments, creatives, and retargeting to drive leads and brand awareness.

Run targeted ads across Facebook and Instagram.

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Microsoft 365

Microsoft 365

Microsoft 365 (previously known as Microsoft Office) bundles Outlook email, Word, Excel, Teams, and cloud storage to help brokers collaborate, manage documents, and operate securely across devices.

Business email + Office apps for teams.

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Microsoft Azure

Microsoft Azure

Azure provides compute, databases, identity, and security services for building and hosting enterprise-grade broker platforms and integrations.

Cloud platform for Microsoft-first businesses.

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Microsoft Bookings

Microsoft Bookings

Scheduling pages for services and staff availability.

Booking pages for Microsoft 365

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Teams (Microsoft Teams)

Teams (Microsoft Teams)

Microsoft’s team collaboration & meeting platform.

Chat, meet, call, collaborate

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Middle

Middle

Middle is the Finsure preferred broker CRM designed to manage leads, pipeline stages, and client documentation—supporting day-to-day brokerage operations.

Broker-focused CRM and workflow management.

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M

Milex Technology

Milex is a technology services provider based in Sydney, delivering managed IT, cybersecurity, cloud infrastructure, and business systems support. They help organisations simplify technology, strengthen security, and scale with confidence through proactive support, tailored solutions, and strategic IT advisory. Milex partners with growing businesses to improve performance, reduce risk, and future-proof operations with reliable, high-impact technology.

IT that works as hard as you do

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Million Verifier

Million Verifier

Budget-friendly bulk email verification tool.

Affordable bulk email verifier

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Mixpanel

Mixpanel

Deep event analytics for SaaS and apps.

Product analytics for growth teams

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MyCRM

MyCRM

MyCRM is the LMG internal crm for their broker team supporting pipeline tracking, client records, and processing workflow organisation to keep deals moving.

Simple CRM built for broker workflows.

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M

MYOB

MYOB supports accounting, payroll, invoicing, and compliance workflows for Australian businesses managing day-to-day finances.

Accounting and payroll for Australian SMEs.

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Mystro

Mystro

AI-powered financial CRM that automates broker onboarding, data collection and workflows for Australian financial services. (mystro.com.au)

AI client onboarding for brokers

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n8n

n8n

Self-hostable automation tool for building complex workflows.

Open-source workflow automation

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NordPass

NordPass

Password manager from the NordVPN team.

Password manager by Nord Security

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N

Notion

Notion combines documents, databases, and task management—useful for SOPs, content pipelines, and internal knowledge bases for broker teams.

Docs, wikis, and project tracking in one place.

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OneDrive

OneDrive

OneDrive is Microsoft’s cloud file storage service that allows users to store, sync, share, and back up files across devices. It integrates tightly with Microsoft 365 and supports collaboration, version history, and secure file access.

Cloud file storage for Microsoft users

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O

OpenAI

OpenAI provides AI models and APIs used for chat assistants, summarisation, extraction, and agentic workflows—useful for broker productivity and automations.

AI models and tools for automation and insight.

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OpenObserve

OpenObserve

OpenObserve provides log search, metrics, and dashboards to monitor applications and workflows—useful for platform reliability and troubleshooting automation issues.

Observability + log analytics built for scale.

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Otter

Otter

Live transcription and note-taking app for meetings and events.

Transcribe meetings & lectures

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O

Outlook

Outlook is Microsoft’s email and calendar application used for managing email, contacts, and schedules. It integrates deeply with Microsoft 365 and supports business email, task management, and enterprise security controls.

Email and calendar by Microsoft

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Outscrapper

Outscrapper

Scraping-as-a-service for Google Maps and other sources.

Location & maps data at scale

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Pabbly

Pabbly

Pabbly Connect lets you automate workflows across apps (Zapier-like) and sync data between tools—useful for broker ops and lead-routing.

Affordable automations without per-task pricing pain.

