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In this episode of Broker Tools, we chat with Chris and Bailey from Middle Finance — a fact find and document collection platform built specifically for mortgage brokers who want a simple, clean, and compliant onboarding process without unnecessary complexity. Middle has been quietly building integrations with Finsure’s Infinity, AFG’s Broker Engine, and LMG’s MyCRM — and what they have created is one of the most complete, compliance-forward fact find tools available to Australian mortgage brokers today. This episode is a deep dive into how it works, what makes it different, and where it is heading.
In this episode of Broker Tools, we chat with James Rose, co-founder of Content Snare a document collection and client onboarding platform that has quietly become one of the most-loved tools in the mortgage broking, accounting, and legal industries. Content Snare replaces the endless back-and-forth of email attachments, PDF checklists, and manual follow-ups with a single, secure, client-friendly portal that keeps everyone on the same page.", including the AI-assisted form builder, conditional logic, identity verification, AML screening, and automated reminders and shares why the biggest thing Content Snare gets right is something most software gets wrong: making it genuinely easy for clients to complete.
In this episode of Broker Tools, we catch up with Phillip, co-founder of Financeable — the loan origination platform built specifically for asset and commercial finance brokers who want to stop copying data between systems and start spending that time on deals. Financeable sits between the broker's CRM and the lender. It pulls together data from the Australian Business Registry, credit bureaus, vehicle databases, and identity verification services, builds the application, checks it against each lender's policy and criteria, and then lodges it — automatically. Their flagship feature, Lodge AI, is a genuinely agentic AI: it opens the lender's portal, navigates every field, interprets data formats, corrects errors, and pauses only when a human decision is legally required. This episode is a practical look at what that actually means for how a broker's week works — and where the industry is heading.
In this episode of Broker Tools, we catch up with Vishal, founder of Property Dollar — a platform built for mortgage brokers, first home buyers, and property investors who want a single, clear view of their property portfolio, equity, and market trends. With over $24 billion worth of properties and $10.5 billion in home loans already tracked on the platform, Property Dollar has proven there is real appetite for a tool that puts property owners in control of their financial picture. This episode explores how brokers can use the platform to add tangible value to their clients — and build relationships that last well beyond settlement.
Michael from Cynario joins the podcast to demonstrate how his platform uses AI to help brokers navigate complex lender policies without the risk of data hallucinations. By introducing AI personas like Charli for policy and Alex for marketing, Cynario automates the heavy lifting of research and content creation. This episode is a walkthrough into how brokers can use Cynario to make faster, more accurate lending decisions knowing it's ranked strictly on the closest scenario policy match.
ActivePipe provides pre-built content, automated campaigns, and engagement analytics so brokers can maintain relevance, generate repeat business, and grow their business with consistency. In this review, Xavier Jones explains that brokers don’t need to reinvent marketing — they need the right tools and systems to automate communication and focus on client relationships.
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In this episode of Broker Tools, we chat with Chris and Bailey from Middle Finance — a fact find and document collection platform built specifically for mortgage brokers who want a simple, clean, and compliant onboarding process without unnecessary complexity. Middle has been quietly building integrations with Finsure’s Infinity, AFG’s Broker Engine, and LMG’s MyCRM — and what they have created is one of the most complete, compliance-forward fact find tools available to Australian mortgage brokers today. This episode is a deep dive into how it works, what makes it different, and where it is heading.
In this episode of Broker Tools, we chat with James Rose, co-founder of Content Snare a document collection and client onboarding platform that has quietly become one of the most-loved tools in the mortgage broking, accounting, and legal industries. Content Snare replaces the endless back-and-forth of email attachments, PDF checklists, and manual follow-ups with a single, secure, client-friendly portal that keeps everyone on the same page.", including the AI-assisted form builder, conditional logic, identity verification, AML screening, and automated reminders and shares why the biggest thing Content Snare gets right is something most software gets wrong: making it genuinely easy for clients to complete.
In this episode of Broker Tools, we catch up with Phillip, co-founder of Financeable — the loan origination platform built specifically for asset and commercial finance brokers who want to stop copying data between systems and start spending that time on deals. Financeable sits between the broker's CRM and the lender. It pulls together data from the Australian Business Registry, credit bureaus, vehicle databases, and identity verification services, builds the application, checks it against each lender's policy and criteria, and then lodges it — automatically. Their flagship feature, Lodge AI, is a genuinely agentic AI: it opens the lender's portal, navigates every field, interprets data formats, corrects errors, and pauses only when a human decision is legally required. This episode is a practical look at what that actually means for how a broker's week works — and where the industry is heading.
In this episode of Broker Tools, we catch up with Andy from Effi — a workflow management and lead management platform built specifically for mortgage brokers in Australia who want to stay on top of their enquiries, follow-ups, and follow-throughs without the manual effort that usually goes with it. Effi handles client enquiries, fact finds, document collection, digital signatures, voice AI follow-up calls, and integrates with the majority of aggregator CRMs in the Australian market. Andy walks through the full platform live — including a real-time voice AI call demo — and reveals what is coming next with the post-settlement retention tool.
In this episode of Broker Tools, we catch up with Vishal, founder of Property Dollar — a platform built for mortgage brokers, first home buyers, and property investors who want a single, clear view of their property portfolio, equity, and market trends. With over $24 billion worth of properties and $10.5 billion in home loans already tracked on the platform, Property Dollar has proven there is real appetite for a tool that puts property owners in control of their financial picture. This episode explores how brokers can use the platform to add tangible value to their clients — and build relationships that last well beyond settlement.
In this podChat, Jack shares the real decisions, mistakes, and systems that got Fouracre Financial to being an Award Winning Brokerage in just 3 years — from a former milkman who asked a colleague how to use a loan calculator on his first day in finance to building $500M Loan Book
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