Client Engagement

Connect360

Connect360 is a revenue radar built for mortgage brokers — not a CRM, but a tool that works alongside your existing CRM to surface the opportunities already sitting in your loan book. It identifies refinance-ready clients based on rate changes, flags cross-sell opportunities like investment loans and guarantor deals, and automates value-driven follow-ups so brokers stay front of mind without manual effort. Powered by the Property Dollar ecosystem.

The Growth Engine Built For Mortgage Brokers

Property Dollar

Property Dollar is an Australian property portfolio tracker app for homeowners, investors, and first home buyers — available on iOS and Android. It gives users a live dashboard of property values, equity, loans, cash flow, and rental income in one place. Mortgage brokers use it as a client value-add tool: the broker-facing dashboard lets them analyse clients' properties and offer personalised refinance or equity recommendations.

Know Exactly What Your Properties Are Doing

Stryd

Stryd is a Mortgage broker-focused retention analytics platform analysing trail books for churn risk and refinance timing. It assess the loan book health and the opportunities to improve your client's experience in their lending journey.

Serve every client better, automatically

Acuity Scheduling

Feature-rich scheduler for service businesses and solo pros.

Client-facing booking for businesses

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

Cal.com (cal)

Open-source scheduling platform for teams and products.

Open scheduling infrastructure

Calendly

Self-service meeting scheduling links with buffers and routing.

Easy scheduling ahead

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.

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

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.

Microsoft Bookings

Scheduling pages for services and staff availability.

Booking pages for Microsoft 365

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

TidyCal

Lightweight scheduling tool (by AppSumo).

Simple, affordable booking

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.

WhatsApp Messenger is a freeware, cross-platform, centralized instant messaging and voice-over-IP service.

Simple. Personal. Secure.

Connex AI

ConnexAI is an enterprise conversational AI platform covering AI agents, voice, analytics, and knowledge tools. It automates customer support and engagement across channels such as phone, SMS, and chat, with identity and credit check capability — suited to larger broking operations handling high contact volumes.

Shaping the future of customer engagement

DialPad

Cloud calling with AI transcriptions and analytics.

AI-powered business communications

Google Calendar (google schedule)

Core scheduling app in Google Workspace.

Calendar for work and life

JustCall

Call center and SMS platform for sales/support teams.

Call & SMS for modern teams

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.

Teams (Microsoft Teams)

Microsoft’s team collaboration & meeting platform.

Chat, meet, call, collaborate

Zoho Calendar

Calendar app integrated into the Zoho suite.

Zoho’s business calendar

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