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P

PayPal

PayPal supports payments, invoicing, and checkout options—useful for collecting fees or enabling marketplace transactions with a trusted brand.

Accept payments online with global trust.

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Penhaligon Applied Psychology

Penhaligon Applied Psychology

Penhaligon Applied Psychology helps high performers stop overthinking, procrastinating, and stressing themselves out using practical psychology methods that reduce burn-out and unlock peak performance.

Get real change, real fast.

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Phantom Buster

Phantom Buster

Cloud automations for social media, prospecting and web data collection.

Automate web actions & scraping

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PipeDrive

PipeDrive

Deal-centric CRM with visual pipelines and sales automation.

Simple, pipeline-focused CRM

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Plaud.AI

Plaud.AI

Hardware + app that records meetings and uses AI to transcribe and summarise. (Plaud AU)

Wearable AI voice recorder & note-taker

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Plausible

Plausible

Lightweight, cookieless analytics with simple dashboards.

Privacy-friendly analytics

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Async (formerly Podcastle)

Async (formerly Podcastle)

Async (formerly Podcastle) helps creators record and edit podcasts with AI features like cleanup, enhancement, and streamlined publishing workflows.

Record, edit, and enhance audio with AI.

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PostHog

PostHog

Open-source product analytics platform with session replay and flags.

Product analytics & feature flags

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PriceFinder

PriceFinder

Powered by Domain, Pricefinder provides property data, comparable sales, and insights brokers use for scenario research, client context, and deal support documentation.

Property intelligence and comparable sales.

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Promptli

Promptli

Promptli delivers fast, accurate credit assessments and loan-deal processing for mortgage brokers. Their expert credit analysts turn deals and borrower documents into full assessment reports, helping brokers scale capacity and close deals faster without adding headcount

Quick, compliant credit assessments — on-demand.

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ProNarrative

ProNarrative

ProNarrative helps brands craft powerful messaging, positioning, and thought-leadership content that connects with audiences and drives action. They specialise in strategic storytelling for founders, experts, and purpose-led businesses.

Where your story becomes your strategy.

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Prooworx

Prooworx

Proowrx handles loan processing, bookkeeping, accounting and back-office operations for mortgage brokers and finance firms — giving business owners freedom to focus on growth while ensuring compliance and efficiency.

Hire a Dedicated Credit Analyst

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Q

QuickBooks

Global cloud accounting software designed for small businesses to manage invoicing, expenses, payroll, and financial reporting in one platform. Widely used internationally with growing support for Australian tax and compliance needs.

Simple accounting with powerful automation

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Quickli

Quickli

Quickli consolidates lender calculators and policies into one interface to speed up servicing and scenario assessment—built for complex broker scenarios.

Lender servicing calculators, simplified.

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Realestate.com.au API

Realestate.com.au API

The realestate.com.au API (where available) can support property research and automation workflows by pulling listing and suburb-level context into deal notes and processing tools.

Property listing data for research workflows.

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Redbook

Redbook

RedBook provides vehicle valuation data and market insights used for quoting, deal structuring, and lender evidence packs in asset finance workflows.

Vehicle valuations and market insights.

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Remarkable

Remarkable

Remarkable (writing assistance) helps improve clarity and tone in written content—useful for email templates, guides, and client-facing explanations.

Write clearer, more confident client comms.

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Resistant.AI

Resistant.AI

Machine-learning fraud detection platform focused on AML, payments & lending risk

AI risk & fraud detection for fintech

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Riverside

Riverside

Remote recording studio for podcasts and video content.

Record podcasts & video in studio quality

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RoboForm

RoboForm

Longstanding password manager with form-filling.

Password manager & form filler

Auctus Coaching Recommends
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SalesTrekker

SalesTrekker

Salestrekker is the CRM partner for aggregators like SFG, YBR, Vow Financial, Purple Circle and many more. It can handle multiple vertical workflows such as Mortgage, Commercial and Asset finance.

