Odoo is a comprehensive, open-source suite of business applications built on a single shared database. For mortgage, asset, and commercial finance brokers, it functions as an all-in-one platform covering CRM and pipeline management, workflow automation, client and referral partner portals, e-signatures, document collection, email marketing, event management, e-learning, and a knowledge base — all included under one per-user subscription. Because every module connects to the same contact and data layer, brokers can start simple and expand capability over time without adding new software or subscriptions.
Free for one app (e.g. Odoo CRM). Standard plan starts at $34.90/user/month (billed annually) for unlimited apps.
They integrate via:
Derek Stewart
Business Advisor | Odoo
Derek spent a decade building his career across entrepreneurial businesses, offshore staffing operations in the Philippines, and US cybersecurity sales to ASX 200 companies, government, and military — all while running a podcast and business networking groups on the side. That cross-industry exposure gave him a sharp understanding of how businesses of every size actually operate, and where the gaps between them create opportunity. He joined Odoo Australia on the Gold Coast, where the Australian office has grown from zero to 85 staff in three years, as part of a Belgian-founded, 8,000-person global platform that remains majority privately held by its founder. Derek works with brokers and small business owners every day to help them turn disconnected tool stacks into a single operating system — and get more done without adding more software.
Contact details coming soon.
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