BrokerIQ Documentation
Everything you need to get started and get the most out of BrokerIQ. From creating your first scenario to advanced lender matching and team management.
Quick Start
New to BrokerIQ? Start here.
Getting Started
5 articles
- What is BrokerIQ?
- Creating Your Account
- Setting Up Your Organisation
- +2 more
Scenarios
4 articles
- Creating a Loan Scenario
- Funds Position Calculator
- Scenario Statuses
- +1 more
AI Copilot
3 articles
- What the AI Copilot Does
- Risk Flags and Warnings
- What-If Simulations
Lender Matching
2 articles
- How CDR Product Matching Works
- Browsing Market Rates
Lead Generation
3 articles
- Setting Up Your Calculator Links
- Sharing on Your Website and Social Media
- Managing Leads in Your Dashboard
Tools & Calculators
5 articles
- Borrowing Capacity Calculator
- Stamp Duty Calculator
- LMI Calculator
- +2 more
Integrations
2 articles
- Connecting Gmail
- Connecting Outlook
Organisation
2 articles
- Managing Users and Roles
- Branding and Customisation
Billing
4 articles
- Plans and Pricing
- Free Trial
- Managing Your Subscription
- +1 more