End-to-end broker CRM & LOS

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S

Sanity

Sanity is a headless CMS that powers fast, structured content—ideal for directories, tool listings, comparisons, blogs, and reusable content blocks.

Structured content for modern websites.

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SEMRush

SEMRush

SEO, PPC, content and competitive intel platform.

All-in-one marketing toolkit

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Sherlok

Sherlok

Australian broker platform that scans loan books to identify refinance & repricing opportunities before churn occurs

AI-powered broker retention engine

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SiteGround

SiteGround

Popular hosting for WordPress and small business sites.

Managed WordPress hosting

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Skool

Skool

Skool combines a community forum with course delivery, making it easy to run cohorts, memberships, and training programs with simple engagement mechanics.

Community + courses in one place.

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S

Slack

Slack centralises team communication, channels, and integrations—useful for broker operations, deal coordination, and alerts from automations.

Team chat that replaces messy email threads.

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Smart Lead

Smart Lead

Cold email & outbound orchestration with smart routing and mailbox management.

Multi-channel outbound platform

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Sortd

Sortd

Turns Gmail into an all-in-one sales and task workspace with boards and pipelines.

Gmail-centric sales workspace

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SquadCast

SquadCast

SquadCast records high-quality remote audio/video with separate tracks, local capture, and production workflows—built for podcast teams and guest interviews.

Studio-quality remote podcast recording.

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S

Square

Square supports payments, invoicing, and receipts—useful for small teams needing fast payment collection and lightweight reporting.

Simple payments, invoicing, and POS tools.

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Stephen Soo Coaching

Stephen Soo Coaching

Stephen Soo Coaching helps brokers and executives simplify strategy, strengthen leadership, and implement systems that drive consistent growth without burnout.

Lead with clarity. Execute with confidence

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Strapi

Strapi

Strapi is a self-hosted headless CMS for structured content and APIs—useful if you want full control over hosting and data models.

Open-source headless CMS for developers.

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StreamYard

StreamYard

Browser-based studio for multi-platform live streaming.

Live stream studio in your browser

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S

Stripe

Stripe lets you accept online payments, subscriptions, and invoices with developer-friendly APIs—useful for broker service fees, memberships, and marketplace payments.

Payments infrastructure for modern businesses.

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Stryd

Stryd

Broker-focused retention analytics platform analysing trail books for churn risk and refinance timing

Serve every client better, automatically

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S

Supabase

Supabase provides Postgres, Auth, Storage, Edge Functions, and realtime—ideal for building broker CRMs, portals, and marketplaces with strong data structure.

Postgres backend with auth, storage, and realtime.

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SuperMetrics

SuperMetrics

Data connector suite for moving marketing data into sheets, BI tools and warehouses.

Move your marketing data anywhere

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SurveyMonkey

SurveyMonkey

SurveyMonkey helps you capture structured responses for client questionnaires, NPS feedback, and internal research—useful for discovery and process improvement.

Collect data with forms and surveys.

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Systemology

Systemology

Systemology helps business owners extract critical processes, build operational playbooks, and scale without chaos—turning founder-dependent businesses into process-driven machines.

Replace yourself with systems

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Tally.so

Tally.so

Minimalist form builder with generous free tier.

Notion-style forms in minutes

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Text Expander

Text Expander

Text expansion tool for snippets and templates.

Type less, say more

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T

Threats Patrol

We've had opportunity to help very-large organizations and much smaller companies with their cybersecurity-engineering challenges and cybersecurity situations. Protecting organisations who have teams offshore in the Philippines and around the world.

Continuous automated cybersecurity operations

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TidyCal

TidyCal

Lightweight scheduling tool (by AppSumo).

Simple, affordable booking

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TikTok Ads

TikTok Ads

TikTok Ads is a paid advertising platform that allows businesses to reach audiences through short-form video across the TikTok network. It supports campaign creation, audience targeting, conversion tracking, and performance reporting for awareness and lead generation campaigns.

