Every tool you need to manage clients, compare scenarios, and run your brokerage efficiently — in one workspace.
Build and compare multiple loan scenarios for each client. Track status from draft through to submission.
An AI assistant built into every scenario. Ask questions, get risk flags, and receive structuring recommendations in real time.
Access live mortgage product data from the Consumer Data Right. Match lenders automatically based on your scenario inputs.
Export scenarios in industry-standard formats ready for lodgement. Supports all major aggregator platforms.
Collect client information with shareable intake forms. Configurable sections, autosave, and document upload requests.
Track deposit, equity, savings, and settlement accounts. Automatically calculates stamp duty and usable funds by state.
Plan pre-approval pathways and structure loans strategically. Get AI-powered recommendations on deal structuring.
Send consent requests for digital signatures. Track signed documents and attach them to scenarios.
A full suite of broker calculators — no spreadsheets required. All available from the tools page.
Turn website visitors into qualified leads with branded calculators and suburb market reports. Manage the full lead lifecycle.
Connect your email account to send client communications directly from the platform. Supports both Gmail and Outlook.
Customise your workspace with your brokerage logo, brand colours, and share card templates for a professional client experience.
Set up your brokerage as an organisation. Invite brokers, assign roles, and share work across teams.
Try BrokerIQ free for 30 days. No credit card required.