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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, we catch up with Brenton from Quickli, who walks us through what Quickli Pro now offers — starting with what Jiffi AI does, then how Doc Handler works, and what the new AI-generated Loan Submission Notes look like in practice. Quickli started as a servicing calculator across 50+ lenders, saving brokers the job of rate-checking against individual lender criteria one by one. Under Pro, it's expanded into AI and specialist serviceability tools covering the pre-assessment process end to end — research loan policy, doc scanning and renaming, and loan notes — with Fact Find and Doc Collection coming soon.
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 How to Use Software we catch up with Ben Fuller from Motii to walkthrough how Pipedrive CRM is the best option for your Asset Broker business. As a partner of Monday.com and PipeDrive, Motii understands how each platform works best for Brokers.
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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, we catch up with Brenton from Quickli, who walks us through what Quickli Pro now offers — starting with what Jiffi AI does, then how Doc Handler works, and what the new AI-generated Loan Submission Notes look like in practice. Quickli started as a servicing calculator across 50+ lenders, saving brokers the job of rate-checking against individual lender criteria one by one. Under Pro, it's expanded into AI and specialist serviceability tools covering the pre-assessment process end to end — research loan policy, doc scanning and renaming, and loan notes — with Fact Find and Doc Collection coming soon.
We are launching a new series called: How to Use Software, where we walk through Mortgage, Asset and Commercial Finance software available to Australian brokers.
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.
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