Create video-first ad campaigns

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TrackMyTrail

TrackMyTrail

Australian-made broker tool that analyses lost & gained trail, profitable clients and lender mix from trail books. (Track My Trail‎ ‎️)

Trail book analytics for brokers

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TransactorApp

TransactorApp

End-to-end transaction management platform for mortgage and real estate brokers to track deals, manage milestones, handle compliance and streamline settlement workflows.

Making property transactions easy

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Trello

Trello

Kanban-style boards for tasks and workflows.

Visual boards for anything

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Twilio

Twilio

Twilio powers programmable SMS and communications—useful for building broker notifications, two-way client messaging, and verification flows.

APIs for SMS, voice, and messaging.

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TypeForm

TypeForm

Conversational forms and surveys with strong UX.

Make forms people actually like

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Unbounce

Unbounce

Landing page and conversion optimization platform.

Landing pages that convert

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V0

V0

Website Builder

Generate production-ready UI with AI

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Vahler Media

Vahler Media

Vahler Media is a results-driven digital marketing agency specialising in paid media, funnels, and growth campaigns for service-based and online businesses. They focus on data-backed strategies that turn traffic into measurable revenue—not vanity metrics.

Performance marketing without the fluff

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VentraIP

VentraIP

AU-based hosting and domain provider.

Australian web hosting & domains

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VideoAsk

VideoAsk

Asynchronous video Q&A and forms for lead capture and onboarding.

Face-to-face forms & funnels

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VoiceFlow

VoiceFlow

Platform for designing chat/voice assistants and AI agents.

Design, build & launch AI agents

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WaveRoom

WaveRoom

Waveroom is a browser-based remote studio for recording podcasts/interviews with multi-track capture and AI noise removal.

Free browser-based remote recording studio.

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Webflow

Webflow

Webflow is a visual website builder for marketing sites and landing pages with CMS features, great for rapid iteration without heavy dev lift.

Design and publish high-converting sites—fast.

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WebinarJam

WebinarJam

Webinar platform focused on marketing and conversions.

Live webinar marketing platform

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Whisper.AI

Whisper.AI

Transform your sales and marketing with AI call transcription and automated sales call analysis. Get instant meeting transcripts, AI-powered call summaries, and CRM integration to boost revenue. Perfect for sales and podcast teams who need accurate business transcription and data-driven insights to close more deals.

Transcribe in any Language. With OpenAI Speed and Accuracy

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WordPress

WordPress

Widely used CMS for blogs, sites and ecommerce.

Open-source CMS

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WPX

WPX

Managed WordPress hosting focused on speed and support.

High-performance WordPress hosting

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Xero

Xero

Xero handles invoicing, reconciliation, BAS/GST workflows, and reporting—helpful for brokers managing business finances or paid vendor listings.

Accounting built for Australian businesses.

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Zapier

Zapier

No-code automation platform connecting thousands of SaaS tools.

Connect your apps, automate workflows

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Zencastr

Zencastr

Zencastr records high-quality remote audio/video with separate tracks and post-production tools, designed for guest-based podcast formats.

Remote podcast recording with separate tracks.

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Zerobounce

Zerobounce

Email verification service to reduce bounces and spam complaints.

Email checker & list hygiene

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Zoho

Zoho

Zoho’s CRM and app suite for sales, support, finance and ops.

Affordable all-in-one business suite

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Zoho Calendar

Zoho Calendar

Calendar app integrated into the Zoho suite.

Zoho’s business calendar

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Zoom

Zoom

Widely used video meeting & webinar platform.

Modern video communications

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Cynario

Cynario

Cynario is the trusted AI partner for Australian mortgage brokers, designed to simplify complex research and provide real-time insights that drive smarter decisions. Their platform empowers brokers to work more efficiently, access critical market data instantly, by integrating AI-driven tools. Cynario helps brokers manage mortgage research, client recommendations, and industry trends.

simplifying complex research

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Google Gemini

Google Gemini