MyCRM

Simple CRM built for broker workflows.

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

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Ideal for:

MortgageAsset FinanceCommercial

Details

Pricing

Contact for Pricing

Data ResidencyAustralia

Business Marketing

Client Onboarding

Pre-Assessment

Application

Settlement

Post-Settlement

Ninja-Mode

Covers this stage

Not part of this stage

Key Features

LMG exclusive broker CRM

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Client portal fact-find

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Automated compliance generation

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Direct ApplyOnline lodgement

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Commission tracking reporting

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Connective marketing sync

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Make growth feel automatedwith Broker Tools workflows.

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.