BrokerEngine

BrokerEngine is the first and only mortgage broker software guaranteed to grow your revenue while working fewer hours, with push-button automation and workflows that free you up to focus on your highest-value activities.

BrokerEngine was developed in conjunction with a real mortgage brokerage, not in a software lab. It began when an Australian mortgage broker wanted to write more business and provide clients with a seamless experience, without sacrificing his quality of life to gruelling work weeks and high stress levels…

I run multiple mortgage broking brands and was nominated in the 2014 Broker of the Year Awards (Top 5) and in 2015 (Top 10). In 2016, I was fortunate enough to receive two nominations – one for Broker of the Year, and one for Broker Group of the Year. All while working 20-25 hours per week and enjoying 2-3 months’ holiday a year.

I started in broking in 2007, and by about 2010 I was settling a reasonable $20-$25 million a year, but I was also putting in far too many hours, and following no system.

In fact, my first 3 years in mortgage broking were almost a complete waste, because I didn’t have any method of keeping in touch with clients.

By the time I developed a system, it was too late. Those initial clients were cold, and I had to keep running hard on the treadmill to find new clients and maintain my volumes.

My stress levels were constantly red-lining. I was always fearful that something had been missed on a deal, or that it would go south at the last moment. And I hardly took any extended holidays, because I was afraid the wheels would fall off.

With no method to keep in touch with clients both before and after settlement, I knew I was missing out on a tonne of repeat and referral business.

Learn more here.