More than a CRM
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.
Free for one app (e.g. Odoo CRM). Standard plan starts at $34.90/user/month (billed annually) for unlimited apps.
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.
In this episode of Broker Tools, we catch up with Derek, Business Development Manager at Odoo Australia — an all-in-one business platform that combines CRM, e-signature, client portals, project management, email marketing, e-learning, and more into a single subscription. If you have been running five different tools and paying five separate bills, Odoo is designed to collapse all of that into one place. Derek brings a career that spans fitness entrepreneurship, offshore staffing operations in the Philippines, US cybersecurity sales, and business networking — a background that gives him a rare lens on how businesses of every size actually function. This episode is a practical deep dive into what an all-in-one system means for a mortgage or finance broker, and why the hidden cost of fragmented tools goes well beyond the monthly bill.
Watch NowVisual CRM and deal pipeline
Shared client and referral partner portals
Built-in e-signature module
Automated document collection
Integrated email marketing campaigns
Event and e-learning managers
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.
