Manage leads, loan applications, pipelines, compliance, and client communications — all in one beautifully designed workspace purpose-built for Australian brokers.
Each lending type has its own purpose-built pipeline with the exact stages Australian brokers use — from first contact through to post-settlement review.
From first contact to settlement and beyond — every step of the home loan journey.
Vehicles, equipment and machinery finance with lender-matched workflows.
Working capital, expansion and commercial finance with full financials tracking.
Personal loans, debt consolidation and major purchases — streamlined.
One unified platform — from lead to settlement, from compliance to communications.
Pipeline value, active applications, settlements, overdue tasks and upcoming deadlines — all at a glance.
Complete client records with financial position: income, employment, assets and liabilities tracked over time.
Multi-applicant applications with lender matching, loan product selection and settlement tracking.
Securely upload, organise, view, edit and share documents with lenders — all from within the application.
Automated emails triggered on stage changes. Merge fields pull live data from each application.
An 18-point compliance checklist covering best interests duty, responsible lending and disclosure.
Assign tasks to team members, set priorities and due dates, and track completion across applications.
Book and manage appointments, settlement dates and key deadlines in one calendar view.
Settlement volumes, conversion rates, average loan size and pipeline performance — all in real time.
Track referral sources from real estate agents, accountants, conveyancers and buyer's agents.
Every call, email, SMS and note logged against the client record — never lose context.
Role-based access control, audit logging, encrypted sessions and server-side enforcement on every action.
An 18-point compliance checklist covers your best interests duty, responsible lending obligations and disclosure requirements — tracked against every application, so you never miss a step.
Real-time pipeline value, active applications, settlement tracking and overdue tasks — all on one dashboard that updates the instant things change.
Track the total value of active applications across all four lending categories.
Overdue, due today and upcoming — automatically prioritised so nothing slips through.
Target settlement dates, days remaining and broker assignments — always current.
Choose the plan that fits your brokerage. Cancel anytime.
For individual brokers getting started.
For growing brokerages that need collaboration.
For large brokerages with advanced needs.
Join Australian brokers using Finance Broker Pro to streamline their entire workflow — from first call to settlement.