CRM Systems

BankStatements.com.au

BankStatements.com.au is a bank statement retrieval platform used by Australian and New Zealand lenders and brokers, operated by illion Open Data Solutions (part of Experian). Brokers can collect up to 365 days of verified client bank statement data directly from financial institutions through a secure portal — no manual PDF downloads from clients. Includes a Responsible Lending report with monthly living expense categorisation to support lender compliance. Retrieval uses one-time client-authorised access, with data hosted in Australian data centres.

Your Statements Instantly

Broker Engine

Workflow, tasking and revenue management platform for mortgage brokerages.

Systemise your mortgage business

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.

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

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

Content Snare

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

Stop chasing clients for content

Effi

Effi is an AI-powered lead management and CRM platform built exclusively for Australian mortgage and finance brokers. It combines lead generation through partnerships with major comparison sites (Canstar, RateCity, RateMarket, ClearScore), workflow automation, document collection, e-signatures, branded client portal, email and SMS marketing, and referral management into a single platform. SOC 2 compliant and integrated with 95%+ of Australian aggregator software. Available in Professional, Small Business, and Enterprise tiers with a 14-day free trial.

AI-powered broker CRM & client portal

Kaddim

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

Document & info collection made easy

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

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

Middle

Middle is the Fact Find and Document Collection tool made for Mortgage Brokers who want to upgrade from paper to a digital experience. With Cotality, Equifax and Open Banking integrations makes it easy for Brokers to process their clients documentation requirements.

Mortgage Broker-focussed Fact Find & Doc Collection

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.

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

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

Simpology

Simpology is an Australian loan origination platform serving over 30 lending partners, aggregators, and brokers since 2007. Its flagship product Loanapp covers the full digital origination process — application, assessment, and settlement — with real-time status tracking, configurable workflows, and integrations for identity verification, credit checks, and valuations. Unlike ApplyOnline's universal broker-to-lender submission model, Simpology is typically deployed by individual lenders and customised for their broker channel. Sydney-based and 100% Australian; REA Group holds a 34% stake.

Partners in loan origination efficiencies

Feathery

Flexible, embedded form builder with advanced logic and styling.

Developer-grade forms without heavy code

Google Forms

Simple survey and quiz forms tied to Google Drive.

Free forms in your Google account

JotForm

Versatile form builder with many templates and widgets.

Powerful online forms made easy

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.

Tally.so

Minimalist form builder with generous free tier.

Notion-style forms in minutes

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

TypeForm

Conversational forms and surveys with strong UX.

Make forms people actually like

VideoAsk

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

Face-to-face forms & funnels

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.

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

Airtable

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

Spreadsheets meet databases for workflows.

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

ClickUp

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

One app to replace them all

GoHighLevel

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

Agency-focused CRM & funnels

HubSpot

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

All-in-one CRM, marketing & sales

Odoo

Odoo is an open-source suite of business applications built on a single shared database. For mortgage, asset, and commercial finance brokers it works as an all-in-one platform covering CRM and pipeline management, workflow automation, client and referral partner portals, e-signatures, document collection, email marketing, events, e-learning, and a knowledge base — all under one per-user subscription. Because every module shares the same contact and data layer, brokers can start simple and add capability over time without new software subscriptions.

More than a CRM

PipeDrive

Deal-centric CRM with visual pipelines and sales automation.

Simple, pipeline-focused CRM

Trello

Kanban-style boards for tasks and workflows.

Visual boards for anything

Zoho

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

Affordable all-in-one business suite